ResourcesWe publish comprehensive evaluations of our work, how-to guides and reports that you can download for free to help you learn about social investment and increase your knowledge.

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Match Points: A research summary of mergers among charities and social enterprises

This report examines mergers in the charity and social enterprise sector, what the motivations and obstacles are to further progress and what is needed to help organisations make the most out of coming together.

Big Potential Advanced: Year two evaluation

This paper is the second annual evaluation report for Big Potential Advanced (BPA) covering the first two years of operation up to December 31st 2016.

Strength in Numbers: A review of investment and contract readiness support

This report examines the investment and contract readiness support programmes we have managed and outlines recommendations for best practice going forward.

Big Potential Breakthrough: Year 3 Evaluation

The third year of Big Potential Breakthrough looks at the attitude of voluntary, community and social enterprise organisations towards the programme and monitors its effectiveness.

Embed purpose in your company articles

Purposely is a digital tool to embed purpose in a company’s governing articles. And it’s free to use.

2018 Annual Report and Financial Statement

This is our Annual Report & Financial Statements for the year ending 31 March 2018.

2017 Annual Report and Financial Statement

This is our Annual Report & Financial Statements for the year ending 31 March 2017.

Covering your core costs in a shrinking market

No one enjoys paying for their organisation's core costs. Hopefully this guide will make dealing with them a little less onerous.

Liverpool City Region Impact Fund: Wave one update

The £2m pilot Liverpool City Region Impact Fund offers unsecured loans to charities and social enterprises in the Liverpool City Region. This report tells the story of the first wave of investments.

Business planning with impact

Behind every great project is an equally great plan. Make sure you read this guide before you start your next proposal.


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The Social Investment Business is the trading name for the Social Investment Business Foundation, Registered Company No. 05777484 (England), Registered Charity No. 1117185 (England & Wales), The Social Investment Business Limited, Registered in England No. 06490609, VAT No. 927456693, Futurebuilders-England Limited, Registered in England No. 05066676 and Forward Enterprise FM Ltd, Registered in England No.11238102. Registered Office: CAN Mezzanine, Borough, 7-14 Great Dover Street, London, SE1 4YR.

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