CapitalBox provides professionally prepared Project Reports for business loan applications, startup funding, MSME schemes, bank submissions, and investor presentations.
Our service includes business profile preparation, cost estimation, projected financial statements, profitability analysis, cash flow projections, CMA data (if required), and complete report formatting as per banking standards.
CapitalBox provides Project Report, DPR (Detailed Project Report) and CMA Data preparation services to help customers put together bank-ready documentation for their loan applications.
Package Fee
From ₹12,980
Based on your loan amount bracket, payable in advance
CapitalBox provides a documentation and consultancy service that prepares Detailed Project Reports (DPR), CMA Data, business plans and related financial documentation on behalf of the customer, for use in loan or funding applications.
CapitalBox is not a bank, NBFC, chartered accountant firm, or lending institution, and does not sanction, underwrite, guarantee, or disburse any loan. The Project Report prepared by CapitalBox is a supporting document intended to strengthen a loan application; it does not itself constitute, guarantee, or influence a lender's final credit decision.
2Package Fee & Payment
The Project Report package fee is charged as a one-time, slab-based amount determined by the loan amount you intend to apply for, as set out below. The applicable fee is payable in advance, before report preparation begins.
Loan Amount
Package Fee
₹1 Lakh to ₹25 Lakh
₹12,980
₹25 Lakh to ₹50 Lakh
₹17,980
₹50 Lakh to ₹1 Crore
₹22,980
₹1 Crore to ₹2 Crore
₹29,980
₹2 Crore to ₹3 Crore
₹36,980
₹3 Crore to ₹5 Crore
₹44,980
₹5 Crore to ₹10 Crore
₹59,980
₹10 Crore+
Custom Quote
The package fee covers preparation of the report only. It is charged for the documentation effort itself and is payable irrespective of whether the loan application prepared using the report is subsequently approved, rejected, or not pursued by the customer.
3Revisions Policy
Each package includes one round of minor revisions after the first draft is delivered, to correct figures, formatting or data points based on customer feedback.
Minor changes — figures, wording, formatting corrections — are covered under the one free revision
Structural changes, a change in loan amount bracket, or a change in business activity after the report is drafted may be treated as a fresh scope and charged separately
Revision requests should be raised within a reasonable time of delivery of the draft report
4Refund & Cancellation
The package fee is non-refundable once data collection or report preparation has commenced, as it represents the cost of professional and analytical work already undertaken by CapitalBox, irrespective of whether the customer later proceeds with the loan application.
If a customer wishes to cancel before any preparation work has begun, they may request cancellation in writing; any refund in such cases, if applicable, shall be at the sole discretion of CapitalBox and may be subject to a deduction towards administrative work already performed.
5Important Information
CapitalBox prepares documentation to support a loan application; it does not decide, influence, or guarantee loan approval, sanctioned amount, interest rate, or disbursement.
A Project Report, however well prepared, is one input among several that a lender considers. Final approval, sanctioned amount, interest rate and disbursement remain solely at the discretion of the concerned bank, NBFC or financial institution, based on their own credit policy and assessment.
Customers are advised to share the report with their chosen lender and independently confirm whether any additional or scheme-specific documents are required.
6Customer Responsibilities
The customer is responsible for providing accurate, complete and truthful business, financial and promoter information for the purpose of preparing the report. CapitalBox relies entirely on the data and figures shared by the customer and is not responsible for any inaccuracy, rejection, or adverse outcome arising from incomplete, incorrect, or misleading information furnished by the customer.
The customer is also responsible for reviewing the draft report carefully before final delivery and raising any corrections within the revision window described above.
7Data & Privacy
Personal, business and financial information shared by the customer is used by CapitalBox solely for the purpose of preparing the Project Report and related documentation, and is not sold or shared for unrelated purposes. CapitalBox takes reasonable measures to protect customer data in accordance with applicable law, including the Digital Personal Data Protection Act, 2023.
8Limitation of Liability
CapitalBox shall not be liable for any loss, damage, or claim arising from the rejection of a loan application, changes in a lender's requirements, or any act or omission of the bank, NBFC or financial institution to which the report is submitted. CapitalBox's liability, where applicable, shall in no event exceed the amount of fees actually paid by the customer for the specific report in question.
