Social Investment Advisor Form

Social Finance is creating an online social investment hub with information on social investment providers and advisors to third sector organisations seeking investment. The hub will centre around profiles of social investment providers and advisors ‘in their own words’.

If your organisation advises third sector organisations on business development and investment readiness please add your details to our database by filling out the form below. To complete the providers form, please click here.

Organisation name: (required field)
Contact email: (required field)
Contact point: (name and contact details, required field)
Type and size of organisations supported: (e.g. charities, social enterprises, etc.)
Support services / advice offered: (e.g. strategy, financial management, broker to investors, capital structuring, etc.)
Who provides your support services / advice? (e.g. in house staff, external consultants, volunteers, etc.)
Support fees charged and / or basis for fee charging
Case studies of supported organisations (ideally 1-3 at around 250 words each) Please include the following information in your case studies: What does the supported organisation do? Why was support by your organisation needed? What support did you provide over what period? What was the impact of your support (e.g. social return, financial return, etc.)?
Case study 1
Case study 2
Case study 3