Louise Barker

Executive, Advisory and Impact

Experience

I am an Executive in Bates Wells’ Advisory and Impact department. I am a qualified chartered accountant and I use these skills to help organisations like yours achieve their strategic aims.

Does your organisation need to raise funds to allow it to expand or embark on a new project? I can advise your organisation on how to raise capital from both mainstream and ‘social’ sources. I specialise in working with charities and social enterprises, so I know that understanding an organisation’s values and social goals are an important part of the process of finding the right financing strategy.

Once the capital raising strategy is developed, I can also support your organisation through the often complex fundraising process, including coordinating different work streams, arranging introductions with potential investors, and drafting key investment documents.

I also advise organisations about how to measure their social impact. I have co-authored a number of social impact studies for clients and have been the technical lead for the underpinning socio-economic models within these. Some of the topics my social impact studies have looked at include solvent abuse, physical activity, arts, and housing.

Recently clients have been telling us that they want to be able to be better at keeping track of whether they are achieving their social goals. So, I have been working with them to develop ‘measurement frameworks’ and ‘Social KPIs’ to allow them to continuously collect their outcomes data – just like they already do with their financial goals.

Recent projects

  • Advised charities and social enterprises, including holiday specialist Dementia Adventure, on the best strategies for raising finance.

    Getting early stage advice means you can go into the capital raising process with a realistic plan for raising finance that meets your needs and the lenders – so you don’t waste time and money later on.

  • Worked with solvent misuse charity Re-Solv, to work out what solvent misuse costs the UK (it’s more than you'!).

    This was the first study in the UK to look at the cost of solvent misuse – a problem that usually goes under the radar. I still regularly work with Re-Solv to advise their team about impact evaluation.

  • Partnered with City Bridge Trust to run a training session for charities on ‘Investment readiness’ and the social investment landscape.

    We demystified the world of social investment and explained what kind of thinks social investors think about when making decisions about whether to invest in an organisation.

  • Developing financial models for clients, particularly for assessing an organisation’s capital requirements when planning fundraising strategies.
  • Authored several social impact reports, including one to meet Social Stock Exchange membership requirements.
  • Workshop facilitation for a large arts sector charity to enable the organisation to understand its own story and social impact.
  • Developed impact models for a Social Impact Bond.
  • Developed ‘Social KPI’ system for an Arts and Leisure/Tourism organisation.
  • Reviewing measurement and risk management systems for a large construction company

Qualifications and career

  • Clare College, Cambridge, BA (Hons) Politics, Psychology and Sociology, 2013
  • University of Law, Graduate Diploma in Law, 2014
  • Trainee, Bates Wells, 2014 – 2017
  • Qualified as a Chartered Accountant and membership of the ICAEW – 2018

Pro bono, memberships, and appointments

  • I have previously held advisor and Trustee roles with the advocacy charities Nailsea Disability Initiative and Greenwich Housing Rights.