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

How to Write a Business Plan for Funding

Step-by-step guide to writing a professional business plan that funders want to see. Covers executive summary, market analysis, financial projections, and more.

How to Create Financial Projections for Funding

Create credible 3-year financial projections that funders trust. Covers income statements, cash flow, balance sheets, and assumptions documentation.

How to Build a Company Profile for Funding

Create a professional company profile and capability statement for funding and tender applications. Step-by-step guide with templates and examples.

How to Write a Winning Funding Proposal

Craft a compelling funding proposal that gets approved. Covers problem statement, solution, budget justification, and impact measurement for South African funders.

Supporting Documents Checklist for Funding Applications

Complete checklist of documents needed for South African funding applications. Covers CIPC, SARS, B-BBEE, bank statements, and funder-specific requirements.

How to Pitch to Funding Committees

Prepare and deliver compelling funding pitches. Covers pitch deck structure, handling questions, virtual vs in-person presentations, and common pitfalls.

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