Company profile template

Business templates

Use this editable Word company profile to introduce a small South African business to tender teams, clients and supplier databases. It gives you clear sections for contact details, ownership, services, experience, capacity and supporting documents. Replace each bracketed prompt, remove sections that do not apply, then save a copy for each application or enquiry.

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What's in the template

Company Profile

Replace bracketed prompts, add rows where needed and remove sections that do not apply. Attach supporting records requested by the recipient.

Business profile

Registered business name	[Registered business name]
Trading name	[Trading name, if different]
Prepared for	[Tender, client or supplier database]
Prepared by	[Contact person's name]
Date prepared	[Date]

Business overview

[Write a short summary of the business, its customers and the areas it serves.]

Company details

Business type	[Business type]
CIPC registration number	[Registration number, if applicable]
SARS tax status or reference	[Details, if requested]
B-BBEE status	[Status, if applicable]
Year started	[Year]

Contact details

Primary contact and role	[Name and role]
Telephone	[Telephone number]
Email	[Email address]
Physical address	[Street address and municipality]
Postal address	[Postal address, if different]
Areas served	[Municipalities or service areas]

Ownership and management

Name	Role	Relevant experience	Main responsibility
[example: Ayesha Mokoena]	[example: Owner]	[example: Small business administration]	[example: Client relationships]
[Owner or manager name]	[Role]	[Relevant experience]	[Main responsibility]

Products and services

Product or service	Description	Typical customer	Area served
[example: Meeting catering]	[example: Prepared meals and refreshments]	[example: Local offices]	[example: Nearby municipalities]
[Product or service]	[Short description]	[Customer type]	[Service area]

Experience and track record

Client or project type	Work supplied	Period	Reference contact, if permitted
[example: Local school]	[example: Meal catering]	[example: March to June]	[example: Available on request]
[Client or project type]	[Work supplied]	[Period]	[Reference contact or not applicable]

Capacity and delivery

Staff and key skills	[Staff roles and relevant skills]
Equipment and tools	[Equipment or tools available]
How orders are handled	[Order and delivery process]
Service area	[Municipalities or areas covered]
Additional capacity details	[Other details relevant to supplying the work]

Supporting documents

Mark each item as attached, available or not applicable. Add or remove rows to suit the recipient's request.

Document	Status	Notes
CIPC registration confirmation	[Status]	[Notes]
SARS tax status evidence	[Status]	[Notes]
B-BBEE affidavit or certificate	[Status or not applicable]	[Notes]
Business address confirmation	[Status]	[Notes]
References or work samples	[Status]	[Notes]

Declaration

I confirm that this profile is accurate to the best of my knowledge and that I am authorised to provide it.

Authorised representative — [Full name]

Role — [Role]

Signature — [Signature]

Date — [Date]

How to fill it in

Start with the business details Enter the registered name, trading name, business type and CIPC details where applicable. Write a short summary of what the business does.
Add contact information Enter the main contact person, phone, email and physical or postal address. Name the municipalities or areas the business serves.
Describe ownership and management List owners and managers with their roles. Add a short note about each person's relevant experience.
List products and services Describe each offering in plain terms. Add the customer type and area served.
Show relevant experience List the client or project type, work supplied and period. Name a reference contact only when you have permission to share their details.
Explain capacity and attach documents Describe staff, equipment, service area and how orders are handled. Mark each supporting document as attached, available or not applicable.
Review and sign Check names, contact details and attachments. Complete the declaration with the authorised signatory's name, role, signature and date.

Tips before you send it

Keep the overview specific; support claims about experience with clear examples.
Use the same registered name and contact details across the profile and business documents.
Describe services by customer need and outcome, not only by trade names or internal terms.
Remove confidential client details or ask before naming an organisation.
Mark compliance items honestly and attach records requested by the recipient.

Questions & answers

Who should use a company profile?

Small businesses can use it when introducing themselves to tender teams, potential clients or supplier databases. It also keeps key business details together in an editable document.

Can I use this for a tender application?

Yes. Tailor the services, experience and supporting documents to match the tender request. The profile supports your application but does not replace forms the buyer asks you to complete.

What if my business has no past projects?

Describe relevant skills, training or equipment. If there is no suitable work to list, mark the experience section as not applicable.

Do I need to include CIPC and SARS details?

Add details that apply to your business and the recipient's request. Check current requirements with CIPC or SARS if you are unsure.

Can I edit or remove sections?

Yes. Change headings and add rows to suit the business. Keep information that helps readers assess your services, experience and ability to supply.