Expression of Interest form

for potential social investors

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Please read the Expression of Interest guidance before completing an EOI. 

EOI Form

Step 1 of 2

50%
  • 1: INFORMATION ABOUT YOUR ORGANISATION (THE APPLICANT)

  • (Approximately 100 words)


  • If you answered yes, please name the organisation(s) with whom you will work (up to three). Partner organisation 1 (if applicable):
  • Partner organisation 2 (if applicable):
  • Partner organisation 3 (if applicable):
  • 2: INFORMATION ABOUT YOUR TRACK RECORD IN FINANCING CHARITIES AND SOCIAL ENTERPRISES

  • If yes, please provide a brief summary of experience
  • If yes, please provide a brief summary of experience
  • If yes, please provide a brief summary of experience
  • If yes, please provide a brief summary of experience
  • 3: INFORMATION ABOUT YOUR PROPOSAL

  • (Approximately 100 words)

  • (Approximately 200 words)

  • (Approximately 200 words)

  • Efficiency: Social investors who can meet current demand from charities and social enterprises for smaller unsecured loans in an effective way.
    New Approaches: Social investors who offer creative and relevant new products for charities and social enterprises, or new ways of delivering social investment to the sector.
    Reach: Social investors who can offer social investment to, and make it relevant for, groups of charities and social enterprises who have not been able to benefit to date.
    Select all that apply (they are not mutually exclusive):

  • (Approximately 200 words)

  • Please select "non-specific" rather than all boxes if targeting a region rather than a specific beneficiary group.

  • Finance from the Growth Fund is eligible for use by charities and social enterprises in England only.



  • Grant %
    Please enter a value between 0 and 100.
  • Loan %
  • (Approximately 100 words)

  • (Growth Fund's loan financing is provided by Big Society Capital. An applicant may use financing of another type or from another source, either in addition to Big Society Capital funding or instead of it provided that it does not create private benefit to the provider of the financing).
  • If yes, please provide details of the co-investor

  • Select all that apply
  • If you have selected "Patient capital/ Quasi-equity" or "Other", please describe:


  • The eligibility criteria can be found beneath this form.
  • Please click below when you are ready to submit your form.
    Once submitted, you will be able to download a PDF copy of your form.


* A social lender is an organisation which provides investment or lending to organisations for the purpose of creating social outcomes.

** VCSEs, (Voluntary community and social enterprises) are independent organisations not including local government or other statutory authorities, which are established for charitable purposes that add value to the community as a whole, or a significant section of the community and which are not established primarily to distribute a profit.

*** See below for eligibility criteria


Eligibility Criteria for social investors

An organisation needs to meet the following four criteria in order to be eligible: 

  • Operates in England
  • Has legal authority or powers to manage grant funding
  • Intends to make unsecured loans/ investments of less than £150k to eligible charities/ social enterprises (see criteria below) using a blend of grant and loan financing. 
  • Is a social investor or a partnership of organisations which together can fulfil the role of a social investor. 

Eligibility Criteria for charities and social enterprises

For more detailed application guidance please download The Growth Fund Guidance.

Eligible charities and social enterprises can be regulated or unregulated, as described below.

Regulated organisations are charities, Community Interest Companies or Community Benefit Societies which pursue charitable objective(s).

Unregulated social sector organisations (such as CLGs, CLSs, and IPSs) may be eligible, if the business:

Mission lock and activities

  • has a clear social mission which meets a charitable objective that addresses a social issue or need
  • carries out trading activities in support of and which are causally linked to its social mission
  • in the case of a sale of the enterprise, the directors make best efforts to preserve the social mission under new ownership.

Profit distribution and asset lock

  • distributes less than 50% of post tax profits
  • mainly reinvests surpluses into pursuing their social mission
  • has a constitutional or contractual lock on its Social Objects, dividend policy and an “asset-lock”.

Public benefit and private gain, use of public funds

  • offers its products and services for general public benefit without restrictions and barriers, such as affordability
  • can be established that private gain is incidental and minimal as a result of Access’s support.
  • no state aid issues identified (de Minimis may be used where appropriate)

Transparency

  • articulates, evidences, measures and reports on its social impact and charitable purpose
  • is open to undertaking an independent social impact audit.
  • has remuneration and benefits policy which it is willing to make open, and which is reasonable and proportionate relative to the market practice for social sector organisations.