Schema reference

The Social Economy Data Lab Specification is maintained using JSON Schema. The Schema is the authoritative source for the specification, and defines the structure of an individual deal so that it can be annotated and validated.

When publishing an individual deal or a number of deals, these deals should be packaged into a single, valid JSON file in an array of deals.

These field names for properties are important for ensuring that data is published in a machine-readable format. The title gives a human-readable form, with information about each of the properties included in description.

Structure

Each entry in SEDL is structured as a deal, consisting of one or more offers, projects and investments. In some cases, a deal will contain just a single project and investment. In other cases, a large number of the available one-to-many relationships will be required.

  • Deals
    • Recipient Organisation & Arranging Organisation
    • Offers
    • Project
      • Assets
      • Locations
    • Investments
      • Grant
      • Equity
      • Credit

Sections

Deal

Title Description Type Format Required
id string   Required
Identifier Unique internal identifier for the social investment deal.
title string   Required
Title A title for the deal. Ideally, this is concise and under 140 characters.
status string    
Status Current status of the social investment deal: in progress, an open investment, closed without funds being drawn down, closed without core funds being approved. Use the status codelist.
dealDate [string]   Required
Deal date The year (YYYY) or year-month (YYYY-MM) combination in which this deal should be counted. For a blended finance deal this should be the date of financial close. For other deals, this should be the date at which the most significant component was confirmed. Data analysts should be aware that components of a deal may each have their own significant dates.
currency string    
Currency The default currency for the deal. All values within the deal are assumed to be in this currency unless otherwise stated. Use GBP for £
estimatedValue number    
Estimated deal value The total estimated value of this deal. This should be based on the optimum fund raising targets where these are available. In cases where a range if presented, the mid-point should be used. The estimated deal value may be based on documents, and does not necessarily match the sum of the values of the investments components of this deal recorded in this dataset.
value number    
Confirmed deal value The total value of this deal based on confirmed funds raised.
recipientOrganization object    
Recipient Organization

The Organization in receipt of the finances from the social investment deal.

See Organization

arrangingOrganization object    
Arranging Organization

The lead Organization arranging the social investment deal.

See Organization

offers array[Offer]    
Offers

An offer describes the opportunity for investors to join a particular deal by providing finance by purchasing shares, making loans or providing some other form of input described by the offer documents. Each deal may have one or more offers associated with it.

See Offer

projects array[Project]    
Project

Projects associated with the deal.

See Project

investments object    
Investments The financial components of the deal.
investments/summary string    
Summary A free text summary of the investment structure of this deal.
investments/grants array[Grant]    
Grants

Grants made as part of the social investment deal.

See Grant

investments/equity array[Equity]    
Equity Investments

Equity components of the social investment deal.

See Equity

investments/credit array[Loan/credit]    
Credit Investments

Loan, bonds and leasing components of the social investment deal.

See Credit

dateModified [string, null] date-time  
Last modified The date and time about when any part of the information for this deal was last updated. Should be in yyyy-mm-ddThh:mm:ssZ format.
dataSource [string, null] uri  
Data Source A web link pointing to the source of this data, such as the actual data file or the publisher's website.

Offer

An offer describes the opportunity for investors to join a particular deal by providing finance by purchasing shares, making loans or providing some other form of input described by the offer documents. Each deal may have one or more offers associated with it.

