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Writing a business plan can often feel like navigating through a dense forest without a map. You know your destination—securing investment, defining your business strategy, or setting clear objectives—but the path isn't always clear. Enter the AI-powered business plan generator, a tool designed to illuminate the way forward. This guide will walk you through the essentials of crafting a comprehensive business plan, touching upon the traditional elements that captivate stakeholders. In the final stretch, we'll introduce how an AI-powered business plan generator can streamline this process, making it more accessible and less time-consuming.
How to create a Business Plan
Now that you're familiar with the executive summary, let's tackle how you can create the rest of your business plan.
You can start manually by outlining your plan's structure and filling in the details step by step, or opt for a business plan generator to streamline the process.
Either method requires careful consideration of each section to ensure your plan is thorough and compelling.
Manual Methods for creating a Business Plan
You'll start with the Executive Summary, distilling your business idea into a compelling snapshot that captures attention.
Next, you'll outline your Company Overview, providing a clear picture of who you are and what you stand for.
Then, lay out your Business Objectives, Products and Services, and your Market Analysis Approach to build a solid foundation for your plan.
Executive Summary Essentials
Although it's often crafted last, the Executive Summary stands as the crucial opener of your business plan. It distills key aspects such as your mission, product highlights, and financial ambitions for quick investor insight. It encapsulates your company's essence for investors and maps out the business plan development milestones.
Ensure it crisply outlines your executive summary, underscoring the company's financial goals. This will help capture investors' attention right off the bat.
Company Overview
Begin your company overview by detailing your business's foundational elements, including its name, location, and the team driving its operations.
Here's what to include:
- A clear description of your business structure and ownership.
- The mission statement that defines your business's purpose.
- An outline of the products or services you offer.
- Background information that paints a picture of your company's history and objectives.
Business Objectives
To set your business on the path to success, start by defining clear and measurable objectives that reflect both your immediate and long-term aspirations.
Align your business objectives with strategic objectives to meet financial goals.
Conduct market research to fine-tune your target market strategies .
Ensure company goals are realistic and adaptable, setting a course for growth and market competitiveness.
Regular updates keep your plan relevant.
Products and Services
After setting clear business objectives, focus on articulating the core of your offering by detailing the products and services your business provides. Your description should also include:
- Unique features and benefits of each product or service.
- Specific products' competitive advantages.
- Your strategy for sales, distribution, and supply chain.
- Trademarks and market placement for your products and services.
Market Analysis Approach
A thorough market analysis is crucial for your business plan as it reveals the dynamics within your target market and guides your competitive strategy .
You'll identify potential customers, understand established market trends, and analyze how competitors differentiate themselves.
This knowledge shapes your sales plan and informs your marketing and sales efforts, highlighting opportunities in an otherwise crowded marketplace and showcasing your grasp of the competitive landscape.
Marketing and Sales Strategies
Crafting a marketing and sales strategy requires precise identification of your target customers to ensure your message resonates and spurs action. Here's how to proceed:
- Define your target market for the new product.
- Develop a pricing and sales channel approach.
- Design a marketing plan with promotional tactics.
- Analyze market trends to refine your strategy.
Stay focused on meeting customer needs and differentiating from competitors.
Financial Analysis and Projections
Diving into the financials, you'll need to gather historical data and conduct a thorough analysis of revenue streams , costs, and profit margins to inform your projections for the next three to five years.
Your financial plan hinges on these insights.
Operations Plan
To ensure your business runs like a well-oiled machine, start by mapping out your key operational processes and procedures. Your operations plan is a vital section of your business plan. Here's what to include:
- Outline technology's role in business operations.
- Develop a comprehensive staffing plan.
- Establish a robust inventory management system.
- Implement quality control measures to provide additional assurance of product or service excellence.
Funding Requirements
Having established the operational foundations of your business, let's now focus on determining the capital necessary to fuel your growth and operational needs.
Outline your funding requirements by presenting clear financial data, including projected income, balance sheets, and cash flows.
You'll need this to secure funding from venture capital firms or potential investors, ensuring they grasp how their capital will propel your business towards its targets.
Appendices and Exhibits
When crafting your business plan, don't overlook the appendices and exhibits; these sections provide the substantiating details that reinforce your proposal's integrity. Include:
Documents that outline key personnel qualifications and experience.
