The Investment and Contract Readiness Fund will provide £10 million in grants between £50,000-£150,000 to help charities, social enterprises, and other social ventures in England prepare for social investment and compete for public service contracts. The fund aims to diversify and strengthen the investment and contract readiness market by supporting over 130 organizations through approved providers over 3-18 month programs. Eligible organizations must seek at least £500,000 in investment or £1 million in contracts and purchase specialized support to develop investment or contract readiness plans.
The presentation was a workshop at Evolve 2014: the annual event for the voluntary sector in London on Monday 16 June 2014.
The presentation was chaired by Caron Bradshaw, Chief Executive, Charity Finance Group and looks at the practical issues around social investment, showcasing some of the products available, hearing from charities that have successfully used social investment and social investment providers.
Find out more about the Evolve Conference from NCVO: http://www.ncvo.org.uk/training-and-events/evolve-conference
Find out more about the work NCVO does around funding: http://www.ncvo.org.uk/practical-support/funding
Angel investors and
entrepreneurs. Its objective would be to help lucrative, reasonable and pleasant relationships
between entrepreneurs and angels.
After being an energetic angel investor for around fifteen decades, many investors recognized
that lots of the conversations they were involved with were practically just like types they
would had often before.
The presentation was a workshop at Evolve 2014: the annual event for the voluntary sector in London on Monday 16 June 2014.
The presentation was chaired by Caron Bradshaw, Chief Executive, Charity Finance Group and looks at the practical issues around social investment, showcasing some of the products available, hearing from charities that have successfully used social investment and social investment providers.
Find out more about the Evolve Conference from NCVO: http://www.ncvo.org.uk/training-and-events/evolve-conference
Find out more about the work NCVO does around funding: http://www.ncvo.org.uk/practical-support/funding
Angel investors and
entrepreneurs. Its objective would be to help lucrative, reasonable and pleasant relationships
between entrepreneurs and angels.
After being an energetic angel investor for around fifteen decades, many investors recognized
that lots of the conversations they were involved with were practically just like types they
would had often before.
Vikasa center is the hub for Innovation, Incubation and Entrepreneurship. We support and empower social entrepreneurs with the required tools to expand their business.
Don Duval: Collaborate to Compete - The Role of MaRS in Ontario's Innovation ...Don Duval
This presentation was given at the 2011 OCE Discovery Conference in Toronto, Ontario on May 18th 2011. The presentation discussed the top five most common needs of entrepreneurs across all sectors and followed up by outlining the services offered by regional innovation centres in the ONE network.
Equity Crowdfunding- How to Execute a Successful Equity Fundraising CampaignCrowdonomic
Executing an equity crowdfunding campaign is different from a typical Kickstarter or Indiegogo campaign because it involves the exchange of equity and higher funding amounts. In this presentation, we'll tell you some tips on how to raise funds through equity crowdfunding, and what it means for Malaysian entrepreneurs especially. Find out more about us on www
Presented at Crowdsourcing Week Global 2014 by Nicola Castelnuovo, Co-founder and CCO of Crowdonomic. Join us for CSW Global 2015! More Information: http://crowdsourcingweek.com/ and https://twitter.com/CrowdWeek
CIVITAS CAPITAL GROUP is a global alternative investment manager offering compelling, niche opportunities in U.S. real estate, lodging, and alternative credit. Driven by relentless creativity, Civitas digs deeper to uncover opportunities that others miss.
Founded in 2009 by Daniel J. Healy and Rafael Anchia, the firm’s investment footprint has evolved beyond our hometown of Dallas, Texas, to encompass the West Coast, East Coast, and markets in between. Civitas now operates a billion-dollar alternative investment platform, which includes social impact investing, and which serves institutional and qualified individual investors worldwide.
With our ever-deepening cultural competency and sense of global citizenship, Civitas creates opportunities that enrich communities, investors, and employees alike.
