Local Investing YYC
Local Investing YYC is a Calgary-based for-profit investment cooperative that pools community capital from member investors to fund local businesses generating financial, social, and environmental returns, with RRSP- and TFSA-eligible investment shares.
- Company typePrivate
- Founded2019
- HeadquartersCalgary, Canada
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Local Investing YYC does
Local Investing YYC is a for-profit investment cooperative incorporated in Alberta, Canada in 2019 that connects community-based investors with Calgary-based businesses seeking capital. It operates a member-driven model in which individuals purchase a Class A membership share (CAD 250) to gain voting rights and then buy investment shares during periodic capital raises; investments carry a minimum five-year term. Capital raised is deployed into local ventures through equity stakes and loans, and shares are eligible for self-directed RRSPs and TFSAs via a partnership with the Canadian Worker Co-operative Federation (CWCF) and Concentra Financial. The cooperative targets financial returns alongside measurable social and environmental outcomes aligned with the UN Sustainable Development Goals.
The product surface is intentionally lean and non-technological: there is no proprietary platform, mobile app, or API. Members access documentation and investment information through an investor dashboard hosted by Dealpoint, and the organization publishes annual Impact Reports covering portfolio outcomes. Investment evaluation is conducted by an Investment Committee supported by a board of directors, with members voting to approve or reject proposed deals. As of early 2025 the cooperative reported 143 member investors and a portfolio of 10 Calgary-based businesses spanning food and beverage, clean technology, and healthcare.
The revenue model is structured around investment returns — capital gains on realized exits and income from underlying investments — rather than recurring management fees, and no direct fees are charged to investors. Strategic and financial support is provided by connectFirst Credit Union, Co-operators, and impact-investing partners including Boann Social Impact, Platform Calgary, UCeed, Propel Impact, Spring Impact Capital, the Social Finance Fund, and advocacy bodies such as TIIP and the Canadian CED Network. Since inception, the cooperative has raised approximately CAD 2.32 million in community capital for deployment into local businesses.
Local Investing YYC firmographics
Firmographics- Name
- Local Investing YYC
- Legal name
- Local Investing YYC
- Website
- https://localinvestingyyc.ca
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Local Investing YYC is a Calgary-based for-profit investment cooperative that pools community capital from member investors to fund local businesses generating financial, social, and environmental returns, with RRSP- and TFSA-eligible investment shares.
- Ownership category
- akta.pro rank
Local Investing YYC industry classification
Industry- Product category
- Community Investment Cooperative
- NAICS
- Other Financial Investment Activities (5239), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investors, Nec (6799), Miscellaneous Business Credit Institution (6159)
- akta.pro primary industry
- Development Finance & Blended Finance Facilities (BPADAOAD)
- akta.pro secondary industry
- Large-Cap / Sponsor Finance Direct Lending (FSANADAJ)
Keywords
Where Local Investing YYC is headquartered
LocationHeadquarters
- HQ city
- Calgary
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Local Investing YYC business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Returns: Local Investing YYC generates returns through both capital gains upon realized exits and income from investments. The cooperative invests in local businesses through equity stakes and loans, targeting market-rate financial returns while achieving sustainability objectives.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Multi-year contract | Class A Membership Share |
| One time/ perpetual license | Multi-year contract | Investment Shares |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Local Investing YYC product offering
Product offeringCore offering
Local Investing YYC operates a member-owned investment cooperative that pools capital from individual members to invest in Calgary-based businesses generating financial, social, and environmental returns. Members purchase a CAD 250 Class A share to obtain voting rights, then buy investment shares during periodic capital raises (minimum 5-year term) that are eligible for self-directed RRSP and TFSA accounts through the Canadian Worker Co-operative Federation (CWCF) and Concentra Financial partnership. The Board of Directors and Investment Committee evaluate opportunities and present them to members for a democratic vote before capital is deployed.
Product overview
Local Investing YYC is a for-profit investment cooperative that operates as a single unified product platform connecting community investors with Calgary-based businesses seeking capital. The core offering consists of membership shares and investment shares that allow retail investors to participate in impact investing, with investments being RRSP and TFSA eligible. The cooperative provides due diligence and impact assessment services using UN Sustainable Development Goals, publishes annual impact reports, and maintains an investor dashboard for members to access financial information and documentation. Capital raised is deployed to local businesses generating financial, social, and environmental returns.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Cooperative Membership Class A membership share priced at CAD 250 that grants individuals voting rights within the cooperative and access to purchase investment shares during capital raises.
- Investment Shares Investment shares purchased by members during capital raises enabling direct investment in Calgary-based businesses; eligible for self-directed RRSP or TFSA accounts through the Canadian Worker Co-operative Federation and Concentra Financial, with a minimum 5-year investment term.
- Capital Raising Services Service for Calgary-based businesses and social enterprises to access community capital, combining due diligence evaluation by the Investment Committee, presentation to members for a vote, and deployment of pooled member capital as equity stakes or loans to businesses generating financial, social, and environmental returns.
