Tell your business story
Work through your offer, customers, market, operations, funding needs and risks. Use headings, lists and rich text to make your plan easy to read.
Guided sections · Save drafts
FROM BUSINESS IDEA TO A CLEAR PLAN
Write your business plan, understand what you need to take home, and see how your cash could change month by month. Bring it all together for your next funding conversation.
Start with what you know. Save a draft. Refine it as you go.
Your next business
Business plan + financial forecast
Personal survival budget
Automatically included in every forecast month
EVERY PART OF YOUR PLAN, CONNECTED
Work through your offer, customers, market, operations, funding needs and risks. Use headings, lists and rich text to make your plan easy to read.
Guided sections · Save drafts
Add your household expenses and income outside the business. Your survival budget calculates the monthly shortfall and includes it as founder drawings in your forecasts.
One personal budget · Linked to your plans
Add sales, business expenses, loan receipts and repayments. Repeat amounts or apply monthly percentage increases, then edit individual months whenever you need to.
1, 2, 3 or 5 years · Monthly and yearly views
Preview your business narrative and financial projections together. Download the full loan package or separate reports, with the level of monthly detail you need.
Business plan · Cashflow · Survival budget
START SMALL. KEEP BUILDING.
Start with your sales and expenses or write your business story first. Move between sections as your idea takes shape.
Sign in and start a plan. Keep separate plans for different business ideas in your own dashboard.
Use the guided forms, common expense items and editable forecasts. Save your work and come back to it.
Check cash balances, yearly summaries and any missing sections, then download a PDF for your next conversation.
No. You can create a draft without completing every field. Start with the details you know and fill in the rest as you go.
Yes. Repeating an amount or applying percentage growth fills the forecast for you. Every month remains editable, so you can account for seasonal sales or one-off expenses.
Essential household spending minus other household income gives the amount you need from the business, with a minimum of zero. That amount is included as founder drawings in every forecast month.
Choose a five-year forecast and three years of monthly detail for the PDF. Yearly summaries cover the full five-year period.
Your business plan, personal budget and cashflow forecast, in one place.