Overview Advantages Financial Models Contents How It Works Competition Reviews FAQs

The business planning system created for collaboration.

 

Share your Business Plan with your team online.

collaborative cloud-based business plan software template

Share secure access to your files over the Internet

Don’t be fooled by the old-school software that claims that it is collaborative, but makes you email files… then figure out which edits to cut and where to paste them back into your master document — that is NOT collaboration. It’s a lot of work with high potential for mistakes. Also, any one of you can inadvertently overwrite the others’ work. (Or they can overwrite yours!)

 

How multi-user collaboration really works.

The Business Power Tools system enables user A to check out one Word or Excel section of your business plan — other users are notified that the file is unavailable for editing (however, they may read it) until user A puts it back (checks it in). User B can then check out the file and make his/her edits. This prevents multiple users from making changes at the same time and over-writing each others work.

“The user interface is slick and improved.
The biggest improvements that I can see are the new content and the sharing mode.”
~ David Handel, Beaux Arts du Soleil, Absecon, NJ

Share your planning project with your team and consultants.

Entrepreneurial and/or consulting teams can easily divide projects and work together no matter where they are.

  • Management Teams – Share the work and get your plan done.
  • Consultants – Create plans and keep connected with your clients.
  • Educators – Oversee and participate with your student teams.
  • Investment Bankers – Quickly make changes and update plans.

Purchase licenses for more users for $67 each. Each gets their own serial number and can install the software on 3 of their own PCs. The system will manage how you work together — no one can open a doc checked out by someone else until that doc is checked back in… prevents overwriting each others work! Since the plan is in sections different people can check-out different sections and work on them while others works on other sections. If you want, you can order the first copy online, then call us to purchase copies for the additional users.

Convenience, even if you work by yourself…

Even if you are doing this project by yourself, you can enjoy anytime access to your files between your office, home PC and laptop!

Collaborate online

business plan onlineYou can share files securely over the web. The application runs on your PC and the data file can be easily dragged and dropped to an internet-based folder. When you work together with your team, each of you will open documents stored online, edit them locally, then save them back to the online folder. Automatically.

Business Plan Builder protects your files with 128-bit encryption

128-bit encryption protects your projects, while still enabling secure control of additional users.

  • This is the same level of security used by most banks!
  • Add an unlimited number of additional users using password-protected access.
  • Control all other users’ access, project by project: None / Read-Only / Full-Edit
  • Section by section Check-Out & Check-In — enables ongoing work on different parts of your project and prevents saving and over-writing each others work.

Get your business plan done!

Upgrade to the Complete AI/Data-Driven, Strategic Growth Analysis,
Design & Operational Roadmap Planning System





  • Our Best Deal for Start-ups, Early stage, Growing companies, & Non-profits
    Includes the most tools & template options
    + Expanded dashboard
  • Updated BizPlanBuilder Business Design System
    Ideal for Start-ups / Strategic planning
    Bootstrapping / Concept evaluation / Budgeting
    Raising capital / SBA loans / Exit staging
    Efficiencies for advisors & accelerators
  • Prompted AI / Data-Driven Content for Authentic Context
    Research, analyze, prioritize, de-risk, validate...
    Automatically customizes and applies to your
    specific industry precisely the way you want to define it.
    Avoids degraded 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.
  • Videos Introduce Each Section
    Preview 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
    Makes it Easy to Project Sales, Costs, Profits, Headcount
  • +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? You can find them 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.
  • Intro Letters, Templates, and Worksheets
    Invite Advisors & Board Members
    Cover letters to Friends & Family, Investors, Lenders...
    "Elevator" pitch worksheet hones your perfect 30-second intro
  • BONUS: Incentive Stock Options Plan
    Compensate consultants, advisors, and others who help you.
    Save cash and inspire your people with ownership shares.
    Capitalization Worksheet tracks Shareholder Ownership
  • BONUS: Corporation & LLC formation Doc Templates
    Articles, By-Laws, Operating Agreement, Unit Allocation...
  • Funding Resources
    Sources of Angel Investors, Venture Capital, and Lenders.
    "Funding Plan" strategy for attracting investors.
  • BONUS: CONTACTS (CRM System) Manages:
    VIPs, Vendors, Investors...
    + Tasks + Events + Programs + Proposals
  • Global 24/7 Secure Access
    Automatic Back-up & Restore
  • No Contract, No Commitment
    Cancel / Suspend Anytime
    Your work is automatically saved.
    Use the system as long as you need it.
    You may want to keep it open and 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 to Collaborate
    for $1 / mo each.
    Also between PCs Macs.
    You control all access to panels/apps.
    Add an unlimited number of users...
    Selected members of your team can access any/all of the apps in your subscription -- You control access as well as read / write or read-only permission.
  • * Secure Data Room for Sharing Investment Docs *
    Include Investors, Lenders, Professors as Users
    to Access & Review Plans, Models, and Pitch Deck