Business planning and funding-readiness guides

Practical guidance for entrepreneurs, startups, sole traders and SMEs: test your idea, build consistent documents, understand fundability and prepare for conversations with suitable funders.

Start with the investment-readiness checklist, or explore the topic that matches your next decision. Fundability combines AI document tools, assessments and human review according to your selected plan.

Investment readiness

What is a fundability assessment?

Understand fundability ratings, the evidence behind an investment-readiness assessment, AI and human review, and how to turn findings into practical improvements.

An investment-readiness checklist for startups

Check your team, customer evidence, financial assumptions and funding documents before approaching pre-seed or seed investors with this practical readiness guide.

Investor due diligence: preparing your data room

Organise the evidence investors may request in due diligence. Prepare consistent company, financial, commercial and ownership records with controlled document access.

Business plans

How to write a business plan with AI

Build an evidence-led startup or small-business plan with AI. Learn what to include, which assumptions to check and how to align your plan, projections and deck.

Business plan mistakes that weaken a funding case

Find and fix unsupported demand claims, inconsistent numbers and vague funding requests before sharing your business plan with investors or lenders.

Financial planning

Startup financial projections: what to include

Prepare linked profit and loss, cash-flow and balance-sheet projections. Explain revenue drivers, funding needs and downside scenarios for an early-stage business.

How to prepare a startup cash-flow forecast

Understand cash receipts, payments, runway and funding gaps. Build a cash-flow forecast that makes timing and downside assumptions clear to your team and funders.

Preparing a business loan application

Organise your business plan, cash-flow forecast and supporting records for a loan application. Understand the lender’s current requirements and repayment questions.

Pitch decks

How to create an investor pitch deck

Create a clear startup pitch deck that connects the customer problem, traction, business model, team and funding ask to evidence and financial projections.

Investors and fundraising

How to find suitable angel investors

Build an investor shortlist by stage, sector, geography and cheque size. Learn how to research fit and develop relationships before asking for investment.

Preparing for pre-seed and seed fundraising

Plan an early-stage funding round around evidence, milestones and cash needs. Prepare the core documents and a realistic investor research and outreach process.

Starting a business

Starting a business: validate before you fundraise

Turn a business idea into a testable plan. Define the customer, validate demand, estimate costs and decide what evidence to build before seeking startup funding.

How to prepare a business grant application

Build a grant-readiness checklist around eligibility, project outcomes, evidence, costs and deadlines. Check each scheme’s current rules before preparing an application.

AI for startups

Using AI for business planning and fundraising preparation

Use AI to draft plans, structure financial assumptions and review pitch material while keeping evidence, confidentiality and human judgement at the centre.

Investor tools for organised deal-flow review

Explore Fundability’s investor workspace, criteria, invitations and pipeline tools, with clear limits on AI assessments and responsibility for independent due diligence.