Phase 2 · Strategy & Planning · From Idea to Executable Plan
Impact Investment Readiness
Impact investment is patient, mission-aligned capital that finances growth in organisations where the return includes social and environmental impact alongside financial return. The organisations that access it are the ones that can demonstrate they deserve it.
Impact investment readiness is the preparation of a social enterprise, charity, or purpose-led business to access the impact investment capital that finances mission-aligned growth — developing the investment narrative, the impact evidence, the financial projections, and the governance that impact investors require before committing capital to an organisation whose social or environmental performance is as important to them as its financial return.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The social enterprise with a strong mission and growing commercial performance that wants to raise impact investment but does not know how to approach impact investors or what they require
The organisation has commercial momentum and a demonstrable social impact. It has not raised external investment before. And the landscape of impact investors — the patient capital funds, the social investment wholesalers, the community development finance institutions — is unfamiliar territory that the organisation does not know how to navigate.
Scenario 2
The social enterprise that has approached impact investors but has not succeeded in raising investment and wants to understand why
The investment conversations have happened. The interest was expressed. The investment did not materialise. And the organisation does not know whether the failure was the financial projections, the impact evidence, the governance, the terms proposed, or a fit issue with the specific investors approached.
Scenario 3
The impact investor that wants a social enterprise in its portfolio to develop the investment readiness that would allow it to raise the next round of growth capital
The investee is performing against its original investment thesis but now needs growth capital beyond what the current investor can provide. The organisation needs to develop the readiness — the evidence, the narrative, the management information — that would make a new investor's investment decision straightforward.
The Impact It Creates
The Moment You Will Feel the Difference.
Investment readiness achieved — the organisation prepared to present credibly to impact investors
Investment narrative developed — financial and impact story told compellingly
Impact evidence structured for investor due diligence
Governance and management information at the standard impact investors require
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Impact investment readiness assessment
- Impact investment narrative and materials
- Financial model and projections for investment
- Impact evidence pack
- Governance review and improvement
- Impact investor identification and approach strategy
The Outcome
Where You Will Be on the Other Side.
The social enterprise is prepared to raise impact investment — with the narrative, the evidence, the financials, and the governance that serious impact investors require — and has identified the specific investors most likely to be interested in its mission, stage, and commercial model.
Primary Focus
Preparing the social enterprise or purpose-led business to access impact investment through compelling narrative, credible evidence, and appropriate governance.
KPI Measurement
- Impact investment raised
- Investor pipeline developed
- Investment readiness score vs baseline
- Impact evidence quality score
- Governance rating from investor due diligence
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£100K+ in sharper resource allocation and avoided strategic missteps
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£500K – £3M in faster execution and pipeline acceleration
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“Impact investment is not charity. It is capital deployed by investors who believe that social and environmental impact and financial return are not mutually exclusive — and who will only invest where the evidence supports the belief. We prepare the organisation to make the case that it does.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2