Case Study Mapper

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Autism Plus

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Autism Plus

Autism Plus supports adults and young people with autism, learning disabilities, mental health conditions and complex needs. They attract referrals from local governments and Clinical Commissioning Groups on a case-by-case basis. Autism Plus employ over 450 people across the north of England in care support services, employment support and social enterprises.

Duration
3 years
Cost of capital
6.5%
Turnover
£12,500,000
Investor Details
Social Investment Business
Amount invested
£360,000 (Loan) + £140,000 (Grant)
Product type
Blended – part grant, part loan
Contact

3SC Capitalise

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3SC

3SC Capitalise is a Social Impact Bond working with young people in Wales. It is part of the Department for Work and Pensions' Innovation Fund.

Duration
3 years
Cost of capital
Outcomes payment
Turnover
£1.94 million
Amount invested
£420,000
Product type
Social Impact Bonds
Contact

Acorn Early Years Foundation

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Acorn Early Years

With now 13 nurseries across 3 countries, the Acorn Early Years Foundation continues to grow it's mission in inspiring and leading the early childhood sector.

Duration
3 years
Cost of capital
0% first year, 6.5% from year 2
Turnover
£6.9 million
Amount invested
£100,000
Product type
Energy Resilience
Contact

Adviza

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Adviza

Energise is a Social Impact Bond working with young people in the Thames Valley area. It is part of the Department for Work and Pensions' Innovation Fund.

Duration
3 years
Cost of capital
Outcomes payment
Turnover
£7.03 million
Amount invested
£902,000
Product type
Social Impact Bonds
Contact

Alternatives Activity Centre

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Alternatives Activity Centre

Established in 1990, Alternatives Activity Centre (AAC) is a registered charity that provides support for adults with learning disabilities in the city of Derby, in the form of an activity-based day centre, a training shop (which offers training workshops as well placements within their own charity shop) and community support.

Duration
3 years
Cost of capital
6.5%
Turnover
£262,000
Investor Details
CAF (Charities Aid Foundation)
Amount invested
£75,000 (Loan) and £25,000 (Grant)
Product type
Blended – part grant, part loan
Contact

Ambition Community Energy

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Win Turbine courtesy of Ambition Lawrence Weston / The Landmark Practice

Ambition Community Energy (ACE), is a Bristol-based social enterprise generating clean, affordable energy, run by the people of Lawrence Weston. 

Duration
3-5 years (depending on tranche)
Cost of capital
5%
Turnover
Nil
Investor Details
BBRC
Amount invested
£750,000 (+ £150,000 from Power to Change)
Product type
Unsecured loan (incl. overdrafts)
Secured loan
Contact

Ambition East Midlands

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Ambition East Mids

Ambition East Midlands is a Social Impact Bond working with young homeless people in the East Midlands.

Duration
3 years
Cost of capital
7%
Turnover
£2.7 million+
Amount invested
£600,000 (£100,000 through SITR)
Product type
Social Impact Bonds
Contact

Aspire Gloucestershire

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Aspire

Ambition East Midlands is a Social Impact Bond working with young homeless people in Gloucestershire.

Duration
3 years
Cost of capital
7%
Turnover
£2.95 million
Amount invested
£375,000
Product type
Social Impact Bonds
Contact

Barnsley Community Build

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Barnsley Community Build

Barnsley Community Build (BCB) is a registered charity with a trading arm, BCB Trading Ltd. They develop and deliver a range of community services, and provide employment and training in the construction industry.

Duration
1 - 5 years over the six loans
Cost of capital
6.5%
Turnover
£645,790
Amount invested
£405K over 6 investments (average loan size - £63,000)
Product type
Unsecured loan (incl. overdrafts)
Contact

Bemix CIC

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A woman wearing a black hat and apron and a man wearing a black shirt and a green hat. They're both looking toward the camera.

We are a CIC based in Kent, supporting people with learning difficulties to speak up, make choices and become powerful and influential. We are people with and without learning difficulties and/or autism, working and learning together.

Duration
5 years
Cost of capital
5%
Turnover
£668,300
Amount invested
£70,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Beverley Tree Community Centre

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Beverley Tree Community Centre

Beverley Cherry Tree Community Centre is a charity based in East Yorkshire.  Located on the Cherry Tree Estate, it works with those in the community struggling with varying degrees of poverty.

Duration
18 months
Cost of capital
6.5%
Turnover
£213,880
Amount invested
£10,000
Product type
Blended – part grant, part loan
Contact

Blackburne House

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An ornate red brick building with Victorian-style architecture, featuring a central clock tower, arched windows, and intricate stone detailing. The structure exudes historical charm, framed against a clear blue sky.

Blackburne House is a Liverpool-based charity that supports the development of local - and often vulnerable - women. With a core focus on education, they offer a range of nationally-recognised courses and qualifications to women - particularly in sectors in which women are still under-represented. 

Duration
3 years
Cost of capital
7%
Turnover
£1.1m
Investor Details
Livv Investment
Amount invested
Loan £130,000-Grant £20,000
Year of Investment
2024
Product type
Blended – part grant, part loan
Contact

Book of You

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Book of you

Book of You acts as a reminiscence therapy, to help people living with dementia to connect to their memories but soon realised that we could help all sorts of people, including older people living in assisted accommodation and young adults with learning disabilities. They've now developed a digital story book helps the user to build a familiar picture and story of someone’s life, filled with precious life events and memories.

Duration
4 years
Cost of capital
0%
Turnover
£50,000
Investor Details
CAF (Charities Aid Foundation)
Amount invested
£20,000
Product type
Unsecured loan (incl. overdrafts)
Contact

BS3 Community

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Southville Community Development Association

The Chessel Centre will offer additional quality nursery care for children in Bristol.

Duration
6 years
Cost of capital
4%
Turnover
£1.62 million
Amount invested
£560,000
Product type
Crowd-funded investment
Contact

Burley Gate Community Shop and Post Office

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Burley Gate

Burley Gate Community Shop raised money from the local community using Social Investment Tax Relief. 

Duration
4 years
Cost of capital
2 - 3%
Turnover
£95,848
Amount invested
£57,000
Product type
Community shares
Contact

Cafe van Gogh

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Image shows 3 people behind the desk at a cafe

Café van Gogh is a restaurant with a social and environmental mission in Brixton. Apart from serving delicious vegan and seasonally changing food, the restaurant also provides employment and training opportunities for people additional needs, like learning disabilities and mental health challenges.

Duration
3 years (extended to 5 due to the pandemic)
Cost of capital
7.5%
Turnover
£427K
Investor Details
Big Issue Invest
Amount invested
£19,200 (unsecured)
Product type
Unsecured loan (incl. overdrafts)
Contact

Câr-Y-Môr

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Car Y Mor

A community owned business using regenerative ocean farming, food security and sustainable job creation to improve both the coastal environment and the well-being of the local community.

Duration
12 Months
Cost of capital
7.9%
Turnover
£783
Investor Details
Social Investment Cymru
Amount invested
£425,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Caramel Rock

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Caramel Rock

Our Digital Marketing Officer Festus spoke with the creative Faith Johnson who founded Caramel Rock. In this podcast we talk about her social enterprise supporting young and vulnerable people in London through fashion and employability. We look into the importance of lived experience but also how Faith valued inexperience when it came to turning her idea.. into a reality.

Duration
3 years
Cost of capital
9.5%
Turnover
£28,700
Amount invested
£86,250
Product type
Blended – part grant, part loan
Contact

Cardboard Citizens

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Cardboard Citizens

We were delighted to hear from Geetha Rabindrakumar, Director of Social Change at charity Cardboard Citizens. Listen to this podcast as part of our #AChangingWorld series and we explore how social investment has affected organisations during the lockdown and the opportunities it could now present.