Title Description Type Format Required
id string    
Identifier A unique identifier for this offer.
type string    
Type What kind of offer is this. Open offers allow investment at any time. Time limited offers have a closing date, and may only be actioned if they hit their fund-raising targets during the offer period. Values must be from the offerType codelist.
url string uri  
Web page A link to more details of this offer
offerDocumentUrl string uri  
Offer document URL A link to the offer document.
startDate string date-time  
Launch date The launch date of the offer.
endDate string date-time  
Closing date The closing date of the offer.
extensionDate string date-time  
Extension date If an offer has been extended, the updated closing date should be provided here.
minimumInvestmentTarget number    
Minimum investment target The minimum investment target. In many offers, if this is not reached, the offer will be cancelled.
investmentTarget number    
Optimum investment target The optimum investment target. This is the primary fundraising goal for the offer. If only one target is given, this should be used.
maximumInvestmentTarget number    
Maximum investment target The maximum investment target. The offer may be closed when it reaches this target, or funds above this amount returned as the project would not be able to use them.
minimumIndividualInvestment number    
Individual investment: minimum The minimum investment amount that an individual investor may provide in response to this offer.
maximumIndividualInvestment number    
Individual investment: maximum The maximum investment amount that an individual investor may provide in response to this offer.
investmentFeatures string    
Investment features Any notable features of the investment criteria, such as variable minimum for particular geographical areas, or use of a subscription model.
interestRates array[Interest rate]    
Interest rate

The interest rate specified in the offer.

See InterestRate

interestRates/0/base string    
Base If this interest rate is based on a formula with a base rate + a percentage (e.g. Bank of England rate + 35) then a codelist entry to describe the base rate is given here. Where no recognised codelist value exists, a short clear string should be used that can be easily interpreted by a data user to identify the base rate uses. Where this is no base rate, and the margin specifies the full exchange rate, base should be left blank. Values should be from the interestRate codelist, or may use a recognised interest rate code.
interestRates/0/margin number    
Margin The rate of interest charged above the base rate, as a value between 0 and 1 (e.g. 1% - 0.01).
interestRates/0/effectiveRate number    
Effective rate In cases where a variable base and margin are used, or where the interest payments have a complex profile (e.g. changing rates over the period of the investment; or effects of compound interest) then the effective rate should provide a figure that represents either (a) the value of the base and margin at the time of the offer; or (b) the average effective rate for the anticipated duration of an investment (Note: this is not the same as a Mortgage Effective Interest Rate).
interestRates/0/hasAddedConditions boolean    
Has added conditions? If true, the payment of interest may be subject to certain conditions. The conditions may be described in the details.
interestRates/0/isVariable boolean    
Is variable? If true, the rate of interest paid may vary based on time or performance of the related offer, deal or project. The rate recorded should be the initial anticipated rate. Any basis for variations may be explained in details.
interestRates/0/details string    
Details A description of the interest rate, and any specific conditions that apply, such as interest payment delays (e.g. interest is only paid from year 3 onwards), or other conditions on interest payments.
matchFunding object    
Match funding If this offer has a match funding component, this is described here.
matchFunding/required boolean    
Required? Is match funding required by this offer?
matchFunding/status string    
Status Has match funding been applied for or secured? Values must be from the matchFundingStatus codelist.
matchFunding/details string    
Details Details should be provided here of any match funding conditions for this offer, or any match funding secured.
withdrawals array[Withdrawal conditions]    
Withdrawal Can investors withdraw their investments? Each condition under which withdrawal can be made should be specified here.
withdrawals/0/start string    
Initial period Where there is an initial period during which investment may not be withdrawn this should be given either as the anticipate date (YYYY-MM-DD) at which withdrawal will first be allowed, or as the period from the close of the deal using ISO 8601 duration format. For example, if capital cannot be widthdrawn for 3 years and 6 months, this field should contain '3Y6M'.
withdrawals/0/description string    
Description A description of any conditions on withdrawal.
withdrawals/0/capitalLimit string    
Capital limit Details of any limit on the amount of capital that can be withdrawn. This field may currently be populated as a string, but a structured representation for this data may be identified in future.
taxReliefs array[Tax relief]    
Tax relief

Details of the tax relief available for this offer

See TaxRelief

taxReliefs/0/type string    
Type A code describing the type of tax relief available. Values should be from the taxRelief codelist.
taxReliefs/0/status string    
Status The status of this tax relief. Values should be from the taxReliefStatus codelist.
csuStandardMark object    
CSU Standard Mark The Community Shares Unit standard mark is awarded to offers that meet national standards of good practice in the UK. See https://communityshares.org.uk/standard-mark-0 for more details.
csuStandardMark/awarded boolean    
Awarded Has this offer been awarded the CSU Standard Mark
csuStandardMark/practitioner string    
Practitioner The name of the practitioner involved in this CSU Standard Mark award.
crowdfunding object    
Crowd funding If this offer took place through a crowdfunding platform, details should be provided here.
crowdfunding/platform string    
Platform The name of the platform the offer took place on
crowdfunding/url string uri  
URL The URL of the crowdfunding platform page for this offer.

Project

Projects associated with the deal.

Title Description Type Format Required
id string    
Identifier
title string    
Title The title of this project
description string    
Description A description of this project
status string    
Status What is the current status of this project when last updated. Values must be from the projectStatus codelist.
startDate string date-time  
Start date When was/is this project scheduled to start?
endDate string date-time  
End date When was/is this project scheduled to end?
editionDate string date-time  
Version date If this project has been through a number of stages, iterations or phases, which 'edition' of the project does the information presented here represent? This should be indicated using a date. For example, if a particular project worked to raise capital to buy property in 2016, and then separately raised working capital from June 2018, there may be two project entries, one with editionDate of 2016-01-01, and the other with an editionDate of 2018-06-01
estimatedValue number    
Estimated value The overall estimated value of this edition of the project. Given in the default currency.
raisedValue number    
Project raised value The total raised for this project. This may match the sum of the deal components related to this project, but may in some cases also include investments from across a range of deals where the project was funded through more than one deal. Given in the default currency.
achieved boolean    
Project achieved? Did this edition of the project meet its stated goals? For example, successfully raising finance and purchasing the assets specified, or delivering the services in the description. Further information can be provided in in the notes field if required.
classification array[Classification]    
Classification Project classification
classification/0/scheme string    
Scheme A code describing the classification scheme in use. Values should be from the classificationScheme codelist where applicable. Alternative codelist entries may be used by agreement between data publishers.
classification/0/code string    
Code A code from the classification scheme.
classification/0/title string    
Title The title or label used in the classification scheme.
purposeOfFinance array[string]    
Purpose of finance

A description of the role of finance in this project.

See InvestmentPurpose

assets array[Asset]    
Assets

If this project involves the purchase of assets details of those assets should be provided here.

See Asset

assets/0/id string    
Identifier A unique identifier for this asset
assets/0/description string    
Description A short title or description of this asset
assets/0/type string    
Type The type of asset. Values must be from the assetType codelist.
assets/0/status string    
Status Is the purchase of these assets planned or completed? Values must be from the assetStatus codelist.
assets/0/quantity number    
Quantity What is the estimated or actual quantity of these assets to be purchased.
assets/0/purchasePrice number    
Purchase price What was/is the purchase price of this/these assets? This must be given in the default currency of this deal.
assets/0/totalValue number    
Total value What is the total value given to this/these asset(s)? This must be given in the default currency of this deal.
assets/0/valuationMethod string    
Valuation method How has the value in 'total value' been arrived at? Values should be from the valuationMethod codelist.
assets/0/isSecurity boolean    
Is this asset security? Set to true if this asset is being used as security for some other component of a related deal.
assets/0/referenceNumbers array[string]    
Reference number(s) One or more reference numbers for this asset. For example, the land registry title number in the case of property assets.
locations array[object]    
Location

Information on locations associated with the project.

See Location

locations/0/id string    
Identifier Location identifier
locations/0/name [string, null]    
Name A name for this location.
locations/0/description [string, null]    
Description A description of this location. This could include details of the element of the activity that takes place here.
locations/0/countryCode [string, null]    
Country Code The ISO Country Code of the location of this activity.
locations/0/postcode string    
Postcode A postcode for this location.
locations/0/geoCode [string, null]    
Geographic Code A code referring to a geographical area, drawn from an established gazetteer. For example, the code for a local authority ward, or parliamentary constituency.
locations/0/geoCodeType [string, null]    
Geographic Code Type The type of Geographic Code (geoCode) used (e.g. Ward, Parliamentary Constituency etc.). This value for this field should be drawn from the codelist of geographic code types.
locations/0/latitude [string, null]    
Latitude The latitude of a point location
locations/0/longitude [string, null]    
Longitude The longitude of a point location
notes string    
Notes Notes related to this project which cannot otherwise be captured as structured data may be entered here. Any information which can be provide using a structured data field MUST NOT be included in the notes, but should instead be represented as structured data.

Grant

Grants made as part of the social investment deal.

Title Description Type Format Required
id string    
Identifier A unique identifier for this grant.
status string    
Status

The status of this investment. Values should be from the investmentStatus codelist.

See InvestmentStatus

purpose array[string]    
Purpose

The purpose(s) of this investment into the related organisation or project. Values must be from the investmentPurpose codelist.

See InvestmentPurpose

description string    
Description A description of the purpose of this grant.
dateOffered string date-time  
Date Offered The date that the grant was offered.
dateAgreed string date-time  
Date Agreed The date that the grant was agreed.
currency string    
Currency The ISO 4217 three-digit country code (e.g. GBP for £).
amountRequested number    
Amount requested The total amount requested/applied for from this grant source.
amountCommitted number    
Amount committed The total committed value of this grant.
amountDisbursed number    
Amount disbursed The total committed disbursed from this grant.
fundingOrganization object    
Funding Organization

Details of the organization making this grant.

See Organization

isMatchFunding boolean    
Is match funding? If true, this investment, or proportion of it, is counted towards certain match funding requirements of this deal. More details may be given in the notes.
notes string    
Notes Notes related to this deal which cannot otherwise be captured as structured data may be entered here. Any information which can be provide using a structured data field MUST NOT be included in the notes, but should instead be represented as structured data.

Credit

Loan, bonds and leasing components of the social investment deal.

Title Description Type Format Required
id string    
Identifier A unique identifier for this loan
status string    
Status

The status of this investment. Values should be from the investmentStatus codelist.

See InvestmentStatus

purpose array[string]    
Purpose

The purpose(s) of this investment into the related organisation or project. Values must be from the investmentPurpose codelist.

See InvestmentPurpose

description string    
None A description of this loan/credit funding
currency string    
Currency The ISO 4217 three-digit country code (e.g. GBP for £).
estimatedValue number    
Estimated value The estimated value to be raised through this credit or loan. This may come from an offer document, or from other sources. Once credit is confirmed, the actual amount should be recorded in the value field.
dateOffered string date-time  
Date Offered The date that the loan was offered.
dateAgreed string date-time  
Date Agreed The date that the loan was agreed as part of the Deal.
value number    
Value The total value of the credit or loan provided.
durationInMonths number    
Term (months) The term of this credit/loan in months
initialRepaymentHoliday number    
Initial repayment holiday (months) If this loan or credit comes with an initial repayment holiday, enter the period in months here
interestRate object    
Interest rate

The interest rate.

See InterestRate

interestRate/base string    
Base If this interest rate is based on a formula with a base rate + a percentage (e.g. Bank of England rate + 35) then a codelist entry to describe the base rate is given here. Where no recognised codelist value exists, a short clear string should be used that can be easily interpreted by a data user to identify the base rate uses. Where this is no base rate, and the margin specifies the full exchange rate, base should be left blank. Values should be from the interestRate codelist, or may use a recognised interest rate code.
interestRate/margin number    
Margin The rate of interest charged above the base rate, as a value between 0 and 1 (e.g. 1% - 0.01).
interestRate/effectiveRate number    
Effective rate In cases where a variable base and margin are used, or where the interest payments have a complex profile (e.g. changing rates over the period of the investment; or effects of compound interest) then the effective rate should provide a figure that represents either (a) the value of the base and margin at the time of the offer; or (b) the average effective rate for the anticipated duration of an investment (Note: this is not the same as a Mortgage Effective Interest Rate).
interestRate/hasAddedConditions boolean    
Has added conditions? If true, the payment of interest may be subject to certain conditions. The conditions may be described in the details.
interestRate/isVariable boolean    
Is variable? If true, the rate of interest paid may vary based on time or performance of the related offer, deal or project. The rate recorded should be the initial anticipated rate. Any basis for variations may be explained in details.
interestRate/details string    
Details A description of the interest rate, and any specific conditions that apply, such as interest payment delays (e.g. interest is only paid from year 3 onwards), or other conditions on interest payments.
interestPayable number    
Interest payable The total interest payable over the duration of the credit/loan.
fundingOrganization object    
Funding Organization

Organization providing this credit or loan.

See Organization

notes string    
Notes Notes related to this deal which cannot otherwise be captured as structured data may be entered here. Any information which can be provide using a structured data field MUST NOT be included in the notes, but should instead be represented as structured data.

Equity

Equity components of the social investment deal.

Title Description Type Format Required
id string    
Identifier A unique identifier for this equity investment
status string    
Status

The status of this investment. Values should be from the investmentStatus codelist.

See InvestmentStatus

purpose array[string]    
Purpose

The purpose(s) of this investment into the related organisation or project. Values must be from the investmentPurpose codelist.

See InvestmentPurpose

description string    
Description A description of this equity investment
type string    
Type Does this entry describe a single equity holding by an institutional investor, or one or more equity holdings from retail investors (usually individuals)? Values must be from the equityType codelist.
platform string    
Platform Was this equity raised through a particular platform. This may be lisetd using the format 'Online: {name}' or 'Offline: {name}' to indicate whether this was an Internet based platform or not. Where the platform name is not known, 'Online' or 'Offline' may be entered.
numberOfInvestors number    
Number of investors Where this entry represents the total equity held by more than one party, enter the number of investors the entry describes here. In other cases, enter 1.
currency string    
Currency The ISO 4217 three-digit country code (e.g. GBP for £).
estimatedValue number    
Estimated value The estimated value to be raised through this equity. This may be set out in offer documents as an optimum target, or may come from other sources. In general, an estimated value will be from before this equity investment was completed, with the actually agreed amount in the value field.
dateOffered string date-time  
Date Offered The date that the investment was offered.
dateAgreed string date-time  
Date Agreed The date that the investment was agreed as part of the deal.
value number    
Value The total value of the equity provided.
shareClass string    
Share class The class of shares provided in return for this investment
shareCapitalIssued number    
Share capital issued The percentage of the share class issued in return for this investment. Expressed as a value between 0 and 1.
shareRights string    
Share rights The rights associated with this class of share.
taxReliefs array[Tax relief]    
Tax relief

Details of the tax relief available for this investment.

See TaxRelief

taxReliefs/0/type string    
Type A code describing the type of tax relief available. Values should be from the taxRelief codelist.
taxReliefs/0/status string    
Status The status of this tax relief. Values should be from the taxReliefStatus codelist.
fund object    
Fund

The fund that the investment forms a part of.

See Fund

fund/code string    
Code An identifier for this fund.
fund/title [string, null]    
Title The title of this fund.
fund/description [string, null]    
Description A description of this fund.
fund/url [string, null] uri  
URL A web link to more details of this fund.
fund/dateModified string date-time  
Last modified The date and time when information about this fund was last updated.
isMatchFunding boolean    
Is match funding? If true, this investment, or proportion of it, is counted towards certain match funding requirements of this deal. More details may be given in the notes.
notes string    
Notes Notes related to this deal which cannot otherwise be captured as structured data may be entered here. Any information which can be provide using a structured data field MUST NOT be included in the notes, but should instead be represented as structured data.

Organization

The organization object is based on the schema.org Organization and PostalAddress types, with the addition of fields for describing UK Charity and Company Numbers, and providing information on the type of structure of the organization.

Title Description Type Format Required
name string   Required
Name Organization name
id string   Required
Identifier A globally unique identifier for this Organization. This enables data on funders and recipients to be linked up across different datasets. Org-id.guide links to a number of official registers that can be used to generate identifiers in a common way (e.g. using UK Company or Charity number). Alternatively, unique identifiers from the publisher's internal systems can be used.
alternateName string    
Alternate Name An alternative name for this Organization (e.g. trading name)
charityNumber string    
Charity Number Registered charity number, if applicable.
companyNumber string    
Company Number Registered UK company number, if applicable.
streetAddress string    
Street Address Building number and street name.
addressLocality string    
City City or town.
addressRegion string    
County County
addressCountry string    
Country Country
postalCode string    
Postal Code Postal code (please try and provide a post code whenever possible)
department string    
Department The department or sub-unit of this Organization making or receiving the grant.
contactName string    
Contact Name The contact person at this Organization.
telephone string    
Phone Number Contact phone number.
email string    
Email The email address for this Organization.
description string    
Description A short description of this Organization and its area of work
organizationType [string, null]    
Organization Type A value from the Organization Type codelist describing the nature of this organization. Values should be from the organizationType codelist.
industryClassifications array[string]    
Industry classifications This field may be used to provide a list (array) of industry classifications. SIC codes are preferred, but the user may need to check and identify which codes are in use.
startDate string date-time  
Start date When was this organisation established?
endDate string date-time  
End date When was this organisation dissolved? If the organization is still active this field should be blank.
url string uri  
Web Address A web address for the organization
location array[object]    
Location

Locations associated with the organization

See Location

dateModified string date-time  
Last modified The date and time when information about this Organization was last updated.

Location

The location block provides a range of ways of expressing the location of an organization or project. Not all need to be used in every case.

Title Description Type Format Required
id string    
Identifier Location identifier
name [string, null]    
Name A name for this location.
description [string, null]    
Description A description of this location. This could include details of the element of the activity that takes place here.
countryCode [string, null]    
Country Code The ISO Country Code of the location of this activity.
postcode string    
Postcode A postcode for this location.
geoCode [string, null]    
Geographic Code A code referring to a geographical area, drawn from an established gazetteer. For example, the code for a local authority ward, or parliamentary constituency.
geoCodeType [string, null]    
Geographic Code Type The type of Geographic Code (geoCode) used (e.g. Ward, Parliamentary Constituency etc.). This value for this field should be drawn from the codelist of geographic code types.
latitude [string, null]    
Latitude The latitude of a point location
longitude [string, null]    
Longitude The longitude of a point location

Interest Rate

Title Description Type Format Required
base string    
Base If this interest rate is based on a formula with a base rate + a percentage (e.g. Bank of England rate + 35) then a codelist entry to describe the base rate is given here. Where no recognised codelist value exists, a short clear string should be used that can be easily interpreted by a data user to identify the base rate uses. Where this is no base rate, and the margin specifies the full exchange rate, base should be left blank. Values should be from the interestRate codelist, or may use a recognised interest rate code.
margin number    
Margin The rate of interest charged above the base rate, as a value between 0 and 1 (e.g. 1% - 0.01).
effectiveRate number    
Effective rate In cases where a variable base and margin are used, or where the interest payments have a complex profile (e.g. changing rates over the period of the investment; or effects of compound interest) then the effective rate should provide a figure that represents either (a) the value of the base and margin at the time of the offer; or (b) the average effective rate for the anticipated duration of an investment (Note: this is not the same as a Mortgage Effective Interest Rate).
hasAddedConditions boolean    
Has added conditions? If true, the payment of interest may be subject to certain conditions. The conditions may be described in the details.
isVariable boolean    
Is variable? If true, the rate of interest paid may vary based on time or performance of the related offer, deal or project. The rate recorded should be the initial anticipated rate. Any basis for variations may be explained in details.
details string    
Details A description of the interest rate, and any specific conditions that apply, such as interest payment delays (e.g. interest is only paid from year 3 onwards), or other conditions on interest payments.

Codelists

A codelist consists of:

  • A code. A code should always be written in data in exactly the way it is given here. We use a mix of English language words, camelCase strings, and symbols (e.g. GBP for Great British Pound Stering, or £). We have chosen codes assuming that in some spreadsheet data entry approaches, codes may be displayed directly to users, and as such, they should be reasonably intelligible. In one case (organizationType) the codes therefore include both a symbol and an extended label. Consuming applications may wish to strip the second part of these strings when processing the data.
  • A title. These are the labels that should be displayed in a user interface whenever possible. Titles may be translated and displayed in different languages if required.
  • A description. This provides details on when the code should be used. Not all our codes have descriptions at present.

AssetStatus

Code Title Description
planned Planned  
purchased Purchased  

AssetType

Code Title Description
land Land  
property Property  
other Other  

ClassificationScheme

Code Title Description
ptcCommunityBusiness Power to Change: Community Business Classification  
bscOutcome Big Society Capital: Outcome areas  
bscBeneficiary Big Society Capital: Beneficiary groups  

EquityType

Code Title Description
institutional Institutional  
retail Retail  
mixed Mixed  

InterestRate

Code Title Description
     
BofE    
LIBOR    

InvestmentPurpose

Code Title Description
acquisition Acquisition  
asset Asset  
bridgingLoan Bridging loan  
capital Capital  
developmentCapital Development Capital  
growthFinance Growth Finance  
multiple Multiple  
property Property  
propertyRefurbishment Property refurbishment  
other Other  
restructuringFinance Restructuring Finance  
startupCosts Start up costs  
workingCapital Working Capital  

InvestmentStatus

Code Title Description
requested Requested  
offered Offered  
expected Expected  
confirmed Confirmed  
cancelled Cancelled  

MatchFundingStatus

Code Title Description
appliedFor Applied for  
secured Secured  

OfferType

Code Title Description
open Open The offer remains open, with new participants investing at any time.
timeBound Time bound The offer closes after a specified period.
targetBound Target bound The offer closes after a specified target is met.

OrganizationType

Code Title Description
CIO - Charitable Incorporated Organisation Charitable Incorporated Organisation  
CLG - Company Limited by Guarantee Company Limited by Guarantee  
CLS - Company Limited by Shares Company Limited by Shares  
IPS - Industrial and Provident Society Industrial and Provident Society  
LLP - Limited Liability Partnership Limited Liability Partnership  
LA - Local Authority Local Authority  
CU - Mutual (Credit Union) Mutual (Credit Union)  
FS - Mutual (Friendly Society) Mutual (Friendly Society)  
PLC - Public Listed Company Public Listed Company  
BENCOM - Registered Society (BenCom) Registered Society (BenCom)  
COOP - Registered Society (Cooperative) Registered Society (Cooperative)  
UNINC - Unincorporated Organisation Unincorporated Organisation  
OTH - Other Other  

ProjectStatus

Code Title Description
planned Planned  
ongoing Ongoing  
completed Completed  
didNotProceed Did not proceed  

Status

Code Title Description
pipeline Pipeline The deal is anticipated or under development.
live Live Investments can be made into this deal.
didNotProceed Did not proceed The deal did not proceed.
closed Closed No new investments can be made, but the project funded by the deal may be ongoing.

TaxRelief

Code Title Description
Other Other  
SEIS Seed Enterprise Investment Scheme  
EIS Enterprise Investment Scheme  
SITR Social Investment Tax Relief  
CITR Community Investment Tax Relief  

TaxReliefStatus

Code Title Description
advanceAssuranceAppliedFor Advance assurance applied for  
advanceAssuranceReceived Advance assurance received  
fullTaxReliefApproval Full tax relief approval  
applicationRejected Application rejected  
notAppliedFor Relief not applied for  

ValuationMethod

Code Title Description
estimated Estimated  
actual Actual