🏠 Business Profile
Tell us about your business stage and revenue patterns — this context improves every other module.
🚀 Business Stage
🌱 Revenue Seasonality
Does your revenue vary significantly by time of year? If yes, we'll use this pattern to help distribute your monthly forecast.
💵 Investment & Use of Funds
Define your funding ask, deal structures, and how every dollar will be deployed.
🎯 Funding Overview
📄 Investment Structures
Add one or more structures to show investors their options. Each calculates automatically.
Investor buys % of the company at an agreed valuation. Best for: seed, Series A. Investor gets ownership + upside at exit.
A loan that converts to equity at the next priced round, usually at a discount. Best for: early-stage, pre-valuation.
Like a convertible note but simpler — no interest, no maturity. Common for pre-seed angels and accelerators.
Straight debt — investor lends money at interest, repaid over time. No equity dilution. Best for: revenue-stage businesses.
Investor gets a % of monthly revenue until a target multiple (e.g. 2x) is repaid. No equity. Best for: profitable businesses.
Most common angel deal. A loan with interest AND a small equity stake. Investor gets downside protection + upside.
No investment structures added yet. Click "Add Structure" to model your deal options.
📈 Use of Funds
Break down exactly how the investment will be deployed. Investors always ask this.
📈 Investor Return Scenarios
Shows what an equity investor would receive at different exit valuations. Helps frame the upside for potential investors.
🤝 Investor Pitch Summary
🌐 Market Analysis
Define your market size, customer segments, competitive landscape, and key trends.
📈 Market Size — TAM / SAM / SOM
Quantify the opportunity at three levels. Use dollar values or number of customers — be consistent.
👥 Customer Segments
Define distinct groups of customers you serve or plan to serve. Each gets its own row.
| Segment Name | Description / Who They Are | Est. Size | Priority |
|---|
📈 Key Market Trends
Tailwinds and headwinds shaping your market. These frame the "why now" for your business.
⚖ Competitive Landscape
Map your direct and indirect competitors. Be honest — investors will check.
| Competitor | Type | Their Strength | Their Weakness | Our Advantage |
|---|
🎯 Opportunity Framing
Synthesize the above into a clear market narrative. This becomes the opening of your Market Analysis section in any investor or bank document.
💡 Idea Vetting
Answer these questions to build a solid foundation for your executive summary and business plan.
Entrepreneurs who spend 10 minutes with an AI tool first end up with sharper, more investor-ready answers. Run the prompt below through Claude, ChatGPT, or any AI you prefer — then bring the refined answers back here.
The Problem & Solution
Target Market
Competitive Position
Revenue & Go-to-Market
Risks & Funding
Vision
Founding Team
Traction & Proof Points
Competitive Moat & Exit
Ready to generate your Executive Summary?
Fill in the questions above, then click Generate. You can edit the result on the Executive Summary page.
📋 Executive Summary
Auto-generated from your Idea Vetting answers. Edit freely — this is your plan's opening statement.
Executive Summary
Revenue — Year 1 Monthly
5-Year P&L Overview
Revenue Mix (Year 1)
Expense Breakdown
| Name | Type | Category | Price | COGS % | Gross Margin | Actions |
|---|
No products or services yet.
Revenue Summary
| Name / Role | Type | Hours/wk | Hourly Rate | Annual Cost | Start | Actions |
|---|
No team members yet.
Staffing Cost Summary
| Category | Name | Monthly $ | Annual $ | Start Month | Actions |
|---|
No expenses yet.
Expense Summary
| Category | Description | Amount | Notes | Actions |
|---|
No startup costs yet.
Investment Required
Marketing Budget
Channel Allocation
Drag sliders to allocate budget across channels. Total should equal 100%.
5-Year Marketing Budget Forecast
Budget auto-aligns to your revenue forecast at the % you set above.
| Year | Projected Revenue | Mkt % | Marketing Budget |
|---|
Channel Strategy Notes
Compare Business Plans
Model multiple ideas and see which is most viable.
🧐 Need a refresher?
Replay the guided tour of every section in the sidebar.
Business Information
Company Logo
Click to upload your logo
PNG, JPG, SVG — max 2MB
Change Password
💾 Data & Backup
Your plans are saved automatically in this browser. Use the options below to protect your work across browsers, devices, or browser resets.
.json file. Save it to Dropbox, Google Drive, or your desktop. Use Restore from Backup to load it back on any browser or device..json backup file to restore your plans. This replaces your current data — save a fresh backup first if you want to keep both..html file with your active plan's data embedded inside it. Open it in any browser, offline, with no login needed — a permanent self-contained snapshot. Great for archiving a completed plan or sharing with a partner.⚠️ Tip: Clearing your browser's cache or site data will erase your plans. Save a backup regularly, especially before major browser updates.
🎨 Brand Color Palette
Customize the accent color to match your brand. Saved per business plan.