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.

business planning funding dashboard

Dashboard Includes All Panels for Ongoing Planning, Strategy, and Financing

Watch a Brief Demo Video Here — Get Started FREE for 2 Weeks

Access the Actual Dashboard — Try it FREE, No Credit Card Required

Get Started Now for $27 / mo

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

BizPlanBuilder 2020

  • 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

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
BizPlanBuilder strategic planning platform dashboard

See the Real Screen — Click on the Image Above

Start My Free Test Drive

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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

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Access the Real Screen — Click on the Image Above

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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

Stock Options Builder

  • 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
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Access the Real Screen — Click on the Image Above

4) Access Everything on the Management Panel

For the captain of the ship — Tools to make better overall decisions

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Access the Real Screen — Click on the Image Above

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
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Access the Real Screen — Click on the Image Above

6) Access Everything on the Contacts Panel

Your solution to “Herding Cats” – CRM + Tasks, Notes, Events, Marketing Programs, and Proposals

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Access the Real Screen — Click on the Image Above

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

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Access the Real Screen — Click on the Image Above

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
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Your Deal


Upgrade to the Complete Strategic Business
Growth Plan / Roadmap Development System

  • Updated BizPlanBuilder Business Planning System
    Ideal for growing the company / Strategic planning / Financing
    Bootstrapping / Concept evaluation / Budgeting
    Start-ups raising capital / Pre-money valuation
    Teaching students "Real World" business
    Efficiencies for advisors & accelerators
  • Our Best Deal for Start-ups, Early stage, Growing companies, & Non-profits
    Includes the most tools & template options
    + Expanded dashboard
  • Compatible with All Browsers
    Progressive & scalable — Start small, Come back to edit or add more
    Modular system with drag 'n drop sequencing — Follow step x step or jump in anywhere.
  • Includes Full Access to ALL Content on Selected Panels
    Home, Business Plan, Finance, Legal, Management, R&D
  • Pre-Written, Done-For-You Sample Business Plans
    150+ Industry-Specific Sample Plan Templates Get You Going
    "SWOT" analysis crucial for strategic planning prioritizes
    Strengths, Weaknesses, Opportunities & Threats
    Unlike every other business plan templates, we actually intend for you to be able to use our copy vs. having to delete it or rewrite it.
  • Wizard-driven Financial Model
    Makes it Easy to Project Sales, Costs, Profits, Headcount
  • 3 Fully customizable Excel-based financial workbooks
    "Visionary Funding", "Expansion Plan", and Non-Profit models
    Easily adaptable to model your organization.
    Just plug-in your numbers, no formulas, no need to be a CFO..
    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!
  • Includes PowerPoint / Keynote
    Investor presentation ("Pitch" deck) template
    Tutorial guides you step-by-step through a successful presentation.
    Comprehensive Handbook of Business Planning adds useful insight into raising capital.
  • Tutorial Videos Introduce Each Section
    How to make it count!
    What Investors & Lenders are looking for.
  • Supplemental 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
  • Includes Incentive Stock Options Plan.
    All necessary document templates.
    Shareholder ownership tracking.
  • Includes 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.
  • CONTACTS (CRM System) Manages:
    VIPs, Vendors, Investors...
    + Tasks + Events + Programs + Proposals
  • Global 24/7 Secure Access
    Automatic Back-up & Restore
  • Month To Month Subscription
    No Contract, No Commitment, Cancel/Suspend Anytime
    All 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.
  • 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
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