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.
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.
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.
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.