Details on intellectual property, such as patents.
Additional information for financial institutions, like credit histories.
Contracts, leases, or other legal documents relevant to your business.
Using a Business Plan Generator
You might wonder why you'd use a Business Plan Generator—these tools streamline the planning process, making it easier for you to focus on the core aspects of your strategy.
To get started, you'll follow a series of steps that help structure your executive summary, goals, and market analysis within a proven framework.
The benefits are clear: using a generator can save you time and provide you with a professional, investor-ready plan.
Steps to use the Business Plan Generator
To create a business plan using a generator, start by selecting a template that aligns with your industry and business type.
Here are the steps to use a business plan generator:
- Identify Your Business Details : Start by providing the name of your business and the industry it operates in. This foundational step sets the stage for the tailored guidance the generator can offer.
- Describe Your Offerings : Clearly articulate what products or services your business sells or offers. This will help the generator understand the value proposition of your business.
- Define Your Target Audience : Specify who your ideal customers are, including demographic information. Understanding your target audience is crucial for creating a focused and effective business plan.
- Outline Your Marketing Plan : Detail your strategies for promoting your business. This includes how you plan to reach your target audience and differentiate yourself from competitors.
- Detail Your Operational Strategy : Explain how your business will operate on a day-to-day basis. Include information on your supply chain, logistics, and any other operational details.
- Provide Financial Information : Input how much money you need to start your business and project how much revenue it will generate. This financial planning is critical for assessing the feasibility of your business idea.
- Set Business Objectives : List what you aim to achieve with your business in the short term and the long term. These goals will guide the direction of your business strategy.
- Click on Generate : After entering all the necessary information, click the "generate" button to create your personalised business plan. This plan will be tailored to the specifics of your business, providing a roadmap for success.
Benefits of using a Business Plan Generator
Harnessing a business plan generator can significantly streamline the process, saving you both time and effort as you craft a detailed blueprint for your venture.
Here are the benefits:
- Provides a structured framework to write a business plan efficiently.
- Helps identify opportunities in new markets.
- Enhances financial literacy through budgeting and forecasting tools.
- Clarifies business objectives, aiding in communication with stakeholders.
Tips for Creating a Business Plan
When crafting your business plan these tips collectively form a comprehensive business plan, providing a roadmap for your business and presenting a compelling case to investors and lenders.
Here are the tips for creating a business plan:
- Articulate your mission and vision succinctly.
- Outline your offerings and financial ambitions.
- Provide a snapshot of your business's financial health and market potential.
- Clarify the business structure ( sole proprietorship , partnership, corporation).
- Highlight ownership details.
- Showcase key employees, emphasizing their expertise.
- Define short- and long-term goals for your business.
- Align goals with your strategic direction.
- Establish a direct link between financing needs and future growth.
- Describe your offerings and emphasize how they meet market needs.
- Support claims with market research.
- Demonstrate a thorough understanding of your competition.
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How to Write a Business Plan?
Start With Your Idea
Everything starts with your business idea. Share your vision and work alongside the latest AI technology to write a business plan that tailors to your needs while providing a professional easy-to-use interface.
Series Of Guided Questions
Easily navigate through each section with Plannit's step-by-step guidance. Enter your own answers or leverage our AI-generated suggestions and receive helpful prompts and ideas. Plannit's AI capabilities provide insightful and precise content for customer acquisition, market analysis, financial projections, marketing strategies, sales plan and more.
Invite Your Team
Plannit AI provides a dedicated space where you can invite team members to collaborate on your business plan. With or without the help of our AI model - You can reword, rephrase, prolong and shorten sections to your liking. Collaborate in real-time to ensure your business strategy benefits from diverse insights and expertise, leading to a well-rounded and robust plan.
Present With Confidence
With a polished, expertly crafted plan in hand, You have already won half the battle. Confidently present business strategy to investors, stakeholders, or financial institutions. Start your business planning journey with Plannit AI and transform your vision into a reality, creating a pathway for that entrepreneur life.
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Who can benefit from plannit.
Aspiring Entrepreneurs
Analyze your ventures through extensive business plans aligned with your vision and goals.
Business Owners
Back your business with a solid plan that aligns with your objectives. Perfect for small businesses.
Educational Institutions
Develop your business understanding and vocabulary by analyzing your business idea and creating a plan.
