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Funding readiness and your funder matches

You want a loan, a grant or an investor.

9 steps · about 45 minutes

Before you start

Have these ready (about 45 minutes)

Your business plan.Your last statements or management accounts.Your tax clearance, if you have it.

Step by step

9 steps

  1. Step 1 of 9 Screen: Funding readiness

    How to get there: Services, then Funding readiness.

    What you see: The seven areas a funder looks at.

    Tap: Start now

    What happens next: Access to funding readiness opens.

    If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.

  2. Step 2 of 9 Screen: Access to funding readiness

    How to get there: From Start now.

    What you see: The status strip, your documents and the questions.

    Tap: Start the questions

    What happens next: The first question.

    If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.

  3. Step 3 of 9 Screen: the question itself

    How to get there: From Start the questions.

    What you see: One question at a time.

    Tap: Save and next

    Type: Yes, No, or Not sure yet.

    What happens next: The next question.

    If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.

  4. Step 4 of 9 Screen: What a funder will ask you

    How to get there: From the funding readiness page.

    What you see: Questions about security, surety, what you own and owe.

    Tap: Save

    Type: What you could offer as security, for example "a bakkie worth 80000".

    What happens next: Your answers feed the affordability check.

    If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.

  5. Step 5 of 9 Screen: Access to funding readiness

    How to get there: Back on the page.

    What you see: Upload boxes for your documents.

    Tap: Upload

    Type: The document, the date on it, and the date it runs out.

    What happens next: It is on your checklist.

    If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.

  6. Step 6 of 9 Screen: My readiness

    How to get there: "See your readiness report".

    What you see: Your funding band and the seven areas.

    Tap: Go to your funding readiness

    What happens next: The report: readiness, not a funding decision.

    If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.

  7. Step 7 of 9 Screen: Funding products you can apply to

    How to get there: From your report.

    What you see: Each product with Ready, Almost or Not yet, and an approximate match %.

    Tap: the product

    What happens next: Why it matches, and what to fix.

    If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.

  8. Step 8 of 9 Screen: Funders that match your business.

    How to get there: Funders directory at the top.

    What you see: Product cards with your band and match %.

    Tap: Start my application with guidance

    What happens next: The guided application opens for that product.

    If something goes wrong: Only Fix this first? Fix what the card lists, then come back.

  9. Step 9 of 9 Screen: Funders who asked

    How to get there: My home, then Funders who asked.

    What you see: Funders who asked to see your pitch or progress.

    Tap: Yes, show it

    What happens next: The funder sees only what you agreed to.

    If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.

Words explained

Ready / Almost / Not yet

How ready you are. "Not started" means you have not answered yet.

Mandate

What a funder funds: how much, for whom, where.

Approximate match

How well a product fits you, from your answers. Not a decision.

Related guides

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