Social Investment Provider 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 provides social investment finance please add your details to our database by filling out the form below. To complete the advisors form, please click here.

Organisation name: (required field)
Contact email: (required field)
Contact point: (name and address details, required field)
Total fund size if appropriate (in the case of multiple funds please specify the size of each fund)
Source of capital / investors (e.g. government, corporates, individuals, foundations, etc., including a description of management fees charged to investors if applicable)
Types of funding provided (e.g. secured loans, patient capital, equity, etc.)
Range of investment / loan size (please include whether you have / would consider co-investment opportunities)
Average investment / loan size to date
Return expectations for investment / loan (e.g. financial return, social return, time period, etc.)
Description of eligible organisations including: • legal structure (e.g. CIC, registered charity, etc.) • size (e.g. turnover, income, etc.) • sector focus (if applicable) • stage of growth (e.g. start up, existing trading history, etc.) • any other investment criteria
Application procedure (please also indicate the average time taken to reach an investment / loan decision if known)
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 investee organisation do? Why was investment by your organisation needed? How much did you invest and on what terms? What was the impact of your investment (social return, financial return, etc.)?
Case study 1
Case study 2
Case study 3