Tools to begin with

Make room for your next idea.

Use these introductory worksheets to organise your thinking. They are available in English and French, can be completed in your browser and printed, and do not require program enrollment.

Business-planning worksheet

Clarify your customer, offer and next experiment.

Open worksheet

Cash-flow planning worksheet

Estimate money coming in and going out over three months.

Open worksheet

Pitch-preparation checklist

Organise the evidence behind your business story.

Open worksheet

Buyer-readiness checklist

Prepare the information a prospective buyer may request.

Open worksheet

These educational tools are general information, not personalised legal, tax or investment advice. Entries stay in this page while it is open; they are not saved or sent to SheRise. Print or save a PDF before leaving.

SheRise Foundation

Your next chapter starts with a conversation.

Tell us what you are building, where you need support or how your organization could contribute.