Duration
Not applicable
Cost of capital
Not applicable
Turnover
£591,920
Amount invested
£70,000
Product type
Blended – part grant, part loan
Contact

Carrick Greengrocers

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Carrick Greengrocers

Carrick Greengrocers is a community-owned greengrocer established by people who live in, work in, or are otherwise passionate about Carrickfergus, Northern Ireland. They aim to trade in a way that supports a sustainable environment and economy and all profits are directed back into the business and local initiatives. 

Duration
NA (Community Shares)
Cost of capital
2%
Turnover
NA - pre-trading
Investor Details
Co-operative and Community Finance
Amount invested
£34,000
Product type
Community shares
Contact

Central YMCA

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Group of people at Central YMCA

Central YMCA is the world’s first YMCA, established in 1844, and a leading UK education, health and wellbeing charity. Their work includes creating alternatives to traditional education such as apprenticeships and study programmes, training fitness professionals who inspire communities, developing qualifications through an awarding organisation and helping people improve their health and wellbeing through the largest gym in central London.

Duration
25 Years
Cost of capital
2.41%
Turnover
£11,000,000
Investor Details
Charity Bank
Amount invested
£4,000,000
Year of Investment
2021
Product type
Secured loan
Contact

Chocolate Films

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A small group of people sits in a studio, attentively listening to two individuals engaged in a discussion. The setting includes professional lighting equipment, a green screen, and a projector, indicating a media or film-related event. The "Chocolate Films" logo is faintly visible on the white backdrop.

Chocolate films is an independent, full-service video production company. They are an international agency based in London and Glasgow, with global partners and satellite offices in the EU and US. They make content with impact – from promo videos to documentaries, animations to event films, and more. 

Duration
4 years
Cost of capital
7.5%
Turnover
£160,000
Investor Details
Big Issue Invest
Amount invested
£127,500 loan (+£22,500 grant)
Year of Investment
2022
Product type
Blended – part grant, part loan
Contact

Circus Strong

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Holly Hutchinson and her business partner - Circus Strong

Circus Strong is a community organisation dedicated to providing friendly, judgment free aerial circus and fitness classes. They especially welcome the LGBTQ+ community and individuals who suffer from depression, loneliness and anxiety.

Duration
3 years
Cost of capital
Principal £27k interest £5,265
Turnover
NA (Start-up)
Investor Details
Key Fund
Amount invested
£35000
Product type
Unsecured loan (incl. overdrafts)
Contact

Clevedon Pier

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Clevedon Pier

Clevedon Pier Heritage and Limited Trust is a Community Benefit Society which raised money via Social Investment Tax Relief (SITR) to help renovate and sustain Clevedon Pier. 

Duration
10 years
Cost of capital
2%
Turnover
£327,320
Amount invested
£330,000 (£250,000 Social Investment Tax Relief)
Product type
Community shares
Contact

Collaborative Women

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Collaborative Women - Case Study

Collaborative Women comprises CW Housing and CW Community. It was founded to address gender-based inequalities experienced by women in Trafford which lead to isolation, poverty and life limiting/life-threatening circumstances. 

Duration
5 Years
Cost of capital
6.5%
Turnover
£59,807
Investor Details
Key Fund
Amount invested
£90,960 Grant, £36,676 Loan
Product type
Blended – part grant, part loan
Contact

Commonweal Housing

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Commonweal housing

Commonweal Housing used social investment to buy properties to support an innovative new project for formerly homeless people.

Duration
7 years
Cost of capital
4%
Turnover
£1.2 million
Amount invested
£1.4 million
Product type
Unsecured loan (incl. overdrafts)
Secured loan
Contact

Community Campus 87

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Community Campus

Community Campus 87 is a Community Benefit Society based in Tees Valley, Middlesbrough. We provide affordable housing, emotional & practical support, & training opportunities to over 200 people each week.

Duration
20 years
Cost of capital
5%
Turnover
£1,397,476
Investor Details
Unity Trust Bank
Amount invested
£800,000
Product type
Secured loan
Blended – part grant, part loan
Contact

Contento Social Homes

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Woman smiling inside house

Contento Social Homes exists to improve the support for survivors of domestic abuse and their children by providing safe accommodation and skills to improve their wellbeing.

Duration
6 years
Cost of capital
7.9%
Turnover
£358,000
Investor Details
Social Investment Business
Amount invested
£267,500 (£130,000 loan, £130,000 grant, £7,500 restricted support grant)
Product type
Blended – part grant, part loan
Contact

Cornerstone Place

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Cornerstone Placce

Cornerstone Place is a social enterprise which supports homelessness charities to add fit-for-purpose properties to their portfolios.  Our unique ‘Shared Upsides’ model transfers more than 50% of the value in our project to our charity partners.

Duration
15 Years
Cost of capital
4.3%
Turnover
£0 (pre-trading)
Investor Details
Key Fund
Amount invested
£240,000 loan + £51,640 grant
Product type
Blended – part grant, part loan
Contact

Corsham Gymnastics Academy

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Corsham Gymnastics Academy

Corsham Gymnastics Academy (CGA) is an established gymnastics club based in Wiltshire. The club offers programmes that are inclusive to all from baby gym, pre-school, recreational and disability gymnastics which provide the opportunity for everyone to learn gymnastics.

Duration
5 Years
Cost of capital
4%
Turnover
£419,000
Amount invested
£173,000
Product type
Secured loan
Contact

Creative Optimistic Visions

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Creative Optimistic Visions

Creative Optimistic Visions (COV) is an award-winning Community Interest Company providing alternative education, training, universal youth provision, consultancy and mentoring services through the lens of the Protective Behaviours Process (PBs)

Duration
2 years
Cost of capital
6.5%
Turnover
£84,230
Investor Details
Key Fund
Amount invested
£19,500
Product type
Blended – part grant, part loan
Contact

Doncaster Refurnish

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Doncaster Refurnish

Doncaster Refurnish complete a wide range of work, collecting, restoring and selling furniture on to low income families. They run a handyman service and a women’s group with a focus on anxiety issues. They also offer training and employment to those on the margins of their local community; including rehabilitation and integration opportunities for prisoners due for release, and placements for young offenders.

Duration
2 years
Cost of capital
6.5%
Turnover
£1.61 million
Amount invested
£10K
Product type
Unsecured loan (incl. overdrafts)
Contact

East Belfast Mission

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East Belfast Mission

Hosford is the homeless service of East Belfast Mission (EBM) based in the Skainos Centre on the Lower Newtownards Road in East Belfast, and for over 20 years, Hosford has provided services to people who are homeless or at risk of homelessness. 

Duration
7 years
Cost of capital
2% rising to 4%
Turnover
£2.6 million
Amount invested
£550,000
Product type
Unsecured loan (incl. overdrafts)
Contact

East Street Arts

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East Street Arts

East Street Arts (ESA) was established in 1993 when two artists couldn't find the support and infrastructure they needed to develop their art practice. ESA have worked to secure better livelihoods for artists and their neighbours and address issues of economic and commercial decline in towns and cities.

Duration
1.5 years
Cost of capital
8.25%
Turnover
£1,717,404
Investor Details
Key Fund
Amount invested
£110,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Ecodynamic

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Ecodynamic

Local residents in Redruth funded the building of a wind turbine through buying community shares.

