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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 resourceSummary
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

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