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Why you need this toolkit
The Funding Readiness Toolkit is a free, easy-to-use set of templates and resources designed to help you:
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✅ Assess your funding readiness and identify key gaps.
✅ Choose the right funding type with a clear comparison of funding options.
✅ Build funder-ready financials with pre-designed templates.
✅ Craft a winning pitch that grabs investor attention.
✅ Create a structured business plan to showcase your strategy.
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Funders invest in businesses that are prepared. This toolkit gives you everything you need to make a strong case for funding—without the guesswork.
Who is this toolkit for?
✅ Entrepreneurs & Small Business Owners – Looking to attract investors, secure funding, or apply for loans.
✅ Startups Preparing for Investment – Need a structured way to present financials and business plans.
✅ Growth-Stage Businesses – Scaling and in need of capital to expand operations.
✅ Anyone Who Wants to Approach Funders with Confidence – This toolkit helps you speak their language and present
your business professionally.
What's included:
✅ Funding Readiness Self-Assessment Scorecard - Gauge how prepared your
business is for funding
✅ Funding Needs Assessment - Define how much funding you need and what type
is best
✅ Funding Options Comparison Table - Explore different funding types and their
pros & cons
✅ Financial Statement Templates (Income Statement, Balance Sheet, Cash Flow) –
Organize your numbers the way investors expect
✅ Business Plan & Investor Pitch Templates - Structure your business plan and
pitch to impress funders
Each tool is designed to help you take action, not just learn theory.
Why it works
✅ Built by SME Growth Experts
Backed by 15+ years of experience helping businesses raise funding, scale operations, and become investor-ready. Cofounda is your digital growth partner—designed to empower founders at every stage.
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✅ Trusted by Founders
We’ve worked with businesses in developing and developed markets.
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✅ Part of the Cofounda Platform
This toolkit is the first step in your journey. Unlock more tools, AI-powered support, and growth guidance as you grow.
🔥 Want More?
Unlock the full Funding Execution Toolkit!
The Essentials of Funding Readiness toolkit is just the beginning. It will get you started, but securing funding requires effective execution.
📥 Upgrade to the Funding Ready Execution Toolkit and get everything you need to:
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✅ Confidently approach funders with a polished investor-ready strategy.
✅ Create compelling financial projections (3-5 year models, break-even analysis, valuation calculators).
✅ Craft & refine your investor outreach strategy with ready-to-use templates.
✅ Master negotiation & secure better funding terms with expert-backed deal playbooks.
✅ Navigate due diligence & eliminate red flags that could cost you funding.
✅ Avoid costly mistakes and follow a step-by-step execution strategy.
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