Strategic Planning, Start-Up and Growth Funding
The updated BizPlanBuilder® business planning software system + Supporting Toolbox with Financial Models, Contracts, CRM, and Worksheets
How Business Power Tools Can Help You Right Now
- Build a promising idea into a profitable company
- You want a business plan to attract team, investors, and partners
- Create a blueprint for self-funding/”bootstrapping” growth
- Your company urgently needs organization or a new strategy
- It’s essential to have a sophisticated investor pitch to raise capital
- Require flexible financial models customizable to your business
- Expertly forecast revenue, costs, profit, and company valuation
- You’re tired of pitching investors who just “don’t get it” – Or, they do get it,
but you need more than just a summary plan and pitch deck - You are an advisor or an accelerator and want a consistent, collaborative planning structure to help clients
This subscription is ideally suited to address the needs of today’s startup and growth companies.
The business plan is modular and progressive, starting simple and expanding as you need more.
Plus, we’ve consolidated all the templates from our successful software series into one dashboard.

Dashboard Includes All Panels for Ongoing Planning, Strategy, and Financing
Add as Many People as You Want for $1/Mo Each | Cancel/Suspend Anytime | 60-Day Guarantee
Management/HR/Procedures Subscription | Marketing/PR/Sales Subscription | EVERYTHING Deal Subscription
Start with the proven business planning system
Here’s your roadmap for growth and/or to raise $50,000 – $50,000,000+
This scalable business funding plan system enhances the “business model canvas” and supports “lean” startup iteration enabling everything from a summary to a full execution plan for going forward.
“Bootstrapping” a “Lean Startup” or Self-Funding Without Outside Investors?
Over the past 30+ years, many of our subscribers have bypassed outside investors in favor of organically building their businesses and keeping full control. We did that too, and originally created BizPlanBuilder for ourselves — and we used it ourselves with banks ($750,000), the SBA ($225,000), as well as a few angel investors ($200,000). You’ll also read many testimonials here from customers who have raised many millions (collectively Billions now) through all kinds of financial sources.
Looking to Raise Capital?
Only 3-5% of startups get funded. Why? Because a summary and pitch deck just aren’t enough to go the distance.
Investors may get excited at first, but wake-up tomorrow with questions… and want to drill-down for proof that you’ve thoroughly researched your industry and business, and have the capability for success.
System Increases the Value of Your Business
Unlike “business plan software” elsewhere, here you also get the supporting docs you need for long-term versatility — all in one place. (Easily update and re-use this multi-purpose business planning system going forward.) When you keep your documents all in one place, it makes it easier for an acquiror or investor to see the greatest value in your company.
$27 / mo
Do-it-yourself now and save about 6 months plus about $5,000 – $10,000
Add as many of your Team and Advisors as you want for just $1 / mo each
Includes Selected Panels on the Company Command Center Dashboard
- BizPlanBuilder 2020 business plan software template system
- Customizable financial models for a perfect fit to your business
- Video tutorials explain what investors and lenders are looking for
- Proven “Pitch Deck” template with commentary
- Funding sources of all kinds to provide cash
- Stock Options documentation
- Intellectual Property Management tools
- All the Supporting Documents…
Scroll-down to see everything included…
1) Access Everything on the Business Plan Panel
When you need a detailed execution plan and/or a credible and persuasive presentation to raise capital
Start-Up Growth & Survival
Success With Or Without Investors
Priorities
- Simplified task list
- Evolved over 30+ years
- Writes a comprehensive business funding / growth plan
- Updated wizard-driven financial model does all the math for you
- Business.com “Best Business Plan Software”
News & Blogs
- Customizable feed for newest news
Enlightened Entrepreneur
- Our blog feed curating “best practices”
Financial Models
- Customizable Excel-based projection models
- Fund a startup / growing company
Worksheets
- “Elevator” Pitch worksheet – Craft your perfect 30-second introduction (with coaching)
Supporting Documents
- Letter templates inviting advisors and board members
Video tutorials
- Brief intro videos describe, “What investors and lenders are looking for” in each section of your business plan
Investor Presentation
- Proven investor “pitch” deck template
“Handbook of Business Planning“
- Answers, Direction, Ideas
Resources
- Supporting products and services
See the Real Screen — Click on the Image Above

