Skip to main content
Business Plan Funding Request Proposal Concepts

You also get the following 7 Excel spreadsheets with the static Word template:
Time Line Calculator, Income Projection Calculator, Breakeven Analysis Calculator, Balance Sheet Three Year Calculator, Profit and Loss Statement Three Year Calculator, Funding Request Calculator, Budget Three Year Calculator

Excel spreadsheets are only used with the static Word template. If you get a Proposal Pack or the Professional Bundle, these pages are calculated and built using an automated line-item database in the included software.

What's Included
$19 Sample
$79 Pack
$199 Pro
This single static template
Calculator spreadsheets
Create variations of this template
All 2200 chapter templates
All 700 proposal layouts
All 200 completed samples
Novice quoting software
All 340 contract templates
All 110 project templates
Expert quoting software
Document branding features

How to write your Business Plan Funding Request Proposal

We include this 45 page layout with every Proposal Pack. If you want this template to have a different visual design theme than the one illustrated here, purchase any Proposal Pack design and create this template using the purchased design theme. If you get a Proposal Pack or the Professional Bundle, you can also make any variation of this template with different chapters to suit your needs.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

Proposal Pack for Any Business Screenshot of Pages
A common set of topics for a business plan proposal seeking funding from a bank or investor.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters if ordering a Proposal Pack or Pro Bundle.
Quote Logo What Our Clients Say

I acquired the Proposal Pack Wizard in 2013. My business is a soccer school and I have used this product in making proposals to seek funding and sponsors for the program. It is easy to use and produces quality proposals which are winning ones when used properly. When I came across proposal pack I tried it using the free Proposal Software (Novice Edition). I liked it so much that I bought the full version and have used it since. Thank you for such a nice product. I recommend it to anyone who wants to use it."

Thomas Mfodwoon

Securing Funding with a Business Plan: The Proposal Kit Advantage

Navigating the world of business funding can be complex, especially for those unfamiliar with proposal writing. A well-crafted business plan is your key to unlocking potential investments. The best way for an end user with little to no experience in proposal writing to achieve this is through the Proposal Kit software and template library. This comprehensive tool simplifies the process by providing structured templates and a user-friendly Wizard software program.

Integrating Financial Details Seamlessly

One of the most critical aspects of a business plan intended for lenders or investors is its financial component. Proposal Kit shines here with its line item quoting database system. This feature allows users to create detailed cost summaries, quotes, estimates, budgets, and other financial documents with ease, offering a clear picture of the financial health and projections of your business.

Types of Projects Suited for Funding Proposals

Business plans tailored for potential lenders and investors can cover a wide range of projects, including:

  • Technology Startups: Seeking capital for innovative tech solutions.
  • Manufacturing Expansion: Funding for scaling up production facilities.
  • Real Estate Ventures: For both commercial and residential developments.
  • Retail Business Growth: Securing funds for new store openings or e-commerce expansion.
  • Healthcare Initiatives: Launching new health services or facilities.
  • Educational Programs: Starting private educational institutions or courses.
  • Restaurant and Hospitality Ventures: Funding for new restaurants, hotels, or travel services.
  • Agricultural Developments: Initiatives in farming or agri-tech.
  • Creative Projects: Funding for artistic ventures or media productions.
  • Non-Profit Organizations: Seeking funding for charitable or social causes.


Imagine confidently approaching lenders or investors with a professionally prepared business plan. How does this vision align with your current goals?

Leveraging Proposal Kit for a Comprehensive Business Plan

Using the Proposal Kit, you can expertly cover essential topics in your business plan. Regardless of the information you find on how to write a business plan for funding you can create a document to match with Proposal Kit. The Proposal Kit includes thousands of chapter templates to cover everything you would need to talk about. Some key topics for a business plan funding proposal are:

Executive Summary

Provides a concise overview of your business concept, goals, and key selling points. This section is crucial as it sets the tone for the entire document and is often the first (and sometimes only) part read by investors.

SWOT Analysis

Helps in evaluating Strengths, Weaknesses, Opportunities, and Threats related to the business. This analysis aids in strategic planning and decision-making, offering a realistic picture of the current situation and potential future scenarios.

Industry Trends

Identifies and explains current trends and future predictions in your industry. This section demonstrates your understanding of the market dynamics and how your business aligns with or capitalizes on these trends.

Competitive Analysis

Involves a detailed assessment of competitors, comparing your business with others in terms of product/service offerings, market share, and strategies. This template helps to position your business effectively in the competitive landscape.

