Checklist
Get ready to apply for funding
What to have ready before you approach any lender, funder or investor.
- 1
A business plan with realistic numbers (use our template).
- 2
A 12-month cash flow forecast (use our template).
- 3
Financial statements or management accounts for the last 1–3 years.
- 4
Bank statements for the last 3–6 months.
- 5
Company registration documents and up-to-date annual returns.
CIPC ↗ - 6
Tax compliance status PIN.
SARS eFiling ↗ - 7
B-BBEE certificate or EME affidavit.
the dtic (B-BBEE affidavits) ↗ - 8
IDs and CVs of owners and directors.
- 9
Quotes for what the money will buy.
- 10
Choose funders whose mandate fits your business — see the funding section.
Never pay anyone a fee to apply for or release funding.