Startups Accelerators
Work alongside your founders as they build their plan to ensure they have a solid roadmap for scalability.
Funding Ready Business Plan
Executive summary, company overview.
Problem Statement
Business Description
Mission Statement
Business Model
Products and Services
Additional Features
Revenue Model
Market Analysis
Target Market
Market Size and Segments
Unique Value Proposition
Risks and Mitigations
Identified Risks
Mitigation Strategies
Financial Overview
Income Statement
Marketing and Sales Plan
Simple Business Planning
Plannit ai education center.
Learn how to write a business plan, create financial projections, and more.
5 Best Black Friday Marketing Tips to Boost Your Sales
How to create a marketing budget - step-by-step guide, the ai revolution in business planning - insights, automatio ..., how to get customer feedback - 6 proven ways, 11 business models, language support.
The Perfect Business Planning Environment
Latest ai technology.
Our algorithms are powered the latest in AI technology to ensure the most accurate and relevant output. We use OpenAI's GPT 4o and 4o-mini engines for the perfect blend of accuracy and speed.
Real-Time Collaboration
Invite team members with easy sharing to collaborate on your business plan in real-time. Communicate and make changes together. Collaborate with your partners in real-time as you perfect your plan.
Education Center
Explore a rich library of articles, tools, templates, webinars and resources for continuous business and professional growth. Learn all about the key aspects of starting, running and growing a business.
Business Resources
We recommend a variety of useful tools and resources that help sustain your growth. We only recommend the best in the business. Filter your needs and equip yourself with the best tools.
150+ Countries
Your plan in your language. We offer a choice of over 150 worldwide languages to ensure the best fit for your business plan.
Financial Projections
Take an additional questionnaire about your financial trajectory and get a detailed financial projection + 3 year income statement for your business.
Tools and Templates
Plannit's comprehensive suite that accompany business planning. From pitch decks to financial models, we have you covered.
Plan Export
Download your business plan in an editable .docx format. Fully edit & share your plan with investors, partners, and stakeholders.
AI Editing Companion
Modify and regenerate sections of your business plan using premade or custom prompts. Our AI will help you refine your plan to perfection.
Resources for Your Business
Frequently Asked Questions (FAQ)
- Initiate with Your Business Concept: Lay the Groundwork: Start by introducing your business idea into Plannit AI's Business Plan Generator. This first step is crucial, as it sets the tone for a tailored, insightful business plan that truly resonates with your vision. Capture the Essence: Our platform is designed to grasp the nuances of your concept, ensuring that the generated plan accurately reflects the core and potential of your business.
- Navigate Through the AI-Guided Questionnaire: Tailored Interactive Experience: Plannit AI’s AI-guided questionnaire is your interactive guide through the planning process. It meticulously gathers information about your business's objectives, strategies, and market positioning, ensuring a comprehensive and reflective plan. Intelligent Feedback and Suggestions: As you progress through the questionnaire, benefit from smart prompts and suggestions, ensuring that your plan is not just detailed but also strategically sound and aligned with industry standards.
- Generate Your Plan with Advanced AI: Intuitive Plan Creation: With the questionnaire complete, Plannit AI's advanced algorithms intelligently analyze your responses. They then craft a detailed, customizable, and strategically aligned business plan, providing you with a structured, coherent, and actionable format. Benefit from AI-Powered Insights: Plannit AI offers AI-driven insights and suggestions, ensuring your plan is not just a document but a strategic tool equipped with tailored AI prompts and an in-app plan editor. Get inspired by browsing through our sample business plans, a collection of successful strategies across various industries.
- Finalize Your Plan with Confidence: Dynamic Adaptation and Refinement: Plannit AI recognizes that a business plan is a living document. Our platform allows for continuous adaptation and refinement, ensuring your strategy remains agile, relevant, and aligned with your evolving business goals. Professional Presentation and Sharing: Once your plan meets your standards, utilize Plannit AI's export features to present your plan professionally. Choose between various formats for exporting your business plan, ready to impress stakeholders, attract investors, or guide your team. Review and Adapt: Ensure your business plan is a living document, ready to evolve with your growing business. Plannit AI's dynamic platform allows you to adapt your strategy as new opportunities or challenges arise.
