Potential funders and investors will analyze your organization’s financial statements to assess the risk of investing in the design and launch of your SBCC product, service or intervention. You and your team will need to be familiar with the fundamental financial traits of your organization prior to meeting with potential investors.

Financial Health Worksheet

Instructions: Read and complete the following steps.

  1. Contact your organization’s finance manager or accountant.
  2. Ask for a copy of your previous fiscal year’s Financial Statements (Balance Sheet, Income Statement and Cash Flow Statement).
  3. Work together to complete the Financial Health Worksheet.