Social Investment (SI) is the use of repayable finance to achieve a social as well as a financial return. This means that the investor will expect their money back (usually with interest), but they will also be investing in social impact that is created by the work that your charity or social enterprise is doing.* Definition from Big Society Capital
SI isn’t right for every project/organization, your project needs to generate enough of a surplus to generate a return for the investor, support sustainability and have a social impact. Your legal structure will impact on the types of investments you can access.
SI may be ‘more expensive’ than other lenders but can have a range of benefits for the sustainability of your organisation such as support with financials before and during investment, help to diversify and strengthen your board and/or support developing business plans.
What are the options?
SI can broadly be separated into three types: debt finance, equity and quasi-equity finance
Click here to find a really helpful video which explains SI in just over a minute.
A really good place to start is:
Good Finance | Their mission is to help organisations navigate the world of social investment.
Social Investment Business Group | They have some grants and funds available for groups to become ‘investment ready’.
Big Society Capital | A wealth of information and resources around si, including ‘Get Informed – Investment Readiness for Boards’
Impact Measurement Data Diagnostic Tool | Impact Measurement is of increasing importance to organisations and vital for social investment. A new tool from Access Impact; Data Diagnostic, asks 10 questions to create a bespoke report about the kind of data you could consider collecting and your best approach for this. It works best for organisations delivering programmes or services.
Why not view our blog where our Social Investment officer Sarah Lomasney will publish exclusive pieces from time.
Contact Sarah Lomasney | Social Investment Officer
firstname.lastname@example.org | 07391 419887
Community Action Suffolk’s mission is to strengthen and champion community action in Suffolk by supporting the voluntary, community and social enterprise (VCSE) sector in its work.
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