- Roadmap for Success: At its core, a business plan acts as a strategic guide, providing detailed steps on how your business will achieve its objectives. It helps you navigate the startup phase, manage growth effectively, and tackle unforeseen challenges with a well-thought-out strategy.
- Securing Funding: For startups and businesses looking to expand, a business plan is crucial for securing loans or attracting investors. It demonstrates to potential financial backers that your business has a clear vision, a solid strategy for profitability, and a plan for delivering returns on their investment.
- Informed Decision-Making: A well-prepared business plan offers valuable insights into your market, competition, and potential challenges. This information is vital for making informed decisions, from day-to-day operations to long-term strategic shifts.
- Market Analysis and Strategy: It allows you to conduct an in-depth analysis of your target market, understand customer needs, and position your product or service effectively. The marketing strategy outlined in your business plan helps in identifying the best channels and tactics to reach your audience and achieve market penetration.
- Financial Forecasting: One of the most critical components of a business plan is the financial forecast. It outlines your funding requirements, expected revenue, profit margins, and cash flow projections. This section is essential for budgeting, financial management, and ensuring the financial viability of your business.
- Goal Setting and Performance Measurement: A business plan sets clear, measurable goals and objectives. It provides a framework for monitoring performance, measuring success, and making necessary adjustments to stay on track.
- Aspiring Entrepreneurs: If you're at the idea stage, looking to transform your vision into a viable business, Plannit AI offers the tools and guidance to bring your concept to life. Our platform helps you articulate your business idea, define your target market, and develop a solid plan to turn your dream into reality.
- Students and Educators: For students delving into the intricacies of business planning and educators teaching the fundamentals of entrepreneurship, Plannit AI serves as an invaluable resource. It provides a practical, hands-on tool for learning and teaching how to create detailed business plans, analyze markets, and understand financials in a real-world context.
- Startup Founders: In the dynamic startup environment, Plannit AI is the ideal partner for founders looking to pivot quickly, secure funding, or understand their competitive landscape. With our AI-driven insights and market analysis tools, startups can make informed decisions and adapt their strategies to thrive in competitive markets.
- Small Business Owners: For small business owners seeking to optimize their operations, expand their customer base, or explore new markets, Plannit AI offers targeted solutions. Our platform simplifies the planning process, enabling owners to focus on growth while managing the day-to-day challenges of running their business.
- Consultants and Freelancers: Consultants and freelancers specializing in business development, strategic planning, or financial advising will find Plannit AI a powerful addition to their toolkit. It allows them to provide clients with comprehensive, data-driven business plans and strategies, enhancing the value of their services.
- Non-Profit Organizations: Leaders of non-profit organizations can leverage Plannit AI to plan initiatives, secure funding, and manage resources more efficiently. Our platform helps non-profits articulate their mission, set achievable goals, and measure their impact, ensuring they can make a difference in their communities.
- Innovators and Inventors: Individuals looking to commercialize innovative products or technologies can use Plannit AI to navigate the complexities of bringing new ideas to market. From patent strategies to go-to-market plans, our platform covers all bases, ensuring innovators can focus on what they do best.
- Small Business Development Centers (SBDCs) and Government Agencies: Government and SBA backed entities can greatly benefit from integrating Plannit AI into their services, enhancing their ability to support a larger number of clients more efficiently. By facilitating quicker, more in-depth business plan development, these organizations can spend more time assisting with plan execution and less time on creation, ultimately serving their communities more effectively.
- Anyone with a Business Idea: Ultimately, Plannit AI is for anyone with a business idea, regardless of industry, experience, or stage of business development. Our mission is to democratize business planning, making it accessible, understandable, and actionable for everyone.
- Interactive Questionnaire and ChatGPT Integration: Plannit AI transforms the business planning process into an engaging conversation. Through our advanced ChatGPT integration, we offer a questionnaire that dynamically adapts to your responses, ensuring your plan is personalized, comprehensive, and aligned with your business goals.
- Dynamic Planning Environment: Unlike static templates provided by many, Plannit AI introduces a living platform that grows with your business. It features real-time updates, strategic insights, and a feedback mechanism that keeps your business plan current and actionable.
- Extensive Educational Resources: Our Education Center is packed with articles, guides, and sample plans to bolster your planning process. It's designed to arm you with the knowledge to navigate the complexities of your industry confidently.
