INSIGHTS / FREE TOOL
Fundraising information.
A practical checklist.
Organise the request, financial information, business evidence, and responsibilities behind your raise.
Download checklist · TXTFree download. No email required.
← All insightsPrepare the information.
Prepare the information.
Keep track of the gaps.
Use this checklist to organise an initial funding conversation and identify missing information. The final request list depends on the funder, funding route, and business.
Assign an owner and target date to gaps. Share sensitive documents through an agreed secure channel when they are needed; this page does not collect them.
Tick items as you review them. Ticks last for this visit only. Download the text version to keep your own working copy.
Funding request
Business and ownership
Financial information
Commercial and impact evidence
Running the process
NEED SUPPORT?
Move from preparation
to fundraising.
We support funding strategy, preparation, outreach, and fundraising discussions.