Duration
4 years
Cost of capital
7%
Turnover
£45,000
Amount invested
£75,000
Product type
Community shares
Contact

Egni Co-op

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Photo of school children with solar panels

Egni Co-operative was established in 2013 and provides rooftop solar on schools, businesses and community buildings. It has installed solar panels on almost 100 sites across Wales.

Duration
20 Years
Cost of capital
4%
Turnover
£460,000
Amount invested
£5m
Product type
Community shares
Contact

Eidgah Academy CIC

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Eidgah Academy

Located at the heart of Perry Barr, Birmingham, Eidgah Academy is a community hub providing educational, recreational and social activities for economically disadvantaged children and young people. In Perry Barr, 60% of the population belongs to people from ethnic minority groups and 15% of the populations first language is not English. Eidgah Academy engages 130 predominately Muslim children and young people of Pakistani, Bengali and African backgrounds with opportunities through structured personal development programs and playing games.

Duration
6 years
Cost of capital
5%
Turnover
£50,000
Investor Details
Big Issue Invest
Amount invested
£25,000
Product type
Blended – part grant, part loan
Contact

Empower Community Foundation

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Empower Community Foundation

Empower Community is a social enterprise that balances the interests of all stakeholders by developing projects that benefit all participants while providing high-quality, risk-mitigated investment opportunities.

Duration
16 years
Cost of capital
4.25% (2022) and 6.5% (2023)
Turnover
£4.4m
Investor Details
Triodos Bank - Corporate Finance team
Amount invested
£2.35m (2022) and £2m (2023)
Year of Investment
2023
Product type
Crowd-funded investment
Contact

Estuary Homes CIC

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Estuary Homes CIC

Estuary Homes was created in early 2017 to enable the three partner organisations (Foresight, Preston Road Women’s Centre and CERT) to pursue their objective of offering safe accommodation to vulnerable groups locally in Humberside.

Duration
5 years
Cost of capital
5.5%
Turnover
Not available
Amount invested
£400,000
Product type
Blended – part grant, part loan
Contact

Fair for You

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Man and two children gathered around a laptop

Fair for You improves people’s lives through responsible lending, helping families access the things they need and supporting them along the way. They believe that affordable finance should be accessible to a wider range of people including many of the 17.5 million people excluded from mainstream finance due to low or fluctuating income or life events.

Duration
5 Years
Cost of capital
6.5%
Turnover
£2.2m
Investor Details
Key Fund
Amount invested
£115,000 Loan, £35,000 Grant
Product type
Blended – part grant, part loan
Contact

Fareshare South West

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Fareshare South West

FareShare South West is a  charity which used money raised using Social Investment Tax Relief to increase its impact in the local community

Duration
5 years
Cost of capital
5% for first 36 months, 7% for remaining 24 months
Turnover
£590,646
Amount invested
£70,000
Contact

Farm Urban

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Farm Urban

Farm Urban is a social enterprise based in the Baltic Triangle in Liverpool and they operate the city’s first vertical farm whilst also delivering a range of educational and outreach programmes. 

Duration
5 Years
Cost of capital
10%
Turnover
£411,768
Investor Details
Livv Investment
Amount invested
£150,000
Product type
Blended – part grant, part loan
Contact

FC United of Manchester

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FC United of Manchester

FC United of Manchester is a community owned football club which raised money using Social Investment Tax Relief to help build a new stadium.

 

Duration
4 years
Cost of capital
2% (optional)
Turnover
£1 million+
Amount invested
£270,000 through SITR
Contact

For Jimmy

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For Jimmy

For Jimmy creates safe spaces for young people to grow up in, with a strong focus on Lewisham, South East London.  It was set up in honour of murdered Lewisham schoolboy Jimmy Mizen.

Duration
4 years
Cost of capital
5%
Turnover
£543,760
Amount invested
£41,660
Product type
Unsecured loan (incl. overdrafts)
Blended – part grant, part loan
Contact

Freedom Foundation

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Freedom Foundation

Freedom Foundation is a Nottingham based social enterprise working to improve children’s physical and mental wellbeing through music, dance, and mentoring.

Duration
5 years
Cost of capital
6.5%
Turnover
£121,588
Investor Details
Key Fund
Amount invested
£79,970 (£23,100 loan, £56,870 grant)
Product type
Blended – part grant, part loan
Contact

Furnistore

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Furnistore

Furniture is a furniture re-use charity that supports lower income families. It used social investment to purchase a permanent base.

Duration
20 years
Cost of capital
6%
Turnover
£158,948
Amount invested
£160,000
Product type
Secured loan
Contact

Furniture Resource Centre (FRC Group)

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Furniture Resource Centre (FRC Group)

We were delighted to hear from Shaun Doran, CEO FRC Group, at a Let's Talk Good Finance event. Listen to this podcast to learn about their journey to social investment.

Duration
2 years
Cost of capital
5%
Turnover
£225,200
Investor Details
CAF (Charities Aid Foundation)
Amount invested
£400,000
Product type
Secured loan
Contact

Future Yard

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Woman smiling while playing the guitar and singing. A mic placed in front of her. She's in a room with dark blue walls

Future Yard CIC is a social enterprise established in 2019 to use music as a force for good in Birkenhead and the wider Wirral area, with the ambition to reimagine the role of a community music venue. Alongside a busy programme showcasing exciting new music talent, Future Yard hosts an artist development hub and free skills training programmes to enable young people to pursue careers in the industry. The organisation has also committed to a long-term goal of becoming the first carbon-neutral grassroots music venue in the North of England, and one of the first in the UK.

Duration
9.5 years
Cost of capital
5.5%
Turnover
£30,000
Investor Details
Figurative
Amount invested
£292,500
Year of Investment
2020
Product type
Secured loan
Contact

Giroscope

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Giroscope

Giroscope is an award-winning housing charity based in West Hull which renovates empty and derelict properties to provide homes for those in housing need.

Duration
15yr loan (25yr repayment profile)
Cost of capital
6.5%
Turnover
£757,910
Amount invested
£1 million
Product type
Unsecured loan (incl. overdrafts)
Contact

Glan Yr Afon (Riverside Pub)

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Glan Yr Afon (Riverside Pub)

Glan Yr Afon is a valued pub within the community in Pennal, which came under hardship during the Covid-19 pandemic, it is now community-owned after an initiative to save the pub.

Mae Glan yr Afon yn dafarn werthfawr o fewn cymuned Pennal. Bu trwy gyfnod anodd yn ystod pandemig Covid-19, ond mae bellach yn eiddo i'r gymuned ar ôl menter i achub y dafarn.

Duration
12 years
Cost of capital
7% for the bridging loan and 0% for the blended finance
Turnover
£nil - start up
Amount invested
£251,680
Year of Investment
2022
Product type
Blended – part grant, part loan
Contact

Gloucestershire Gateway Trust

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Group of people at Gloucestershire Gateway Trust

Gloucestershire Gateway Trust (GGT) is a social and environmental regeneration charity on the largest peripheral social housing estates around the edge of Gloucester by the M5. 

Duration
3 Years
Cost of capital
9% (Y1) 7% (Y2 + Y3)
Turnover
£884,455
Investor Details
Social Investment Business
Amount invested
£158,000 (loan) + 62,000 (grant)
Product type
Blended – part grant, part loan
Contact

Gofal

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Gofal

Gofal is a leading Welsh mental health charity providing a wide range of services to people with mental health problems, supporting their independence, recovery, health and wellbeing. Gofal Enterprises is its wholly owned trading arm.

Duration
Finance Wales - 5 years / Social Investment Cymru - 15 years
Cost of capital
7% - 10%
Turnover
£7.1 million
Amount invested
Development Bank of Wales - £175,000 / Social Investment Cymru (WCVA) -£75,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Golden Lane Housing

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Golden Lane Housing

Golden Lane Housing, the housing arm of Mencap, used social investment to buy homes for people with a learning disability.

