Equal-InvestAn opportunity for social enterprises with big aspirations to access the expertise and investment they need to sustainably grow their positive impact.

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  • Investment Guides
  • Perfecting your Pitch
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External Resources

You may find these resouces useful when seeking funding for a Social Enterprise.

  1. Business case (Clear market need and competitive advantages)
    • Cultivating Enterprise (£20)
    • Business Plan Guide Part 1 (Free)
    • Business Plan Guide Part 2 (Free)
    • The Importance of Branding for Social Enterprises (Free)
    • The Social Enterprise Business Planning Guide (Free)
    • Social Enterprise Business Plan Template (Free)
    • Health Markets and Social Enterprise Development (Free)
    • Step by Step Guide to Setting Up A Social Enterprise (Free)
  2. Ability to execute (Skills, resources, partnerships to make dream a reality)
    • The Extra Elements (Free)
    • Performance Dashboard (Free to members of Social Firms UK, £50 to members of SEC and £90 for everyone else)
    • Leaflet to explain more about the Performance Dashboard (Free)
    • Tendering Government Contracts (Free)
    • Social Enterprise Essential Reading (Free)
    • Web site for the Sustainable Procurement Information Network
    • Public Procurement Toolkit for Social Enterprises (Free)
  3. Recent performance (Good recent progress on social and financial objectives)
    • Tell your story (£5)
    • Measuring Value Creation in Social Firms (Free)
    • Social Accounting and Audit (£40 from the Social Audit Network)
    • Social Return on Investment (rent for £2.50 for 2 weeks from NEF)
  4. Financial case (Clear assessment of finance needed and sources)
    • Better to borrow? (£5)
    • Asset Transfer: A can do guide (£10.50)
    • Developing an Asset Base (£10.50)
    • Finding Finance (£9.95 from CDFA)
    • Top Ten Tips on Credit Control (Free)
    • Untold Banking (Free)
    • Climbing the Ladder: Step-by-step finance for social enterprise (£5 for SEL members)
    • Credit Where It's Due ... access to loan finance for social enterprises (Free)
    • Lend Me Your Fears (Free)
    • Setting Up and Financing a Social Enterprise in the Health and Social Care Sector (Free)
  5. Investment preparations (Good investment materials & story)
    • Internet Marketing for Social Enterprises (Free)
    • Marketing Communications for Social Enterprises (Free)
    • Marketing your Social Enterprise (£5 for SEL members)

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Tribal CTAD abdi Social Enterprise Coalition European Social Fund Eastside Consulting Equal Big Issue Invest