SITR Investment Deals snapshot

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Social Investment Tax Relief (SITR) Investment Deals Database

Big Society Capital is collecting and sharing information about SITR investment deals in an open-source database. This will help GET SITR provide better support to social enterprises, charities and social investors by sharing insights around the use of Social Investment Tax Relief

Why are we collecting SITR investment deal data?

Through GET SITR, we know that Social Investment Tax Relief is a valuable tool for social enterprises and charities to raise investment and attract investors. We also know that around 60 deals using the relief have been made so far. However, we don't believe this is a complete picture.

To help us improve the data, we’re calling on organisations who have used SITR as well as fund managers, advisers and investors who know of any SITR investment activity to share deal information. This will allow us to build a more accurate picture of how the relief is being used and help us develop a solid evidence base to take to government on SITR going forwards. 

Learn more about why we're collecting the data and how we will use it.

 

Has your organisation raised SITR investment?

We’re keen to raise the profile of organisations that have used SITR. Input your SITR investment deal data into the open-source database and we’ll promote how the relief is helping your organisation make an impact through social media. In addition, there may also be an opportunity to:

  • Have a case study made of your organisation’s deal and the impact it will support, which will be shared through GET SITR and on Good Finance
  • Write a blog about your organisation’s experience for GET SITR
  • Raise the profile of your organisation and the investment deal in regional and/or national press

Tell us about your organisation's SITR deal

Are you aware of an SITR deal?

We’d be grateful if you could share what you know to help us improve the data. As above, we’re happy to highlight organisations that have used SITR to raise investment and how they did it.

Tell us about a SITR investment deal you're aware of

 

How to use the SITR Investment Deals Database

  • Information on how to use the database is in the ‘About’ sheet
  • You can see key statistics gathered from the database in the 'Key Statistics' sheet
  • To view database, see the ‘SITR Deals’ sheet
  • You can find an explanation of the information we’re collecting and why in the ‘Data Inputs’ sheet

View the SITR Investment Deals Database


More on why we're collecting SITR investment deal data

  • To evidence that SITR remains a relevant and important tool to support organisations raise investment
  • To gain a more complete picture of the market size and underlying trends
  • To raise the profile (subject to consent) of social sector organisations using SITR and investment as a means of growing their impact
  • To improve the availability of social investment data and improve transparency
  • To help shape, simplify and potentially extend the opportunities for SITR in the forthcoming government consultation due later in 2019

If you are looking to use SITR to raise investment or want to know more about how it can be used, you can find resources at GET SITR.

View the SITR Investment Deals Database

Got a question or comment about the database?

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