Decoding macroeconomic shifts—and translating them into actionable strategy for decision-makers in business, government, and philanthropy.
Balance Sheet Economics is the economic insights and modeling practice of Do Good LLC, created to help public, philanthropic, and enterprise leaders navigate capital, risk, and long-term investment with clarity.
We provide:
Economic briefings and forecasts
Tax revenue and broader public finance modeling
Policy impact analysis for enterprises
Fiscal modeling and capital stack tools
Strategic insight for decision-makers shaping policy, infrastructure, and impact
Our promise is simple: Where capital, policy, and enterprise meet actionable clarity.
Structure. Signal. Scale.
-
Past Work
From capital stack design to trade scenario modeling, our portfolio spans public-private investment, housing finance, and enterprise risk systems. We’ve helped unlock hundreds of millions in aligned capital—across housing, resilience, and civic infrastructure.
-
Forecast Office
Our monthly signal brief distills macro trends, tax data, and regional movement into actionable insights for leaders. Built for executives, funders, and policymakers navigating the edge of economic clarity.
-
Bespoke Analysis
We don’t just model; we embed. From housing corridors to tariff offsets, we offer custom insights and frameworks for institutions facing complex capital and policy choices. Always anchored in signal. Always tuned to your context.
Structure. Signal. Scale.
We help institutions decode volatility, structure smart capital, and position inside opportunity—before the signal becomes consensus.
Contact us for more information.