Oklahoma Impact Investing Collaborative

A National Leader in Pay for Success

The Oklahoma Impact Investing Collaborative (the “Collaborative”) is a nonprofit intermediary managed by MetaFund that uses philanthropic funding to provide creative financing opportunities to mission-driven nonprofit and for-profit organizations with the potential to improve outcomes for Oklahomans. Collaborative financing can be used to launch or expand evidence-based or promising programs, launch or expand social enterprises, or bridge fundraising needs.

The Collaborative provides loans to organizations in two ways, the first being direct lending with flexible financing through impact loans, and the second through an innovative model called Pay for Success. While terms will vary depending on the unique circumstances of the borrower and program, examples of loan terms are provided below.

“There are solutions and resources all around us—some more challenging than others to access. It’s up to all of us to find creative ways to orchestrate them and carry them forward. As our partners exemplify, persistence is a common thread throughout our shared successes. The Collaborative is honored to work alongside those serving our families, friends, and neighbors."

– Ed Long, Oklahoma Impact Investing Collaborative President & Co-Founder

Impact Loans

Designed to make funds accessible to the borrower over time as they achieve construction, impact, or operational milestones, Impact Loans can be used to finance real estate construction, asset acquisition (equipment or real estate) or working capital needs.

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Pay for Success Loans

As a national leader in Pay for Success, the Collaborative partners with private, government, and nonprofit entities to create innovative financing opportunities that drive measurable impact.

In a Pay for Success loan, philanthropic investors provide upfront capital to fund evidence-based or promising interventions that aim to improve outcomes for the communities served. If those outcomes are achieved, a third party—often a government agency—repays the investors.

This model ensures that taxpayer dollars are only spent on proven results while enabling private funders to take on the initial risk and help scale effective, data-driven solutions.

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Collaborative Advisory Committee

Senior Manager for Community Outreach, Aetna Better Health of Oklahoma

Restore OKC

Co-Founder & CEO, Pivot Project Development

Center for Learning and Leadership, University Center for Excellence in Developmental Disabilities, Univ. of Oklahoma

Presidential Professor, University of Oklahoma (retired)

Co-Founder & CEO, SidexSide

Venture Executive

CEO, Invictus Consulting 

Executive Director, HopeHouse OKC

Acorn Capital Management

Instructor of Entrepreneurship, University of Oklahoma

Editor, Health Promotion Practice and Associate Professor, Kennesaw State University

Director, Build Better Careers Initiative, CAEL

Hillary Burkholder

Caylee Dodson

Jonathan Dodson

Wanda Felty

Dr. Aimee Franklin

Chad Jordan

Cody Merrill

John Michael Montgomery

Brandy Romine

Tammy Streeter

Bruno Teles

Dr. Lanita Wright

Roderick Wright

Collaborative Advisory Committee

Hillary Burkholder
Senior Manager for Community Outreach, Aetna Better Health of Oklahoma

Jonathan Dodson
Co-Founder & CEO, Pivot Project Development

Dr. Aimee Franklin
Presidential Professor, University of Oklahoma

Chad Jordan
Co-Founder & CEO, SidexSide

Cody Merrill
Venture Executive, Cortado Ventures

John Michael Montgomery
President & CEO, Lawton-Fort Sill Chamber of Commerce

Bailey Perkins-Wright
Community Volunteer

Brandy Romine
Executive Director, HopeHouse OKC

Bruno Teles
Instructor of Entrepreneurship, University of Oklahoma

Dr. Lanita Wright
Editor of Health Promotion Practice and Associate Professor, Kennesaw State University

Roderick Wright
Training System Manager, Work Ready Oklahoma

Recent OIIC Projects

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