Preparing for Social Investment: Are you ready to take the next step?

Social investment isn’t just about finance; it’s about building resilience and creating opportunities to scale your impact. Whether you need a bridging loan or funding of up to £875,000 from SIS, being investment-ready means you can act quickly when opportunities arise.

1. Start the conversation early
   Our process is applicant-led with no rigid forms or panels. A simple call gets things moving.
2. Build on what you have
   Use existing grant reports or business plans. We’ll help you shape them into an investment case.
3. Define your impact
   Clearly articulate the social change you aim to deliver. Investors want to see the difference you’ll make to your community.
4. Engage your board
   Strong governance signals readiness. Align your trustees with your vision.
5. Show organisational strength
   Highlight your team’s skills and experience. We invest in people just as much as projects.
6. Plan for repayment
   Prepare realistic financial forecasts to demonstrate sustainability.
7. Check your legal position
   Ensure your governing documents allow borrowing—avoid delays later.
8. Think beyond the loan
   Stay organised for reporting and compliance so you can focus on delivery.

Check out our tailored funding packages to suit all kinds of third sector organisations interested in accessing finance from a range of our active funds.

We’re ready to support you every step of the way - from first conversations to tailored finance and wraparound programmes like our leadership programme, Ambitions.

✅ Try our free Investment Readiness Tool to see where you stand here.
✅ Join one of the free online investment readiness webinars for practical advice here.

✅ Still not sure? Read our Frequently Asked Questions here.
✅ Get in touch today to share your project, your plans, and your ambition. Together, we can turn your vision into reality.