THE CONNECT FUND – OVERVIEWJESSICA BROWN, CONNECT FUND MANAGER

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest @connectfund #BetterSocInv

THE CONNECT FUND – WHY?

Helen Cadbury, Chair of the Barrow Cadbury Trust said, “Our Board and I have deep concerns that much of the social sector is poorly served by the current social investment offer. We look forward to seeing the Connect Fund

supporting new solutions.”

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest@ConnectFund #bettersocinv

VALUES• VOICE• COLLABORATION• ENGAGEMENT• INDEPENDENCE• LEARNING• INNOVATION AND EVIDENCE• QUAKER VALUES

THE CONNECT FUND – WHY?

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest@ConnectFund #bettersocinv

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest @connectfund #BetterSocInv

THE CONNECT FUND – WHY?

DEMAND Charities and social enterprises still struggle to access small amounts of unsecured,

affordable finance from the social investment market.

There are a number of social investment intermediaries, but sustainable business models

for fund managers and advisors remains challenging. SUPPLY

The Connect Fund seeks to build a better social investment market in England by:

improving the connection of social investment to the needs of charities and social enterprises

better connecting social investment intermediaries through shared data and resources

connecting existing voluntary sector infrastructure organisations to the social investment market

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest@ConnectFund #bettersocinv

THE CONNECT FUND – WHAT?

£1.8 million fund that makes grants and investments to support intermediaries and infrastructure to make social investment work better for charities and social enterprises.

Shared initiatives to address gaps in social investment

market infrastructure

5 JUNE TO 2 JULY 2017

Enterprise-driven solutions to connect places and

sectors to social investment

2 OCT TO 5 NOV 2017

Data gathering to evidence the type and amount of investment required by

social investment intermediaries

FROM 5 JUNE

1. Grants 2. Feasibility Grants 3. Investment

The Connect Fund fosters learning partnerships to accelerate solutions to shared challenges in social investment, and to ensure that social investment focuses on the funding realities that social sector

organisations face.

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THE CONNECT FUND – WHAT? – GRANTS

Tools and projects that advance a more diverse and accessible social investment market.

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1. Shared initiatives to address gaps in social investment market infrastructure

Data sharing Sector networks Skills and diversity

Resource sharing Shared ideas

THE CONNECT FUND – WHAT? – FEASIBILITY GRANTS

Connecting existing voluntary sector infrastructure to the social investment market

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest@ConnectFund #bettersocinv

2. Feasibility of enterprise-driven solutions to connect places and sectors to social investment

CVS Membership bodies

Community Foundations

Equalities networks

THE CONNECT FUND – WHAT? – INVESTMENT

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3. Data gathering to evidence the type and amount of investment required by social investment intermediaries

Data from BSCNov 2016

THE CONNECT FUND – WHO?

2. FEASIBILITY GRANTS

Enterprise-driven solutions to connect places and sectors to social investment

Voluntary sector infrastructure orgs, membership bodies, CVS, networks, community foundations in England

1. GRANTS Shared solutions to gaps in SI market infrastructure Social investors, advisors, interest groups, charities & networks active in social investment in England

3. INVESTMENT Data gathering on the type and amount of investment required by social investment intermediaries

Fund managers, advisors/arrangers, platforms and brokers active in social investment in England

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest@ConnectFund #bettersocinv

THE CONNECT FUND – WHEN?

2. FEASIBILITY GRANTS

Enterprise-driven solutions to connect places and sectors to social investment

2 OCT TO 5 NOV 2017

1. GRANTS Shared solutions to gaps in social investment market infrastructure

5 JUNE TO 2 JULY 2017

3. INVESTMENT Survey on the type and amount of investment required by social investment intermediaries

FROM 5 JUNE

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest@ConnectFund #bettersocinv

THE CONNECT FUND – HOW?

STAGE 1 STAGE 2 STAGE 3 STAGE 4 STAGE 5

Applicant submits initial short EOI form

online. Early stage ideas also welcome

for discussion.

Expression of Interest (EOI)

Review of applications against criteria and determination of

shortlist. Promising applications may be longlisted for further

co-development.

Shortlisting

Shortlisted or longlisted

applications are requested to

submit full detailed application forms.

Full application

Applications are presented to the

Investment Management

Committee (IMC) for final decision

Decision

Successful grantees notified. Grantees commit to learning

partnership.

Notification

5 JUNE – 2 JULY 2017 END JULY 2017 MID AUG 2017 23 NOV 2017 END NOV 2017

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest@ConnectFund #bettersocinv

THE CONNECT FUND – WHY?

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest@ConnectFund #bettersocinv

Wi-Fi Username: The Foundry Wi-Fi Password: ethicalguest@connectfund #BetterSocInv

• How to apply: www.barrowcadbury.org.uk/the-connect-fund

• Twitter: @connectfund

• Mailing list contact: S.williams@barrowcadbury.org.uk