Write a business plan funders take seriously, without staring at a blank page.
This workbook takes you through the facts every funder needs in 6 simple steps. You mostly complete sentences, tick boxes, and fill in short tables. The Excel cash flow forecast then does the maths for you and shows, month by month, whether your bank balance holds up. Any month where you would run out of cash turns red, so you can fix it before a funder sees it.
What’s included
Business Plan Workbook (Word, 12 pages, printable)
6 guided steps: your business and team, products and pricing, customers and competitors, how the business runs, funding needed, and your cash flow forecast
A fill-in one-page summary that becomes your executive summary
Worked examples in Rand: margins, break-even and loan repayments
The checklist funders use, plus 8 mistakes that get plans rejected
1-Year Cash Flow Forecast (Excel) with a completed example to follow
A 30% voucher for our full 5-year financial forecast: R3,010 instead of R4,300
Who it’s for: Start-ups and small businesses in South Africa preparing to apply for a loan, grant or investment, or anyone who wants a clear plan and a realistic view of their cash.
Delivery and format: Instant download after payment. The PDF opens on any device and can be printed. The forecast opens in Microsoft Excel or Google Sheets.
