Apply for investment

We're a dynamic group of individuals who are passionate about what we do and dedicated to delivering the best results for our clients.

Step

1

Make your application

  • 1. Check your eligibility This will help you determine if you meet the criteria for funding.
  • 2. Download your application questions Further information, including a downloadable PDF of the questions, can be found on the introduction page of the application form
  • 3. Creating your pitch deck Your pitch deck is more than just slides—it's a compelling story that takes investors on a journey. It should showcase your vision, strategy, and impact while highlighting scalability and sustainability. Here's how to build a deck that stands out.
Takes 15 to 20 minutes to complete

Step

2

Let's Chat

An Investment Manager will read over all your information and invite you to have an initial chat to learn more about the organisation. From there the Investment Manager will get internal approval to go to the Investment Advisory Committee.


At this point, we will also discuss whether you have any additional support needs before accessing investment. If this is the case, our portfolio team will work with you to develop a tailored support package including grant funding and expert advice.

Step

3

Creating your proposal

If your social purpose organisations is ready for investment, someone from our Investment Team will create a one pager setting out the investment proposal with your support. The proposal will then go to our Investment Advisory Committee. They will assess the proposal to decide whether to progress it to the next stage and identify the key risks.

Step

5

Pitching your proposal

We will support you to build a more detailed investment proposal, diving deeper into your social purpose organisations financial sustainability and social impact. We will then present this on your behalf to our Investment Advisory Committee. They will conduct a thorough assessment and decide whether or not to recommend an investment.

Step

6

Decision Made

Once the Investment Advisory Committee has reviewed your proposal, we will speak with you. We will discuss their decision, share feedback, and recommend next steps. If successful, this will include agreeing legal agreements and administering the funds.