Turn customer evidence, cost assumptions and a specific use of funds into a finance brief before approaching banks, investors, Tamkeen programmes or potential acquisition partners. Explain the customer problem, what has been tested and what remains uncertain.
Show the assumption chain
Explain the customer problem, what has been tested and what remains uncertain. Connect pricing assumptions to delivery costs and cash collection. A feasibility study should help decide whether to proceed or change direction, not merely justify a decision already made. Separate observed evidence from projections and optimistic scenarios.
Choose the funding question
Bank facilities, founder capital, grants and private equity serve different needs and create different obligations. Valuation and M&A discussions may require specialist work. Describe the amount context, purpose and expected milestone without promising an investor return. A pitch is stronger when it explains what the funding will resolve and how progress will be measured.
Prepare for independent assessment
Tamkeen support has programme-specific conditions; lenders and investors apply their own eligibility and risk judgments. An enquiry can scope business plans, financial models and qualified adviser introductions. No grant, facility, investment or valuation outcome is guaranteed. Keep sensitive information organised so access can be controlled as discussions progress.
Specific enquiries within this scope
Choose the task that matches your situation. Availability, responsible providers and any required professional permissions must be established in the written scope.
Scope to agree in writing
- Evidence-versus-assumption worksheet
- Use-of-funds and milestone brief
- Finance route comparison questions
- Investor diligence preparation index
Prepare for the enquiry
- Customer validation evidence
- Cost and revenue assumptions
- Current capital and cash commitments
- Funding purpose and existing terms
Before you take the next step
Should the pitch show only the best forecast?
No. Explain the assumptions and show what happens when conversion, pricing or collection differs. A realistic sensitivity discussion helps the reviewer understand the risk and the founder’s response options.
What makes a use-of-funds statement useful?
Connect each proposed spend to a business milestone and explain the evidence behind its cost. Reviewers can then assess what the capital is intended to change.
Are Tamkeen support and equity interchangeable?
No. Programmes and investments have different eligibility, conditions and commercial implications. Assess the specific route instead of counting uncertain support as available runway.
Continue your planning
Corporate bank account preparation
Build a banking preparation file that connects your founder background, source of funds, first customers and realistic transactions without dressing assumptions up as trading history.
02Accounting, VAT and tax coordination
Build bookkeeping and tax coordination around the decisions a founder needs to make: what was earned, what is owed, what cash remains and which obligations apply.
03Restructuring and company closure
Prepare for a pivot, cofounder exit, investment, acquisition or closure with clear records of what changes, which obligations remain and who must approve the transition.