The Process
To analyse opportunities and add value to social enterprises, Social Enterprise Solutions utilises the following five phase process:
- Investment Appraisal - reviews and analyses the capacity and capability of social enterprises to access finance and service debt, based on documentation and information provided by the social enterprise.
- Investment Packaging - once the social enterprise is in a strong position to proceed to loan application, Social Enterprise Solutions provides planning and technical support to access finance and meet terms and conditions of a loan.
- Loan Application - the final stage is a formal application for finance and presentation of the investment for approval to the investment committee.
- Loan Finalisation - upon investment approval, the loan contract will be finalised and the loan will be settled.
- Ongoing Review - Social Enterprise Solutions will work with social enterprises over the loan term to support success.
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