Client tools
Prepare the papers a lender actually asks for.
A personal balance sheet, an assets register, and a loan indication — free on this device, downloadable as a PDF you can sign. No account required. The practice never sees your figures unless you send them to the Managing Partner.
Templates
CEDA, NDB, commercial banks, and a standard household sheet.
HS/FRM/53 · Rev. 01
CEDA
The personal balance sheet CEDA asks for on loan files — immovable property, movables, shares and a signed declaration.
Open CEDA templateNational Development Bank
NDB
Statement of affairs used on NDB facility applications, including livestock counts and shareholdings.
Open NDB templateBank personal financial statement
Commercial banks
Net-worth statement suitable for Bank Gaborone, FNBB, Stanbic, Absa and other commercial lenders.
Open Commercial banks templatePersonal balance sheet
Standard
Two-column assets and liabilities for general use — household, investments, property and facilities.
Open Standard template
For the books
Most SMEs have never kept an assets register.
Cost, date acquired, useful life — then straight-line net book value, grouped by class. The PDF is unbranded so it reads as the applicant’s file, not a marketing leaflet. Optional review goes to leina@bigdata.co.bw.
Open the assets register01
Fill the template
Choose CEDA, NDB, a commercial bank, or the standard household sheet. Totals calculate as you type.
02
Download and sign
The PDF is the applicant’s paper — no practice letterhead — with a signature line. Print it or attach it to the application.
03
Drafts on this device
Come back on the same phone or computer and the last twelve sheets are still here. Clear them whenever you like.
04
Ask us to review
Optional, and only with your tick. Reviews go to the Managing Partner. That is the billed work, not the blank form.
Data Protection Act, 2024
Your statement stays on your device.
Botswana’s Data Protection Act requires purpose limitation, data minimisation and a lawful basis before a firm holds personal financial information. These tools are built that way: you type, you download, you sign. Drafts are stored only in this browser. We become the controller of those figures only if you ask the Managing Partner to review them.