Boma

What Boma does

BOMA is a privately-held social impact investment organization operating as Boma Investments LLC, co-founded by Ron and Marlys Boehm and headquartered in Santa Barbara, California. The organization functions as a catalytic investment vehicle that deploys working capital loans, strategic advisory, and network connections to early-stage for-profit social enterprises across five continents; Ron Boehm has supported over 50 companies and Marlys Boehm has worked with more than 40 social entrepreneurs through the firm. Its core offerings include a proprietary Flexible Redemption Preferred Stock financing structure (designed as an alternative to traditional equity that aligns investor returns with company performance) and a flagship Media + Communications Program that provides storytelling, media strategy, and communications support to investees, delivered primarily in partnership with the Opportunity Collaboration conference.

The organization primarily serves two customer segments: social entrepreneurs seeking early-stage capital and strategic support, and impact investors seeking co-investment opportunities and introductions to investees for later-stage funding. BOMA's revenue stream is described as impact investment returns, with no disclosed pricing model, management fees, or product sales — the firm is fundamentally a relationship-driven, founder-led investment vehicle rather than a technology company. The operational team is small (the founders, a Senior Programs Director, a Program Coordinator, and historically an Investment Manager), and the related Boehm Gladen Foundation sponsors the Media Fellows program. No external funding rounds, conventional revenue figures, technology platform, or AI/ML capabilities are disclosed in the source data.

The firm's go-to-market is community-led: deal sourcing and pipeline development rely on collaborative networks (YPO/WPO, Ashoka, Nexus, Toniic, Synergos, World Merit), referrals from peer investors, and participation in impact-focused conferences, particularly Opportunity Collaboration. Supporting channels include a content-marketing website, recurring virtual trainings, and a downloadable resources and toolkits library. The organization has no disclosed technology stack, no proprietary software, no patents, and operates as a services-led investment platform rather than a scalable technology business.

Name

Boma

Legal name

Boma Investments LLC

Website

https://bomainvests.com

Company type

Private

Founded year

2008

Operating status

Operating

Short description

BOMA is a privately-held social impact investment organization that provides catalytic capital, strategic advisory, and a Media + Communications Program to early-stage social enterprises across five continents, serving social entrepreneurs and impact investors through a relationship-driven, founder-led model.

Ownership category

akta.pro rank

Product category

Impact Investing / Social Venture Capital

NAICS

Other Investment Pools and Funds (5259)

SIC

Short-Term Business Credit Institutions (6153)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Impact investing
• Social entrepreneurship
• Early-stage financing
• Impact advisory
• Media fellowship

Headquarters

HQ city

Santa Barbara

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Impact Investment Returns: BOMA provides working capital loans and financing to early-stage social enterprises. They developed a revenue sharing approach for compensating impact investors as an alternative to equity, designed to match investor returns with company performance. They also sponsor the Boehm Gladen Foundation Media Fellows program.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

BOMA deploys catalytic capital (working capital loans and a Flexible Redemption Preferred Stock instrument) into early-stage social enterprises and provides strategic advisory, network access, and a Media + Communications Program that pairs social impact organizations with communications strategists. It functions as an investor-advisor-platform hybrid whose primary outputs are investment deals, founder mentorship, and storytelling support rather than goods or software.

Product overview

BOMA (Boehm Gladen Foundation and BOMA Investments) is a social impact investment organization that operates as a platform providing capital, collaboration, and strategic support to social entrepreneurs. The organization offers a Media + Communications Program as its flagship service providing communications and storytelling support to social impact organizations, alongside Virtual Trainings covering media strategy topics. BOMA has also developed a Flexible Redemption Preferred Stock financing structure as an alternative to traditional debt/equity for social enterprises. The organization maintains a Resources and Toolkits library and participates in collaborative networks including Opportunity Collaboration, Rise, Conveners.org, and others to advance social change.

Differentiator

Problem solved

Functional benefit

Products and services

• Media + Communications Program Flagship partnership program providing communications, media, and storytelling support to social impact organizations through training, 1:1 strategist support, and strategic consultations, delivered in partnership with Opportunity Collaboration.

Quantifiable outcome

• 50+ companies invested across 5 continents
• +2 more outcomes

Named customers12 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

14 partnerships are on record, tiered core and minor.