Duration
7 years
Cost of capital
4.375%
Turnover
£20.72 million
Amount invested
£11 million
Product type
Charity bonds
Contact

Gorton Monastery

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Gorton Monastery

The Gorton Monastery in Manchester was an important part of the community for over 100 years. Derelict for many years, it was saved from ruin by the building preservation trust that still maintains and operates the site to this day. 

Cost of capital
4% & 6% on top-up
Turnover
£1 million+
Amount invested
£850,000
Product type
Secured loan
Contact

Grace Enterprises

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Grace Enterprises

Grace Enterprises run diverse social enterprises which employ and support people who would otherwise struggle to find and keep a job. Through a commercial cleaning company (Radiant Cleaners), a marquee hire company (Jubilee Events) and a biscuit-making company (Half the Story), they make a positive impact on those individual lives and to society at large.  

Duration
5 Years
Cost of capital
7.5%
Turnover
£181,000
Investor Details
Social Investment Business
Amount invested
£60,000
Year of Investment
2024
Product type
Blended – part grant, part loan
Contact

Greater Change

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Greater Change Team

Greater Change is a Community Interest Company that helps individuals to become free of homelessness.

Duration
NA
Cost of capital
NA
Turnover
£327,526
Amount invested
£400,000
Product type
Crowd-funded investment
Contact

Greenwich Leisure Limited

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Greenwich Leisure Limited

Greenwich Leisure Limited, a Community Benefit Society, used a charity bond to help transform new sports facilities as accessible community facilities.

Duration
5 years
Cost of capital
5%
Turnover
£302 million +
Amount invested
£5 million
Product type
Charity bonds
Contact

Gro-Organic C.I.C

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Gro-organic

Gro-Organic are a multiple award-winning social enterprise team based in the West Midlands made up of passionate, local people who together are creating outstanding green spaces whilst investing in local people and the community.

Duration
6 years
Cost of capital
7%
Turnover
£400,000 +
Investor Details
Resonance
Amount invested
£150,000
Contact

Handcrafted Projects

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The image shows a man smiling in a workshop environment. He is wearing a blue jacket with the logo "HC Handcrafted" on the left side of his chest. The workshop is filled with various tools and equipment in the background. The environment appears to be focused on creating or repairing items.

Handcrafted Projects aims to empower those who have been disadvantaged or faced social exclusion due to crime, alcohol or substance abuse, poor mental or physical health, unemployment, or having experienced abuse or been in the care system. They work with individuals to help them make positive steps to turn their lives around, be part of a community and start to give back.

Duration
5 years
Cost of capital
6.5%
Turnover
£1,200.000
Investor Details
Key Fund
Amount invested
£150,000 (Loan £115,500 Grant £34,500)
Year of Investment
2024
Product type
Blended – part grant, part loan
Contact

HCT

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HCT

HCT Group used social investment to scale their community transport business.

Duration
5 years
Cost of capital
6.6% (blended over life of loans)
Turnover
£76.72 million
Amount invested
£9.95 million
Product type
Secured loan
Contact

Headliners UK

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Headliners UK

Headliners UK used social investment to help them in their mission of empowering young people to tell their stories and care about their community more. 

Duration
3 years
Cost of capital
6.5%
Turnover
£600,000
Amount invested
£75,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Hemlington Lake Recreation Centre

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Hemlington Lake Recreation Centre

Tees Valley Community Asset Preservation Trust is a registered charity (CIO) which was established in 2015 in response to local government spending cuts. Its principle aim is to save community centres, sports facilities and village halls from closure by stepping in to offer free advice and support to organisations who feared losing their buildings due to funding cuts.

 

Duration
7 years
Cost of capital
6.5%
Turnover
£126,000
Investor Details
Key Fund
Amount invested
£35,600
Product type
Blended – part grant, part loan
Contact

Hidden Treasures CIC

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Hidden Treasures CIC

Hidden Treasure are an organisation driven by a desire to provide better opportunities and facilities to a community that experiences a lot of the challenges of an unequal society. Their centre in Partington offers a welcoming space where children can play and develop and adults can access support, training and somewhere to meet others and relax.

Duration
3 years
Cost of capital
6.6%
Turnover
£264,432
Amount invested
£33,000
Product type
Blended – part grant, part loan
Contact

Home Kitchen

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 The image shows a cosy fine-dining restaurant

Home Kitchen is a not-for-profit restaurant and social impact programme. Developed with top chef Adam Simmonds, they’re serving the finest quality food while transforming the perception of homelessness and making a positive impact on the UK hospitality sector. Their mission is to help socially vulnerable people get out of poverty and into work. 

Duration
3 years
Cost of capital
10%
Turnover
£0 (Pre Trading)
Investor Details
Big Issue Invest
Amount invested
£210,000
Year of Investment
2024
Product type
Unsecured loan (incl. overdrafts)
Contact

Homebaked Bakery

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Homebaked Bakery

Homebaked is a co-operative bakery and community land trust, located opposite Liverpool FC’s Anfield stadium, serving their award-winning pies to both football fans and locals alike. 

Duration
5 Years
Cost of capital
9%
Turnover
£387,800
Investor Details
Livv Investment
Amount invested
£60,100
Product type
Blended – part grant, part loan
Contact

Homes for Good

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Homes for Good

Homes for Good used social investment to buy houses that it then rents to vulnerable people on lower incomes.

Duration
Not available
Cost of capital
Not available
Turnover
£300,000
Investor Details
Big Issue Invest
Amount invested
£5.85 million
Product type
Secured loan
Equity investment
Contact

HQ Recording Studio

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Yasin El Ashrafi

HQ Recording Studio provides a relaxed, creative environment located in the heart of Leicester city centre. At the beginning of 2019, they completed an extensive refurbishment enabling them to have high quality recording facilities across two rooms, with the latest in cutting edge digital software and hardware.

Duration
5 years
Cost of capital
3.25%
Turnover
£135,868
Investor Details
Key Fund
Amount invested
£50,000
Product type
Blended – part grant, part loan
Contact

Hubbub Foundation UK

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Hubbub Foundation UK

Hubbub is a London-based environmental charity that engages with corporates and foundations to sponsor research and campaigns, in order to promote understanding and behaviour change to help people cut waste, make clothes last longer, save money and create cleaner spaces to live and work in.

Duration
2 years
Cost of capital
6.5%
Turnover
£733,638
Amount invested
£100,000
Product type
Unsecured loan (incl. overdrafts)
Contact

InHouse Records

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Inhouse records

InHouse Records is the world's first fully functionally record label launched in prison. As a label for change, their mission is to see safer communities, fewer victims of crime and rehabilitation and employment for ex-offenders with a focus on dignity and aspiration. Since launching in September 2017, InHouse's work has engaged hard-to-reach populations both in prisons and through-the-gate, through music-based training programmes for prisoners and ex-offenders. With a focus on using music to improve core competencies and employability skills, its long-term goal is to help graduates lead empowered, fulfilling, and crime-free lives and, ultimately, to reduce re-offending.

 

Duration
5 years
Cost of capital
6.8%
Turnover
Not available
Investor Details
Figurative
Amount invested
£97,00 (2019: £77,000 and 2021: £20,000)
Product type
Unsecured loan (incl. overdrafts)
Contact

Inner City Music

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Inner City Music

Inner City Music is an award-winning charity that exists to celebrate music and its power to engage, inspire and unify. 

