Everything You Need to Apply
These templates are designed specifically for South African funding applications. Each template includes guidance on completion, examples, and tips for success.
- Free to download and use for all businesses
- SA-specific compliance and requirements
- Editable formats (Word, Excel, PowerPoint)
- Guidance notes and examples included
Browse by Category
Business Plan Template
Comprehensive business plan template for funding applications with SA-specific sections
Cash Flow Projection Template
12-month and 3-year cash flow projection template with automatic calculations
Income Statement Template
Monthly and annual income statement projection template for funding applications
Balance Sheet Template
Balance sheet projection template with guided sections for funding requirements
Funding Proposal Template
Professional funding proposal/application letter template with sample content
Company Profile Template
Professional company profile and capability statement template for funders
Compliance Checklist
Comprehensive compliance checklist covering CIPC, SARS, B-BBEE, COIDA, and UIF
Document Expiry Tracker
Track and manage document expiry dates and renewals for ongoing compliance
Pitch Deck Template
Investor and funder pitch deck template with slide-by-slide guide and examples
Funding Options Comparison Matrix
Compare different funding options side-by-side to choose the best fit
Application Status Tracker
Track multiple funding applications, deadlines, and follow-up actions
Post-Funding Progress Report
Report on progress and milestones achieved after receiving funding