HOME PAGE APPLY FOR INVESTMENT
(Requires Password)

INVESTING IN UNDERSERVED BUSINESSES

  • Identify and process investment prospects from the following underserved socio-economic groups:
    • African-American business owners
    • Hispanic-American business owners
    • Asian-American business owners
    • Women business owners
    • Disabled veteran business owners
  • Counsel candidates from underserved groups through the Fund’s investment process
  • Increase employment of persons from  underserved populations into portfolio companies
  • Increase business locations and activity in designated economic development zones
PROCESS
  • Leverage targeted referrals from the Funds existing business network
  • Significant reliance on guidance from Funds Advisory Group on Underserved Entrepreneurs (see Advisory Group slide)
  • Collaborate with CRA Officers of banks invested in Limited Partnership 
  • Establish liaison relationships with public & private economic development organizations in the operating regions where Fund operates that provide services to underserved business owners
  • Participate in conferences, workshops, and special programs that liaison organization sponsor for underserved populations
EXPERIENCE OF THE MANAGING DIRECTORS

Our Managing Directors have developed a career record that incorporates working with underserved business and persons.  For example:

  • Philip Smith - Dating back to the genesis of venture Capital at CitiBank, Phil undertook responsibility for managing the bank’s financing programs serving minority groups.  Furthermore, he has provided financial backing to underserved businesses that became successful enterprises (Essense, etc.)
  • John R. Nelson - John has been the CEO of Corporation that was certified as an SBA 8(a) company (Pro-Lysts, Inc.)
    that was owned and controlled by racial/ethnic minorities.  He was Acting Director of the Ethnic Studies Program at the University of Oregon, and his career has maintained an emphasis on underserved businesses to the present time.

ADVISORY GROUP

NAME

ROLE

CCP ROLE

AFFINITY

Don Jacobs

Co-Chmn

Fund Advisor

Black Male; Former Banking Exec (BoA, etc.); high-tech entrepreneur; managed “8(a)” minority companies; created & managed business development organizations in CA, FL, & GA

Glenn Sharpe

Co-Chmn

Fund Advisor

Black Male; Banking Exec (retiring from top tier bank in early 2008); experience with CRA & underserved lending

Cynthia Trevino

Advisor

Fund Venture Partner

Latina Female; Ex-AT&T Exec; entrepreneur

Jim Butz

Advisor

Fund Venture Partner

Disabled Veteran; Ex-Lucent Exec; entrepreneur

Edward Lewis

Advisor

Fund Advisor

Black Male; Former Publishing Exec (Founder/CEO of Essence, acquired by Time-Warner, etc.); entrepreneur and philanthropist

Devon Blaine

Advisor

Fund Venture Partner

Female; 20+ years BOD of LA Venture Assoc; entrepreneur; prominent in regional Womens’ business development organizations

Kim Davis King

Advisor

Fund Venture Partner

Black Female; 12 years as venture capitalist

Lee Petillon

Advisor

Chmn: Fund BOA

White Male; prominent LA attorney; long-term roles in community development and equal opportunity programs (MESBIC, SSBIC, business development ctrs, et. al.)

WRJ Group

Advisor

Fund Advisor

Jill Dominguez: Latina Female; has served as Director of Economic Development for New Economics for Women COO, for Operation Hope, and Founder of Innovative Business accelerator in Los Angeles; entrepreneur active in micro-lending programs; establishing small business credit; management training.

Phil Borden

Advisor

CEO of Active Capital

White Male; prior Director of SBA’s Womens’ Business Development Ctrs

Shohei Sakazaki
Advisor
Fund Venture Partner
Asian Male, 15 years as Venture Capitalist

Ram Natarajan

Advisor

Fund Advisor

Asian Male; Business development & tech-transfer executive; entrepreneur

UNDERSERVED DEMOGRAPHICS

  • Within 2 hours travel time of the 3 CalCap offices are some of the greatest concentrations of the underserved populations within the U.S.
  •  Enterprises owned and/or managed by members of the underserved groups are under-represented in the technology-based industries and as enterprises receiving venture capital investments
  • Over the past year, passive sources of deal-flow to CalCap has resulted in 20%-25% of our filtered and qualified investment prospects to be represented by underserved entrepreneurs.  Through pro-active measures, we target and increase in this proportion to greater than 50%

 

 
CalCapPartners.Com Home Page | About Us | About Funding | Our Team | Press Releases | Investment Strategy | Useful Tools