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Service

Financial Inclusion & Investment Readiness

From financial literacy to fundable propositions.

We strengthen financial capability at enterprise and household level and prepare businesses for finance — financial management, planning, funding readiness, investment proposals and linkages to financial institutions.

The challenges we are asked to solve

  • Business and personal finances that are not separated or recorded.
  • Cashflow pressure managed reactively rather than planned.
  • Applications declined because the proposition is not documented or evidenced.
  • Limited familiarity with the requirements of banks, funds and grant makers.

How we help

Build financial capability

Financial literacy, record keeping, budgeting and cashflow management establish the basics that every financing conversation depends on.

Prepare fundable propositions

Business plans, investment proposals and pitch decks present the enterprise on the terms financiers actually assess.

Connect to finance

Financial institution linkages and funding readiness support move enterprises from preparation to application.

Our approach

  1. 01Diagnose financial practice, records and funding gap.
  2. 02Design the financing strategy and required documentation.
  3. 03Align management around financial discipline.
  4. 04Implement plans, proposals and applications.
  5. 05Measure funding outcomes and financial performance.

Evidence

Related project experience

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Selected experience

This practice area, in practice

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