Raising capital

Overview

Our experienced team of financial analysts, business consultants and social entrepreneurs are ideally placed to help charities and social enterprises raise the funds required to scale-up their social mission. Through our strategic and financial advisory services we can help you test and build robust investment opportunities and through our network of socially-motivated investors we can help find the right investor for you. We are approved Big Potential Advanced providers, a funding scheme to organisations pay for investment readiness support.

Investment structures using social investment on which we advise include:

Equity and equity-like finance

  • Social Impact Bond investment
  • Revenue linked debt finance
  • Venture / growth capital
  • Community Shares

Traditional debt products

  • Bank Loans
  • Unsecured debt funding

Alternative debt finance

  • Listed bonds including Retail Charity Bonds
  • Private placement bonds
  • Crowdfunding
  • Asset backed borrowing
  • Social Investment Tax Relief qualifying investments

Funds

  • Social investment funds (such as HSI – link)

We advise organisations with a wide range of legal structure including:

  • Charities,
  • Community Investment Companies,
  • Companies Limited by Guarantee,
  • Companies Limited by Shares with a social objective,
  • Partnerships,
  • Community Benefit Societies; and
  • Benefit Corporations

Work which we typically undertake for organisations looking for independent advice on raising funds is typically highly tailored to the individual situation on which we are advising but includes:

  • Strategic guidance on business plan and operational planning including in relation to social objectives
  • Assistance on presentation of business plan for the investor audience
  • Financial modelling in order to ensure that a robust set of financial projections are available for investment structuring and marketing purposes
  • Using financial model to determine key areas for potential financial or social impact outperformance and major risks to delivery of business plan
  • Assistance with the preparation of investment memorandums and investor presentation / roadshow materials to take to investors / lenders
  • Preparing a road map of the range of investment structures available for the fundraise concluding with independent guidance as to which structure is likely to be most appropriate
  • Structuring the investment and preparing heads of terms to present to prospective investors
  • Assessment of investment offers from multiple third parties
  • Introduction to our network of social-investors and lenders
  • Assistance with negotiations, contractual agreements and final raising of funds

Contact dominic@numbersforgood.com to find out how we can help.

Email dominic@numbersforgood.com to discuss how we can help you.

In Focus: Fusion Housing

Fusion Housing is a non-profit making charity working to help individuals in Kirklees who are experiencing housing related problems and need support with learning and employment.

Together we secured an investment of £940,000 from Bridges Ventures and Key Fund into a social impact bond supporting young homeless people.

Read More