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The Financing Bundle
Get ready to fund your business: understand your options, prepare your numbers, and walk into every funding conversation ready.
- Instant download
- Secure Shopify checkout
- For your own business use
What's inside
- Guide to Financing Your Business (20-page fillable PDF): loans, investors and grants, funding by business model, debt versus equity, risks and benefits, what a fair deal looks like, and AI prompts to find funding where you are
- Funding Readiness Kit (11-page fillable PDF): readiness scorecard, document checklists for lenders, use of funds, key numbers, your pitch, a funder tracker and practice answers
- 3-Year Financial Forecast (Excel): monthly revenue, costs, profit and cash, with scenarios, a loan schedule and an annual summary
Who it's for
Owners preparing to approach a lender, investor or grant panel.
Format
2 fillable PDFs and 1 Excel forecast. Instant digital download.
Every download includes our Products and Prices list. Prices are subject to change at any time without notice.
Digital products are final sale. For general information and education only; not legal, tax, accounting, employment, investment or financial advice.
How it works
Buy once. Use it in your business.
Check out securely
Pay through Shopify's secure checkout. Free resources check out at $0.
Download instantly
Your link arrives by email right away, and your files stay in your account.
Make it yours
Fill in, edit and adapt the files for your own business.
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