Funding Proposal Builder

A seven-step workflow. Your data stays in this browser session — nothing is saved to a server. Use “Start Again” at any time to clear everything.

Explore a complete worked example

Step 1 of 7 — Proposal Type & Basics

Proposal Type & Basics

Tell ValuFund what kind of funding proposal you are preparing. The workflow adapts to your choice.

Proposal Type

Acquisition Type

A Share Purchase acquires ownership of the target company through its shares. An Asset Purchase acquires specified assets and/or business activities rather than the company itself.

Proposal Name

A clear name for this proposal (shown on the report cover).

Currency

Funding Requested

The headline amount of funding being requested through this proposal. Detailed Uses and Sources are entered later and drive the financial calculations.

Reference

Optional. Leave blank to auto-generate on the report.

Date

Short Summary

A one-paragraph summary of the funding requirement. You can write this yourself or draft with AI.

Preparer / Adviser Details (optional)

Optional details for the person or firm preparing the proposal. These can be shown on the generated report. For users preparing their own proposal, this section may simply be left blank.

Prepared By

Individual preparing the proposal.

Firm / Organisation

Optional.

Telephone

Optional.

Website

Optional.

Firm Logo

Optional. PNG or JPEG, up to 2MB. Kept in this browser session only — not uploaded or stored. Preserved at its own aspect ratio.