• Opportunity CollaborationcoreStrategic or Co-development PartnerGlobal network of leaders dedicated to building sustainable solutions to poverty and injustice. BOMA partners through its Media + Comms Program, providing communications support and training to OC delegates.
• RiseminorStrategic or Co-development PartnerSupports people and organizations to develop their competitive advantage amidst complexity of rapidly changing environments.
• Conveners.orgminorStrategic or Co-development PartnerFosters coordination, collaboration, and learning among impact-focused conveners, accelerators, and mappers.
• Chetna OrganicminorStrategic or Co-development PartnerWorks with small and marginal farmers to improve livelihood options and make farming sustainable and profitable. BOMA has collaborated on agricultural projects.
• Global Philanthropists Circle (GPC)minorStrategic or Co-development PartnerCommunity of leading philanthropic families and social investors using time, influence, and resources to fight poverty and social injustice.
• NexusminorStrategic or Co-development PartnerGlobal community founded to bridge communities of wealth and social entrepreneurship.
• ToniicminorStrategic or Co-development PartnerGlobal action community for impact investors.
• World MeritminorStrategic or Co-development PartnerGlobal community of young people passionate about improving communities with members in 200 countries working toward UN Sustainable Development Goals.
• Young Presidents Organization (YPO)minorStrategic or Co-development PartnerRon Boehm is a member of this global network of chief executives committed to 'Better Leaders Through Education & Idea Exchange.'
• AshokaminorStrategic or Co-development PartnerRon Boehm has been at the center of bringing complementary organizations together including Ashoka for mutual benefit.
• SynergosminorStrategic or Co-development PartnerRon Boehm has collaborated with Synergos as part of his work bringing organizations together for social impact.
• Net ImpactminorStrategic or Co-development PartnerBOMA considers themselves social project experimenters looking for leveraging opportunities between and among networks including Net Impact.
• Global Press JournalminorStrategic or Co-development PartnerNonprofit newsroom training and employing women journalists in developing countries. Cristi Hegranes, BOMA Media Fellow alumna, serves as CEO and Publisher.
• NTENminorStrategic or Co-development PartnerNonprofit creating a world where missions and movements are more successful through skillful and equitable use of technology. Amy Sample Ward serves as CEO.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Others

• Toniic: Toniic is a global action community of impact investors that channels deal flow and co-investment opportunities to its members — adjacent to BOMA as an enabling network rather than a competing investor, and an existing BOMA partner.
• Investors' Circle: Investors' Circle is one of the oldest networks of impact investors connecting accredited members with early-stage social ventures — adjacent infrastructure comparable to the convening role BOMA plays with its collaborative networks.

Direct peers

• Unitus Ventures: Unitus Ventures is an early-stage impact investor focused on businesses improving livelihoods for India's working poor — comparable to BOMA in stage, ticket size, and emphasis on social enterprise scale-up.
• Root Capital: Root Capital provides capital and advisory to agricultural SMEs in Africa, Latin America, and Southeast Asia — overlapping BOMA's working-capital and advisory model for early-stage social enterprises across multiple continents.
• Kiva: Kiva operates a crowdfunding lending platform that channels capital from individuals to small businesses and social enterprises globally, including underserved entrepreneurs — comparable to BOMA's working-capital-loan model and global early-stage investee profile.
• Acumen: Acumen is a globally recognized early-stage impact investor that deploys patient capital and strategic advisory into social enterprises across Africa, Asia, and Latin America — closely mirroring BOMA's model of working-capital-plus-advisory support to early-stage founders in emerging markets.
• Aavishkaar Capital: Aavishkaar is an early-stage impact investor backing enterprises serving low-income communities, with deep presence across India and emerging markets — directly comparable in thesis (capital plus advisory for early-stage social enterprises) and stage focus.
• Gray Matters Capital: Gray Matters Capital is a global impact investor backing early-stage, high-growth businesses that improve livelihoods for low-income communities across multiple continents — directly comparable to BOMA in ticket size, sector breadth, and emphasis on job creation and underserved markets.

Emerging players

• Village Capital: Village Capital runs impact-focused accelerators and peer-support investment programs for early-stage social enterprises — comparable to BOMA's emphasis on early-stage ventures plus non-capital value-add, but operates a different selection mechanism.

Broad incumbents

• Omidyar Network: Omidyar Network is a large-scale impact investment and philanthropic venture that deploys capital across early-stage social enterprises globally — a much larger, broadly diversified incumbent operating in the same impact-investing category as BOMA.

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/bomainvestments

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Boma