We help social entrepreneurs
raise capital



businesses & counting!

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Our services

ClearlySo is a financial intermediary in the social investment sector, advising social businesses and enterprises
on raising capital.

We provide corporate finance and financial advisory services to social entrepreneurs with capital raising ambitions of over £300,000.

We have two basic services for social entrepreneurs raising capital:


Introductory Service

We facilitate introductions to a targeted group of potential investors. These are typically socially minded investors who are looking to invest capital directly in to organisations in the same industry and impact area as your own.


Full Advisory Service

We help our clients build a compelling investment case, devise a fundraising strategy and target investors.

We will work closely with you on optimising your investment opportunity and maximising your appeal within the social investment space. When the time is right, we will market your offer to our networks of Individual (High Net Worth) and Institutional investors.

  • Business plan review and support
  • Advice on legal structure, governance and management team
  • Social impact reporting
  • Capital structure and likely terms
  • Forming a fundraising strategy
  • Capital raising, negotiation of term sheet and deal closing

"I would have no hesitation in using ClearlySo again for raising investment."

Dr. Ann Hayes
Chair, Psychology Online