Duration
5 Years
Cost of capital
6.5%
Turnover
£1,382,000
Investor Details
CAF (Charities Aid Foundation)
Amount invested
£300,000
Product type
Unsecured loan (incl. overdrafts)
Contact

IRIE! Dance Theatre

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IRIE! Dance Theatre

IRIE! dance theatre is the UK's leading dance theatre company delivering creative, educational and artistic activities in African and Caribbean dance. Based in the historic Moonshot Centre in South London, IRIE!'s mission is to support the personal wellbeing and community cohesion of the diverse population in its local area through dance.

The organisation has two distinct but interrelated strands of activities: a wide-ranging community offer across diverse dance styles for young people, adults, families, and older people; and a comprehensive education, training, and professional development offer spanning schools workshops, a degree programme, masterclasses, and residencies for emerging dance artists.

 

Duration
5 years
Cost of capital
7.05%
Turnover
£382,850
Investor Details
Figurative
Amount invested
£100,000
Product type
Unsecured loan (incl. overdrafts)
Contact

K10

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Building site

K10 is tackling youth unemployment by providing apprenticeships in the construction industry. It used social investment to professionalise the business and increase sustainability. 

Duration
3 years
Cost of capital
Not available
Turnover
Not available
Amount invested
£600,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Kendal Mountain Events Ltd

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Kendal Mountain Events Festival

Kendal Mountain Events brings thousands of outdoor enthusiasts from across the globe together to share and celebrate the best stories from the world of adventure. 
Their vision is to inspire more people to enjoy, respect and represent the mountains, through their annual festival in Kendal, Cumbria, and more recently school engagement programmes. 
 

Duration
5 Years
Cost of capital
8%
Turnover
£488,517
Investor Details
Livv Investment
Amount invested
£165,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Kidsgrove Sports Centre Community Group

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Kidsbrook Sports Centre

Kidsgrove Sports Centre Community Group is a CIO set up to save and then re-open Kidsgrove Sports Centre. Following extensive refurbishment the sports centre re-opened in 2022 and is now operated by the charity. Through the charitable community ownership model, every penny spent in the centre gets reinvested. Back into the Centre and back into the community. No shareholders. No profit-making. Just local community facilities for all.

Duration
4.5 Years
Cost of capital
8%
Turnover
£842,000
Investor Details
Sporting Capital
Amount invested
£130,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Lighthouse Pedagogy Trust

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LPT

Lighthouse Pedagogy Trust is a charity that creates children’s homes where children can thrive, with education at the centre of their holistic approach, enabling children in care to have the same opportunities as everyone else.

Duration
7 years
Cost of capital
3%
Turnover
£615,000
Amount invested
£250,000
Year of Investment
2021
Product type
Blended – part grant, part loan
Contact

Lightning Reach

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Lightning Reach team photo

Lightning Reach is a financial support portal which makes it easy for people to find and apply for a wide range of personalised support (including grants, benefits, help with bills and other resources) in one place. The platform can be used by organisations to streamline or enhance the support they offer to vulnerable customers, using innovative technology like open banking and ID verification, or by individuals seeking to improve their financial wellbeing. Lightning Reach has registered >100,000 users and enabled >£10m in funding to individuals. Partners include The Royal British Legion, Lambeth Council, British Gas Energy Trust, TSB and more.

Duration
NA
Cost of capital
NA Equity (2% of business)
Turnover
£330,000
Investor Details
Joseph Rowntree Foundation
Amount invested
£100,000 (part of £1m package)
Year of Investment
2023
Product type
Equity investment
Contact

Local Food Links

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Local Food Links

Local Food Links is a social enterprise providing lunches to primary schools. They used unsecured loans from CAF Venturesome to grow & innovate their organisation.

Duration
4 years
Cost of capital
6.5%
Turnover
£1,522,741
Amount invested
£200,000
Product type
Unsecured loan (incl. overdrafts)
Contact

London Early Years Foundation

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LEYF

London Early Years Foundation (LEYF) used social investment to expand its early years nurseries in London. 

Duration
3 years
Cost of capital
6.5%
Turnover
£2.23 million
Investor Details
Big Issue Invest
Amount invested
£75,000
Product type
Secured loan
Contact

London Early Years Foundation

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Woman drinks from pretend tea cup with two children

LEYF runs 40 nurseries across 12 London boroughs, delivering high quality Early Years education and care to children aged from birth to five years old. 

Duration
7 Years
Cost of capital
4.7% (average)
Turnover
£27.1m
Investor Details
Triodos Bank - Corporate Finance team
Amount invested
£1.5m
Product type
Charity bonds
Crowd-funded investment
Contact

Mansfield CVS

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Mansfield CVS

Mansfield CVS is an infrastructure organisation that has been supporting the community and voluntary sector in Mansfield for over 40 years.

MCVS are a landlord providing serviced offices for tenants and individual room hires for events. They also deliver local authority contracts e.g. public patient engagement CCG, County Council - volunteer co-ordination and Sport England.

 

Duration
3 years
Cost of capital
6%
Turnover
£317,459
Investor Details
Key Fund
Amount invested
£23,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Media Cultured

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Media Cultured

Media Cultured is a social enterprise that tackles issues of racism, radicalisation and misrepresentation through the use of positive role models and clear messages about ‘identity and integration’ within an increasingly multicultural society.

Duration
5 years
Cost of capital
0%
Turnover
£23,440
Amount invested
£25,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Mentis Tree CIC

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Mentis Tree CIC

Mentis Tree CIC (MTCIC) is a social enterprise providing low-cost therapies across East Anglia. They took on investment from Big Issue Invest after outgrowing their service offices, to buy a place of their own.

Duration
5 years
Cost of capital
8%
Turnover
£314,070
Investor Details
Big Issue Invest
Amount invested
£50,000
Product type
Unsecured loan (incl. overdrafts)
Contact

MiMe Heuristics CIC (The Wildings)

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Mime Heuristics CIC (The Wildings)

MiMe Heuristics CIC trading as The Wildings established a new, specialist independent school in Devon for children with Social, Emotional, and Mental Health needs. 

Duration
6 Years
Cost of capital
7.5%
Turnover
£0 (pre-trading)
Investor Details
Resonance
Amount invested
£150,000
Year of Investment
2019
Product type
Blended – part grant, part loan
Contact

Miss Macaroon

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Miss Macaroon

Miss Macaroon, founded by CEO Rosie Ginday MBE, sets aside its profits to fund the store's MacsMAD (Macaroons that Make a Difference) programme. Producing over 2.5 million tasty macaroons in 50 different flavours, Miss Macaroon has helped improve the lives of 82 people, all aged 18 - 35 years old, over the past decade.

 

Duration
5 years
Cost of capital
12%
Turnover
Not available
Investor Details
BCRS Business Loans
Amount invested
£50,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Moneyline

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Moneyline

Moneyline offers access to affordable credit to consumers on low incomes. It used social investment to grow its social business.

Duration
7 years
Cost of capital
6.75% & 10%
Turnover
£3.4 million
Investor Details
Big Issue Invest
Amount invested
£1,000,000 & £500,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Nemi Teas

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Nemi Teas

This #AChangingWorld episode features Pranav Chopra, a social entrepreneur who founded Nemi Teas. This podcast definitely goes down even better with a cup of tea as he talks about how social investment has played a part in his journey and the potential ways to scale up.

Duration
5 years
Cost of capital
9.5%
Turnover
£70,000
Investor Details
UnLtd
Amount invested
£50,000
Product type
Blended – part grant, part loan
Contact

Nottingham Counselling

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Nottingham Counselling

Nottingham Counselling Service (NCS) is a long-standing charity specialising in working long-term with people who present complex and enduring problems, such as anxiety, depression and abuse.

