Social Investment Pathfinder

Kindred is a community interest company (CIC), owned locally and collectively, that reinvests money, space and learning in Liverpool City Region’s socially trading economy. Socially trading organisations (STOs) are businesses that deliver social benefits AND trade commercially –businesses with a social mission. Organisations including Fusion 21, LIVV, Capacity Lab, Power to Change, Liverpool City Region Combined Authority and the city’s educational institutions are collaborating with Kindred to create a social investment pathfinder. This will use social investment to foster economic growth, stimulate innovation and create positive social impact, building an existing £5m fund to £50m, to embed transformational place-based impact.

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1. What is the name of your organisation?

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2. What Sector are you in?

Agriculture

Manufacturing

Utilities and Waste Management

Construction

Wholesale & Retail

Transport

Accommodation & Food

Info & Communications

Financials

Real Estate

Professional and Technical

Public Administration

Education

Health and Social Care

Arts and Entertainment

Admin and Support

Other (please specify)

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3. Where in the Liverpool City Region are you located?

Liverpool

Knowsley

Sefton

St Helens

Wirral

Halton

All of the Above

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4. How many employees do you have?

Fewer than 10

10 - 99

100 +

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5. How long has your organisation been running?

Less than 2 years

Between 2 - 5 years

Between 5 - 10 years

10 years +

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6. What was your organisations turnover in the last financial year?

Less than £100k

£100k - £250k

£250k - £1million +

£1 million +

Other (please specify)

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7. What is your companys' legal status

Community Interest Company

Company Limited by Guarantee (Not Registered Charity)

Registered Society

Registered Charity

Other (please specify)

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8. Has your organisation ever received social investment?

Yes

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9. If answered yes to Q8, how much social investment have you received?

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10. Who provided you with social investment?

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11. Do you have plans to grow?

Yes, we plan to increase our workforce.

Yes, we plan to buy/rent new equipment.

Yes, we plan to buy/rent new premises.

Yes and we need cashflow?

Not at this moment.

Other (please specify)

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12. Do you plan on using social investment for your growth plans?

Yes

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13. How much do you need?

Up to £100k

£100k - £250k

£250k - £1 million

£1 million +

Other (please specify)

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14. What type of investment would you be interested in?

Unsecured loan - An investment that is not secured against an asset building or equipment. An investor provides your organisation with a loan and you repay it on an agreed basis, usually with an agreed amount of interest on top. It is usually repaid within 5 years and sometimes has a capital repayment holiday of up to 12 months.

Secured loan - An investment that works like a mortgage on a house. An investor provides your organisation with a loan against an asset (often a building or equipment) as ‘collateral’. Alternatively, an organisation's parent company may offer its shares in the organisation as the collateral. You repay the loan on an agreed basis (e.g. regular monthly payments) usually with interest on top.

Equity investment - An investment in exchange for shares in your organisation. Equity investors receive a share of any profits paid out by your organisation and get to have a say in how it is run, proportionate to the amount they invest. Charities and many social enterprises are not able to sell (i.e. issue) shares. If your social enterprise is structured as a Company Limited by Shares, equity investment is an option at any stage of the organisation’s development from start-up onwards. If your organisation is a Co-operative or Community Benefit Society you can make a community share offer.

Quasi-equity - An investment that reflects some of the characteristics of shares but without your organisation offering up equity. Rather than paying back a set amount each month, your repayments are typically based on the performance of the organisation – such as profits or income.

Other (please specify)

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15. If answering yes to Question 14, on Unsecured Loan what interest rate would be feasible for your organisation?

Percentage

100

Clear

i We adjusted the number you entered based on the slider’s scale.

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16. If answering yes to Question 14 on Secured Loan how many years would you be feasible for your organisation to repay the money?

Years

100

Clear

i We adjusted the number you entered based on the slider’s scale.

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17. Are you considering any other terms for social investment than the ones mentioned above?

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18. How quickly would you like to access social investment?

Within 6 months

Within a year

Between 1 - 2 years

2 years +

Social Investment Pathfinder