Expression of Interest

Please note that this EOI is for loan finance only, we do not provide grant funding.

1. Contact Details

Name of organisation

Name of key contact

Position

Telephone

Email

Website

2. Your Organisation

What is your organisation’s legal status?

Other (please specify)

What is the date your organisation was established, if applicable?

In which geographical area(s) does your organisation operate?

Is your organisation operating for the benefit of a defined local community?
YesNo

If yes, please provide further details (100 words max)

What is your organisation’s turnover? (Based on last full year end accounts)

What is your organisation’s net income/expenditure or net profit/loss based on last year end accounts?

3. Your Investment Requirement

What is the amount of investment you require? (please note our minimum investment size is £250,000)

What will you use this financing for? (Max 250 words)

How do you plan on repaying the investment? (Max 250 words)

4. Business plan and financial forecasts

Please attach your business plan related to your investment requirements?

Please attach your financial forecasts (min 2 years)?

5. Your organisation's social impact

What is/are your organisation’s social mission/objectives? (Max 250 words)

Are your social objectives articulated within your constitutional documentation?

Do you have any processes to measure your intended social impact?

Please explain what those processes are (250 words max)

What's next?

  1. Expression of Interest: Send your completed expression of interest using the 'Submit Expression of Interest' button below.
  2. Eligibility assessment: we will carry out an initial review of your EOI to check that you meet our initial eligibility criteria. Please note we are unable to carry out the initial review without a business plan and forecasts. We will aim to get back to you within 2 weeks.
  3. Application process: Applicants who meet the Fund’s criteria will be contacted to progress their application to the next stage of due diligence. For an overview of the Fund’s investment approval process please see http://socialandsustainable.com/our-investment-approach