Passport to Investment

Helping charities and social enterprises easily access social investment for a lasting impact

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About the programme

Passport to Investment is a new programme hosted by Crowdfunder which allows investors to review information about an organisation and its investment needs in an easily digestible format.

Organisations create a Financial Passport which contains all of the key information an investor would expect, combined with live data from a crowdfunding project. The Financial Passport can be shared easily with potential investors, with the organisation retaining control of who gets to view it.

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How it works

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Organisations set up a Financial Passport

After successfully crowdfunding, organisations can sign in to their profile and start creating their financial passport

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Investors explore organisations

Organisations with completed Financial Passports are showcased to interested investors.

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Investors express interest

Social investors identify organisations they are interested in supporting, and request to view their Financial Passport

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Review and share Financial Passport

Organisations review requests, and choose to share their Financial Passport with the social investor.

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Decision process

The social investor and organisation then decide if they want to work together.

Ready to take the next step?

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For social enterprises

Ready to elevate your organisation with the right financial support? Create your financial passport and connect with investors eager to see you thrive.

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For social investors

Register to express your interest in new investment opportunities with our diverse range of socially impactful organisations?

Download the Financial Passport template

The Financial Passport has been developed as a tool for the Social Investment sector, with funding from Connect Fund. This document provides the information needed to replicate the Financial Passport in forms or CRMs so that a consistent approach to receiving initial investment proposals may developed in the sector.

Download the Financial Passport template

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