Proven success in almost every industry
We are fortunate to have many extremely positive customer testimonials. This is just a small sample of the hundreds of unsolicited testimonials we have received over the years.
Ideal for Business / MBA Students
$97 / Yr
- Full Year Subscription to BizPlanBuilderThe choice is easy - You get BOTH versions
If you decide to go with the Windows version, there's no need to renew next year.
Or use the cloud-based subscription to enable secure collaboration with your team.
Subscription includes ongoing updates and renews annually. - NEW! Prompted AI / Data-Driven Content for Authentic Context.
Research, analysis, prioritization, de-risked, validation...
Automatically customizes and applies to your
specific industry precisely how you choose to define it.
Avoids degrading distortion of generic templates.We gathered and curated text and ideas from actual, successful business plans we developed over the years.
We added specific prompts instructing your AI to incorporate all of that assembled content for context to research and produce your operational plan / roadmap. - Everything you, your team, investors need to know.
Ideal for Startups, Bootstrapping, Reorganizing,
SBA loans, Raising capital, or Staging your exit.
Better and faster than ever.Unlike every other business plan templates, we actually intend for you to be able to use our copy vs. having to delete it or rewrite it. - Videos Introduce Each Section
What Investors / Lenders / Acquirers are looking for
and... what they're looking-out for!
Comments throughout all templates offer
suggestions, tips, and warnings. - Wizard-driven Financial Model
Easy to project Sales, Costs, Profit, ValuationIf you are an Excel user, you'll love the total flexibility to customize your financial model.
Need an Excel expert? Look in our Advisor Directory! - +3 Fully Customizable Excel-based Financial Workbooks
"Visionary Funding" | "Expansion Plan" | "Non-Profit"
5-Yr Projection Models / 10-Yr Model (Optional)
Easily adaptable to model your organization your way.
Insert your assumptions - No formulas, no MBA needed.
Capital required, Pre-money Valuation, Cap Table, CPA reviewed.If you are an Excel user, you'll love the total flexibility to customize your financial model.
Need an Excel expert? Look in our Expert Referral Network! Proven Pitch Deck
PowerPoint® / Keynote® template
Slides guide you step-by-step through a successful presentation.
Demonstrate what to do and reveal what not to do.- Funding Resources
Sources of Angel Investors, Venture Capital, and Lenders
+ "Funding Plan" strategy for attracting investors. - CRM
Organizes VIPs, Vendors, Investors...
+ Tasks + Events + Programs + ProposalsNot trying to compete with SalesForce, Infusionsoft, Ontraport, and other marketing automation systems, but you do need to keep track of vendors, consultants, and others as well as VIP contacts. - Intro Letters, Advisor Invites, Worksheets
Support strategy / Raising capital - Global 24/7 Secure Access
Automatic back-up & restore
Windows ↔ Mac - No contract, No commitment
Cancel / Suspend anytime
Your work is automatically saved.Use the online system as long as you need it, Subscription Renews in ONE Year Unless Cancelled Or Suspended -- You may want to keep it open for future updates, also allow investors and certain others read-only access. - Compatible with All Browsers
Progressive & scalable — Start small, Come back, Edit, Add.
Just drag 'n drop to change order.
Follow step x step or jump in anywhere. - Add Unlimited Number of Team / Advisors
$10 / Yr each
You control all access to panels/apps
Gets your team involved and pulling togetherAdd an unlimited number of additional users... You also control access as well as read / write or read-only permission. - 60-Day "Be Smart With Your Business" Guarantee