9Service Commitment
CapitalBox follows the below service standards while preparing Project Reports and related documentation for customers:
All fees and the basis of calculation are disclosed upfront, in writing, before the customer makes any payment
Reports are prepared using the figures and information provided by the customer, without inflating or misrepresenting financials to mislead a lender
Customer information is used only for report preparation and is not sold or shared for unrelated marketing purposes
Genuine complaints are acknowledged and addressed within a reasonable and communicated timeframe
Communication with customers is conducted in clear, simple language, avoiding misleading claims about loan approval chances
10Grievance Redressal
In case of any concern, complaint, or dispute relating to a report prepared by CapitalBox, customers may raise the matter through the official contact channels provided by CapitalBox. CapitalBox will endeavour to acknowledge and address genuine grievances within a reasonable timeframe.
11Legal Compliance & Governing Law
Services are provided under, and this document is governed by, applicable Indian laws. The relevance of each law to CapitalBox's Project Report preparation services is explained below:
Indian Contract Act, 1872
Governs the contractual relationship between CapitalBox and the customer. It applies because the moment a customer pays the package fee and agrees to these terms, a valid contract is formed — this Act defines how that agreement is made, what makes it enforceable, and what happens if either party fails to honour its obligations.
Applies because the customer is availing a paid service (report preparation) from CapitalBox, making them a "consumer" under law. This Act protects customers against unfair trade practices, misleading claims about the service, and deficiency in service, and gives them the right to approach a Consumer Forum if the report is not delivered as promised.
Applies because the entire process — data submission, document upload, digital communication, delivery of the report and online fee payment — happens electronically. This Act gives legal recognition to electronic records and online transactions, and governs matters like data security, unauthorized access, and electronic contract validity.
Applies because CapitalBox collects and processes sensitive personal and financial data of the customer (PAN, Aadhaar, bank statements, income and business details) to prepare the report. This Act regulates how such personal data must be collected, used, stored, and protected, and requires CapitalBox to obtain consent and safeguard the data against misuse.
Applies to ownership of the final report. On full payment, the delivered Project Report and financial model are licensed to the customer for the purpose of their loan application; CapitalBox retains the underlying templates, formats and working methodology used to prepare it.
Any dispute arising out of or in connection with these terms shall be subject to the exclusive jurisdiction of the courts at the location of CapitalBox's registered place of business.
12Amendments to These Terms
CapitalBox reserves the right to update or modify these terms, fees, or the scope of services at any time. Any material changes will be communicated through the website or other official channels, and continued use of the services after such changes constitutes acceptance of the updated terms.
13Customer Acknowledgement
By availing this service, the customer confirms that they have read and understood these terms, agrees to the applicable package fee, and authorizes CapitalBox to prepare the Project Report and related documentation based on the information they provide.
Please tick the checkbox above to continue.
14Documents Required
The list below covers the information typically required to prepare a Project Report. Exact requirements may vary depending on the loan category and your business type.
Individual KYC
PAN Card
Aadhaar Card
Address Proof
Photograph
Contact Details
Business Details
Business Registration Proof / Udyam Registration
Nature of Business Activity
Business Address & Establishment Date
Existing Business Financials, if any
Financial Inputs
Last 6–12 months bank statement
Income Tax Return (ITR), if available
Existing loan details, if any
Cost estimates for machinery, working capital or project expansion
Loan Requirement Details
Loan amount & purpose of funding
Target lender or loan scheme (Mudra, PMEGP, CGTMSE, etc.), if known
Promoter background and experience
15Frequently Asked Questions
No. CapitalBox is a documentation and consultancy service that prepares Project Reports and CMA Data. It does not sanction, underwrite or disburse loans, and the report is a supporting document, not a loan approval.
No. The package fee covers the analytical and documentation work carried out to prepare your report and is payable regardless of the lender's final decision. It is non-refundable once preparation has begun.
One round of minor revisions is included after the first draft is delivered. Structural changes or a change in loan bracket after drafting may be treated as a fresh scope and charged separately.
No. A Project Report is one input a lender considers alongside your credit profile, eligibility and internal policy. Final approval, sanctioned amount and interest rate are decided solely by the lender.
Your information is used only to prepare your Project Report and is not shared for unrelated purposes. It is handled in line with the Digital Personal Data Protection Act, 2023.
You can raise it through CapitalBox's official contact channels. Genuine grievances are acknowledged and addressed within a reasonable timeframe, as outlined in the Grievance Redressal section above.
Disclaimer: CapitalBox provides Project Report, DPR and CMA Data preparation services and is not a lender, bank, NBFC, or chartered accountant firm. The report is intended to support a loan application; final eligibility, approval, interest rate and disbursement decisions rest solely with the respective lender.