Duration
3 years
Cost of capital
6.5%
Turnover
£186,170
Amount invested
£30,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Old Spike Roastery

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Old Spike Roastery

Old Spike Roastery source, roast and pack some of the finest coffee available whilst offering meaningful employment to those affected by homelessness. Here's how a £60,000 loan from CAF Venturesome is helping us deliver our mission.

Duration
3 years
Cost of capital
6.5%
Turnover
£57,332
Amount invested
£60,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Omnis Circumvado CiC

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Louis encourages a young client – building core strength.(Taken as a still from video on their website)

Omnis Circumvado CIC is a specialist sports coaching company dedicated to providing inclusive and adapted physical activity opportunities to people of all ages with complex needs.

Duration
5 years
Cost of capital
Repaid £25,075
Turnover
110.000
Amount invested
£20,530
Product type
Blended – part grant, part loan
Contact

Oomph!

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Oomph!

Oomph! is helping older people stay healthy by running specialist exercise classes in care homes across the UK. It used social investment to grow its social business.

Duration
Not available
Cost of capital
Not available
Turnover
£247,000
Amount invested
£1.3 million & £800,000
Product type
Equity investment
Social Impact Bonds
Contact

Outside the Box

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Outside the Box cafe

Outside the Box Café is an inclusive community café based in Ilkley, Bradford. Their mission is to enable young people and adults who have learning disabilities to have more fulfilled, independent and healthier lives. 

Duration
20 years
Cost of capital
4.25%
Turnover
£500,000+
Investor Details
Charity Bank
Amount invested
£266,000
Product type
Secured loan
Contact

P.A.C.E

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P.A.C.E

Promote Ability Community Enterprise CIC (P.A.C.E) delivers affordable services and housing for disadvantaged people in Derby and Derbyshire. To support this agenda, they offer a range of other services to the public and private sector; these include supported housing, a craft centre, community support and a café. 

Duration
12 months
Cost of capital
6.5%
Turnover
£1,400,000
Amount invested
£20,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Paces Sheffield

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A group of adults and children in a brightly lit classroom setting. The adults are assisting the children with various activities, some of whom are using adaptive equipment. Wooden climbing bars are mounted on the wall, and there are benches, tables, and colourful educational tools in the background.

Paces is a leading charity for children and adults with Cerebral Palsy and other neurological disorders. They used social investment to refurbish and fit out their new premises, making it fit for purpose. 

Duration
Bond - 8 years
Cost of capital
6%
Turnover
£2.1m
Amount invested
£1.5m bond
Product type
Charity bonds
Crowd-funded investment
Contact

Portpatrick Harbour

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Portpatrick Harbour

Portpatrick Community Benefit Society used Social Investment Tax Relief to raise money to save the local habour. 

Duration
5 years
Cost of capital
1.5%
Turnover
£39,731
Amount invested
£100,000
Product type
Community shares
Contact

Projekts Manchester

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Projekts Manchester

Projekts MCR is a skatepark and community development organisation in Manchester that provides a space for young people and their families to enjoy skateboarding, meet and connect with others, and access wider social support. It’s one of the largest outdoor, concrete skateparks in the UK. 

Duration
5 Years
Cost of capital
6.6%
Turnover
£264,027
Amount invested
£50,000 (£10,000 grant)
Product type
Blended – part grant, part loan
Contact

Prom Ally CIC

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Prom Ally CIC

Prom Ally offers the free loan of prom dresses and suits to school children, sixth form students and college students who otherwise couldn't afford one. All outfits are used and either purchased from charity shops or donated directly. Prom Ally has helped hundreds of girls since it began and has recently opened up to boys too offering suits in addition to the dresses.

Duration
10 years
Cost of capital
3%
Turnover
£2,361
Investor Details
Social Investment Cymru
Amount invested
£50,000
Product type
Blended – part grant, part loan
Contact

Proper Job Theatre

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Proper Job Theatre - case study

Proper Job Theatre is a social enterprise creating meaningful work opportunities through teaching drama workshops.

Duration
3 years
Cost of capital
9.5%
Turnover
£936,000
Investor Details
UnLtd
Amount invested
£150,000
Product type
Blended – part grant, part loan
Contact

Readipop

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Readipop Studio

Established in 1998, Readipop is an innovative music and arts charity with a strong reputation for inspirational, engaging arts projects that make a positive difference in people's lives.

They provide access to music for vulnerable young people from hard-to-reach areas, including young offenders, the long-term unemployed, Special Educational Needs students, individuals from pupil referral units, and those who are not able to access conventional education. Their music leaders empower young people to learn and improve their music skills; helping them gain confidence in their chosen area and achieve their own goals while improving their emotional and social wellbeing. Readipop work closely with a whole host of other locally based community music programmes and projects to maximise reach and impact.

 

Duration
10 years
Cost of capital
7%
Turnover
£269,000
Investor Details
Big Issue Invest
Amount invested
£90,000
Product type
Secured loan
Contact

Rene House CIC

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Rene house team

Rene House is a small social enterprise based in Nottingham, they provide supported accommodation for homeless and vulnerable adults and families. They currently manage a portfolio of 7 properties comprising of 18 units. Rene House aims to create a sustainable stepping-stone service for individuals and families that need support to get back on their feet.

Duration
5 years
Cost of capital
8%
Turnover
£87k
Investor Details
Big Issue Invest
Amount invested
£60k
Product type
Blended – part grant, part loan
Contact

Resultery Projects Cymru

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Football pitch at Resultery Projects Cymru

Resultery Projects Cymru is a sports facility in Bettws. They provide a space for the community to enjoy a range of activities from sports clubs, dance to community gardening.


Cyfleuster chwaraeon ym Metws yw Resultery Projects Cymru. Maen nhw’n cynnig lle i’r gymuned wneud amrywiaeth o weithgareddau, o glybiau chwaraeon a dawns i arddio cymunedol.
 

Duration
1 year
Cost of capital
7% dropping to 6% after completion of climate change planning and Real Living Wage accreditation
Turnover
£nil - start up
Amount invested
£265,000
Year of Investment
2022
Product type
Unsecured loan (incl. overdrafts)
Contact

Rose Tinted Financial Services C.I.C

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A group of five women sitting together on a brown leather couch in a warmly lit room.

Rose Tinted Financial Services offers Personal Financial Support and Mental Wellbeing Services for people from all backgrounds and ages who are in debt, just live from paycheck to paycheck and are struggling to take control over their financial situation provoking a negative impact on their mental health.

Duration
18 months
Cost of capital
6.5%
Turnover
£40,000
Investor Details
Key Fund
Amount invested
£10,000 (£2900 grant+ £7100 loan)
Year of Investment
2023
Product type
Blended – part grant, part loan
Contact

Royal Society for Blind Children

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The Royal Society for Blind Children

RSBC provides a range of services in London and across England and Wales for blind and partially sighted children and young people, their families, and the professionals who work alongside them.

Duration
3 years
Cost of capital
0% first year, 6.5% from year 2
Turnover
£4.15 million
Amount invested
£250,000
Product type
Energy Resilience
Contact

Second Shot Coffee

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Second Shot Coffee

When Julius Ibrahim became increasingly more interested in tackling homelessness, he opened Second Shot Coffee, a social enterprise café in East London.

Duration
3 year min
Cost of capital
3%
Turnover
Not available
Amount invested
£100,000
Product type
Crowd-funded investment
Contact

Social AdVentures

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The exterior of a Children's home

Social adVentures is dedicated to helping people and communities in Greater Manchester live healthier and happier lives, by providing a variety of interventions designed to help people take control of their lifestyle and to be less reliant on more serious intervention in the future. 

