Advising charitable trusts and foundations on integrating social investments alongside their existing grant-making activities, covering screening, due diligence, and investment selection.
Supporting community energy and environmental organisations in accessing social investment for renewable energy projects, including solar, wind, and community-owned energy assets.
Advising domestic charities on accessing social/environmental impact investment, including assessment of organisational readiness, instrument selection, and navigation of payment-by-results contracts.
Advising housing associations on accessing diversified sources of social finance, including social investment alongside traditional bond finance and bank lending.
Advising on the structuring of Development Impact Bonds and social investment instruments for international development organisations operating in emerging markets.
Helping social enterprises become investment ready, including financial structuring, business case development, and identifying appropriate social investment instruments.
Building a diversified social investment portfolio for family offices seeking to align their investment strategy with their philanthropic values while maintaining acceptable risk-adjusted returns.
Structuring and advising investors on a Homelessness Social Impact Bond, enabling retail and institutional investors to fund solutions for rough sleepers.