For more information, visit civitascapital.com.
Access to Capital: Preparing to Meet Your LenderD&B B2B
These are the slides from our April 30 webinar with the SBA. In this presentation, Steve Strauss discussed the more common capital options for business owners, tips so they can successfully prepare to meet with a lender and resources available to business owners looking to fund their business growth.
Vikasa center is the hub for Innovation, Incubation and Entrepreneurship. We support and empower social entrepreneurs with the required tools to expand their business.
Don Duval: Collaborate to Compete - The Role of MaRS in Ontario's Innovation ...Don Duval
This presentation was given at the 2011 OCE Discovery Conference in Toronto, Ontario on May 18th 2011. The presentation discussed the top five most common needs of entrepreneurs across all sectors and followed up by outlining the services offered by regional innovation centres in the ONE network.
Equity Crowdfunding- How to Execute a Successful Equity Fundraising CampaignCrowdonomic
Executing an equity crowdfunding campaign is different from a typical Kickstarter or Indiegogo campaign because it involves the exchange of equity and higher funding amounts. In this presentation, we'll tell you some tips on how to raise funds through equity crowdfunding, and what it means for Malaysian entrepreneurs especially. Find out more about us on www
Presented at Crowdsourcing Week Global 2014 by Nicola Castelnuovo, Co-founder and CCO of Crowdonomic. Join us for CSW Global 2015! More Information: http://crowdsourcingweek.com/ and https://twitter.com/CrowdWeek
CIVITAS CAPITAL GROUP is a global alternative investment manager offering compelling, niche opportunities in U.S. real estate, lodging, and alternative credit. Driven by relentless creativity, Civitas digs deeper to uncover opportunities that others miss.
Founded in 2009 by Daniel J. Healy and Rafael Anchia, the firm’s investment footprint has evolved beyond our hometown of Dallas, Texas, to encompass the West Coast, East Coast, and markets in between. Civitas now operates a billion-dollar alternative investment platform, which includes social impact investing, and which serves institutional and qualified individual investors worldwide.
With our ever-deepening cultural competency and sense of global citizenship, Civitas creates opportunities that enrich communities, investors, and employees alike.
For more information, visit civitascapital.com.
Access to Capital: Preparing to Meet Your LenderD&B B2B
These are the slides from our April 30 webinar with the SBA. In this presentation, Steve Strauss discussed the more common capital options for business owners, tips so they can successfully prepare to meet with a lender and resources available to business owners looking to fund their business growth.
Legal overview & social value act in practicealphacoop
An overview of the social value act. Presented by Julie Prior (Assistant Head of Law & Governance at Sunderland City Council) at #socialvalueNE on Friday 26 April 2013.
En este trabajo presentamos la utilizacion de una plataforma distribuida para analizar diferentes estrategias de cómo crear perfiles de usuario en base a los intereses extraídos de los tweets. Estudiamos cómo esto beneficia el entendimiento de la semántica de las actividades de Twitter utilizándolos como motores para la recomendación de contenido y medimos los resultados en termino de tasa de error, exactitud y valor F. Luego proponemos crear perfiles de usuario combinando las estrategias planteadas con el fin de obtener un modelo más preciso.
Para mejorar la eficiencia del cálculo dada la gran cantidad de datos , proponemos utilizar un entorno distribuido bajo un modelo de programación Map-Reduce con el objetivo de reducir los tiempos de análisis de información, al mismo tiempo que realizamos el procesamiento de texto en forma paralela.
Rising Sun Energy Center\'s "Return of the Plastiki" Event ProposalTeo Tertel
Proposal: The Rising Sun Energy Center, in partnership with the Plastiki Expedition and
Adventure Ecology, will promote and fund sustainable services and projects by cosponsoring
the "Return of the Plastiki" Festival in San Francisco, CA on Saturday, July 24,
2010 at AT&T Park.
