Case Studies | Investing For Good | Good Finance

Case Studies

Find out how organisations across the UK are using social investment. Watch case study videos or listen to podcasts. Submit a case study here

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Ladies cooking

Burley Gate Community Shop raised money from the local community using Social Investment Tax Relief. 

Duration 
4 years for loans
Cost of capital 
Between 2 - 3%
Turnover 
£80,000
Amount invested 
£57,000
Freedom bakery

Freedom Bakery raised investment from seven investors using the Social Investment Tax Relief to grow their prison-based social enterprise.

 

Duration 
4 years
Cost of capital 
1.75%
Turnover 
£210,000 from year 2
Amount invested 
£48,000 Social Investment Tax Relief, £85,500 in total
Ambition East Midlands

Ambition East Midlands is a Social Impact Bond working with young homeless people in the East Midlands.

Duration 
3 years
Cost of capital 
7%
Turnover 
£1 million+
Amount invested 
£100,000 through SITR
Man and a van

FareShare South West is a  charity which used money raised using Social Investment Tax Relief to increase its impact in the local community

Duration 
5 years
Cost of capital 
5% for first 36 months, 7% for remaining 24 months
Turnover 
£400,000+
Amount invested 
£70,000 through SITR
Unforgettable logo

Unforgettable used social investment to grow their social enterprise which provides goods and services for people with dementia and their carers.

 

Duration 
5-7 years
Cost of capital 
Loan and equity
Amount invested 
£500,000
Portpatrick landscape

Portpatrick Community Benefit Society used Social Investment Tax Relief to raise money to save the local habour. 

Duration 
5 years
Cost of capital 
1.5%
Turnover 
Approx. £26,000
Amount invested 
£100,000