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Universal Funding Model

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The Universal Funding and Proposal Model:  The Universal Forecast and Funding Proposal Model is just that ‘universal’, regardless of the accounting system in use, the business can create a detailed 3 way forecast for the business, including Profit and Loss, Balance Sheet and Cash Flow.

Sample Model

Available from your VFD Pro portal on the links below.

Overview

You can use the Universal Forecasting and Funding Proposal Model regardless of the accounting system you use, to build a 5-year Business Plan / Forecast for your business.

Use your plan to understand, plan and budget for the future to help you and your team maintain a clear picture of exactly where you are on your journey. If your business needs to raise finance, your Business Plan can quickly and easily be used to generate a robust Funding Proposal that provides everything lenders or investors need to approve funding.

The links below allow you to download the user guide for this section and supporting presentation slides.

Completion Instructions

The links below allow you to download the user guide for this section and supporting presentation slides.

Input Templates

The links below allow you to download the user guide for this section and supporting presentation slides.

Forecast & Funding Proposal Model – Preparing a Forecast

P&L History

The links below allow you to download the user guide for this section and supporting presentation slides.

Balance Sheet

The links below allow you to download the user guide for this section and supporting presentation slides.

Baseline P&L Forecast

The links below allow you to download the user guide for this section and supporting presentation slides.

Baseline Balance Sheet Treatment

The links below allow you to download the user guide for this section and supporting presentation slides.

Cashflow & Balance Sheet Assumptions

The links below allow you to download the user guide for this section and supporting presentation slides.

With Funding Forecast

The links below allow you to download the user guide for this section and supporting presentation slides.

Funding 3 Way Forecast

The links below allow you to download the user guide for this section and supporting presentation slides.

Generate Finding Proposal

The links below allow you to download the user guide for this section and supporting presentation slides.

Comment & Forecast

The links below allow you to download the user guide for this section and supporting presentation slides.

Annex A: CAMPARI Framework

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