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Funding Guides

Requirements & Compliance

Understand and prepare the documentation and compliance requirements that funding programmes demand. Be application-ready.

13 Guides
Common rejection: 60%+ of funding applications are rejected due to incomplete documentation or compliance gaps.

Requirements & Compliance Guides

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Common Funding Requirements: What Every Funder Wants

Master checklist of documents and requirements common across most funding applications. Get these right before you apply anywhere.

B-BBEE Requirements for Funding Applications

How B-BBEE status affects your funding eligibility. Understand ownership requirements, EME/QSE thresholds, and how to maximize your B-BBEE advantage.

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Financial Documentation: What Funders Need to See

Prepare your financial statements, projections, and management accounts to meet funder requirements. Includes tips from ProGuild accountants.

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Funding Compliance Checklist: Stay Application-Ready

Ongoing compliance checklist to ensure your business stays ready for funding opportunities. Covers CIPC, SARS, COIDA, and B-BBEE maintenance.

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Master Compliance Checklist for Funding

Complete checklist of all compliance requirements for funding applications. Covers CIPC, SARS, B-BBEE, COIDA, UIF, and sector-specific registrations.

CIPC Requirements for Funding Applications

Complete guide to CIPC registration documents needed for funding. Covers COR14.3, annual returns, beneficial ownership, and director details.

SARS Tax Clearance for Funding Applications

Step-by-step guide to obtaining and maintaining your SARS Tax Compliance Status PIN for funding applications.

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B-BBEE Requirements for Funding

Understanding B-BBEE levels, certificates, and affidavits for funding applications. Covers EME affidavits, QSE certificates, and ownership requirements.

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Financial Statements for Funding Applications

What financial statements funders require and how to prepare them. Covers AFS, management accounts, projections, and bank statements by funder.

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Business Plan Requirements by Funder

Different funder expectations for business plans. Compare requirements from SEDFA, IDC, NEF, NYDA, and DTIC.

COIDA Letter of Good Standing Guide

How to obtain and maintain your COIDA Letter of Good Standing for funding applications. Registration, assessments, and compliance.

UIF Compliance for Funding Applications

UIF registration and compliance requirements for funding. Covers registration, contributions, declarations, and compliance certificates.

Sector-Specific Registrations for Funding

Guide to sector-specific registrations: CIDB grading, tourism grading, PSIRA, healthcare registrations, and environmental licenses.

Need help with compliance?

Connect with a verified accountant or compliance specialist from our ProGuild network to prepare your funding documentation.