Film Finance Readiness Checklist

Try the free PDF sample before buying. The free sample is an eight-question first check. This £7 product expands the review to 53 questions across nine areas and includes the sample PDF separately.

Compare packs by project stage before choosing a broader toolkit.

Why this checklist matters

When you speak with a funder, partner or investor, you are selling both a story and a credible business case. The checklist gives you a practical pre-pitch audit so you can identify what needs attention before you build a detailed finance plan.

Your project audit covers

• Rights and ownership: Check control of the rights, agreements, option dates and chain of title.
• Project package: Review the script, synopsis, pitch, audience, director and documented cast attachments.
• Budget: Check the schedule, territory, crew costs, insurance, legal, finance costs, contingency and incentive assumptions.
• Finance plan: Separate committed finance, applications and targets. Identify the genuine funding gap.
• Market position: Test the likely buyers, comparable films, cast level and budget.
• Production structure: Check the producing company, territories, eligibility and expenditure split.
• Funding applications: Review the routes, rules, deadlines, eligible spend and due-diligence documents.
• Investor position: Clarify the offer, finance structure, recoupment and professional advice required.
• Reality check: Test the weak links, working capital and the next financing milestone.

Best for

Emerging and independent producers who want a fast, honest project check before pitching or building a detailed finance plan.

Download format

Two download files:
Film_Finance_Readiness_Checklist_Redesigned.zip contains the full Film_Finance_Readiness_Checklist.pdf (6 A4 pages) and Product_Licence_and_Disclaimer.pdf (2 A4 pages).
causeway-film-finance-readiness-sample-redesigned.pdf is the separate free sample (2 A4 pages).
Three PDFs and ten A4 pages in total. Extract the ZIP, open the PDFs with a PDF reader and print the working pages for handwritten answers. No spreadsheet or editable Word file is included. No physical item is shipped.

Fast-track your finance plan

Need an editable feature-film budget? The Starter Producer Pack includes a budget workbook and supporting guides. For a feature budget plus a finance and incentive calculator, compare the Independent Producer Toolkit.

This standalone checklist is a printable PDF product. Pack contents and checklist editions vary, so compare the included-file lists before buying overlapping materials.

Digital download. No physical item is shipped.

Designed for UK and Ireland independent filmmakers. Practical production guidance, not legal, tax, accounting, investment or safety advice.

Download help

If your download email is missing, check your spam or junk folder. For help, email info@causewaypictures.com with your order number and the email address used for your order. Please do not place a second order to recover a missing download.