1. Social Investment Scotland
14 November 2018

2. About Social Investment Scotland (SIS)
Charity and social enterprise
Making a lasting impact by helping organisations, through investment
Business support and training

3. About Social Investment Scotland (SIS)
1 million Scots benefitted
1/3 in deprived communities
Since 2001
Loans of over £63 million
312 organisations
Across Scotland

4. Where do our funds come from?
Banks
Government
Trusts/Grant Bodies
Individuals
Corporates

5. How are our loans used? Start something new Invest in what’s working
Grow and scale
Build new and existing income streams
Buy an asset
Bridging grants
Fund activities others might not be able to
Part of mixed funding packages

6. Some of our customers
Sports facilities and clubs Community Development Trusts Community hub and shops Training and education Arts Adult services and support Energy Children and young people support Venues Land, forests and woodlands Food and drink Disability Poverty Heritage Circular economy Business services Homelessness Transport Housing Affordable credit Tourism & hospitality Radio Furniture Health

7. West Lothian Gymnastics Club
Growing demand for pre-school high quality gymnastics
Increase their capacity and expand their current offering of pre-school activity in order to become more sustainable
Asda Community Capital Fund
£20,000
Training and mentoring three new members of staff.

8. The Oxygen Works
The Oxygen Works provides practical, emotional and social support to people living with long-term health conditions throughout the Highlands. SIS provided the centre with a £20,000 loan to implement a new marketing strategy, which has allowed them to broaden their impact on the community’s wellbeing , with its demand constantly increasing.

9. Eligibility Charities Social enterprises Community enterprises
Housing Associations
Community Benefit Societies
Cooperatives
Social Impact
Financial Return
Based in Scotland/ operations

10. Loan Size

11. What are our terms? £10,000 to £1.6M Fixed interest rates
Short and long term loans
Unsecured and Secured – no personal liability
Debt and Patient Terms
Relationship based

12. Application Process Starts with a phone call
Relationship based – work with an Investment Manager
Getting ‘Investment Ready’
Where possible using existing documents
No application deadlines – open programme

13. Getting Investment Ready
Social Impact
Governance
Board on Board
Products and Services
People and Skills
Business Planning, Sales and Marketing
Financial Management and Controls

14. Camphill Blair Drummond

15. Understanding Social Investment
Free workshop
Understanding Social Investment
Thursday 28 February 2019
Introductory 4 hour workshop to learn more about social investment
Models, products, providers, opportunity to meet with SIS, Community Shares Scotland & Resilient Scotland
Craigsfarm Community Hub, Livingston 10am – 2pm
Book via Eventbrite T: W: E:

16. Keep in touch T: 0131 558 7706 W: www.socialinvestmentscotland.comE: