Document Preparation

Prepare professional, compelling documents that funders expect. Learn how to write business plans, create financial projections, build company profiles, craft funding proposals, and deliver winning pitches.

6 Guides

Pro tip: Most funding rejections stem from poor documentation, not weak business ideas. These guides show you exactly what funders want to see and how to present it professionally.

Document Preparation Guides

Essential Documents for Funding

Business Plan

Required for loans above R500k. Shows your strategy, market analysis, and financial projections.

Critical

Financial Projections

3-year income statement, cash flow, and balance sheet with credible assumptions.

Critical

Company Profile

Professional capability statement showing your experience, credentials, and track record.

Universal

Funding Proposal

Concise document articulating your funding need, use of funds, and expected outcomes.

Critical

Supporting Documents

CIPC, SARS, B-BBEE, bank statements, and other compliance documents required by all funders.

Universal

Pitch Deck

Visual presentation for funding committees. Tells your story in 10-15 slides.

Optional

Ready to prepare your documents?

Browse our step-by-step guides to create professional funding documents that get approved. Each guide includes templates, examples, and common mistakes to avoid.

Start with Business Plan

Document Preparation