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How the Flagship Fund Benefits Investors

CNoteImpact Investing

For investors seeking both financial growth and a meaningful impact, CNote’s Flagship Fund offers a unique opportunity to achieve both objectives. Designed to deliver steady returns while supporting mission-driven organizations, the Flagship Fund allows investors to align their wealth-building strategies with their values. However, like any investment, returns are not guaranteed, and investing includes risks. 

Here’s how the Flagship Fund provides substantial benefits to investors.

Flagship Fund

1. Potential Attractive Financial Returns*

One of the most compelling reasons to consider the Flagship Fund is the potential for an attractive financial performance. With a potential 4%* annual return, an individual investor has an opportunity to make a reliable income stream. 

To put it in perspective:

  • If you invest $100,000, you could earn approximately $4,000 annually.
  • Over five years, this could amount to $20,000 in returns.
  • In ten years, your earnings could grow to $40,000.
  • In fifteen years, you might see a total of $60,000 in returns..

The potential for steady returns makes the Flagship Fund a competitive alternative to traditional fixed-income investments.

Learn more about the Flagship Fund’s potential financial returns

2. Diversification Across Non-Traditional Assets

The Flagship Fund provides investors with the opportunity to diversify their portfolios beyond traditional investments like stocks and bonds. The investment works through Community Development Financial Institutions (CDFIs), are mission-driven lenders that channel capital to minority-owned businesses, affordable housing projects, and sustainable initiatives across the United States.

By supporting CDFIs, the Flagship Fund supports loans to small businesses, affordable housing developments, and community-focused infrastructure, which are less sensitive to traditional market fluctuations (Opportunity Finance Network, “CDFI Market Conditions Report,” 2021). This diversification helps stabilize overall portfolio performance with the potential to achieve solid returns.

3. Alignment with Personal Values and Impact Goals

Many investors today seek more than just financial returns; they want their investments to reflect their values and create positive change. The Flagship Fund enables investors to do just that by directing capital through CDFIs to initiatives that promote social equity, environmental sustainability, and economic empowerment.

Through CDFIs, the Flagship Fund investments support minority-owned businesses that face barriers to accessing traditional financing, affordable housing initiatives that strengthen communities, and back sustainable projects that drive environmental resilience. This approach allows investors to align their portfolios with their values, contributing to causes they care about while growing their wealth.

Learn more about how the Flagship Fund can align with your personal values and impact goals.

4. Transparent Reporting and Accountability

CNote ensures that investors in the Flagship Fund are informed about how their capital is being used and the impact it is achieving. Although CNote does not directly manage the projects, it works closely with CDFIs to track and report on the social, economic, and environmental outcomes of the investments. Regular impact reports provide transparency, fostering trust and allowing investors to see the tangible benefits their money is creating, reinforcing their commitment to sustainable growth.

Real-World Impact: Making a Difference With Potential Returns

By investing in the Flagship Fund, investors not only have the potential to achieve steady financial returns but also help drive meaningful impact across communities in need. Through CDFIs, the fund helps provide affordable loans to underserved small businesses, stimulates local economies, and supports essential projects like affordable housing and renewable energy.

In short, while your portfolio can grow, so can your positive impact on communities across the nation.

Learn more about CNote’s Flagship Fund. 

Conclusion: A Strategic Choice for Investors

The Flagship Fund provides investors with a unique potential to achieve competitive financial returns while making a real difference in the world. With a potential 4%* annual return, a $1 minimum investment, a 30-month term with quarterly liquidity options, and investments that align with personal values, the Flagship Fund is designed to benefit those looking to grow their wealth with purpose.

By choosing the Flagship Fund, investors can diversify their portfolios, mitigate risk, and enjoy the satisfaction of knowing that their investments are driving positive change through trusted CDFI partners. It’s a straightforward, powerful way to combine desired profit with purpose and build a legacy that matters.

 

* Returns are not guaranteed. CNote Group, Inc. (“CNote”) is not a bank, a credit union, or any other type of financial institution. C Note is not a registered investment advisor with the Securities and Exchange Commission (SEC) or a broker-dealer authorized by the Financial Industry Regulatory Authority (FINRA). CNote is not a legal, financial, accounting or tax advisor. CNote offers unregistered securities consisting of various promissory notes (“Notes”) to eligible investors pursuant to Regulation A and Regulation D under the Securities Act of 1933, as amended. For more information on risks related to investing in our Flagship Fund Notes, for unaccredited investors please see our latest Flagship Fund Offering Circular as filed with and qualified by the SEC. For accredited investors please see our latest Flagship Fund Private Placement Memorandum Neither the SEC nor any state securities regulator has passed upon or endorsed the merits of any investment in CNote’s offerings. Investments in our Notes are not bank deposits and are not insured by the Federal Deposit Insurance Corporation (FDIC), the National Credit Union Administration (NCUA), or any other governmental agency. Investing in our Notes involves risk of loss, including the principal invested. We encourage you to consult with a financial adviser or investment professional to determine whether or not the CNote platform makes sense for you. Information provided herein is for educational purposes only and is not tailored for any individual investor or client. It should not be relied upon as financial or investment advice. Any projected returns are illustrative, based on interest rates offered currently or in the past, which may be subject to change, and may not reflect the ultimate rate of return for any particular investor or client. Past performance is no guarantee of future results, and future returns may vary. Interest rates are for illustrative purposes, and are subject to change.

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