Funding Proposal Model

Introduction

The Funding Proposal is produced from the ‘Forecast & Funding Proposal Model’, it is automatically pre-populated with the quantitative financial information detailing the last 5 years trading history, (if the data is available), with the projected figures for the next 5 years. The proposal is prepared using the CAMPARI framework maximising the probability that you can successfully secure funding on the best possible terms.

Typical Use: To create a detailed funding proposal in a fraction of the time it would otherwise take, ensuring all the information that could be required by lenders is provided on a ‘right first time’ basis.

Right Funding Right Terms: It is inevitable your clients will need to secure funding for investment or cash flow purposes from time to time. Securing the most appropriate funding for your client’s circumstances on the best possible terms could be critical to your client’s success. The Funding Proposal gives you the ability to deliver far more value and at a much lower cost (time) and paves the way for you and your funding contacts to guarantee your client receives the best possible terms to protect their long-term success. Re-enforcing your position as your clients most valued and most valuable advisor.

Example Model

To access the ‘Funding Proposal Model’ please request a free trial of the VFD Pro platform – click here.

The model is available within the ‘Demo Reports’ area of your VFD Pro portal.

Guidance Notes

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Completion Instructions

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Input Templates

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Forecast & Funding Proposal Model – Preparing a Forecast

P&L History

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Balance Sheet

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Baseline P&L Forecast

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Baseline Balance Sheet Treatment

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Cashflow & Balance Sheet Assumptions

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With Funding Forecast

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Funding 3 Way Forecast

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Generate Finding Proposal

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Comment & Forecast

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Annex A: CAMPARI Framework

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