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Community Investment Management

Venture debtoperating company · company profile

San Francisco · Seed–Growth · 44 people tracked

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Investment thesis

CIM positions itself as a preferred debt financing partner for early-stage, responsible fintech companies building innovative credit products. It combines direct deal origination, operating experience, and alignment with equity investors and founders. Through structuring expertise and active engagement, CIM aims to reduce risk in providing early-stage asset-backed debt facilities, seeking capital preservation and attractive risk-adjusted returns. Its data-driven underwriting focuses on the quality and liquidity of receivable collateral, spanning term loans, lines of credit, supply chain finance, trade finance, revenue-based finance, embedded finance, credit cards, advances, and royalties.

Source: firm website, verified Sep 29, 2026.

Stage
Seed–Growth
HQ
San Francisco, US
Instruments
Debt
Founded
2013
Last 12 months
1 investment
AUM
$1.5B
Tracked investments
5
Unicorns
1

Team · 44 people

from the firm's website
Liesel Pritzker Simmons· Co-Founder & Principal, Blue Haven Initiative

Advisor; Co-Founder and Principal of Blue Haven Initiative.

Peter Renton· Co-Founder & CEO, Renton & Co, LLC

Advisor; Co-Founder and CEO of Renton & Co, LLC.

Alberto Tani· Principal, Investments
Ravi Sattuluri· Senior Director, Investments
Dan Uttaro· Director, Operationsin
Kevin Ryken· Director, Controller
Kristy Tholanikunnel· Transaction Counsel
Lulwa Taqi· Associate, Investments
Michael Schlein· President & CEO, ACCION International

Advisor; President and CEO of ACCION International.

Nicolle Richards· Manager, Investmentsin
W. Bowman Cutter· Senior Fellow & Director, Roosevelt Institute

Advisor; Senior Fellow and Director at the Roosevelt Institute.

William Orum· Partner & Investment Committee Member, Capricorn Investment Group

Advisor; Partner and Investment Committee Member at Capricorn Investment Group.

What they invest in

from 5 of 5 portfolio companies

Fintech ×4EdTech ×2Impact & Social Good ×2Consumer ×1Digital Health ×1Future of Work ×1Healthtech ×1HR Tech ×1

HQs:Colombia×1Spain×1United Kingdom×1Mexico×1United States×1

Investments · 5 tracked

founders shown can be your intro path

By year:2025 · 12022 · 12021 · 12019 · 14 dated

Empowerempowercultura.esinSep 2022 · $150M

Empowercultural provides cultural accessibility solutions for museums, art centers, and cultural institutions, with a focus on ensuring people with autism and other needs can participate in cultural experiences without barriers.

EdTechImpact & Social GoodMadrid, ES

Co-investorsShip2BAtreides ManagementBlisceCapitalGFidelity InvestmentsIcon Ventures+6 more

MPOWER Financingmpowerfinancing.comin𝕏Aug 2019 · $100M

MPOWER Financing provides loans and financial support to international students pursuing education in the United States and Canada, using a credit model based on future potential rather than credit history.

EdTechFintechImpact & Social GoodWashington, US

Manu SmadjainMike Davisin

Co-investorsBuilders + BackersDreamit VenturesETS Strategic CapitalFresco CapitalK Street CapitalVARIV+6 more

Salary Financesalaryfinance.comin𝕏

Salary Finance provides personal loans and financial wellbeing benefits to employees of partner organizations, with competitive rates and flexible repayment through payroll deduction.

FintechFuture of WorkHR TechWellness & FitnessLondon, GB

Co-investorsAurum Venture PartnersLegal & General

Storistoricard.comin𝕏Nov 2021 · $200M

Stori offers a mobile app with consumer financial products in Mexico, including a no-annual-fee credit card with up to 10% cashback, an interest-bearing debit account, and personal loans.

ConsumerFintechMexico City, MX

Bin Chen(Founder)inGY L(Founder)Guangyu (GY) L(Founder)inSherman He(Founder)inGY Liu(Founder)Gaurav Bhatnagar(Founder)

Co-investorsGeneral CatalystLightspeed Venture PartnersNotable CapitalSource Code CapitalVision Plus CapitalZMT Capital+4 more

Welliwelli.com.coinOct 2025 · $75M

Welli provides point-of-care financing for medical procedures, letting patients apply from their phone and receive credit approval in minutes with fixed installments.

Digital HealthFintechHealthtech

Felipe Jaramillo López(Founder)in

Co-investorsCapria VenturesNew Ventures CapitalSalkantay VenturesCostanoa Ventures

Portfolio news

latest coverage across their companies
Welli Raises $8M in Series A Funding

Welli · finsmes.com · Jul 14, 2025

Frequently asked questions

How many investments has Community Investment Management made?
Community Investment Management has 5 tracked investments, including 1 dated in the last 24 months.
What stage does Community Investment Management invest at?
Community Investment Management invests at the Seed, Series A, Growth stages.
What sectors does Community Investment Management focus on?
Community Investment Management focuses on Fintech, Impact & Social Good.
Where is Community Investment Management located?
Community Investment Management is headquartered in San Francisco, US.

Media · Podcasts & interviews

featuring the team

Jacob Haar of Community Investment Management (CIM)

Peter Renton · Jacob Haar

Elena Amato of Community Investment Management: Financing inclusive fintech in Latin America.

ImpactAlpha · Elena Amato

Jacob Haar, Co-Founder and Managing Partner at Community Investment Management (CIM)

Fintech Nexus · Jacob Haar

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