The original business planning software template system.
Evolved. Updated. Integrated. Best Ever.
2) Access Everything on the Finance Panel
For the Chief Financial Officer… Tools for making better investment decisions
Financial Architecture
Manage Your Money
Priorities
- Remember these financial tasks to complete
Financial Models
- Quick answers to complex math questions
- Excel-based calculators
News & Blogs
- Customizable feed for the latest news
Financial Finesse
- Our blog feed curating “best practices”
Funding Resources
- Growing list of reliable capital sources
Supporting Docs
- Useful letter and document templates
Shareholders
- Record of all investor activity
- Options tracking
- Complete set of templates
- Save cash, compensate with shares
Agreements
- Sample contract templates
- Convertible Notes, etc.
Collections
- Series of escalating collections letters
Resources
- Supporting products and services
3) Access Everything on the Legal Panel
Tools and templates for making better deals to grow and protect your company
Protect Your Company
Dot All “I”s and Cross All “T”s
Priorities
- Simplified legal to-do list
Intellectual Property
- Keep track of copyrights, trademarks, and patents
News & Blogs
- Customizable feed for newest news
Legal Leadership
- Our blog feed curating “best practices”
Calculators
- Quick answers to complex math questions
Corporate Docs
Useful templates: LLC Formation, Bylaws…
Handbook of Business Law
- Primer for non-legal entrepreneurs
Agreement Templates
- Sample contract templates save attorney time and help speed negotiations
Resources
- Additional access to supporting products and services
4) Access Everything on the Management Panel
For the captain of the ship — Tools to make better overall decisions
Lead Your Company
Expands Your Capacity to Manage
Priorities
- Simplified To-Do list
Management Tools
- Execution plan, Team priorities…
News & Blogs
- Customizable feed for newest news
Conscious Leadership
- Our blog feed curating “best practices”
Calculators
- Quick answers to complex math questions
Worksheets & Supporting Docs
- Useful templates for getting things done
Governance
- Mature company sophistication now
Board Meeting Minutes
- Document all meetings for corporate compliance
Management Team Bios
- Who your leaders are, for everyone to know
Resources
- Additional access to supporting products and services
5) Access Everything on the R&D Panel
Where new ideas and innovations are developed and vetted
Engineering
Where new ideas come to life
Priorities
- Simplified R&D task list
Product Plans
- Ideas, background and development steps
News & Blogs
- Customizable feed for news and trends
Informed Invention
- Our blog feed curating “best practices”
Calculators
- Quick answers to complex math questions
Worksheets & Supporting Docs
- Useful templates
Agreements
- Sample contract templates, including licensing
Resources
- Additional access to supporting products and services
6) Access Everything on the Contacts Panel
Your solution to “Herding Cats” – CRM + Tasks, Notes, Events, Marketing Programs, and Proposals
Track Your People & Projects
Advisors, Contractors, Vendors, VIPS
Priorities
- Activities & Events Forthcoming
Contacts
- Useful for Keeping Momentum with Investors
- Contact Info for Advisors, Contractors, Vendors, VIPS
Calendar
- When Everything Happens
Tasks
- Priorities
- Assignments
- Schedule
Notes
- Easily capture the essence of all contacts
- “S/he who has the most paperwork wins”
Events
- What, When, Where, and Why
- Preparation, Checklists
- ROI
Marketing Programs
- Ad Campaigns
- Coordinate Timing of All Media
Proposals
- Deals in Progress
- Deals Done
7) Access to Everything on the “Canvas” Panel
The “center of truth” — Where everyone is on the same page… The right-hand knows what the left-hand is doing
Company Bulletin Board
“1,000 foot view” for Your People
Priorities
- Activities and events forthcoming
Vision, Mission and Purpose
- Why you’re here and how you help people
Values & Practices
- How you consciously behave at work
Updates
- New info from Business Power Tools
Customers
- All about the people who buy from you
Competitive Advantages
- How and why you’re better!
Sales Channels
- Where you sell your stuff
Product / Service Descriptions
- Everyone Sells! Special Offers
Key Performance Metrics
- How you know how well you’re doing (coming soon)
Business Model
- How the company makes money
Social Media Community
- Instant access to all feeds
8) Access to everything on the Downloads panel
For those apps that must be downloaded
Download and Install
BizPlanBuilder
Downloadable Windows software
- The activation Serial Code is below the [Download] button
Business Black Belt – PDF ebook
- Develop your ntrepreneurial emotional intelligence

Your Deal…

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 Planning 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










