Ready-to-Use
Business Templates
Access essential templates for fundraising, governance, and reporting—designed to help SMEs stay investor-ready and scale efficiently.
Templates
Investor Update
Template
A monthly update format to help startups and SMEs communicate with current investors.
Board Meeting Deck
Format
Essential structure for board-level
strategic reviews and financial
discussions.
SME Fundraise
Teaser
One page document to pitch your SME or startup to potential investors or
banks.
Data Room
Checklist
Checklist to organize your documents and improve your due diligence readiness.
SME Financial Summary Sheet
A standardised sheet for sharing last 3 years’ performance with headline metrics.
Capital Raise
Tracker
Template to track investor convos, stage, next steps, and conversion likelihood.
All templates are downloadable after email & mobile number submission.
Templates
Investor Update
Template
A monthly update format to help startups and SMEs communicate with current investors.
Board Meeting Deck
Format
Essential structure for board-level strategic reviews and financial discussions.
SME Fundraise
Teaser
One page document to pitch your SME or startup to potential investors or banks.
Data Room
Checklist
Checklist to organize your documents and improve your due diligence readiness.
SME Financial Summary Sheet
A standardised sheet for sharing last 3 years’ performance with headline metrics.
All templates are downloadable after email & mobile number submission.