triodos corporate finance supporting the vcse sector in raising social investment 0
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Triodos Corporate Finance
Supporting the VCSE sector
in raising social investment
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• One of the world’s leading ethical banks – formed in 1980
• Operating across Europe
• Mission – inspire and encourage individuals to use money positively
• Mission - to finance organisations that make a meaningful positive contribution
to people or the planet
• UK - based in Bristol
• UK - 30,000 customers, £600m funds entrusted in savings & deposits etc
• UK banking - £500m lent to charities, social enterprise, social housing, renewable
energy, organic farming sectors, arts and culture organisations
Triodos Bank
Who we are
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We help:
• raise risk capital for organisations...
• ...that bring about positive social, cultural or
environmental change...
• ...clients include regional and national charities, community
renewables organisations and social enterprises
• ...from start-up enterprises to £120 million turnover
charities...
• we have raised over £70 million of social investment...
• ...for 25 clients in last 5 years...
• ...via structured equity and debt offers...
• ...from a wide range of institutional and retail investors.
A Big Potential approved provider.
Triodos Corporate Finance
Our role
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...strategic advice
• what an ‘investable proposition’ looks like• the optimal form of capital to raise depending on your needs• the appropriate terms and cost of capital• the optimal investors to target• helping trustees and directors understand new and
alternative forms of financing...as well as the processes
involved
...full investment readiness support – stand up to investor scrutiny
• preparing business plans• financial modelling• advising on an investable governance structures• preparing investment offer documents (we are FCA approved)• managing investor due diligence• supporting with investor marketing strategies
...raising the capital
• from a range of institutional investors• from retail investors – 6,000 investors plus 30,000 banking
customers
Triodos Corporate Finance
Our social investment services – how can we help?
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Amount raised: £2 million
When: October 2015
Client: start-up social enterprise in Glasgow
Legal form: community interest company (limited by guarantee)
Social impact:
• helping 100 ex- and current offenders gain employment/job
readiness experience in the construction space • bringing affordable new homes to the property market• supporting other social enterprises in the city
Type of capital raised: secured bond (debt)
Who invested: both members of the public and institutional investors
Triodos Corporate Finance
Glasgow Together – an example
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Triodos Corporate Finance
Our social investment projects this year
Capital raised: £310,000Impact area: youth homelessness
Capital raised: £600,000Impact area: youth homelessness
Capital raised: £1.25 millionImpact area: young persons not in education, employment or training
Capital raised: £1.0 millionImpact area: young persons not in education, employment or training
Capital raised: £2.0 millionImpact area: creating employment for ex-offenders
Capital raised: £2.0 million target (£1.5 million raised-to-date)Impact area: learning disabilities
Thank you
Jeremy PannellCorporate Finance Manager
01179 809 592
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Triodos Corporate Finance
Contact information