SME Business Plan and Funding Application Automation
A development agency turns a short intake conversation into a complete, bankable business plan and funding application, in the format the assessment committee expects.
Typical outcomes for this kind of engagement. Results depend on your data and starting point.
Development agencies exist to fund small businesses, and the single largest barrier is the application itself. A founder with a viable business cannot produce a market analysis, a financial projection or a structured plan in the format required, so applications arrive incomplete and are returned. Advisors spend their time rewriting plans instead of assessing them, and the agency's throughput is set by that rewriting.
- Viable businesses failing on the format of the application, not its substance
- Market analysis and financial projections beyond most applicants' reach
- Advisors rewriting plans instead of assessing them
- Incomplete submissions returned, restarting the cycle
- Assessment slowed by plans that each arrive in a different shape
CloudGate turns a guided intake — the business, the market, the numbers the applicant does have — into a complete plan drafted section by section in the agency's own template, with sector benchmarks applied where the applicant cannot supply a figure. Supporting documents are read and checked against the requirement list, so what is missing is named before submission rather than after.
- Guided intake in plain language, in the applicant's own words
- A complete plan drafted section by section in the agency's template
- Sector benchmarks applied where the applicant has no figure of their own
- Financial projections built from the intake and stated assumptions
- Supporting documents read and checked against the requirement list
- What is missing named before submission, not after assessment