Try the New Case Study Mapper!

Browse 100+ case studies via our interactive Case Study Mapper to explore examples of social investment in action in your area!
 

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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
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Louis encourages a young client – building core strength.(Taken as a still from video on theitr 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
Investor Details
Key Fund
Amount invested
£20,530
Product type
Blended – part grant, part loan
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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
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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
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Paces

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
8 years
Cost of capital
6%
Turnover
£2.1m
Investor Details
Triodos Bank - Corporate Finance team
Amount invested
£1.5m
Product type
Charity bonds
Crowd-funded investment
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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)
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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
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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
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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 Agreement
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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
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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
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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
Bristol and Bath Regional Capital
Amount invested
£750,000 (+ £150,000 from Power to Change)
Product type
Unsecured loan (incl. overdrafts)
Secured loan