← Courses
Part of Execution
Funding dossier
A finance-readiness course that helps entrepreneurs prepare a credible funding story, evidence room and financial ask for banks, grants, investors, sponsors or strategic partners.
14 hIn personAdvanced
Objectives
- Match funding instruments to business stage and risk.
- Build an evidence-based funding narrative.
- Prepare transparent financial projections.
- Create a due-diligence dossier/data room.
- Define use of funds, milestones and repayment/return logic.
Recommended tools
What professionals use for this course, with a free or open-source option wherever there is one.
Designing professional presentations.
- Google SlidesFree
Online presentations, easy to share.
- LibreOffice ImpressOpen source
Free presentations, compatible with PowerPoint.
Alternative to Microsoft PowerPoint
- CanvaFree plan
Visuals, posters and slides from templates.
- Microsoft ExcelPaid
Spreadsheets, budgets and forecasts.
- LibreOffice CalcOpen source
Free spreadsheet that opens and saves Excel files.
Alternative to Microsoft Excel
Lessons
- Course OverviewReading
- Funding is not one thingReading · 25 min
- The funding storyReading · 25 min
- Financial projections as transparent assumptionsReading · 25 min
- Data room and due diligence readinessReading · 25 min
- Ask, use of funds and milestonesReading · 25 min
- Presenting your dossier to a partnerAssignment · 50 min
- Validation quizQuiz · 15 min
- What next? Tools and your pathwayReading · 5 min