- Enhanced Collaboration and Customization: Recognizing the collaborative essence of business planning, Plannit AI supports team efforts with multi-user editing, annotations, and feedback features, ensuring a comprehensive approach to your strategy.
- Content Generation:: ChatGPT helps draft various sections of a business plan, from executive summaries to marketing strategies, by providing structured and coherent text based on the prompts given.
- Strategic Insights: It can offer suggestions on business strategies by analyzing trends and providing examples from a wide range of industries.
- Financial Planning: While it can't replace professional financial advice, ChatGPT can guide the structure of financial projections and statements, helping you consider important financial aspects of your plan.
Privacy & Security
Rest assured, we never share your data with third parties. Your privacy is our top priority, and we're committed to keeping your information safe and confidential.
Business Planning Made Easy with Plannit AI
👀 Turn any prompt into captivating visuals in seconds with our AI-powered design generator ✨ Try Piktochart AI!
AI Business Plan Generator
Effortlessly transform your business plan into a professional and polished visual in seconds with Piktochart AI. Captivate your stakeholders and deliver your message with impactful clarity.
The fastest way to create and visualize business plans
Effortless and Instant
Turn complex business plans into beautiful visual plans instantly
This not only makes your business plan more compelling and effective, but also ensures that key information is highlighted and easily accessible to your audience. Your business ideas deserve to be presented in the best light, and Piktochart AI makes that possible.
Customized to Your Content
Create personalized business plans to your needs
Coming soon: Keep your original text intact and preserve the full context of your document. Piktochart AI currently generates multi-page documents up to 8 pages.
Engaging and Professional
Business plan that looks polished and professional
Furthermore, with our AI outline feature, you can structure your thoughts and ideas into a clear, logical format, keeping you focused on your main points. Effortlessly edit and refine the outline of your content to save time and effort.
Limitless Creativity
Create anything with AI image generator
Whether you’re envisioning fantastical landscapes or cutting-edge futuristic designs, the possibilities are limitless. Elevate your business plan and bring your imagination to life with ease!
Business plans created using Piktochart AI
Trusted by Industry Leaders
Nonprofits and NGOs
- Applying for grants and funding from donors and foundations.
- Illustrate impact on communities by showcasing progress on projects, beneficiary stories, and fund utilization, essential for donor reports and stakeholder updates.
- Reports on donation usage, program effectiveness, and organizational financial health.
- Analyze program data, helping to assess effectiveness, identify areas for improvement, and inform future project planning and resource allocation.
Entrepreneurs and Startup Founders
- Create business plans to help in presenting a clear vision to investors and lenders, making it easier to secure funding.
- Provide a step-by-step guide for launching and growing the business, outlining goals, strategies, and timelines.
- Visualize results, customer demographics, and market trends, facilitating data-driven decision-making.
- Engaging, easy-to-understand reports for investors, showcasing business performance, ROI, and key metrics.
Corporate Executives and Managers
- Create long-term strategic planning and help in setting departmental goals that align with the overall corporate vision.
- Manage resources in budgeting, allocation, and prioritizing projects to ensure efficient use of company resources.
- Help in managing organizational changes, such as launching new products or entering new markets, by outlining detailed plans and expected outcomes.
Small Business Owners
- Create operation guideline for daily operations, helping in resource allocation and task management.
- Track performance with outlining benchmarks and KPIs to track business performance and make data-driven decisions.
- Helps in understanding the competitive landscape, target market, and customer needs, informing marketing and sales strategies.
- Highlight progress, identify areas for improvement, and facilitate effective improvement plans.
How to use AI to create a business plan
1. describe your type of business plan.
Describe the intent or use case of your business plan. Whether it’s for creating a growth strategy, expansion plan, funding plan, or operations plan. You can also input your existing content and let our AI algorithm visualize a customised business plan for you.
2. Select from our document templates
Piktochart AI will analyze your content to provide a variety of professionally designed business plan templates. Pick the one that best suits your message.
3. Customize in Piktochart Editor
Each template is completely customizable, giving you full control to tailor it to your brand’s unique identity. Choose fonts, colors, and design elements that perfectly align with your brand style. In addition, use our interactive chart and graph to transform complex data into clear, easily understandable visuals. Personalize every detail and make your business plan truly stand out.
