The program provides you with the confidence, insights and tools you will need to find and take on social investment.


All social enterprises require funding at some point. This could be in the form of grants or loans, or something else entirely.

You may need outside finance from a foundation, philanthropist, bank or specialist social lender to:

  • Get things off the ground if you are starting something new.
  • Maintain positive cash flow to deliver a service, finance a contract, or cover costs.
  • Scale-up to take on more services, bigger contracts, or reach more people.
  • Improve your long-term financial stability by buying an asset.

Fortunately, there is an increasing variety of social investment options available to help you achieve social impact – loans, equity finance, bonds, and more. The impact investing market is expanding fast.

There’s a lot to think about though. Taking on social investment is not suitable for every organization or in all circumstances. By taking on investment, you are taking on risk. Remember, in most cases, the money is repayable.

You also need to be ready with the right structure, skills, and business model to attract investors. The more you can prepare, the more likely you are to secure funding and the less likely to run into problems later.

This ground-breaking series of courses cover all the basics of social finance. It helps you decide whether investment is right for you, what sources of funding are available for social enterprise activity, and how to raise the capital you need.

E-learning Package

$ 999
  • Availability: On Demand
  • Access: Unlimited
  • Courses: 8


The investment-readiness training outlines the inside secrets of investors and provides you with all the tools, tips, and templates you will need to secure social enterprise funding.

On completion of the program you will be able to-

While we can’t guarantee you will secure funding as a result of this training, we can guarantee you will be significantly better placed to find and take on investment.
Through a series of 8 online courses, the program everything you will need to get ready for investment, and the help your social enterprise needs to secure funding.

Taking outside investment may be an unfamiliar concept to you, or a complicated one at best. Learn all the basics of social finance, including the main sources of capital, what they can be used for, and who supplies them.

Nearly every business has to raise money at some point. Learn how to figure out how much money you will need, the size and timing of the raise, the most suitable sources of funding, and which investment strategy is right for you.

Before approaching an impact investor, you will need to demonstrate the viability of your business idea. Learn how to quickly consider all of the essential elements that influence financial feasibility, and build a simple model to validate assumptions.

Before asking for investment in your business, you must ensure the numbers stack up. Learn how to combine market data with accurate modelling to see if your project makes sense, given your market and circumstances.

The financial data that you produce is only as good as the use you put it to. Find out how to analyse data from your financial model, how to present it, and how to use it to make your case for investment.

Social investors give money because they want social return, as well as financial return, and they need to be confident you can deliver both. Find out how investors assess impact and how you can produce a credible impact plan to satisfy their needs.

A carefully crafted business plan will help you explain to investors how you will use the money and how you will repay it. Learn how to assess your business model and strengthen your business plan based on investors’ most common requirements.

Before investing, an impact investor will really do their homework. Brace yourself. Learn more about the deal room documentation you will need to collect, how you can deliver the perfect pitch, and how to prepare for negotiating final terms.

E-learning bundle

$ 999
  • Introductory program video
  • Unlimited access to all 8 online courses
  • Downloadable templates and worksheets
  • An array of relevant examples
  • Readings and further resources
  • Initial check-in call with the program leader


Contact us to discuss your needs
  • Everything in E-Learning Bundle
  • Deepen your learning through an intensive, group-based training day (some locations only)
  • Access to exclusive resources, ongoing access to a program advisor
  • Certification on successful completion of an applied program assignment


Contact us to discuss your needs
  • Everything in Accelerated Certificate
  • Personalized program
  • Monthly check-ins
  • Access to group coaching every two weeks by way of video calls
  • 10 one-on-one coaching sessions


This investment-readiness training is designed for social enterprises and purpose-led businesses of all kinds (Co-operative, B Corp, Social Purpose Corporation, Benefit Corporation, Community Interest Company (CIC), Low-Profit Limited Liability Company (L3C), etc.). It will also be particularly helpful to enterprising nonprofits and charities looking to take on repayable social enterprise funding for the first time.

Are you ready to take your social enterprise activity to the next level? Unsure of where to turn for the right investment? Confused by the terminology that impact investors use and their requirements? Uncertain about the implications and risks of taking on social investment?

Look no further, this is the program for you.


This online investment-readiness training has been developed in partnership with leading social finance intermediaries, Vancity Community Foundation, Verge Capital, and SVX. Specialist impact measurement content has been provided by Social Value Lab.

Together we are committed to helping social enterprises secure fair access to the right funding on the right terms. Our collaboration has resulted in the world’s first comprehensive online learning program in social finance for social enterprises.