Sales Plan

Outlines strategies and tactics for achieving sales targets. This includes defining sales processes, setting targets, and identifying key sales channels and customer segments.

Marketing Plan

Details the marketing strategies and activities that will be used to promote the business and its products or services. It covers advertising, promotions, public relations, and digital marketing strategies.

Risk Analysis

Assesses potential risks that could impact the business and suggests mitigation strategies. This section helps in preparing for uncertainties and demonstrating to investors that risks have been considered and addressed.

Income Projection

Provides an estimate of the revenue that the business expects to generate over a certain period. This is crucial for investors to understand the potential financial success of the business.

Breakeven Analysis

Calculates the point at which the business will start to make a profit. This is important for understanding the viability and sustainability of the business model.

Balance Sheet

Offers a snapshot of the company's financial position, including assets, liabilities, and equity at a specific point in time. This statement is vital for investors to assess the financial health of the business.

Profit and Loss Statement

Shows the company's revenues and expenses over a period, providing insights into the company's operational efficiency and profitability.


Details the financial plan for the business, including projected income and expenses. This helps in financial planning and ensures that the business stays on track financially.

Sources of Funds

Identifies where the funding for the business will come from, whether through loans, investor capital, grants, or other sources. This section is key to understanding the financial backing of the business.

Uses of Funds

Describes how the raised capital will be used, such as for purchasing equipment, hiring staff, marketing, or other operational expenses. This shows investors how their money will be utilized.

Repayment Plan

If the funding involves loans, this section outlines how and when the business plans to repay borrowed funds. This is critical for assuring investors or lenders of the business's financial responsibility.

Company History

Chronicles the journey of the business, including its inception, milestones achieved, and any significant changes or developments. This builds credibility and trust with the reader.

Company Operations

Describes the day-to-day operations of the business, including production processes, customer service, and supply chain management. This shows the operational capability of the business.


Details any strategic alliances or partnerships that the business has or plans to establish, explaining how these relationships contribute to the success of the business.


Highlights the team behind the business, including key staff members, their roles, skills, and experiences. This section underscores the human resource strength of the business.

Legal Structure

Outlines the legal form of the business (e.g., sole proprietorship, partnership, corporation) and any relevant legal considerations or compliance issues.

Officers and Board

Provides information about the key executives and board members, their roles, and how their experience and leadership contribute to the business.

Future Developments

Discusses the future goals and plans for the business, including any anticipated expansions, product developments, or market entries. This gives investors a view of the long-term vision and potential growth of the business.

Each of these topics, structured through Proposal Kit templates, contributes to building a comprehensive and persuasive business plan, addressing all the critical aspects that potential lenders or investors look for. These topics represent just a fraction of the vast array of templates available in Proposal Kit, allowing you to tailor your proposal to your specific needs.

Success Stories Using Proposal Kit

Zoe - SecureTech Innovations

Zoe, the founder of SecureTech Innovations, had a vision to transform her small security business into a leader in cutting-edge security solutions. Recognizing the growing demand for advanced security in an increasingly digital world, she sought to expand her services to include cybersecurity and smart surveillance technologies. Through the detailed templates of Proposal Kit, Zoe crafted a compelling expansion plan. She highlighted the integration of AI and IoT in security systems, which would not only set her business apart but also address the evolving security needs of her clients. The financial tools in Proposal Kit were particularly invaluable. Zoe meticulously outlined the required investment for research and development, new technology acquisitions, staff training, and marketing. Her financial projections demonstrated a clear path to a return on investment, emphasizing the scalability and profitability of the expansion. This level of detail and precision in her business plan played a crucial role in convincing investors of the viability and potential of SecureTech Innovations, leading to a successful funding round.

Aaron - FutureVision Enterprises

Aaron, a project manager at FutureVision Enterprises, was faced with the challenge of securing internal funding for a groundbreaking project. The project, centered around developing eco-friendly packaging solutions using biodegradable materials, had the potential to revolutionize the company's environmental footprint and open up new market opportunities. Utilizing Proposal Kit's comprehensive templates, Aaron was able to swiftly compile a detailed business plan. He outlined the project's scope, including research, development stages, and pilot testing. The market analysis section of his plan, supported by Proposal Kit's structure, highlighted the growing consumer demand for sustainable packaging and the potential for market leadership in this niche. Aaron's detailed budget, developed using the Kit's financial tools, outlined the initial investment, ongoing costs, and projected financial gains, showcasing a viable financial model. His well-structured and timely submission effectively communicated the strategic importance and financial feasibility of the project, earning the green light and the necessary funding from senior management.

