Westland Gate Capital, LLC Information

We are an investment research and management firm dedicated to the mission of aligning investments with the purpose of improving human life. We believe that structural hurdles in the financial intermediation process have prevented small businesses, and especially those owned by disadvantaged persons and those in low income areas, from accessing much needed capital. That capital is often the catalyst to stabilizing a business and transforming it into a higher value-generating opportunity. We believe that access to capital is the key to generating wealth at the household and the community levels. However, we also recognize the risks inherent in investing in the "trenches"​. As such, our approach is based on clear mission metrics and social impact objectives. Investing "​in the trenches"​ requires and in-the-trenches approach. As such, our approach relies on pre-investment technical assistance and support that improves the business's operating systems and financial controls. Our work with small businesses in Boston's lowest income neighborhood has exposed us to the variety of challenges that they face and has informed our solutions to those challenges. Those solutions serve as the risk-mitigation tools necessary to stabilize the business, protect the investments, and create wealth for the business-owners, their communities, and their investors. We offer our investment research experience, which has been developed over 20 years in the public equity markets, to support credible due-diligence efforts on behalf of our investors. We offer our years of working at Community Development Financial Institutions to provide exposure to the social and economic justice impact sectors that investors might not have access to yet through the industry's ever-evolving ecosystem. We welcome the opportunity to support our clients'​ financial goals and social impact goals.