This project involves applying project management tools such as project selection, project scheduling, resource allocation, risk management, and budgeting.
Outstanding in the Field Event ProposalFiona Cullen
This is an event proposal for RPTA 420: Festival and Event Management. This presentation outlines the proposed event at Van Vleck Ranch in Northern California.
Presented at NCVO's Trustee Conference on Monday 11 November 2014.
The presentation was by Geetha Rabindrakumar, Big Society Capital, Tim Willis, Chair, London Early Years Foundation and Edward Baker, Chair, Furnistore. These slides look at what trustees need to know, how to know if it is right for your organisation and how you access it?
To learn more about governance: http://www.ncvo.org.uk/practical-support/governance
To find out about NCVO's Trustee Conference: http://www.ncvo.org.uk/training-and-events/trustee-conference
On 4th December 2015 the Big Lottery Fund and CBO evaluation team ran a peer learning event for people developing SIBs related to employment, housing and crime. These slides are from the afternoon workshop on working with investors.
On 11th February 2016 the Big Lottery Fund and CBO evaluation team ran a peer learning event for people developing SIBs related to health. These slides are from the workshop on working with investors.
Start ups challenges for funding optionsAnjana Vivek
How do you choose from this range of investors and more: HNIs, informal and formal Angel groups,Seed Funds,Venture Capital, Private Equity, Banks, Strategic Investors, Corporate Funds; (Family) Business Groups, Indian & Global, Government supported funds, Impact Investors, Incubators, Accelerators, Crowd funding, Online funding platforms
Slides from the Crowdfunding / Crowdcube Breakfast event held on 20th October 2014 at Francis Clark offices, Taunton. Joint event with Francis Clark, Ashfords and Crowdcube.
The basics of development financing for real estate development and businesses, from how banks make loan decisions to how SBA and other programs work to help create and retain jobs. Presented at the 2016 Ohio Basic Economic Development Course.
Slides from the Equity for SMEs event held on 22nd October 2014 at Francis Clark offices, Truro. Joint event with Francis Clark, Stephens Scown and Get Set for Growth.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
This presentation and accompanying guidebook helped Community Development Corporations understand the options for structuring joint ventures with private real estate developers.
Leveraging Opportunity Zones to Support Regional Economic Developmentnado-web
During the 2019 NADO Annual Training Conference (October 19 - 22 in Reno, NV), Scott Dadson shared information creating investable communities and how to take advantage of the Opportunity Zone Program.
Finance in the South West 2017 - Established (>2 Years) Session PKF Francis Clark
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
Similar to Julie wake sib newcastle roadshow event presentation (20)
