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Social Investment Manual

Social Investment Manual

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Social Investment, as this form of financing is often called, represents a real alternative to government subsidies or donations. Social investments present a business practical approach to investing in organizations and projects that brings about change in areas that may not be considered “commercially” attractive.
Social Investment, as this form of financing is often called, represents a real alternative to government subsidies or donations. Social investments present a business practical approach to investing in organizations and projects that brings about change in areas that may not be considered “commercially” attractive.

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Published by: Social innovation in Western Australia on Jun 10, 2011
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06/10/2011

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Social Investment Manual
A Guide for Social Entrepreneurs
 Developed by
Social Investment Task Force
consisting of 
Technical UniversityMunichSchwab FoundationCommunity of SocialEntrepreneurs
*
 Schwab Foundation for Social EntrepreneurshipAnn-Kristin Achleitner led by Mirjam SchöningWolfgang Spiess-Knafl Andreas Heinecke Abigail Noble
 
 
1
WORKINGDOCUMENT
18 May 2011
* Please see page 50 for an overview of the task force members of the Schwab Community which contributed tothe development of this document.We look forward to your comments or suggestions. Please contactwolfgang.spiess-knafl@wi.tum.deandabigail.noble@schwabfound.org We would like to thank Miriam Al-Ali, Andrea Coleman, Gene Falk, Pradeep Jethi, Victoria Kisyombe, LisaMüller, Reed Paget, Amitabha Sadangi, Sarah Volk, Heinrich Weninger, Arthur Wood (in alphabetic order) andall participants of the workshop on “Social Investment” organized by the Schwab Foundation for their contributions and their willingness to discuss some of the key issues.
 
 
 
2
Table of Contents
Foreword 3
 
1
 
Introduction 5
 
2
 
Social Investment Landscape 6
 
3
 
The Financing Process 7
 
3.1
 
Available Financing Instruments 7
 
3.2
 
Finding the Right Investor 9
 
3.3
 
Approaching the Social Investor 10
 
3.4
 
Screening and Due Diligence Process 11
 
3.5
 
 Negotiating the Financing Terms 13
 
3.6
 
Working with Investors 15
 
3.7
 
Performance Measurement 16
 
3.8
 
Exit Consideration 18
 
4
 
Appendix 19
 
4.1
 
Social Capital Markets 19
 
4.2
 
Internal and External Financing 21
 
4.3
 
Financing Instruments 22
 
4.4
 
Reporting Template 24
 
4.5
 
Investment Template 25
 
4.6
 
Social Investors with General Investment Focus 27
 
4.7
 
Social Investors with Focus on Microfinance 37
 
4.8
 
Value Banks 40
 
4.9
 
Social Investment Advisory 46
 
4.10
 
Funding Consultancies 48
 
4.11
 
Social Stock Exchanges 49
 
5
 
Task Force Members 50
 
6
 
Index 52
 
7
 
Sources 53
 

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