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Funding-Ready Plan

A formal plan and evidence pack for adviser or lender conversations. This example uses a fictional business so customers can understand the format before building their own plan.

One-Page Full Plan Funding-Ready
POLAR FUNDING PACK

GreenLeaf Garden Services

Funding-Ready Business Plan · Example

For discussion only
FUNDING REQUEST£25,000

Equipment purchase, launch costs and working capital.

OWNER CONTRIBUTION£5,000

Founder funding already available.

REQUESTED TERM5 years

Subject to lender assessment and affordability.

USE OF FUNDS

Planned allocation

Vehicle and equipment£14,000
Launch and website£2,000
Insurance and setup£2,000
Working capital£7,000
FORECAST SUMMARY

Three-year outlook

Year 1Year 2Year 3
KEY RISKS

Risks and mitigations

  • Seasonal demand — build recurring maintenance
  • Vehicle downtime — contingency reserve
  • Slow customer growth — staged marketing spend
SUPPORTING EVIDENCE

Pack checklist

  • Cash-flow forecast
  • Personal contribution evidence
  • Equipment quotations
  • Pricing assumptions
  • Insurance estimates
Important:This plan helps organise a funding conversation. It does not guarantee approval, lending terms or affordability.
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