Virtual CFO
Senior financial leadership on a monthly retainer — the judgement of a CFO without the cost of one.
Explore serviceBusiness Plans & DFI Submissions
Funders decline on presentation as often as on substance. We write the plan, build the numbers behind it and assemble the submission pack in the format the institution actually wants to receive.
Business Plans & DFI Submissions
What the service covers
Scope of work.
- Full business plans with market, operations, management and financial sections
- Feasibility studies and viability assessments
- Development finance submission packs — DBN, NIPDB and similar institutions
- Commercial bank credit application packs
- Review and strengthening of an existing plan before it goes out
- Supporting letters, resolutions and declarations
What you receive
- Complete business plan document
- Integrated financial projections annexure
- Submission pack assembled to the funder's checklist
- Cover letter and supporting resolutions
Who this is for
Start-ups seeking first funding, established businesses expanding, and applicants who have been declined once and need the pack rebuilt properly.
Method
How we run it.
Every engagement is scoped and priced in writing before work begins, prepared by a qualified professional and reviewed by a second before anything is released.
Start a conversationDiscovery
We map the business, the opportunity and the funding requirement.
Research and build
Market evidence is gathered and the financial model is built to match the narrative.
Assembly
The plan, annexures and institution checklist are packaged as one submission.
Support
We stay available for the funder's questions after submission.
Related
Often engaged alongside this.
Due Diligence
Financial and operational investigation before you buy, invest, lend or sign.
Explore serviceBusiness Valuation
Independent, defensible valuations for sale, exit, dispute, funding or shareholding changes.
Explore service
Next step
Let's look at your numbers together.
A first conversation costs nothing and usually clarifies more than a proposal does. Tell us what you are dealing with and we will tell you honestly whether we are the right people for it.