FREE EXCEL RESOURCE
Are our financial records ready for funding discussions?
Identify documentation gaps across financials, forecasts, debt, compliance and the data room.
FUNDING & FINANCE
Fundraising & Lender Readiness Checklist
Excel · 15 KB · Free · About 30–60 minutes to get started
No email required. Your completed copy stays with you; downloading does not upload financial records to ClearCFO.
Before you use it
- Save a working copy and read the included instructions.
- Replace illustrative figures, names, dates and assumptions.
- Check units, periods, formulas and output definitions.
- Review the result with the relevant decision-maker before use.
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