When elevated insights reveal grounded strategies, the work takes wing.
If you are looking for new ways to catch currents, mobilize capital and catalyze change, it’s time to talk to Tern.
About
Even the most visionary leaders and inspired collaborators need momentum getting good ideas off the ground. At Tern, we don’t swoop in from above. Our research starts in the field and on the front lines, revealing what lifts you—and, from there, how to change or accelerate your trajectory.
We turn concepts into products and initiatives that
propel us all forward.
Take your ideas to a new level
Organizations on the front lines of causes vital to people and planet can struggle to access capital. Whether your team needs knowledge and guidance managing an existing investment offering, or support from us to build one up, Tern has the experience and knowledge to help you reconsider what's possible.
EXPLORE YOUR OPTIONS
Tern Training
- 3 hour virtual training course
- Birdseye View feasibility report and strategy recommendations
- Community resource access
DEVELOP YOUR OWN INVESTMENT NOTES OFFERING
Tern Offering
Package
Tern Training, plus:- Templates for documents, forms, and reports
- Administration, marketing, filing and reporting guidance
- Legal and regulatory landscape information
- Investor relations advice
- 1:1 consult with Tern Strategists
ENLIST OUR TEAM
Tern Support
Tern Offering Package, plus:- Offering development
- Technical assistance and strategic support
- Tern Advisor Network access
Our Partners
Sector Expertise
Community development finance
Values-based communications
Healthcare access
Our Consulting Services
BIRDSEYE VIEW
$500
/ session- Grounding survey
- 1:1 60-minute discussion of your challenge or opportunity
- Birdseye view report
TERNPOINTS + TRAJECTORY
$2,500
/ month- Limited long-term engagement
- New initiative/special projects feasibility, strategy, and design
- Strategic communications and coalition building
TAKE WING
$5,000+
/ month- Fractional leadership role
- New initiative feasibility, strategy, design, and organization
- Strategic communications, coalition building, mission, vision
Tern Log
Liz Rogers is brilliant! She makes complex ideas comprehensible – drawing connections between policy, people and place – while building relationships that get ideas and funding off the ground for real community impact.”
Jessica Brooks, Vice President of Investor Relations, Social Finance
ASBN’s collaboration with Tern Strategies and Stepping Stone Partners is helping us rethink impact investment, supporting our network in ensuring that sustainable financing is directed to restorative, community-driven projects."
Derek Peebles, Senior Director Policy & Advocacy, Inclusive Economy, American Sustainable Business Network
Targeted market research and pragmatic insights provided by Tern helped The Genesis Fund advance our community investment offering to help finance affordable housing and community projects in Maine and Northern New England.”
Liza Fleming-Ives, Executive Director, The Genesis Fund
Tern Strategies delivered a concise overview of regulatory, legal and marketing considerations for an offering for individuals who want to invest in businesses and projects that expand opportunities for people with disabilities.”
Charles Hammerman, President and CEO, Disability Opportunity Fund
Services
- Financial product development
- Communications strategy
- Fractional leadership
- Landscape and market research
- Capital and fundraising strategy
LIZ ROGERS
At the heart of Liz’s 30-year career is the understanding that effective communications make the difference in whether projects, initiatives and strategies move forward or not. A lifelong learner, Liz brings focus to issues critical to the well-being of people and planet, particularly, economic development, environmental sustainability and healthcare access. She has played an instrumental role in financial product design, proposal development, brand elevation and investor relations strategy raising over $160 million in debt, equity, program-related investments and grant awards. Liz has also designed award-winning, multi-faceted programs and campaigns that elevate issues and help change state and federal policy.