Free Resources for Funding Readiness
Download templates, guides, and checklists to prepare your SA SME for funding applications. All resources are free and ready to use.
All Resources
9 templates available
FeaturedExcel/Sheets
P&L Template
SARS-compliant Profit & Loss template with built-in formulas and guidance.
3,247 downloads
PDF
CIPC Registration Guide
Step-by-step guide to CIPC registration, documents, and pitfalls.
2,156 downloads
Excel/Sheets
Cashflow Forecast
12-month projection template with automatic scenario planning.
2,941 downloads
Excel/Sheets
Balance Sheet
Professional template compliant with South African accounting standards.
2,387 downloads
Word/Docs
Business Plan Outline
Comprehensive template covering all lender-required sections.
3,102 downloads
PDF
Tax Clearance Guide
Detailed walkthrough for navigating the SARS tax clearance process.
1,654 downloads
Excel/Sheets
Collateral Worksheet
Tool to calculate and document business assets for loan security.
1,432 downloads
Excel/Sheets
Director's CV Template
Professional CV template focused on leadership and credit-readiness.
987 downloads
Excel/Sheets
Funding Application Letter
Professional template for introducing funding requests to lenders.
2,234 downloads
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