Social investment strategy and fund design

We have worked with funders including leading social investors and foundations to help develop and design social investment fund concepts.

We can help define the fund thesis, determine the target investee groups, identify any non financial support that should be provided alongside the investments and outline the most appropriate giving / lending terms.

Impact assessment and management

For both new projects or ventures and longstanding organisations, developing a new Theory of Change can be a helpful exercise to redefine and articulate impact goals.

Adopting a needs-based approach, we work collaboratively with our clients and their beneficiaries to build an effective impact strategy including a framework for measuring impact in real numeric terms.

Raising social investment

We guide our clients through the investment raising process by developing investor materials, building financial models and managing investor communications.

We have assisted with both debt and equity investments and have worked with organisations of all sizes, offering the same level of dedication for initial investment raises as more complex funding structures including social impact bonds.

Research

For clients looking for a deep dive into a specific issue, we have a comprehensive research offering.

This could include survey design and deployment to understand the effectiveness of a service, market research to map out an industry landscape or direct stakeholder engagement to challenge prevailing assumptions.

We deliver both extensive reports that can withstand academic challenges and more succinct outputs for marketing and wider dissemination.