Future-Proof is a virtual program that helps CDFIs develop sustainable, diversified capital strategies. You’ll explore multiple funding pathways: their benefits, risks, and alignment with your mission and community development values.

Program Eligibility

Future-Proof is for CDFIs…

✓ with varying community priorities – i.e., small business lending, affordable housing, microfinance, community facilities

✓ affected by federal funding uncertainty; organizations facing or threatened by cuts to federal CDFI programs

✓ ready to diversify capital sources and committed to building alternative funding pathways

✓with track record of community impact and operational sustainability

✓ with leadership capacity – ability to engage with investors and tell your impact story

✓ committed to peer learning, and willing to share experiences and support fellow cohort members

✓ with diverse organizational structures – nonprofits, for-profits, credit unions, co-ops

Future-Proof is designed as a flexible two-phased program.

Phase 1 (3 months) is for all CDFIs looking to diversify their capital options.

Phase 2 (8 months) is for CDFIs using the SVX US platform to raise capital. Phase 1 participants are invited – but not obligated – to join Phase 2.

There was a Future-Proof information session on January 13th, 2026. Watch here.

The deadline for Future-Proof has been extended to January 21, 2026.

Phase 1:
Learning & Strategy

February – April 2026

$1,000 per CDFI due January 31, 2026

The case for capital diversification beyond grants
Securities law fundamentals, exemption overview, and state requirements
Deep dive on Reg D (506b vs 506c), charitable exemptions, and Reg A
Securities structuring for nonprofits and for-profits, plus legal office hours

Selecting and structuring your specific offering
Technology options for capital raises, including platform comparisons and compliance requirements

Developing pitch materials and storytelling
Investor identification and outreach planning

Phase 2:
Implementation

May – December 2026

$4,000 onboarding fee for SVX US platform due April 21, 2026

$500/month of active campaign due once it goes live

For CDFIs choosing to use the SVX US platform, Phase 2 provides comprehensive implementation support from campaign launch through successful capital deployment. The platform offers streamlined fundraising with no transaction fees, processing investments via wire, ACH transfer, credit card, self-directed IRAs, and bitcoin while ensuring regulatory compliance for your specific offering.

You’ll receive 1:1 campaign setup support, full platform access, and ongoing community connections with cohort peers and expert guidance throughout your raise.