Project Report Preparation Terms | CapitalBox
Legal · Project Report Services
Project Report & DPR Preparation Terms
CapitalBox provides Project Report, DPR (Detailed Project Report) and CMA Data preparation services to help customers put together bank-ready documentation for their loan applications.
Package Fee
From ₹12,980
Based on your loan amount bracket, payable in advance
CapitalBox provides a documentation and consultancy service that prepares Detailed Project Reports (DPR), CMA Data, business plans and related financial documentation on behalf of the customer, for use in loan or funding applications.
CapitalBox is not a bank, NBFC, chartered accountant firm, or lending institution, and does not sanction, underwrite, guarantee, or disburse any loan. The Project Report prepared by CapitalBox is a supporting document intended to strengthen a loan application; it does not itself constitute, guarantee, or influence a lender's final credit decision.
2Package Fee & Payment
The Project Report package fee is charged as a one-time, slab-based amount determined by the loan amount you intend to apply for, as set out below. The applicable fee is payable in advance, before report preparation begins.
Loan Amount
Package Fee
₹1 Lakh to ₹25 Lakh
₹12,980
₹25 Lakh to ₹50 Lakh
₹17,980
₹50 Lakh to ₹1 Crore
₹22,980
₹1 Crore to ₹2 Crore
₹29,980
₹2 Crore to ₹3 Crore
₹36,980
₹3 Crore to ₹5 Crore
₹44,980
₹5 Crore to ₹10 Crore
₹59,980
₹10 Crore+
Custom Quote
The package fee covers preparation of the report only. It is charged for the documentation effort itself and is payable irrespective of whether the loan application prepared using the report is subsequently approved, rejected, or not pursued by the customer.
3Revisions Policy
Each package includes one round of minor revisions after the first draft is delivered, to correct figures, formatting or data points based on customer feedback.
Minor changes — figures, wording, formatting corrections — are covered under the one free revision
Structural changes, a change in loan amount bracket, or a change in business activity after the report is drafted may be treated as a fresh scope and charged separately
Revision requests should be raised within a reasonable time of delivery of the draft report
4Refund & Cancellation
The package fee is non-refundable once data collection or report preparation has commenced, as it represents the cost of professional and analytical work already undertaken by CapitalBox, irrespective of whether the customer later proceeds with the loan application.
If a customer wishes to cancel before any preparation work has begun, they may request cancellation in writing; any refund in such cases, if applicable, shall be at the sole discretion of CapitalBox and may be subject to a deduction towards administrative work already performed.
5Important Information
CapitalBox prepares documentation to support a loan application; it does not decide, influence, or guarantee loan approval, sanctioned amount, interest rate, or disbursement.
A Project Report, however well prepared, is one input among several that a lender considers. Final approval, sanctioned amount, interest rate and disbursement remain solely at the discretion of the concerned bank, NBFC or financial institution, based on their own credit policy and assessment.
Customers are advised to share the report with their chosen lender and independently confirm whether any additional or scheme-specific documents are required.
6Customer Responsibilities
The customer is responsible for providing accurate, complete and truthful business, financial and promoter information for the purpose of preparing the report. CapitalBox relies entirely on the data and figures shared by the customer and is not responsible for any inaccuracy, rejection, or adverse outcome arising from incomplete, incorrect, or misleading information furnished by the customer.
The customer is also responsible for reviewing the draft report carefully before final delivery and raising any corrections within the revision window described above.
7Data & Privacy
Personal, business and financial information shared by the customer is used by CapitalBox solely for the purpose of preparing the Project Report and related documentation, and is not sold or shared for unrelated purposes. CapitalBox takes reasonable measures to protect customer data in accordance with applicable law, including the Digital Personal Data Protection Act, 2023.
8Limitation of Liability
CapitalBox shall not be liable for any loss, damage, or claim arising from the rejection of a loan application, changes in a lender's requirements, or any act or omission of the bank, NBFC or financial institution to which the report is submitted. CapitalBox's liability, where applicable, shall in no event exceed the amount of fees actually paid by the customer for the specific report in question.
