Skip to main content
Minimal white cover with balanced stones and text “Social Investment Manual.”
E-books

Social Investment Manual: An Introduction for Social Entrepreneurs

By Social Investment Task Force

18 May 2011

This manual provides practical advice for social entrepreneurs on working with social investors. It explains the investment landscape, how to find and approach investors and what to expect during due diligence. The guide also shares tips for building strong, long-term partnerships.

View resource

Summary

If you’re trying to get your head around different types of financing that might be right for your investment phase and business model this is a reasonably detailed and in-depth resource. While it was published in 2011 it’s still helpful, including guidance on how to access and work with social investors. 

This detailed manual includes guidance for social entrepreneurs around:

  • The social investment landscape
  • Financing instruments
  • Finding the right investor
  • Approaching a social investor
  • Screening and due diligence
  • Negotiating the financing terms
  • Working with investors
  • Performance measurement 
  • Exit Considerations
Team portrait photos - contact us

We’d love to hear from you!

Reach out to one of our team members, and share input and ideas about how we can evolve Understorey.

Get in touch
Social Investment Manual: Introduction for Entrepreneurs | Understorey