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Guides & Templates

The resources below have been crafted by our Specialists and includes 
guidance on preparing for Finance. You can find plenty of helpful tips and guides, 
all free for you to download and read through. 

Business plan template

The following basic business plan template has been created to provide guidance on what to include in your business plan.

How to write a business plan

A Business Plan is a formal written document that you can use to identify the purpose of your company, make important decisions about your future and secure finance. Your business plan will outline what your business does and what you are trying to achieve. It explains what the market opportunity is, what makes your business special and how you will make it a success

How to write a business strategy

A business strategy serves as a roadmap, guiding decision making processes and outlining the steps required to achieve specific goals. In this guide, we will walk you through the essential elements and steps involved in writing an effective business strategy

Equity Funding Roadmap

Securing equity funding for a business involves a strategic process. Here's a roadmap that can guide you through the steps.

The Funding Cycle

Businesses need to consistently evaluate where their business is at, what finance options are available and how it can support their needs. Here, we provide a high level overview of what to consider.

Cashflow Forecast Template

A cashflow forecast is used to determine what money is coming into the business by comparing income with expenses each month, and seeing how they correspond with each other. The following cashflow forecast template has been created to provide guidance on what to include in your cashflow forecast.