The business planning system created for collaboration
Share Your Business Plan With Your Team Online
Share secure access to your files over a network, server or the Internet.
Don’t be fooled by the old-school software that claims that it is collaborative, but makes you email files… then figure out which edits to cut and where to paste them back into your master document — that is NOT collaboration. It’s a lot of work with high potential for mistakes. Also, any one of you can inadvertently overwrite the others’ work. (Or they can overwrite yours!)
How Multi-User Collaboration Really Works
The Business Power Tools system enables user A to check out one Word or Excel section of your business plan — other users are notified that the file is unavailable for editing (however, they may read it) until user A puts it back (checks it in). User B can then check out the file and make his/her edits. This prevents multiple users from making changes at the same time and over-writing each others work.
“The user interface is slick and improved.
The biggest improvements that I can see are the new content and the sharing mode.”
~ David Handel, Beaux Arts du Soleil, Absecon, NJ
Share your planning project with your team and consultants
Entrepreneurial and/or consulting teams can easily divide projects and work together no matter where they are.
- Management Teams – Share the work and get your plan done.
- Consultants – Create plans and keep connected with your clients.
- Educators – Oversee and participate with your student teams.
- Investment Bankers – Quickly make changes and update plans.
Purchase licenses for more users for $67 each. Each gets their own serial number and can install the software on 3 of their own PCs. The system will manage how you work together — no one can open a doc checked out by someone else until that doc is checked back in… prevents overwriting each others work! Since the plan is in sections different people can check-out different sections and work on them while others works on other sections. If you want, you can order the first copy online, then call us to purchase copies for the additional users.
Convenience, Even If You Work By Yourself…
Even if you are doing this project by yourself, you can enjoy anytime access to your files between your office, home PC and laptop!
Collaborate Online
If you have an online file-folder like DropBox, or iBackup, you can share files securely over the web. The application runs on your PC and the data file can be easily dragged and dropped to an internet-based folder. When you work together with your team, each of you will open documents stored online, edit them locally, then save them back to the online folder. Automatically.
Business Plan Builder protects your files with 128- bit encryption
128-bit encryption protects your projects, while still enabling secure control of additional users.
- This is the same level of security used by most banks!
- Add an unlimited number of additional users using password-protected access.
- Control all other users’ access, project by project: None / Read-Only / Full-Edit
- Section by section Check-Out & Check-In — enables ongoing work on different parts of your project and prevents saving and over-writing each others work.
Get your business plan done!

Ideal for Startups / Funding / MBA Students
$97
- Includes BOTH the Windows app (1x purchase) AND
a One-Year Subscription to Cloud-based BizPlanBuilder OnlineThe choice is easy - You get BOTH versions
If you decide to go with the Windows version, there's no need to renew next year.
Or use the cloud-based subscription to enable secure collaboration with your team.
Subscription includes ongoing updates and renews annually. - Menu-driven Windows App Manages
Familiar Word, Excel an PowerPoint TemplatesIf you have Office, you already know how to use BizPlanBuilder! The cloud version uses a very similar editor menu - Supplemental intro letters, templates, and worksheets
to support your strategy or raising capital. - Unlimited Team Collaboration
Also Between PCs Macs - Pre-written Sample Business Plans
150+ Industry-Specific Sample Plan Templates Get You GoingUnlike 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. - Tutorial Videos Introduce Each Section
What investors & lenders are looking for - Wizard-driven Financial Model
Makes it easy to project Sales, Costs, ProfitIf you are an Excel user, you'll love the total flexibility to customize your financial model.
Need an Excel expert? Look in our Expert Referral Network! - Two Fully Customizable Excel-Based Financial Workbooks
Flexible "Visionary Funding" & "Expansion Plan" models
are easily adaptable to fit your business.If you are an Excel user, you'll love the total flexibility to customize your financial model.
Need an Excel expert? Look in our Expert Referral Network! - Includes PowerPoint / Keynote
Investor Presentation ("Pitch" Deck) Template
Tutorial guides you step-by-step through a successful pitch - CONTACTS (CRM System) Manages:
VIPs, Vendors, Investors... + Tasks + Events + Programs + ProposalsNot trying to compete with SalesForce, Infusionsoft, Ontraport, and other marketing automation systems, but you do need to keep track of vendors, consultants, and others as well as VIP contacts. - Global 24/7 Secure Access
Automatic Back-Up & Restore - Annual Subscription (Cloud Version)
No Contract, No Commitment, Cancel/Suspend AnytimeWindows App is a 1x investment, no subscription.
Use the online system as long as you need it -- You may want to keep it open for future updates, also allow investors and certain others read-only access. - Add as many team members as you want
for $10 / yr each
Get your team involved and on the same page!Add an unlimited number of additional users... You also control access as well as read / write or read-only permission. - 60-Day "Be Smart With Your Business & Investors" Guarantee

- Start-Up / Strategic Planning / Raise Capital + Expanded Dashboard
Click Here for Full Description >> - Our Best Deal for Start-Ups & Growing Companies
Includes the most tools & template options - ☜ Includes EVERYTHING from Cloud-Based BizPlanBuilder Online
Works with All Browsers — Desktop & Mobile - Unlimited Team Collaboration
Also Between PCs Macs - Includes Full Access to ALL Content on Selected Panels
Home, Business Plan, Finance, Legal, Management, R&D - Includes Incentive Stock Options Plan
Includes All Necessary Document Templates
Includes Share Ownership Tracking - Includes LLC Formation Doc Templates
Articles, By Laws, Operating Agreement, Unit Allocation... - Includes PowerPoint / Keynote
Investor Presentation ("Pitch" Deck) Template
+ Tutorial guides you step-by-step through a successful pitch - 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 - Monthly Subscription
No Contract, No Commitment, Cancel/Suspend AnytimeUse 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, Investors
for $1 / mo each
You Control All Access to Panels/Apps
* Secure Data Room for Sharing Investment Docs *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. - 60-Day "Be Smart With Your Business & Investors" Guarantee