4. Download and share
Once you’ve customized your business plan, export it in PNG or PDF formats (Pro subscription required). Share your polished, professional business plan with stakeholders seamlessly—whether digitally or in print. Make a strong impression and ensure your message is communicated effectively, no matter how it’s delivered.
AI-Powered Visualization for Any Topic
What kinds of business plans can be generated?
Startup business plan.
Think of this as your new business’s roadmap. It lays out your big idea, the market you’re entering, and how you plan to make it all work. It’s essential for attracting investors and guiding you through your early steps.
Strategic Business Plan
This plan is all about where you want your business to go in the long run. It outlines your big goals, the strategies you’ll use to achieve them, and how you plan to stay ahead of the competition.
Operational Business Plan
Here’s where you get into the nitty-gritty of running your business. This plan covers everything from production processes to daily tasks, ensuring that your operations run smoothly and efficiently.
Development Business Plan
If you’re developing a new product or service, this plan helps you chart out the steps from concept to launch. It includes research phases, development timelines, and strategies for introducing your new offering.
Growth Business Plan
When your business is ready to expand, this plan helps you map out how to grow. Whether you’re entering new markets or adding new products, it shows how you’ll manage the expansion and what resources you’ll need.
Non-Profit Business Plan
For non-profits, this plan outlines how you’ll achieve your mission and make an impact. It includes strategies for fundraising, managing operations, and engaging with the community to support your cause.
Discover other types of documents you can generate with Piktochart AI
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AI Business Plan Generator
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Your business plan is just a click away. Answer a few questions, and our free AI business plan generator will craft a detailed business plan tailored just for you in minutes.
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Why bizplanr is the best business plan generator, ai assistance - a way to save time., it's free - say no to costly business plan writers, it works for any industry, get your business plan ready in 3 simple steps, start with simple questions.
Start by answering a few simple, context-aware questions about your business & idea. Our AI uses your responses to tailor the planning process uniquely to your business needs.
AI Crafts Your Plan
As you provide details, our AI constructs a comprehensive business plan that integrates all necessary components, such as market analysis and financial projections.
Review, Download, and Share
Once your plan is ready, review it for any final changes. Once you're finished, easily share your professionally-designed business plan with stakeholders and investors.
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Explore how bizplanr meets various business planning needs, secure your funding.
Use our AI to develop a persuasive business plan tailored for banks, investors, or grants. Ensure that your plan stands out by clearly describing your financial needs and potential.
Launch Your Startup
Create a detailed business plan covering all operations and marketing aspects for startup success. Our tool helps you map out each step, from conception to market entry.
Validate Your Business Idea
Evaluate the viability of your business concept with a solid business plan. By assessing the feasibility, our plan helps you confirm your idea's marketability.
Academic Planning Assistant
Our free tool streamlines students' project work, provides detailed business plans for assignments and presentations and ensures comprehensive learning.
Business Plan Examples & Templates
Need some references? Check out some of our professionally generated business plan samples
Bookstore Business Plan
Yoga Studio Business Plan
Pool Hall Business Plan
What our users have to say.
Don’t just take our word for it; read why thousands of our users love Bizplanr.
It was challenging for me to create a business plan for my café until I discovered Bizplanr. The process is fast and cost-effective compared with other solutions available on the market. It was like having a mentor guiding me through every step. I’d surely recommend it to others.
Co-founder of Innovatech
Using Bizplanr made creating our business plan much easier. The financial projection tools are simple and quick, helping us focus on what we do best—innovate. Highly recommended for any tech startup looking to streamline their planning process.
Dr. Marcus J. Thompson
Clinic Director
When we were setting up our new clinic, Bizplanr made the business planning side much easier. Creating a business plan felt like a breeze; I created my first plan in just a few hours.
Nonprofit Director
Our nonprofit often struggled with the complexities of planning and funding. Bizplanr provided a straightforward method to create a detailed plan, helping us focus more on our mission rather than getting stuck in paperwork.
E-commerce Entrepreneur
Switching to Bizplanr was a smart decision. Our previous software lacked many modern, AI-powered features, and the interface was confusing. Now, I’ve got all the features I need, not to mention at a reasonable cost.
Business Consultant
As a consultant, it's important to provide clients with clear and practical business plans. Bizplanr helps me create these plans quickly, offering straightforward strategies and reliable financial outlooks.
