Calculate how much funding may be needed and link the requirement to cash flow, working capital, growth, refinancing, or investment needs. This helps avoid unsupported funding requests.

Prepare forecasts for lender, investor, or funding discussions. The forecast shows expected revenue, costs, profit, cash movement, and the assumptions behind the numbers.

Assess whether the business can support debt repayments or funding obligations. This includes repayment timing, interest costs, cash pressure, and affordability risks.

Create a clear breakdown of how funding will be used. This connects the funding request to hiring, equipment, working capital, growth, refinancing, or other business needs.

Prepare a financial pack summarizing historical performance, forecasts, funding needs, assumptions, and key financial information. This helps the business present its numbers clearly to external stakeholders.