Apply for social investment

Step

1

Make an enquiry

Completing this form will give us a good understanding of your organisation and the type of investment you are looking for.

Once submitted, one of our Portfolio Managers will review your investment enquiry.

  • Takes less than 5 minutes to complete
  • You won't need any documents to complete the form

You should know

We are currently reviewing hundreds of enquiries. As a result, it may take anywhere up to 8 to 12 weeks before we can get back to you for an initial discussion. If you are looking for investment in the next 3 to 4 months, unfortunately we will not be able to meet this timeframe. If our current timeframes still work for you then we welcome your enquiry and aim to respond as soon as possible.

Review the fund's eligibility criteria. If you meet the criteria, start the form.

Scroll down for further steps

Eligibility

Legal

  • Are legally registered in the UK as a company or a charity (we support all legal structures).
  • Supports all legal structures.

Growth

  • Are looking to significantly grow trading income and social impact.
  • Are interested in seeking funding as a repayable investment.

Representation

Organisations that have more than 75% representation at Board and at least 50% representation at Senior Leadership Team of individuals who fall into one or more of the following categories:

  • Black, Asian or Minority Ethnic
  • Disabled
  • Women
  • LGBTQIA+
  • Lived experience of a social challenge
  • Experience of socio-economic disadvantage
  • Solo founders, and organisations that demonstrate a clear commitment to improving diversity, equity and inclusion are also eligible to apply.

After sending your enquiry

You will have a Portfolio Manager for the entire process. You will always be informed of the progress of your investment. At every stage we will aim to give you a decision as quickly as possible.

Step

2

Let's chat

A Portfolio Manager will read over your enquiry and invite you to have an initial chat to learn more about your organisation. At this point we will also ask you for a financial model and pitch deck although they are not a requirement.

You should know

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 business is ready for investment, someone from our Social Investment Team will support you to create a draft proposal. The proposal will then go to our Social Investment Advisory Committee. They will assess the proposal to decide whether or not to progress it to the next stage.

Step

4

Pitching your proposal

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

Step

5

Decision Made

Once the Social 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 finalising legal agreements and administering the funds.