Isla - Global Harmony Foundation

Isla, a volunteer at the Global Harmony Foundation, was passionate about initiating a project to provide clean water solutions in remote communities. Understanding the crucial need for external funding, Isla turned to Proposal Kit to create a comprehensive business plan. She began by defining the project's goals, which included the installation of sustainable water purification systems and community training for maintenance and management. Using Proposal Kit's templates, she detailed the project's phases, from initial community assessments to the implementation and post-implementation monitoring. The budget section, crafted with the help of Proposal Kit's financial tools, provided a clear breakdown of costs for equipment, logistics, and manpower, as well as a plan for ongoing support and maintenance. Isla also included a section on the social and health impacts of the project, using data to illustrate the significant positive outcomes expected. The thoroughness and clarity of her business plan, achieved through the structured approach of Proposal Kit, were instrumental in securing funding from multiple donors, enabling the Global Harmony Foundation to bring life-changing clean water solutions to those in need.

Conclusion: The Path to Funding Success with Proposal Kit

Whether it's Zoe's security business expansion, Aaron's corporate project, or Isla's non-profit initiative, Proposal Kit has proven to be a versatile and effective tool in crafting business plans for diverse funding needs. Its comprehensive suite of templates and user-friendly software ensures that even those new to proposal writing can create compelling, professional business plans that appeal to lenders and investors. By leveraging Proposal Kit, you can transform the complex task of proposal writing into a streamlined process, enhancing your chances of securing the funding you need. Remember, a well-prepared business plan is more than a document; it's a roadmap to your future success.

Product name:
Business Plan Funding Request Proposal
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$19 USD
Proposal Kit Review Stars4.7 stars, based on 843 reviews

Chapter Templates Used in the Business Plan Funding Request Proposal

Cover Letter (Business Plan), Title Page, Table of Contents, Executive Summary, SWOT Analysis, Competitive Analysis, Industry Trends, Market and Audience, Sales Plan, Marketing Plan, Security Plan, Technical Approach, Risk Analysis, Time Line, Assumptions, Income Projection, Breakeven Analysis, Balance Sheet, Profit and Loss Statement, Sources of Funds, Uses of Funds, Funding Request, Budget, Company History, Future Developments, Resume, Services Provided, Products, Company Operations, Distribution, Assets, Our Clients, Partnerships, Personnel, Customer Service, Strategic Position, Exit Strategy, Legal Structure, Litigation, Officers and Board, Mission Statement, Letters of Reference, Agreements and Contracts, Studies, Back Page

Business Plan Funding Request Proposal Calculator Spreadheets

These Excel calculator spreadsheets are included with this template. If you purchase a Proposal Pack or the Professional Bundle, these proposal pages are generated using an automated line-item database in the included Wizard software. The calculator spreadsheets are intended for use when purchasing only the static Word template.

Time Line Calculator, Income Projection Calculator, Breakeven Analysis Calculator, Balance Sheet Three Year Calculator, Profit and Loss Statement Three Year Calculator, Funding Request Calculator, Budget Three Year Calculator

You use this proposal for

  • Non-technical proposal
  • Business plan, loan, investor funding proposal
  • Business opportunity, partnership proposal
  • Financial, investment, legal proposal

How to create the Business Plan Funding Request Proposal with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business is the pack with no extra added logos or colors - designed to be used plain or for you to customize with your logos and graphics.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme. Names and stories in examples are fictional; however, the templates are from real client use cases.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed Proposal Pack so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software with an entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software. You can also edit Word document templates in other office software such as Word for Mac. We will assist Mac users in assembling complex templates for their first project if they do not have the required platform to run the Wizard software.

You only get the single assembled Word document if purchased as a stand-alone template. The individual template products - Business Plan Funding Request Proposal - include no other templates, samples, or software.

How to Build Templates Featured on Proposal Kit Website

Many people find the Proposal Kit website after searching for a specific proposal. Once you've purchased and installed the software, how do you build that template you found in the first place? This video shows you how to build any proposal you see on the Proposal Kit website.

Key Takeaways

  • The Business Plan Funding Request Proposal is available as a ready-to-edit template.
  • You can create unlimited custom variations of this template using a Proposal Pack or the Professional Bundle.
  • Using a Proposal Pack or Professional Bundle, you can automate quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • We made Proposal Kit for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
Proposal Kit LogoPublished by Proposal Kit, Inc.
© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.