Social Finance
Enterprise Advisory

Enterprise Advisory

We work with charities, social enterprises and Community Interest Companies to scale their existing activities and expand their impact.

Our Enterprise and Investor Advisory team provides advisory and capital raising services to social enterprises and socially motivated investors. We work with social enterprises and charities to help them become investment ready, and to structure and raise debt and equity capital (typically £1-£20m, but we have pipeline transactions up to and in excess of £50m, across loans, bonds, equity and hybrid instruments). We also raise capital for impact investment funds and advise institutions and individuals looking to grow their impact investment portfolios.

We are a leading provider for:


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Achievement for All

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Leap Confronting Conflict

Our services in brief

Big Potential Advanced

The Advanced route of Big Potential is available to VCSEs that are clear about how social investment could work for them and can describe a potential deal or interest  from investors and need help to close that deal. The Advanced route is also available to organisations that need help securing a contract. Grants of between £50,000 and £150,000 are available.

VCSE organisations can start their application to Big Potential Advanced by completing the eligibility check now.

More detail can be found at:



Big Potential Breakthrough

The programme aims to raise awareness of the social investment market and support VCSEs who want to prepare themselves for social investment or winning contracts. VCSE organisations based in England who are thinking about taking on social investment and have the ambition to raise up to £500,000 of repayable investment can apply to the Breakthrough route. Why not check if your organisation is eligible to apply for a Big Potential grant. Eligible VCSE organisations will be able to access specialist one to one support from the Big Potential programme partners before making an application for grants between £20,000 and £75,000 to undertake more in-depth investment readiness work with one of Big Potential’s approved providers.


VCSE organisations can start their application to Big Potential by completing the eligibility check.


More detail can be found at:

Strengthening charities and social enterprises

  • Supporting senior management to articulate the strategic vision / social mission
  • Development of coherent and consistent business plan
  • Development of revenue model and different revenue streams
  • Development of an integrated financial and operational model which forms part of the Management Information used by the venture to run their business
  • Creation of performance enhancing business tools & dashboards with key finance / operational metrics
  • Development of impact framework and a set of impact metrics to assess performance.


  • Sizing and development of funding model and financing options
  • Advice on most suitable financing structure
  • Structuring product and designing features that will make them attractive to investors
  • Development of sets of investor materials and coaching senior client team in key messages and Q&A
  • Introduction to and management of investor process
  • Supporting negotiations and deal execution

Transaction Support

  • Facilitating and assisting clients through due diligence undertaken by investors
  • Supporting ventures through multiple rounds of Government driven procurement
  • Developing / refining and testing of financeable service delivery models
  • Assisting in the mobilisation and implementation of contracts, including the establishment of Management Information and reporting systems.

For more information on our projects, please visit our Impact pages.

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Social Finance Ltd
131-151 Great Titchfield Street
London. W1W 5BB

T +44 (0) 207 667 6370

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Social Finance is authorised and regulated by the Financial Conduct Authority. FCA No: 497568