BUSINESS DOCUMENTATION FOR GRANTS, BANKS AND INVESTMENTS
Business plans, business models and profitability analyses
A business plan should be convincing with data, not just a declaration of potential. We prepare documentation that combines market analysis, a business model, and realistic financial forecasts – for grant applications, bank negotiations, or investment decisions.
First, we determine what the document must show. We then tailor the scope of analysis to the institution's requirements and the specific nature of the project. This ensures that the client receives a study that addresses the actual purpose, rather than a one-size-fits-all template.
Documentation for a grant
Business plans for banks and investors
Business models and forecasts
The initial document selection is free of charge. Individual development and consultations are subject to a fee, subject to agreed-upon terms.
PRELIMINARY ANALYSIS
What kind of study do you need?
Answer five questions. You'll receive a suggested document type, a list of information to prepare, and the next step.
Complete all responses to receive a preliminary recommendation.
The message must be sent manually via your email program. The tool does not verify eligibility for the grant.
WHEN IS IT WORTH COMMITTING A DEVELOPMENT PROCESS?
The document should answer the questions of its recipient
For the institution granting the grant, the selection criteria and project feasibility are important. For the bank, it's the ability to handle the financing. For the entrepreneur, it's the justification for the capital commitment. Therefore, the starting point is always different.
Are you applying for funding?
We help prepare coherent business and economic arguments that meet the requirements of a given instrument.
- Documentation for funds for starting and developing a business
- Business plan or investment justification in business calls
- The business model required in selected innovative and circular economy projects
Are you making an investment or financing decision?
We develop a project model and assumptions to facilitate feasibility assessment and stakeholder discussions.
- Business plan for a bank or investor
- A model for entering the market with a new product or service
- Comparison of investment implementation options and financing sources
Need just financial calculations, liquidity analysis, or profitability verification? Take advantage of a separate financial analysis service.
SERVICE RESULT
What do you get for preparing a business plan?
Instead of a one-size-fits-all document, we develop the scope necessary for a specific purpose. Depending on the assignment, the result includes the following elements:
Justification for the project
Goals, audience, market needs, competition and arguments confirming demand.
Business model
Value proposition, revenue sources, sales channels, processes and resources.
Implementation plan
Expenditures, schedule, implementation organization and financing sources.
Forecasts and risks
Financial assumptions, scenarios and indicators required by the document recipient.
What is the final product? An agreed-upon document in the required format and a discussion of key assumptions. The scope of calculation sheets, attachments, market research, and the number of variants are determined before work begins.
VALUE FOR THE ENTREPRENEUR
A business plan that supports not only the evaluation of the application
Well-developed documentation helps structure investment decisions. It doesn't replace institutional judgment, but it allows for early identification of weaknesses in the plan.
Credible argument
Revenues, costs and market potential are linked to identifiable data sources and specific assumptions.
Better control of financing
You verify whether the planned expenditure, schedule and available funds are consistent with each other, also before disbursing the grant.
Early identification of risks
We indicate the sensitive parameters of the project: sales levels, margins, implementation costs and deadlines for generating revenue.
Important for grants: The goals and indicators adopted in the documentation may impact the beneficiary's subsequent obligations. Therefore, we do not recommend inflating forecasts solely to improve the application's assessment.
CONSULTATIVE APPROACH
What do we base our study on?
It is crucial to separate confirmed data from estimates and maintain consistency between the description, budget and financial section.
Recipient requirements
We review the instructions, evaluation criteria, and data scope. If the intended recipient is not specified, we collaborate with you to determine the document's purpose.
Data and assumptions
We verify available offers, market data, costs, operational capabilities, and financing sources; we point out any gaps to the client.
Model and conclusions
We build a coherent descriptive and numerical structure and identify constraints, scenarios and elements requiring decisions.
If the regulations require a separate feasibility study or financial annex, we determine its scope in accordance with the documentation for the specific call for proposals. Not every investment requires the same set of analyses.
COMPETENCES AND RESPONSIBILITY
Who will you work with?
The service is supported by a dedicated contact person responsible for establishing the scope of work. This is crucial for documentation that requires a combination of business perspectives and institutional requirements.
Dariusz Kozakiewicz – DOTACJE ONLINE
Owner of DOTACJE ONLINE, an advisor specializing in European funds and project documentation. He supports entrepreneurs and other entities in preparing applications, analyzing application requirements, and organizing the funding process.
We begin our collaboration by identifying the objective, institutional requirements, and input materials. We then agree on the final product, timeline, responsibilities, and remuneration.
What is important to us?
Preparation of a document consistent with the actual purpose and scope of the assignment.
- Understandable assumptions and traceable data sources
- Compliance of forecasts with the description and schedule
- Transparent pricing and agreed-upon results before work begins
HOW DOES THE COOPERATION WORK?
From idea to organized documentation
The aim of the process is to reduce confusion about the scope and what data is necessary to prepare a credible study.
01
Project recognition
We determine the purpose, recipient, available data and deadline.
02
Scope and offer
We indicate the type of document, necessary analyses, valuation and terms of cooperation.
03
Development
We verify input data, prepare content and appropriate forecasts.
04
Handover and discussion
We submit the agreed study and discuss the most important assumptions.
WHAT IS WORTH PREPARING?
A short description of the project is enough – you don't need a ready-made business plan
You don't need to gather all the materials for your initial inquiry. What matters most is what you plan to achieve and what the document will be used for.
For starters
- The purpose of the project and the planned scope of activities or investments
- Estimated project value and expected financing sources
- Program, bank or other document recipient – if known
- The date by which you need the study
Additionally, if you have
- Application form, business plan or call for proposals instructions
- Offers, cost estimates and investment schedule
- Company financial data and sales assumptions
- Materials about the market, customers and competitors
During the initial message stage, do not send confidential technological information or personal data of third parties unless it is necessary to determine the scope of the service.
FREQUENTLY ASKED QUESTIONS
What is worth knowing before commissioning a business plan?
Is the business plan for the grant the same as for the bank?
No. The descriptive part may be common, but the bank focuses on financing and repayment sources, among other things, while the grant institution focuses on the criteria and templates for a specific application process. Documentation adjustments are often required.
Can I commission a business plan if the company is not yet operational?
Yes. You can prepare a study based on your planned business model and reasonable assumptions. The scope should be consistent with the appropriate financing instrument or other purpose of the document.
Is a business plan or feasibility study required for every grant?
No. The requirements, structure, and scope of documentation are determined by the regulations and instructions for a given call for proposals. Some programs only require specific application fields or simplified attachments.
Does the business plan include financial projections?
To the extent agreed upon before work begins. The level of detail in the model, the number of variants, and the method of submitting the sheets depend on the client's requirements and the scope of the offer.
Does preparing a business plan guarantee a grant or loan?
No. The awarding of a grant is decided by an evaluation institution, and the granting of a loan is decided by the relevant bank. Advisory services are provided to prepare reliable documentation and better identify risks.
What do the price and delivery time depend on?
Primarily, the complexity of the project, data quality, required analyses, document format, and deadline. After assessing the project, we determine the scope, fee, and schedule.
ASK FOR AN OFFER
Describe your project – we will determine what documents will be needed
Provide the project's purpose, expected deadline, and information about the institution receiving the document. Based on this, we will determine the scope of the project, input data, and terms of cooperation.
You can also write to biuro@dotacje-online.pl. Terms of paid cooperation are agreed individually.
Are you looking for funding opportunities? Check it out. Grant Map. Detailed models and financial indicators can be found in the offer. financial analyses.