Pre Investment Checklist
You will need to provide us with some basic information about your enterprise. It isn’t as daunting as it may look!
You and your organisation:
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Certificate of incorporation
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Governing Document [Memorandum and Articles of Association or constitutional document
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An informal description of Directors/Trustees and any key people within the organisation
The proposal:
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Business plan
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Cashflow forecasts
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Quotes/tenders for proposed capital spend
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Job Descriptions for any new posts to be created
Financial:
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Bank Statements (last 3 months)
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Annual Accounts (last 2 years)
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Latest management accounts (Income and Expenditure and Balance Sheet)
Other:
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Bank letter saying they are unable to support an application for funding.