9Service Commitment
CapitalBox follows the below service standards while preparing Project Reports and related documentation for customers:
All fees and the basis of calculation are disclosed upfront, in writing, before the customer makes any payment
Reports are prepared using the figures and information provided by the customer, without inflating or misrepresenting financials to mislead a lender
Customer information is used only for report preparation and is not sold or shared for unrelated marketing purposes
Genuine complaints are acknowledged and addressed within a reasonable and communicated timeframe
Communication with customers is conducted in clear, simple language, avoiding misleading claims about loan approval chances
10Grievance Redressal
In case of any concern, complaint, or dispute relating to a report prepared by CapitalBox, customers may raise the matter through the official contact channels provided by CapitalBox. CapitalBox will endeavour to acknowledge and address genuine grievances within a reasonable timeframe.
11Legal Compliance & Governing Law
Services are provided under, and this document is governed by, applicable Indian laws. The relevance of each law to CapitalBox's Project Report preparation services is explained below:
Indian Contract Act, 1872
Governs the contractual relationship between CapitalBox and the customer. It applies because the moment a customer pays the package fee and agrees to these terms, a valid contract is formed — this Act defines how that agreement is made, what makes it enforceable, and what happens if either party fails to honour its obligations.
Applies because the customer is availing a paid service (report preparation) from CapitalBox, making them a "consumer" under law. This Act protects customers against unfair trade practices, misleading claims about the service, and deficiency in service, and gives them the right to approach a Consumer Forum if the report is not delivered as promised.
Applies because the entire process — data submission, document upload, digital communication, delivery of the report and online fee payment — happens electronically. This Act gives legal recognition to electronic records and online transactions, and governs matters like data security, unauthorized access, and electronic contract validity.
Applies because CapitalBox collects and processes sensitive personal and financial data of the customer (PAN, Aadhaar, bank statements, income and business details) to prepare the report. This Act regulates how such personal data must be collected, used, stored, and protected, and requires CapitalBox to obtain consent and safeguard the data against misuse.
Applies to ownership of the final report. On full payment, the delivered Project Report and financial model are licensed to the customer for the purpose of their loan application; CapitalBox retains the underlying templates, formats and working methodology used to prepare it.
Any dispute arising out of or in connection with these terms shall be subject to the exclusive jurisdiction of the courts at the location of CapitalBox's registered place of business.
12Amendments to These Terms
CapitalBox reserves the right to update or modify these terms, fees, or the scope of services at any time. Any material changes will be communicated through the website or other official channels, and continued use of the services after such changes constitutes acceptance of the updated terms.
13Customer Acknowledgement
By availing this service, the customer confirms that they have read and understood these terms, agrees to the applicable package fee, and authorizes CapitalBox to prepare the Project Report and related documentation based on the information they provide.
Please tick the checkbox above to continue.
14Documents Required
The list below covers the information typically required to prepare a Project Report. Exact requirements may vary depending on the loan category and your business type.
Individual KYC
PAN Card
Aadhaar Card
Address Proof
Photograph
Contact Details
Business Details
Business Registration Proof / Udyam Registration
Nature of Business Activity
Business Address & Establishment Date
Existing Business Financials, if any
Financial Inputs
Last 6–12 months bank statement
Income Tax Return (ITR), if available
Existing loan details, if any
Cost estimates for machinery, working capital or project expansion
Loan Requirement Details
Loan amount & purpose of funding
Target lender or loan scheme (Mudra, PMEGP, CGTMSE, etc.), if known
Promoter background and experience
15Frequently Asked Questions
No. CapitalBox is a documentation and consultancy service that prepares Project Reports and CMA Data. It does not sanction, underwrite or disburse loans, and the report is a supporting document, not a loan approval.
No. The package fee covers the analytical and documentation work carried out to prepare your report and is payable regardless of the lender's final decision. It is non-refundable once preparation has begun.
One round of minor revisions is included after the first draft is delivered. Structural changes or a change in loan bracket after drafting may be treated as a fresh scope and charged separately.
No. A Project Report is one input a lender considers alongside your credit profile, eligibility and internal policy. Final approval, sanctioned amount and interest rate are decided solely by the lender.
Your information is used only to prepare your Project Report and is not shared for unrelated purposes. It is handled in line with the Digital Personal Data Protection Act, 2023.
You can raise it through CapitalBox's official contact channels. Genuine grievances are acknowledged and addressed within a reasonable timeframe, as outlined in the Grievance Redressal section above.
Disclaimer: CapitalBox provides Project Report, DPR and CMA Data preparation services and is not a lender, bank, NBFC, or chartered accountant firm. The report is intended to support a loan application; final eligibility, approval, interest rate and disbursement decisions rest solely with the respective lender.
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