Who it's for
- Founders applying for a bank loan or a start-up loan
- Businesses pitching to investors
- Owners who want a written plan with measurable goals
What's included
- About this template — what UK banks and investors expect
- What banks look at — in order table: repayment ability, security, management, market evidence and financial history, with common mistakes
- Ten plan sections: executive summary, the business, products and services (with margins), market analysis and competitors, marketing and sales, operations, management team, financial projections, funding requirements, risk analysis
- Financial tables: Year 1 monthly summary, 3-year summary and break-even
Save with a bundle: get this plus 14 more documents in the Business Complete Bundle for £44.99.
See what's in the bundle →Key points covered
- Write the executive summary last
- State your assumptions clearly — lenders test them first
- Show at least 2 to 3 years of projections and a break-even point
- Cite a source for market size figures
- Be honest about skills gaps and how you will fill them
- Have the projections checked by an accountant before you submit
DocPilot templates are drafted from current legislation and official guidance (GOV.UK, legislation.gov.uk and the relevant regulators), checked against those sources and fully re-reviewed every six months. They are not legal advice. How we make our documents →
Read the guide
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Questions
Is this a spreadsheet?
No. It is a Word and PDF template with tables for your figures. You can paste in numbers from your own spreadsheet.
Will it work for a bank loan?
It follows the structure UK lenders expect, with the repayment, security and management questions they ask first.
Does it work for investors?
Yes. The guidance covers the different emphasis investors want, such as market size, competitive advantage and exit.
Is it in the Business Complete Bundle?
Yes. The Business Plan Template is one of the 15 documents in the Business Complete Bundle.
Business Plan Template
£12.99 · Word + PDF · instant download
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