Quantifiable outcome
- $2.32 million raised and invested in 10 local businesses since 2019
- +1 more outcomes
Companies that use Local Investing YYC
Customer profileNamed customers9 records
Segments2 records
Ideal customer profiles2 records
Local Investing YYC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Local Investing YYC partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Canadian Worker Co-operative Federation (CWCF)coreCWCF membership enables RRSP and TFSA eligibility for investment shares. Developed registered plan in conjunction with Concentra Financial.
- Concentra FinancialcoreAdministers self-directed RRSP and TFSA for investment shares in partnership with CWCF.
- Table of Impact Investment Practitioners (TIIP)minorImpact investing advocacy group offering support to social purpose organizations.
- Canadian CED NetworkminorConnects impact investors with community-rooted solutions; collaborates on education, awareness and policy.
Scale indicators5 records
Recent moves5 records
Expansion highlights5 records
Local Investing YYC competitors and assessment
Company assessmentEmerging players
- UCeed (University of Calgary): University of Calgary's early-stage investment fund and Local Investing YYC ecosystem partner. Comparable as a Calgary-based early-stage investor supporting local startups.
- Propel Impact: Early-stage impact investment fund and Local Investing YYC partner. Comparable as a Canadian impact fund deploying capital into ventures with social/environmental outcomes alongside financial returns.
- Spring Impact Capital: Calgary-based early-stage impact investment fund and Local Investing YYC partner. Directly comparable as a local impact investor focused on accelerating startups in the same Calgary ecosystem.
- Social Capital Partners: Canadian impact-focused intermediary investing in employment, social, and community ventures. Comparable as a Canadian impact investment organization deploying patient capital into local social enterprises.
Regional players
- Maple Leaf Angels: Angel investment network with a presence across Canadian cities including Calgary. Comparable as a pool of individual investors deploying capital into early-stage Canadian businesses, though structured as an angel network rather than a cooperative.
- Capital Angel Network: Calgary-based angel investor network backing early-stage Alberta companies. Comparable as a regional pool of capital providers investing in local Calgary ventures, though as an angel group rather than a cooperative.
Direct peers
- SVX: Canadian impact investing platform and fund connecting values-aligned investors with ventures seeking capital. Operates a comparable online marketplace model and serves a similar retail/values-aligned investor base.
- Tandem (formerly CoPower): Canadian impact investment platform enabling retail investors to put RRSP/TFSA-eligible capital into local clean-energy and community ventures. Comparable due to its tax-advantaged wrapper and impact-investing focus for Canadian retail investors.
- Vancity Community Investment: The community investment arm of Vancity Credit Union in British Columbia. Operates a comparable community-wealth-building model that pools member capital into local impact ventures, making it the closest direct peer to Local Investing YYC's cooperative structure.
- Community Forward Fund: Charitable impact investing fund supporting Canadian social enterprises and co-operatives with capital and capacity-building. Closely comparable as a community-focused, mission-driven capital provider.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Local Investing YYC social profiles
Digital presenceLocal Investing YYC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Local Investing YYC leadership team
Management profileNumber of profiles
Profiles10 records
Local Investing YYC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Local Investing YYC M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Local Investing YYC
What does Local Investing YYC do?
Local Investing YYC operates a member-owned investment cooperative that pools capital from individual members to invest in Calgary-based businesses generating financial, social, and environmental returns. Members purchase a CAD 250 Class A share to obtain voting rights, then buy investment shares during periodic capital raises (minimum 5-year term) that are eligible for self-directed RRSP and TFSA accounts through the Canadian Worker Co-operative Federation (CWCF) and Concentra Financial partnership. The Board of Directors and Investment Committee evaluate opportunities and present them to members for a democratic vote before capital is deployed.
Is Local Investing YYC a public or private company?
Local Investing YYC is a private company. It is classified as management employee owned and is currently operating.
When was Local Investing YYC founded?
Local Investing YYC was founded in 2019. It employs 1 to 10 people.
Where is Local Investing YYC based?
Local Investing YYC is headquartered in Calgary, Canada, in the North America region.
How does Local Investing YYC make money?
One revenue line is on record: investment Returns.
Who are Local Investing YYC's main competitors?
Emerging players on record are UCeed (University of Calgary), Propel Impact, Spring Impact Capital and Social Capital Partners. Regional players are Maple Leaf Angels and Capital Angel Network. Direct peers are SVX, Tandem (formerly CoPower), Vancity Community Investment and Community Forward Fund.
Does Local Investing YYC have an API?
No public API is recorded for Local Investing YYC.
What industry is Local Investing YYC in?
Local Investing YYC's product category is Community Investment Cooperative. Its primary akta.pro industry code is BPADAOAD, Development Finance & Blended Finance Facilities, with a secondary code of FSANADAJ, Large-Cap / Sponsor Finance Direct Lending. Its NAICS code is 5239 and its SIC code is 6799.