Frequently asked questions
Is the Bizplanr 100% free?
Do I need to pay to download my business plan?
How should I edit my business plan?
How much time will it take to create a business plan?
Get an Investor-ready business plan for free
Business Plan Builder
Create your business plan with our drag & drop builder.
Transform your ideas into a business plan with our interactive builder. Step-by-step instructions, 400+ sample plans, and get every section you need to plan your business.
You will be guided for every step of your business planning
Helpful tips and examples
With practical tips and examples, the builder guides you through the process of creating a business plan. Every section includes pointers and definitions to ensure clarity and precision in articulating your vision.
Dive into an extensive collection of over 400+ tailored sample plans across various industries, providing you with abundant resources to get inspired.
Ai-powered insights & Auto writing assistance
Our conversational AI assistant analyzes your business plan and offers tailored advice and strategic recommendations that align with your objectives.
The Auto Writing Assistant stands by to articulate your ideas into compelling business plan sections, learning from your input to create polished, professional narratives.
Design visually appealing sections
Transform your business plan from concept to visual masterpiece. With Upmetrics, select from an array of beautifully designed templates—SWOT Analysis, Market Size, Customer Persona, and more—tailored for clarity and impact.
Each template is a canvas for your data, ready to be customized and filled with ease. With each section you craft, your business narrative unfolds visually, making your plan not only informative but also captivating.
Create projections without worrying about formulas
Our automated calculators and AI-powered suggestions streamline the projection process, freeing you from the complexities of spreadsheets and formulas. Whether it’s sales, expenses, or cash flow, our builder offers predictive insights to shape your financial strategy with confidence.
Unlock the power of data-driven projections and let Upmetrics unveil the trajectory of your success—no manual calculations required.
Create a plan and build your dream business
Loved by forward-thinking entrepreneurs and business owners
The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way where I saw the difference in the pitching level.
Abdelraouf Hammoud
Solutions Design Manager at DHL Supply Chain
Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.
Jason Lorje
Founder & CEO at Agmondo
The Upmetrics platform is perfect for someone looking to start a business and has a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Strongly recommend.
Jarred Bouffier
BDM at Mandoe
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets , creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.
Deepak Dhanak
Founder at DocuX
I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from.
President at Ventures Lending Technologies
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Vaibhav Kamble
Founder at CloudOptimo
Get a fully customizable plan for your business
400+ sample plans.
Cover page designer
Business plan outline
Create an investor-ready business plan with Upmetrics in 4 steps
Create workspace
Choose a template or let ai create it for you, customize and refine your plan, download & share it, key features and benefits, real-time collaboration, ai assistant, plan version tracking, task management, export to doc and pdf, get every sections to visually present your ideas.
Frequently Asked Questions
What is a business plan builder.
A business plan builder is a dynamic tool designed to simplify the creation of a comprehensive business plan. It provides a set of features, such as guided instructions, essential section templates, financial calculators, and more. With Upmetrics’ builder, you will be able to create a professional and personalized plan that is highly customizable and AI-assisted.
What is the cost of Upmetric’s business plan builder?
Access to Upmetrics’ business plan builder starts at an affordable price of $7 per month. For those seeking enhanced capabilities, including AI-powered assistance, the premium option is available for $14 a month, providing additional advanced tools to streamline the planning process.
Can I customize the templates provided by Upmetrics?
Absolutely! Upmetrics offers the flexibility to start with a variety of templates that you can then modify to suit your business’s unique requirements. Customize, add, or remove sections, utilize AI for section writing, and reorganize your business plan’s structure to create a document that truly represents your vision.
Can I download my business plan in doc format?
How does upmetrics help me write my business plan.
Upmetrics simplifies the business plan writing process with intuitive tools and a guided workflow. Users benefit from a comprehensive suite of planning features including AI writing assistance , financial forecasting , and a library of templates and samples. These resources, combined with an easy-to-use interface, ensure your business plan is thorough and investor-ready.
Does Upmetrics offer financial forecasting within the business plan builder?
What if i need to create multiple business plans, is there a trial period to test upmetrics' business plan builder, discover more:.
- Financial Forecasting Software
- AI Business Plan Generator
- AI Pitch Deck Generator
- Strategic Planning Tool
- Sample Business Plans
- Strategic Planning Templates
Finish your plan faster with our interactive Builder
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