How to apply
We invest in fund managers who provide finance or other support to social enterprises and charities, we do not invest directly the organisations themselves. If you want to join us by applying for investment, you can submit an Expression of Interest. Take a look at our investment requirements to help understand if you are ready for investment.
Investment stages
Our assessment process considers the social impact, financial return and systems change risk and return of each investment, and the fund manager’s ability to deliver.
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Pre-due diligence
This stage is designed to quickly identify if your proposal meets with our investment criteria and strategy before we embark on due diligence.
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Due diligence
This stage aims to build an externally tested understanding of the social issue and your proposed solution.
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Legal documentation
This stage aims to formalise the goals and responsibilities that have been agreed between us.
Contact
If you want to learn more about our investment process, please get in touch.