Business plan for funding
Banks and funders like SEFA and NYDA will not look at an idea. They want a written plan with real numbers: what the business does, who buys from it, how it makes money, and a forecast that adds up. We write it with you and build the three-year forecast from your figures. You get an editable plan and a clean PDF you can send with any funding application.
What is included
- An executive summary that sells the business in a single page
- A clear description of the business, what it sells and the problem it solves
- A market section: your customers, your competitors and your pricing
- A marketing and operations plan: how you reach customers and run day to day
- A three-year financial forecast: income, costs, cash flow and the break-even point
- A funding request that says exactly how much you need and what it buys
- The finished plan as an editable file and a polished PDF
How ordering works
- Order below and pay securely by card or instant EFT.
- Answer a guided online questionnaire about the business and its numbers, or send us what you already have.
- We write the plan and build the financial forecast from your figures.
- You get a first draft, tell us what to change, and we finalise it.
- The editable plan and the PDF land in your portal, ready to attach to a funding application.
Not sure this is the right one for you? Ask us first and you get a written answer within one business day.
Frequently asked questions
Will this guarantee I get funding?
No, and be careful of anyone who promises that. A strong plan gives you the best chance, but the funder decides. What we promise is a plan that is complete, honest and easy to say yes to.
Do I need my own numbers?
Some. We build the forecast, but we need real inputs from you: your prices, your expected sales and your costs. We help you turn rough figures into a proper forecast.
Is it suitable for SEFA, NYDA or a bank?
Yes. The plan covers what all three ask for. Tell us which one you are applying to and we match the layout to their requirements.
Can you also register my company and get my tax clearance?
Yes. Most funders want a registered company and a tax clearance PIN. We can bundle those in; just ask.
How long does it take?
A first draft is usually ready in five to seven business days once we have your inputs.