Catalyze
Demo
Funder workspace
Sonoran Community Foundation
Switch to Pinal Health Legacy Fund
Same deal and evidence, the other funder's policy.
Workspace
Steps
Policy
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Evaluation
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Evidence
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Draft
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Review
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Record
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Deal
Intake
Notes
Tour
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funder
reviewer
sponsor
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Demo role switcher: changes the view, proves nothing about authorization.
Policy
Edit policy (saves as version 4)
Saving never overwrites a version. The save is refused if someone else saved first.
Hard exclusions (deterministic, run first)
Policy name
Geography
statewide
listed counties only
Counties (comma-separated; used when scope is counties)
Instruments allowed
note
loan
line of credit
guarantee
equity
fund interest
deposit
Counterparty types allowed
nonprofit
cdfi
cooperative
for profit
public agency
fund
Excluded sectors (comma-separated)
Check size minimum ($)
Check size maximum ($)
Endowment value ($; blank means unknown, which makes the share exclusion unresolved)
Maximum share of endowment (%)
Criteria
Themes
required
affordable housing
community facilities
small business
agriculture
health
education
community health
health facilities
behavioral health
Minimum rate (%)
required
Maximum term (years)
required
Required evidence
required
term sheet
financial statements
borrower profile
project description
sponsor letter
lender decline
co investor commitment
Catalytic test
gate on (a failing test attaches the label; it never excludes)
Label when a test fails
Save as version 4
Cancel
Step 1 of 6: Policy.
Next: see the evaluation
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The deal checked against those rules, with a reason for every result.
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