How To Invest Locally

Welcome to our resource area for local investors.  Here, you will find a series of how-to guides and other resources that support investors in the process of finding, evaluating, and making investments in local small businesses and nonprofits.

Quick Reference Guide: 


How to Invest Locally Course Description:

“I'm storing my money in my neighbors.” - Vicki Robin


“I just think everybody should look into [investing locally], and you can do it to whatever level your finances can afford.” - Deborah Stinson of LION

  1. Overview for Local Investors: This is an introduction to big picture local investing topics: what it takes to invest locally, who it’s appropriate for, and how to address the various risks and legal issues involved.  We’ll explore several different types of local investments ranging from deposits at local banks and credit unions, to local crowdfunding, to more traditional investments like loans and equity.  Finally, we offer a step-by-step process for getting started with local investing.


  2. Local Investing Clubs & Networks: This guide describes what local investing groups are and how they work, and gives a step-by-step recipe on how to start one in your community. You’ll learn about the key elements needed to start a successful group, the legal issues you need to navigate, how to create a Membership Agreement, the four core functions your group will need to perform, and special considerations for local investment clubs.


  3. Organizing Business Showcases: This is a step-by-step guide on how to organize business showcases, which are community gatherings designed to rally support for local small businesses and nonprofits. We detail the various jobs your organizing team will need to accomplish, such as securing a venue, marketing the event, and recruiting and preparing presenters, in order to pull off a fun and highly effective event.


  4. Evaluating Local Investments: This is an in-depth guide to researching and evaluating local investments with the goal of making good investment decisions.  We begin with basic principles of due diligence and how to identify investments that are good fit for your portfolio and your long-term financial goals.  Then, you’ll learn how to research and analyze the different aspects of an investment, including the concept, industry, management, financials, and deal structure, and how to monitor the investment after it is been made.


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