Guides & Templates

When applying for a business loan, there are several factors to consider and expectations to keep in mind. While each lending provider may have its own specific requirements and processes, there are some general expectations to consider.

In this guide, SimpliFi explains how to write a business plan and lays out the business plan template for you to build your business strategy template.

A business strategy serves as a roadmap, guiding decision making processes and outlining the steps required to achieve specific goals. In this guide, we will walk you through the essential elements and steps involved in writing an effective business strategy

Discover how to get equity funding and learn how to design your own equity funding roadmap. Follow our roadmap step by step at SimpliFi.

Businesses need to consistently evaluate where their business is at, what finance options are available and how it can support their needs. Here, we provide a high level overview of what to consider.

A cashflow forecast is used to determine what money is coming into the business by comparing income with expenses each month, and seeing how they correspond with each other. The following cashflow forecast template has been created to provide guidance on what to include in your cashflow forecast.