Duration
10 years
Cost of capital
7%
Turnover
£1,705,122
Investor Details
Social and Sustainable Capital (SASC)
Amount invested
£401,000
Year of Investment
2024
Product type
Unsecured loan (incl. overdrafts)
Contact

Southmead Development Trust

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Southmead Development Trust

The Southmead Development Trust exists to serve the community of Southmead by primarily running the Southmead Youth Centre and the Greenway Centre. It used social investment to install solar panels.

Duration
7 years
Cost of capital
4%
Turnover
£1.41 million
Amount invested
£50,000
Product type
Secured loan
Contact

Special iApps C.I.C.

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Special iApps C.I.C.

At Special iApps, we develop educational apps to support children with special educational needs, including autism and Down syndrome. We took on social investment, in the form of blended finance (loan and grant), from Northstar Ventures to help develop our work.

Duration
5 years
Cost of capital
7%
Turnover
£25,000
Amount invested
£185,000 blended
Product type
Unsecured loan (incl. overdrafts)
Blended – part grant, part loan
Contact

St Mungo's Broadway

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St Mungo's Broadway

The Real Lettings Property Fund, run by Resonance in partnership with St Mungo’s Broadway is using social investment to buy properties to address homelessness in London.

Social Impact Bonds, supported by social investment from CAF Venturesome, Big Issue Invest and Resonance, enables us to work intensively and creatively with people so they can finally leave homelessness behind for good.

 

Duration
7 years
Cost of capital
5% +
Turnover
£95 million
Investor Details
Big Issue Invest
Amount invested
£36 million + £675K SIB
Year of Investment
2022
Product type
Charity bonds
Social property funds
Contact

Sutton Community Farm

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Sutton Community Farm

Sutton Community Farm is a community-owned farm in South London growing vegetables under organic principles.

Duration
Community Shares (Equity)
Cost of capital
2%
Turnover
£513,255
Amount invested
£97,462
Product type
Crowd-funded investment
Community shares
Contact

Tafarn yr Heliwr

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Tafarn Yr Heliwr

Tafarn Yr Heliwr is a Community-Benefit Society based in Nefyn, Gwynedd, Wales and was established in order to raise money and re-open the village pub as a not-for-profit community-owned business. 

Duration
10 years
Cost of capital
7%
Turnover
0 - Due to open in Autumn '21
Amount invested
£80,000
Product type
Community shares
Contact

Teens and Toddlers

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Teens and Toddlers

Teens and Toddlers is a Social Impact Bond working with young people in the North West. It is part of the Department for Work and Pensions' Innovation Fund.

Duration
3 years
Cost of capital
Outcomes-based
Turnover
£1.54 million
Amount invested
£3.25 million
Product type
Social Impact Bonds
Contact

The Bike Project

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The Bike Project Team

The Bike Project are a charity that takes in second-hand bikes, refurbishes them and donates them to refugees and asylum seekers in the UK. The bikes help them to access food banks and other critical services as well as improving their general wellbeing. 

Duration
3-5 years
Cost of capital
3% on SITR. Revenue Participation capped at 1.2 x loan amount.
Turnover
£2.3m
Amount invested
£170,000 SITR loans + £50,000 Revenue Participation Agreemehttps://acrobat.adobe.com/?x_api_client_id=bookmark&x_api_client_location=Readernt
Contact

The Craufurd Arms

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The Craufurd Arms

It was great to hear from Mark Newcombe, co-founder of the Craufurd Arms, a community pub in Slough. Listen to this podcast as part of our #AChangingWorld series and we explore how social investment has affected organisations during the lockdown and the opportunities it could now present.

Duration
4 years
Cost of capital
3%
Turnover
£317,000
Amount invested
£323,625
Product type
Crowd-funded investment
Community shares
Contact

The Energy Training Academy

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Image of 2 storey white building with black sign and white lettering reading The Energy Training Academy

The Energy Training Academy (ETA) is a community interest company that specialises in providing high-quality training and education in the gas and renewables industry. ETA works with young people, veterans, and those from disadvantaged backgrounds to ensure they gain valuable skills for the green energy transition.

Duration
c.10 years
Cost of capital
1.27x to 1.5x amount invested
Turnover
n/a - Start-up
Investor Details
Firstport
Amount invested
£300,000
Product type
Quasi-equity
Contact

The Freedom Bakery

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Freedom bakery

Freedom Bakery raised investment from seven investors using the Social Investment Tax Relief to grow their prison-based social enterprise.

 

Duration
4 years
Cost of capital
1.75%
Turnover
£210,000 from year 2
Amount invested
£85,500 +
Product type
Crowd-funded investment
Blended – part grant, part loan
Contact

The Ledge Inverness

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The Ledge Inverness

The Ledge is a registered Scottish charity dedicated to changing lives for the better via the medium of climbing. Climbing helps build confidence, teamwork, and resilience. It helps develop diverse skill sets, improves focus, and increases co-ordination. On top of all that, it’s a whole heap of fun!

Duration
10 Years (12 months bridging)
Cost of capital
6.25%
Turnover
£900,000
Investor Details
Royal Bank of Scotland Social & Community Capital
Amount invested
£250,000
Product type
Unsecured loan (incl. overdrafts)
Contact

The Skill Mill

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The Skill Mill

The Skill Mill are social enterprise providing employment for young ex–offenders in watercourse and horticulture services.

Duration
4 years
Cost of capital
7-8%
Turnover
Not available
Investor Details
Resonance
Amount invested
£1m with £100,000 through SITR
Product type
Social Impact Bonds
Contact

The Spotted Cow

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The Spotted Cow

The Spotted Cow is a community hub that offers a bar, restaurant, Post Office and B&B under one roof.

Duration
3 years (min)
Cost of capital
3%
Turnover
£100K
Amount invested
£277,000
Product type
Crowd-funded investment
Community shares
Contact

The Urban Factory

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The Urban Factory

The Urban Factory is 13500 square foot manufacturing unit that was upgraded to provide the regions first dedicated training facility for cheerleading, tumbling and parkour. 

Duration
5 Years
Cost of capital
8.5%
Turnover
£0 (pre-trading)
Investor Details
Northstar Ventures
Amount invested
£150,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Think2Speak

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Think2Speak

It was wonderful to hear from Lizzie Jordan, founder of social enterprise Think2Speak. Listen to this podcast as part of our #AChangingWorld series and we explore how social investment has affected organisations during the lockdown and the opportunities it could now present.

Duration
5 years
Cost of capital
5%
Turnover
£150,460
Investor Details
Key Fund
Amount invested
£82,600
Product type
Blended – part grant, part loan
Contact

Third Space Learning

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Third Space Learning

Third Space Learning is using technology to tackle underacheivement in maths. It used social investment to grow its social business.

Duration
Not available
Cost of capital
Not available
Turnover
£500,000
Amount invested
£1.5 million
Product type
Equity investment
Contact

TLC: Talk Listen Change

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The image shows a woman with short, light brown hair wearing a mustard-coloured jumper, smiling as she engages in conversation. In the background, another woman with dark hair, dressed in a denim shirt, looks on with a gentle expression. The scene appears casual and friendly, with a relaxed atmosphere.

TLC: Talk, Listen, Change is a relationships charity that has supported people in the North of England for over 40 years. Their aim is to ensure everyone within their community benefits from good emotional wellbeing, and they believe the key to this is maintaining safe, healthy and happy relationships.

