Apply for investment
Make an application
Review the fund's eligibility criteria. If you meet the criteria, start your application.
- Takes 15 to 30 minutes to complete
- Further information, including a downloadable PDF of the questions, can be found on the introduction page of the application form
Information Session
Second Thursday of every month at 3pm
We explain our different investment types, the eligibility criteria and what you'll need to make your application
Scroll down for further steps
Eligibility
Legal
- Are legally registered in the UK as a company or a charity.
- Supports all legal structures.
Growth
- Have demonstrated proof of concept by generating some trading revenue already.
- Are looking to significantly grow trading income and social impact.
- Are interested in seeking funding as a repayable investment.
Impact
You can demonstrate that your organisation's focus is on tackling inequity for marginalised people in the UK.
We are interested in organisations that primarily serve individuals experiencing one or a combination of: socio-economic disadvantage, Racism and exclusion experienced by racialised communities, Gender discrimination, LGBTQIA+ discrimination, Place-based deprivation and Disability discrimination.
You are directly tackling inequity through your products, services, training or employment.
Sector
The main sectors we invest in are:
- Consumer business
- Education and learning
- Employment and training
- Health and Social Care
Representation
For our equity and RPA investments, we are looking for organisations that have more than 75% representation at Board and at least 50% representation at Senior Leadership Team of individuals who fall into one or more of the following categories:
- Black, Asian or Minority Ethnic
- Disabled
- Women
- LGBTQIA+
- Lived experience of a social challenge
- Experience of socio-economic disadvantage
For our debt offering, we are particularly looking for organisations that demonstrate a clear commitment to improving diversity, equity and inclusion.
After applying
You will have an Investment Manager for the entire process. You will always be informed of the progress of your investment. At every stage we will aim to give you a decision as quickly as possible. We will need to see a pitch deck and financial model to fully understand your investment proposal. If you would like to know more, come to our Information Session or check out our page on financial models and pitch decks.
Step
1
Let's chat
An Investment Manager will read over all your information and invite you to have an initial chat to learn more about the organisation. From there the Investment Manager will get internal approval to go to the Investment Advisory Committee.
You should know
At this point, we will also discuss whether you have any additional support needs before accessing investment. If this is the case, our portfolio team will work with you to develop a tailored support package including grant funding and expert advice.
Step
2
Creating your proposal
If your social purpose organisations is ready for investment, someone from our Investment Team will create a one pager setting out the investment proposal with your support. The proposal will then go to our Investment Advisory Committee. They will assess the proposal to decide whether to progress it to the next stage and identify the key risks.
Step
3
Pitching your proposal
We will support you to build a more detailed investment proposal, diving deeper into your social purpose organisations financial sustainability and social impact. We will then present this on your behalf to our Investment Advisory Committee. They will conduct a thorough assessment and decide whether or not to recommend an investment.
Step
4
Decision Made
Once the Investment Advisory Committee has reviewed your proposal, we will speak with you. We will discuss their decision, share feedback, and recommend next steps. If successful, this will include agreeing legal agreements and administering the funds.