We can help you reach your target

We offer a full range of services designed to help you successfully issue community shares, no matter where you are in the process. We’ve listed our core services below, but get in touch if you can’t find what you’re looking for.

Helping you develop and launch your share issue

We can help with every stage of the process, from the first discussions through to the launch and beyond

OFFER DOCUMENTS

Every share issue needs a great offer document, and we’ve written them for some of the UK’s most successful share issues. 

We specialise in drafting engaging share offer documents that persuade people to invest and provide all the information necessary for a legally compliant share offer. We can also review your share offer and flag up any issues.

MARKETING PLANS

How you market your issue locally, through word of mouth, PR, social media and events, must all begin well ahead of your share issue. 

We can develop a marketing plan that will ensure you engage your community the right way in the lead up to your share issue launch or we can review your plans and offer suggestions to transform your chances of success.

TAX BREAKS

Investment in community shares can be eligible for tax relief of between 30% and 50% for investors, which can really make your offer more attractive.

We can help ensure your offer is eligible and apply for Advance Assurance from HMRC, so you can give investors confidence that they will be able to claim a tax break.

BUSINESS PLANS

A good business plan supports a share offer. It should show how you will use the money you raise, how you will meet any aspirations for interest payments to investors and outline timescales for people to get their money back. 

We can review your existing business plan and suggest changes and additions to support your share offer.

OUR PRICES AND PAYMENT OPTIONS

We have a fantastic track record of helping groups hit their targets. Working with us will increase your chances of raising the sums you need. We identify where we can best help your project and our prices vary from group to group.

PAYING FOR OUR SERVICES

Every share issue is different. Some groups are raising a large amount of money, others much, much less. Some have done lots of work already, whilst others are starting from scratch.  So, we don’t have fixed fees and instead work out what your group needs to do to hit its target, and what we can best help with you with, and base our fee on that discussion. 

We understand that you may not have the funds right now to pay for all the professional services you need to get to your share offer launched, which is why we’re flexible about how you pay for our help. We offer a variety of payment options, from up front payment through to being paid a proportion of the funds you raise through your share issue. We’ll be happy to talk through your options.

CROWDFUND YOUR DEVELOPMENT COSTS

There are grant funds specifically to help community groups pay for professional services like ours. We can certainly point you in their direction but we think there’s a better way to raise the money – crowdfund it.

It’s quicker than applying for grants, you have more control over the chances of success and, if you’re successful, you’ll have started the process of engaging your community ahead of your big share launch. You’ll also have gathered lots of excellent data and contact details on the people who support you, and have a much better understanding of how they feel about your project.

Contact us if you’d like to know more about raising initial funds through a crowdfunding campaign.

Helping you decide if a share offer is right for you

Not sure if a share issue is the right thing for you? We can produce a report covering all the key issues to help you decide.

THE PROS & CONS

Community share aren’t suitable for every situation. We can outline why community shares could work for you, but also what the downsides might be.

WHAT COULD YOU RAISE?
We can analyse your project and its business case, and your community and its demographics to give you an idea of how much you could raise (which can also be very useful for funding applications).

OTHER OPTIONS

We can advise on other routes to raise what you need alongside or instead of a share issue, and what steps you need to take to access that other funding

Get in touch to discuss what we can do for you