Ingenious Financial
Innovation, Equity, and Inclusion

MacKenzie Scott
Author, Philanthropist, Businesswoman
Life will never stop finding fresh ways to expose inequities in our systems; or waking us up to the fact that a civilization this imbalanced is not only unjust, but also unstable.
Strategic Pillars
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Economic Mobility
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Improved Home Ownership
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Racial Equality
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Increase Employment
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Increase Financial Literacy
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Empower Marginalized Groups
Transactional Overview - State Charter
$25 Million
The investor capital is injected into the holding company and used as reserves to create a new financial institution. The holding company will use $4 million as start up cost. The $21 million is retained for liquidity with the expected return of 5%.

Transactional Overview - National Charter
$100 Million
The investor capital is injected into the holding company and used as reserves to create four financial institutions in the target metropolitan areas. The holding company will use $4 million per branch as start up cost. The $84 million is retained for liquidity with the expected return of 5%.

Thank You
Ingenious Financial 4601 Fairfax Drive, Suite 1200 Arlington, VA 22203
(571) 441 – 2710
dparker@ingenious.financial
dtaylor@ingenious.financial