BUSINESS PLANS
Advantages of Working with us
We offer guidance to help you turn your ideas into profitable, fundable business ventures. With years of experience working closely with major Funding organisations in South Africa, we understand their criteria and formats and advise you accordingly. Moreover, with a Master of Economics, Dagmar Breiling has extensive knowledge of the funding environment and can guide you toward the best approach for your specific plan. Our plans comply with all DFIs and commercial banks.
In addition, our Research Department uses paid research databases and journals to compile and analyse industry research. This ensures your research is always up to date and based on data no older than 2 years. Our in-house Editor proofreads each document you receive from us. We also have an in-house Design Department to ensure all documents look professional and align with the Funding Connection design.
We aim to provide you with the best possible business plan, giving you the confidence to raise capital from financiers. We will guide you through the entire process and ensure that you have everything in place for a successful finance application.
For investments above R 10 million, we recommend a Funding Readiness Discovery Call with our Senior Capital Advisor, Dagmar Breiling.
R 8 000 incl. VAT
Standard Plan
25 PAGE REPORT &
20 PAGE FINANCIAL FORECAST
DELIVERED IN 7 WORKING DAYS
This business plan is suitable for funding of UP TO R1 MILLION.
CONTENTS
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Executive Summary
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Company Overview
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Products & Services
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Pricing
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Target Market
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Competitor Analysis
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SWOT Analysis
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Marketing Plan
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Sales
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Management
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Team
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Financial Assumptions
5 years' Financials
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Cash Flow (two years, monthly, then annual)
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Income Statement (two years, monthly, then annual)
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Balance Sheet (yearly)
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Loan Repayment Plan
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Funding Allocation Schedule
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Sensitivity Analysis
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Depreciation Schedule
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Sales Projection
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Payroll
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Break-Even Analysis
INCLUDED
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Charts and diagrams in colour
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PDF & Word Version of your plan
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PDF and Non-Editable Excel Version of your forecast
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Non-Disclosure & Confidentiality Agreement protecting your interest
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You keep the IP of your Business Plan
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Telephonic / Email / Skype support throughout the Business Plan process
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Post Project Revision Guarantee for 2 weeks
R 13 900 incl. VAT
Pro Plan
40-PAGE REPORT &
20-PAGE FINANCIAL FORECAST
DELIVERED IN 10 WORKING DAYS
This business plan is suitable for funding of UP TO R5 MILLION.
CONTENTS
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Executive Summary
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Company Overview
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Products & Services
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Business Model
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Market Research
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Industry Analysis
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Target Market
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Competitor Analysis
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SWOT Analysis
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Marketing Strategy
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Detailed Operations Strategy
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Management
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Team
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Financial Assumptions
5 years' Financials
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Cash Flow (two years, monthly, then annual)
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Income Statement (two years, monthly, then annual)
-
Balance Sheet (yearly)
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2 Loan Repayment Plans
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Funding Allocation Schedule
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Sensitivity Analysis
-
Depreciation Schedule
-
Sales Projection
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Payroll
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Net Present Value
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Net Payback Period
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Internal Rate of Return
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Break-Even Analysis
INCLUDED
-
Charts and diagrams in colour
-
PDF & Word Version of your plan
-
PDF and Non-Editable Excel Version of your forecast
-
Non-Disclosure & Confidentiality Agreement protecting your interest
-
You keep the IP of your Business Plan
-
Telephonic / Email / Skype support throughout the Business Plan process
-
Post-Project Revision Guarantee for 2 weeks
R 18 900 incl. VAT
Premium Plan
60-PAGE REPORT &
20-PAGE FINANCIAL FORECAST
DELIVERED IN 14 WORKING DAYS
This business plan is suitable for funding of UP TO R10 MILLION.
If you are looking for funding of over R10 million, please contact us for a quote.
CONTENTS
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Executive Summary
-
Company Overview
-
Products & Services
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Business Model
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Value Chain
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Market Research
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Industry Analysis
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Target Market
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Competitor Analysis
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Opportunity Analysis
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SWOT Analysis
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In-Depth Marketing Strategy
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In-Depth Operations Strategy
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Management
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Organigram
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Team
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Milestones & Timelines
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Financial Assumptions
5 years' Financials
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Cash Flow (two years, monthly, then annual)
-
Income Statement (two years, monthly, then annual)
-
Balance Sheet (yearly)
-
2 Loan Repayment Plans
-
Funding Allocation Schedule
-
Sensitivity Analysis
-
Depreciation Schedule
-
Sales Projection
-
Payroll
-
Net Present Value
-
Net Payback Period
-
Internal Rate of Return
-
Break-Even Analysis
INCLUDED
-
Charts and diagrams in colour
-
PDF & Word Version of your plan
-
PDF and Non-Editable Excel Version of your forecast
-
Non-Disclosure & Confidentiality Agreement protecting your interest
-
You keep the IP of your Business Plan
-
Telephonic / Email / Skype support throughout the Business Plan process
-
Post-Project Revision Guarantee for 2 weeks
PREMIUM PLUS Plan
For investments exceeding R10 million, we’re excited to provide you with a personalised quote tailored to your specific investment and venture's complexity. Let’s explore the possibilities together! Book a Funding Readiness Discovery Call with our Senior Capital Advisor, Dagmar Breiling, here!
You have a business plan and only need the financial forecast; no worries, we can assist you. Please click here for more details! Financial Forecast Options
Clients may request Senior Capital Advisor involvement at an additional 50% of the standard service fee.
Our step by step approach:
Step 1: Capital Strategy & Business Plan Development
The first step in our process is to determine which business plan package best supports your capital-raising objectives. Once we identify the appropriate package, we will issue a formal quotation.
After you pay the 50% deposit, you will receive a structured questionnaire to begin the briefing process. A dedicated project manager will then schedule a private consultation to better understand your business, growth plans, and funding requirements.
Using this information, our team will develop the financial forecast aligned with funder expectations. We will finalise the professional, structured business plan and financial forecast. After the second payment, we will share the documents with you for review. You will have a two-week review period during which we will make any reasonable revisions at no additional cost. Thereafter, further amendments will be billed at an hourly rate.
Once the documents are finalised, you may proceed to Step 2: Submission Management.
Step 2: Submission Management
After the payment for our funding application service, we begin the funding process by identifying the most suitable funding instruments for your business. In addition, we will create a list of required documents, specifically for your application and venture.
Our Submission Management team will request the specific supporting documents required by the selected funders. We carefully review all documentation to ensure accuracy, consistency, and alignment with funder criteria.
We then prepare the full application pack and submit the completed application forms to you for signature. Once we have finalised all documentation, we will apply on your behalf.
Please note that funding timelines vary. Loan applications typically take between 2 and 3 months, while grant applications may take longer, depending on the funding institution.