What HomeStake does

HomeStake is a Bozeman, Montana-based financial services firm that structures and deploys community-sourced capital into small and mid-sized local businesses. Founded as HomeStake Venture Partners in 2017 and building on principals' work dating to 2008, the firm operates four interconnected service lines under one platform: Collaborative Finance (advisory and tooling for community-focused investors nationwide), Revenue Based Finance (deal structuring for growing businesses that want patient capital without forced exits), the Northern Rockies Founders Fund (a formalized investment vehicle for local investors backing local companies, launched mid-2024), and Strategic Finance (selective fractional CFO/executive services). The core platform packages decision-making frameworks, due diligence and investor-communications templates, deal calculators and models, and ongoing performance reporting workflows — branded collectively as the HomeStake Playbook — to support both sides of each transaction.

The underlying business model combines professional-services fees (deal structuring, fractional CFO work) with managed-services economics (carried interest and investment returns) through the affiliate 45 North Partners and the Northern Rockies Founders Fund. Go-to-market is community-led and direct: a self-serve website funnels nationwide investors and local businesses into distinct tracks, while relationships with regional advisors (e.g., Cutting Edge Capital, Renewal Funds, RSF Social Finance, Community Reinvestment Fund) extend reach. Pricing is bespoke and not publicly disclosed, with multi-year engagements rather than standardized tiers.

The team is intentionally small (1–10 employees, including two principals, four associates, and a roster of Montana and National advisors) but operates with a high transaction track record — principals have been directly involved in over $400M of transactions, and the firm has built a portfolio of roughly 18 documented investments including Foundant, Wisetail (acquired by Alchemy Systems, 2017), PFL (Goldman Sachs-backed), Blackmore Sensors & Analytics ($18M Series B with BMW and Toyota), and a string of Montana-based SMB and startup bets across software, healthcare, food/agriculture, food safety, and environmental remediation.

Name

HomeStake

Legal name

HomeStake

Website

https://homestake.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

HomeStake is a Bozeman, Montana-based financial services firm that connects community-focused investors with small and mid-sized local businesses through deal structuring, a community-investment fund, and fractional CFO services.

Ownership category

akta.pro rank

Headquarters

HQ city

Bozeman

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Revenue Based Finance Services: HomeStake helps growing companies design, communicate, and finalize investment structures to attract capital. They provide expertise and innovative structures to help businesses engage supporters and investors, functioning like an investment bank for small businesses. Revenue appears to come from fees for structuring deals and providing advisory services.
2. Strategic Finance / CFO Services: Fractional executive services offering fundraising strategy to operational guidance for selected clients. Revenue generated through consulting/advisory fees for CFO-level services.
3. Collaborative Finance Management: Provides decision-making tools, comprehensive due diligence, investor communications materials, and ongoing deal management support to help community investors deploy capital into local companies. Revenue model appears to include platform/management fees.
4. Northern Rockies Founders Fund: Investment fund for local investors to find attractive investments in local businesses. HomeStake and its affiliate 45 North Partners make equity and debt investments in portfolio companies. Revenue generated from carried interest and investment returns.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

HomeStake provides financial services that connect community-based investors with small and mid-sized businesses through four modular service lines: Collaborative Finance (advisory and tools for nationwide investors), Revenue Based Finance (custom deal structuring for local businesses), the Northern Rockies Founders Fund (an investment vehicle for local investors), and Strategic Finance (fractional CFO services). The firm designs innovative, non-exit-oriented deal structures supported by proprietary decision-making tools, due diligence templates, and deal calculators.

Product overview

HomeStake is a unified community-focused investment platform offering multiple interconnected service modules. The core platform provides tools for community-based investing, including decision-making frameworks, deal calculators, due diligence templates, and performance reporting. This core is complemented by four primary service offerings: Collaborative Finance (guidance for community-focused investors), Revenue Based Finance (investment structuring for growing companies), Northern Rockies Founders Fund (investment vehicle for local businesses), and Strategic Finance (fractional CFO/executive services). The HomeStake Playbook provides educational resources and tools that support users across all service areas.

Differentiator

Problem solved

Functional benefit

Brands

• Collaborative Finance: Expertise and guidance for nationwide investors to catalyze growth and wealth creation in communities.
• Revenue Based Finance
• Founders Fund
• Strategic Finance
• HomeStake Playbook

Products and services

• HomeStake Platform
• Collaborative Finance
• Revenue Based Finance
• Northern Rockies Founders Fund
• Strategic Finance

Named customers12 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators9 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• Calvert Impact Capital: Calvert Impact Capital is a large non-profit Community Development Financial Institution that raises pooled capital from individuals and institutions to fund community-oriented investments, serving a similar place-based investing thesis at far greater scale than HomeStake.
• Wefunder: Wefunder is a leading Regulation Crowdfunding platform that lets community investors buy equity or debt in startups and small businesses nationwide, serving the same SMB capital-raising need that HomeStake addresses but at much larger scale and with a self-serve model.
• Kiva: Kiva is a large non-profit crowdfunding platform for community-supported microloans; while broader and grant-subsidized, it competes for the same mission-driven investor base that funds HomeStake-aligned deals.
• Republic: Republic is a broad private investment platform offering community-accessible equity, debt, and crypto offerings; it competes for the same community-and-impact-focused investor audience that HomeStake targets via Collaborative Finance.

Emerging players

• NextSeed: NextSeed enables community members to make SEC-licensed debt and equity investments in local small businesses, mirroring HomeStake's Revenue Based Finance service with a more digital-first delivery model.

Regional players

• Renewal Funds: Renewal Funds is a mission-driven venture capital firm investing in Canadian and North American companies in environmental and social impact sectors; HomeStake national advisor Joel Solomon is affiliated with Renewal Funds, and the firms share an impact-investing mandate for SMBs and growth-stage operators.
• RSF Social Finance: RSF Social Finance is an impact-focused financial services organization offering loans, grants, and investment vehicles aligned with social and environmental goals; HomeStake advisor Joel Solomon is affiliated, and the organizations overlap on mission-aligned capital deployment to small enterprises.

Direct peers

• Localstake: Localstake (now part of Cake) operated a community investing platform connecting local investors with startups in a specific region, closely mirroring HomeStake's Collaborative Finance and Founders Fund model of place-based equity crowdfunding.
• Honeycomb Credit: Honeycomb Credit runs a community-supported small business investment platform enabling local residents to fund nearby businesses via revenue-share and debt offerings, directly overlapping with HomeStake's Revenue Based Finance and collaborative investing focus.
• Cutting Edge Capital: Cutting Edge Capital advises companies and communities on direct public offerings and community investment vehicles; HomeStake advisor John Katovich is affiliated, and the firm provides parallel consulting-plus-capital services to SMBs seeking non-traditional capital.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/homestakeventurepartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 HomeStake