Funding6 min read
Funding readiness checklist
Check whether your business story, records and cash flow are ready for a serious funding conversation.
What you will leave with
- Know the exact amount and purpose
- Prepare consistent operating records
- Understand repayment or ownership consequences
Step 01
Explain the request clearly
A reviewer should understand the business and the request in about one minute.
- What the business does and who it serves
- How much you need and why now
- What the money will pay for
- How the result will be measured
Step 02
Organise the evidence
Strong applications connect claims to dependable records.
- Sales and expense history
- Bank or payment records
- Invoices, receipts and quotations
- Current obligations and existing debt
Step 03
Stress-test the decision
Plan for a smaller award, a delay or a rejected application.
- Can you start with less?
- Can cash flow support repayment?
- What happens if revenue arrives late?
- Which alternative does not create harmful pressure?
Take the next practical step.
Use this guide as a decision aid, then record the action, owner and date that move the work forward.