Knowledge Hub
Beneficial Ownership Worksheet
Excel worksheet to map your company's beneficial owners before filing with CIPC. Includes validation formulas.
EME B-BBEE Affidavit Template
Sworn affidavit template for Exempted Micro Enterprises (turnover under R10 million) to claim B-BBEE status.
POPIA Privacy Policy Template
Comprehensive privacy policy template compliant with POPIA requirements. Customizable for your business.
POPIA Consent Form Template
Data subject consent form template for collecting personal information under POPIA.
Compliance Calendar Template
Annual compliance calendar tracking CIPC, SARS, COIDA, UIF, and other regulatory deadlines.
CSD Registration Checklist
Step-by-step checklist for Central Supplier Database registration with document requirements.
Tender Readiness Checklist
Comprehensive checklist to assess your readiness for tendering. Covers all prerequisites.
Tender Response Checklist
Pre-submission checklist to ensure your tender response is complete and compliant.
Company Profile Template
Professional company profile template formatted for tender submissions. Includes all standard sections.
Tender Cover Letter Template
Professional cover letter template for tender submissions. Customizable with your company details.
Tender Pricing Schedule Template
Excel pricing schedule with line items, unit prices, totals, and VAT calculations.
Funding Readiness Checklist
Comprehensive checklist to assess if your business is ready to apply for funding. Covers documentation, compliance, and financials.
Funding Decision Worksheet
Interactive worksheet to help you compare funding options and make the right choice for your business.
Funding Readiness Scorecard
Self-assessment scorecard to evaluate your funding readiness across 10 key dimensions used by funders.
Government Grant Application Checklist
Step-by-step checklist for government grant applications (SEFA, NEF, IDC, NYDA). Includes all required documents.
Loan Comparison Worksheet
Excel worksheet to compare loan offers from different lenders. Calculates total cost, effective rate, and monthly payments.
Investor Pitch Checklist
Checklist to prepare for equity investor meetings. Covers pitch deck, due diligence documents, and key questions.
Funding Master Document Checklist
Complete list of all documents typically required for funding applications, organized by category with expiry tracking.
Financial Pack Preparation Checklist
Checklist for preparing financial documentation for funding applications. Covers statements, projections, and supporting schedules.
Funding Compliance Tracker
Excel tracker to monitor ongoing compliance requirements for funding. Tracks expiry dates, renewals, and status.
Funding Application Narrative Template
Word template for writing the narrative sections of funding applications. Includes prompts and examples.
Startup Funding Checklist
Specialized checklist for startups seeking funding. Covers incubator applications, angel pitches, and grant eligibility.
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