Duration
5 years
Cost of capital
5.6%
Turnover
£5m
Amount invested
£180,000 (£36,000 grant and £144,000 loan)
Year of Investment
2024
Product type
Blended – part grant, part loan
Contact

Together TV

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Together TV for good

Together TV inspires social change through entertaining content – by showing real-life stories, activities and social issues that promote participation in national campaigns and causes. By encouraging people to get involved in causes and initiatives that offer relevant, practical and achievable things to do, the channel promotes healthier lifestyles, improved mental wellbeing and increased social connections amongst its viewers.

Duration
3 year
Cost of capital
Not available
Turnover
£655,180
Amount invested
£390,000 (£128K SITR)
Product type
Community shares
Contact

Togetherall (formerly Big White Wall)

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Togetherall

Togetherall (formerly Big White Wall) is a digital mental health and wellbeing service, which used social investment to scale their social business.

Duration
5-7 years
Cost of capital
Not available
Turnover
Not available
Amount invested
£1 million
Product type
Equity investment
Contact

ToolShed

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ToolShed

ToolShed is a social enterprise helping young people start their career in construction. When a combination of people, influences and place comes together it can impact our lives in a special way. I think Toolshed is like this and will help change the lives of many for good.

Duration
5 years
Cost of capital
10%
Turnover
£385k
Investor Details
UnLtd
Amount invested
£80,500
Product type
Blended – part grant, part loan
Contact

Trees for Life

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Volunteer at Trees for Life, replanting

Trees for Life is home to the first (known) rewilding centre in the UK and their vision is of a revitalised wild forest in the Highlands of Scotland, providing space for wildlife to flourish and communities to thrive.

Duration
9 years
Cost of capital
6%
Turnover
£3,030,847 - for year ending 31/01/21, which is the latest available figure. Note that capital wa
Amount invested
£2 million
Product type
Crowd-funded investment
Contact

Trust Links

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Trust Links

Trust Links is a local independent charity for wellbeing and mental health based in South East Essex. Here's how a secured loan from Charity Bank helped them take on a community asset to grow their services.

Duration
25 years
Cost of capital
5.75%
Turnover
£880,720
Investor Details
Charity Bank
Amount invested
£150,000
Product type
Secured loan
Contact

Tumble Gymnastics & Activity Centre

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An image showing an hall full of gymnastics equipment

Tumble Gymnastics and Activity Centre is a facility that offers physical activity and wellbeing for everyone regardless of age and ability in a family fun environment creating a unique experience. Focused on gymnastics, their social mission is to encourage and support young people and adults who are currently physically inactive to increase their activity levels to improve their physical and mental health.

Duration
6 years
Cost of capital
8%
Turnover
£240K
Amount invested
£150,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Valley Heritage

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A big grade II listed building in Bacup, Lancashire

Valley Heritage is a not-for-profit organisation established in 2015. It seeks creative approaches to bring historic buildings back into use while simultaneously supporting the growth and development of the local community. 

Duration
5 Years
Cost of capital
5.6%
Turnover
£25,585
Investor Details
The Architectural Heritage Fund
Amount invested
£195,000
Product type
Secured loan
Contact

Vinelife Church

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Vinelife Church

Vinelife Church is a faith-based organisation. We took on a secured loan to diversify their income and carry on serving their community.

Duration
20 years
Cost of capital
6% initially
Turnover
£910,081
Amount invested
£300,000
Product type
Secured loan
Contact

We Are Juno

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Front room in a Juno children's home

We are Juno is a not-for-profit children’s residential service, creating a sustainable alternative to profit-driven models that dominate the children’s residential landscape. 

Duration
7 years
Cost of capital
7%
Turnover
£596,750
Investor Details
Postcode Innovation Trust
Amount invested
£250,000 (£125,000 grant, £125,000 loan)
Year of Investment
2023
Product type
Blended – part grant, part loan
Contact

Wellington Orbit

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Wellington Orbit

The Clifton Community Arts Centre Ltd (CCAC Ltd), trading as Wellington Orbit, is a social enterprise based in Telford. They took on approximately £75,000 in SITR loans and shares from local people. Here's how social investment is helping them provide art and cultural facilities in the town of Wellington, Shropshire.

Duration
5 years
Cost of capital
2.25%
Turnover
£192,670
Amount invested
£75,000
Product type
Unsecured loan (incl. overdrafts)
Blended – part grant, part loan
Community shares
Contact

Wolverton Community Energy

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Wolverton Communtiy Energy - outside of a building with solar panels on

Wolverton Community Energy are based in Milton Keynes. They develop and manage community-owned solar PV and supply greener, cheaper solar energy to local businesses, the majority of which are charities and social enterprises. In addition, they run projects which help to improve energy efficiency within their community. This includes the Home Energy MK programme, supporting homeowners wishing to stop heat loss from their homes and cut energy costs.

Duration
14 years
Cost of capital
5-6%
Turnover
£55,000
Investor Details
Big Issue Invest
Amount invested
£257,000
Product type
Blended – part grant, part loan
Contact

YMCA Robin Hood Group

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Image of the Robin Hood - YMCA building

YMCA Robin Hood Group provide a range of frontline services across Greater Nottingham, York and East Riding, plus Newark & Sherwood, to encourage young people to belong, contribute and thrive. This includes residential settled care homes, supported housing and numerous support programmes. Explore how they used social investment to grow and innovate their service offering. 

Duration
20 years
Cost of capital
Base + 2.8% for 3 years, then Base + 2.3% for 17 years
Turnover
£11.3m
Investor Details
Triodos Bank - Corporate Finance team
Amount invested
£9.75m
Year of Investment
2022
Product type
Charity bonds
Unsecured loan (incl. overdrafts)
Contact

Young People Matter

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Young People Matter

Young People Matter (YPM) is an award winning charity and community action group bringing together people of all ages and backgrounds to nurture children’s potential, promote healthy living and develop a greater sense of social responsibility.

Duration
4 years
Cost of capital
6.5%
Turnover
£382,200
Investor Details
CAF (Charities Aid Foundation)
Amount invested
£60,000
Product type
Unsecured loan (incl. overdrafts)
Contact

Your Own Place CIC

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Your Own Place CIC

Rebecca White, CEO of Your Own Place CIC talking about her organisations’ experience of taking on social investment from Sumerian Partners, just before the COVID-19 hit. Listen to hear more about her patient equity investment deal that has allowed Your Own Place to scale up activity and employ a new member of the team.

Duration
Up to 10 years
Cost of capital
Equity
Turnover
£223,410
Amount invested
£100,000
Product type
Equity investment
Contact

Zion Community Cafe

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Zion Community Cafe

Zion Community Cafe is well-loved Cafe in Bristol that runs a large variety of community events, children’s groups, support groups, ticketed events and provides spaces to hire for meetings, groups and private events. They used Community Shares and the Community Ownership Fund (COF) to save their venue. 

Duration
NA (Community Shares)
Cost of capital
Intention to pay 3%
Turnover
£214,730
Investor Details
Co-operative and Community Finance
Amount invested
£234,908
Product type
Community shares
Contact

​​​​​​​Citizen Coaching & Counselling

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Martin Hogg, Founder & CEO

Citizen Coaching & Counselling provides timely, jargon-free coaching and counselling to young people and adults in Birmingham with a friendly professional approach. We provide a choice of talking therapies, most of which are free to access, delivered by a team of 45 specialist qualified counsellors and psychotherapists.

Duration
6 years
Cost of capital
7.57%
Turnover
£650,000
Investor Details
Resonance
Amount invested
£125,000 + additional grant of £90,550
Contact