2. Context and need
• Developing demand for investment for growth– need for
more investment ready social ventures
• £600m injected into the social investment market by
wholesaler Big Society Capital
• Open Public Services 2012 – transformation in
contracting opportunities for social ventures
• Six financial intermediaries account for 90% of the
market* - need for diversification, strengthening and
growth
*Source: Boston Consulting Group 2011
3. What will the Fund do?
• Help charities, social enterprises, mutuals, social
businesses and other social ventures get ready for
social investment, seek and secure social investment
and compete for public service contracts
• Diversify and strengthen the investment and contract
readiness market
• Build a social corporate finance sector for the UK
• Consciously self-interested strategy: ventures,
providers and investors
5. About the Fund
• £10m from the Cabinet Office
• £50,000 to £150,000 currently grants, may introduce
some repayable elements
• Seeking to make approx. 130 awards
• Applications open till at least September 2013
• 3 - 18 month investment/contract readiness plans
www.beinvestmentready.org.uk
6. Criteria: Who can apply
• Social ventures seeking to raise investment of at least
£500,000 or win contracts of at least £1million
• Investment and contract readiness programmes of 3-18
18 months
• Budgets of between £50,000 and £150,000 to purchase
specialised investment and contract readiness support
and to cover some of the costs of putting the
investment/contract readiness plan into action
• Ventures based in and working in England
• Compliant with State Aid regulations
• Neither religious nor party political in nature
7. Investors Panel: At the heart of the Fund
• Big Society Capital (chair) • FSE Group
• Big Issue Invest • Natwest
• Big Lottery Fund • NESTA
• Bridges Venture • Panahpur
• CAF Venturesome • Triodos Bank
• Deutsche Bank • The Social Investment Business
8. Providers
• The fund is focused on enabling social ventures to
access specialist support from an approved
investment/contract readiness provider
• Providers have a track record in supporting social
ventures to secure social investment or win contracts
• Creating a partnership approach to developing,
delivering and managing investment and contract
readiness plans
9. Providers
• 26 providers – big and small
• Sector players like ACEVO, Locality, ClearlySo,
Resonance, Social Finance, Triodos, Impetus Trust
• New entrants from the social sector like Pulse
Regeneration, inspire2aspire, Bridge Consulting,
Bidright, Social Enterprise Support Centre
• New entrants from the commercial world like Banks
Cannell LLP, Claridge Capital, Deloitte and PwC
11. Experience in Application
providing
investment/contract Process
readiness services?
Social ventures
looking to grow
and business
Looking to raise
£500K investment or Apply for approval
advice providers
win £1m contract? with a track
record in
investment or
contract
readiness work
Find a Approved provider can apply.
provider
Apply Discuss proposal
12. Applying to the Fund
• No deadlines -
Applications will be
considered on a rolling
basis
• Providers and social
ventures need to apply in www.beinvestmentready.org
partnership
• Download form and
guidance from the Fund
website
13. About the application
• History, key achievement and development
• Analysis of current position
• Past, present and projected financial position
• Development analysis and needs
• What your investment and contract readiness project is,
why can’t you secure investment/contracts now?
• Quarterly milestones and budget
• State Aid
15. Something to think about…
• Be self-aware and frank
• Be ambitious and brave
• Clear identification of barriers and risks and response to them
• This is additional funding for investment or contract readiness – it’s
not a fund for overhead costs or existing services/provision
• Success fees are not fundable but are encouraged
• Grant is split 60:40 providers: venture
• Explain why this cannot be funded from reserves/balance
sheet/income
• Bear in mind the panel are looking for value for money
• Focus on the specific progress toward investment/contract
readiness. Name target, maintain line of sight to outcome – IP
now quick to reject generic capacity building application
16. Not for you?
• Looking to take over an
existing public service in www.thesocialinvestmentbusiness.org/
your local area? our-funds/
• Want to buy or manage a
local building or land for
community benefit?
• £26m Community Rights
Grant Programme
Developing demand:Government are being supportive in trying to help to grow the market e.g. the setting up of BSC to create opportunities for investment into the sector but realisation that there are not enough investable deals “ready to go”. There is a need to support organisations to become investment / contract ready.Open Public ServicesNew opportunities arising from the Personalisation agenda and move toward Payment by Results contracts.Financial Intermediaries:Market is still fairly young and heavily weighted around six financial intermediaries. BSC capital will help intermediaries in becoming part of a growing market place.
Fund not for everyone:Fund is aimed at organisations close to securing large scale investment / contract. Notaimed at early stage / small proposals who may wish to look towards other more appropriate support e.g. Community Rights/ Big LotteryDiversify and Strengthen: The structure we have adopted for the delivery of this fund is aimed at increasing the Investment/Contract readiness support to social ventures. Proposals are brought to us jointly by the venture and their provider (consultant). Through this we will also monitor the quality of applications / work undertaken /outcomes = understand how good individual providers are and help to drive up the quality of support being provided to ventures.Consciously Self –interested strategy: Investor Panel made up of a number of main investors in the market place. Investors are afforded an oversight of proposal through this process and therefore already on the radar of all leading social investors. Note not exclusive to these investors to return to for investment but gets their name and proposal known.