Creating finance documents to win your funding

Creating finance documents to win your funding

Date(s) - 18/05/2021
1:00 pm - 2:30 pm


Investment Readiness Programme
  • What are the financial KPIs that every business owner should understand?
  • What are the key financial documents needed to present to your bank?
  • How do you put them together and how might they differ from what an angel investor needs?
  • How much do you need to borrow to deliver your business plan?

This session looks at the financial drivers of successful businesses, the basic documents needed (simple cash flow) and the more sophisticated integrated approach needed by some banks to achieve your funding.

Winning Pitch:

Winning Pitch are one of the most experienced, high growth entrepreneurial coaching businesses in the country, bringing proven business insight and powerful solutions to organisations from start-ups to FTSE 100 companies. Winning Pitch helps businesses and the people behind them grow faster and further than they imagined possible. We provide trusted advice from ambitious start-up through to successful scale-up.

This session will be delivered by:

Simon Palmer (Partner) and Paul Ellison, (Commercial Director) at Garbutt + Elliott and provide practical support in driving your business forward. 1-2-1 Support will also be available to eligible SMEs following this session.

The Investment Readiness programme is being delivered by Winning Pitch on behalf of the Leeds City Region Enterprise Partnership (LEP) and is designed to help businesses understand the full and diverse range of investment options available that can best support their growth plan. Businesses within the Leeds City Region can access a wealth of fully funded support tailored to the specific needs of your business part funded by the European Regional Development Fund.

For more information about the Programme, please contact us at

Creating finance documents to win your funding
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