Borrower Spotlight

Sustainability Roundtable Inc.

Boston, Massachusetts

Mission & Business Overview

Sustainability Roundtable, Inc. (SR Inc) is a Public Benefit Corporation and a Certified B Corporation with a growing, mission-driven team committed to accelerating the development and adoption of best practices in more sustainable business — to help align business with life.

Through their Sustainable Business & Enterprise Roundtable (SBER) and Net Zero Consortium for Buyers (NZCB), they help corporate leaders develop and drive world-class sustainability strategies to accelerate their move to more sustainable business.

Loan Overview

Line of credit to support longer customer payment cycles and help keep the business growing.

In their Words

“Working with Walden Mutual has been refreshing and energizing compared with traditional banking. From the beginning, their team has demonstrated a willingness to create substantially more individualized solutions than conventional banks. They focused on the specific and practical, and outcompeted conventional banks.

We evaluated five potential partners, selected Walden Mutual, and are very glad we did...Our shared purpose creates meaningful non-financial value, strengthening our partnership and reinforcing our broader ecosystem as we all work toward a more sustainable economy.”

Annual Percentage Yield (APY) effective as of [[date:today]]. To earn the 2.00% APY on a Grow Local account, a balance between $10,000 and $99,999.99 must be maintained. Balances less than $10,000 or $100,000 and greater earn 1.00% APY. Interest is compounded daily and posted monthly. Rates are subject to change without notice and may change any time after the account is opened. Fees could reduce the earnings on the account. Member FDIC.

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Annual Percentage Yield (APY) effective as of [[date:today]]. The minimum balance to open a Spend Local Nonprofit account is $100.00. A minimum balance of $0.01 is required to earn the stated APY. Interest is compounded daily and posted monthly. Rates are subject to change without notice and may change any time after the account is opened. Fees could reduce the earnings on the account. Member FDIC.

Annual Percentage Yield (APY) effective as of [[date:today]]. The minimum balance to open a Local Impact CD account is $1,000.00. A minimum balance of $0.01 is required to earn the stated APY. Interest is compounded daily and posted monthly. Rates are subject to change without notice. Fees, including an early withdrawal penalty could reduce the earnings on the account. Member FDIC.

Federal Deposit Insurance Corporation. Insurance coverage limited to $250,000. Additional insurance coverage available upon request.

Account charges & fees are listed at waldenmutual.com/fees.

Summer Farm Dividend Terms & Conditions apply.

Partner Perks Terms & Conditions apply.

Sustainability Certification Reimbursement Terms & Conditions apply.

Source: https://www.latimes.com/opinion/story/2023-01-18/fossil-fuel-expansion-bank-financed-emissions

As of February 24th, 2026; average across accounts offered by four largest U.S. banks; assumes location of Concord, NH and highest available savings rate.

We'll reimburse up to $15 per month in fees assessed by ATM providers. A full description of our account charges can be found at waldenmutual.com/fees.

Desktop check deposit also available, but requires purchase of a compatible scanner, and free enrollment and configuration of the service. Send us a note if you're interested!

Walden Mutual Partner Business Card is a Visa® Debit Card issued by Walden Mutual Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. Visa is a registered trademark of Visa International Service Association. First four business debit cards per business are free; refer to waldenmutual.com/fees for pricing information on additional cards.

Annual Percentage Yield. Assabet 12-month Local Impact CD rate current as of April 1, 2024. Interest is compounded daily, posted monthly. Subject to change without notice. $1,000 minimum to open. Penalties may apply for early withdrawals. Fees could reduce the earnings on the account. Signed pledge agreement required.

Annual Percentage Yield (APY) effective as of [[date:today]]. The minimum balance to open a Save Local Business account is $100.00. To earn the 2.50% APY, a balance between $10,000 and $249,999.99 must be maintained. Balances less than $10,000 or $250,000 and greater earn 1.50% APY. Interest is compounded daily and posted monthly. Rates are subject to change without notice and may change any time after the account is opened. Fees could reduce the earnings on the account. Member FDIC.

Annual Percentage Yield (APY) effective as of [[date:today]]. The minimum balance to open a Save Local account is $100.00. To earn the 2.75% APY, a balance between $10,000 and $99,999.99 must be maintained. Balances less than $10,000 or $100,000 and greater earn 1.75% APY. Interest is compounded daily and posted monthly. Rates are subject to change without notice and may change any time after the account is opened. Fees could reduce the earnings on the account. Member FDIC.

Walden Mutual Partner Card is a Visa® Debit Card issued by Walden Mutual Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. Visa is a registered trademark of Visa International Service Association.

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Checkbooks include 60 checks. Contact us for the latest prices. Business checks are priced separately.

The Enterprise Package is a bundle of services designed for more advanced organizations - available all for one low price. Services include desktop check scanning (scanner purchase price not included), Enhanced Fraud Prevention, and additional FDIC insurance coverage. Interested in learning more? Email us at hello@waldenmutual.com or call us at (603) 227-6801.

Table of Contents

Table of Contents

Sustainability Roundtable Inc.

Mission & Business Overview

Loan Overview

In their Words