The toolset to start or expand your business

The Ultimate On-Demand Subscription for Start-Ups, Strategic Planning, and Funding

cloud-based business plan software template to raise start up capital

Demo Video

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Most mentions of business financing will prompt a request for a business plan.

Why your product? Why now? And why from you…

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The “Instant Business Plan”
~ Success Magazine

Success magazine Gold Medal Award

Business planning and business plans are alive and well, and now easier than ever to produce

BizPlanBuilder is a comprehensive head-start for writing a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation example can be accessed online where you can securely collaborate with your team and advisors. Windows / Macintosh.

It’s the fastest, easiest way of turning your ideas into an investment-grade business plan and a roadmap to build a successful company. BizPlanBuilder also supplements the “business model canvas” and “lean start-up” concepts and gives investors the necessary details enabling them to write you a check.

This is a funding leader evolved and vetted over 30+ years through thousands of deals with banks, SBA lenders, angel investors and venture capitalists worldwide.

The strategic business planning and financial forecasting system makes the most of your existing cashflow, opportunities and resources.

Your easily updatable plan will carry you forward with or without outside capital.
(Great if you can do it, nevertheless it’s very inspiring to investors and lenders.)

BizPlanBuilder Professional Business Planning System:

  • Strategic plan for growing companies
  • Investment-grade financing plan
  • Multiple Financial Models
    • Wizard-driven projections
    • Excel-based workbooks are customizable to fit your business
    • Project Revenue, Costs, Profits, Valuation, an Investment Deal
  • “Elevator” pitch worksheet
  • Investor Presentation deck
  • Step x step instructions throughout explain each section and offer best practices.
  • Videos with each section introduce and explain all concepts
  • 30+ years refinement / Professionally formatted
  • Comprehensive Handbook of Business Planning (pdf ebook)

“This program is so complete it’s scary. It makes you think about what you’re doing in ways you never thought of before.”
~ Dean Goldman, Goldstone Music, Spring Valley, NY

Full Details of BizPlanBuilder

Scroll-down to see our dashboard offer.

Fully customizable Excel-based financial models

Includes CPA-tested financial models to easily project revenue, costs, profits, cashflow, valuation… and potential ownership give-up of any investment deal

They are completely configured, fully integrated and tastefully formatted. There’s no need to be a spreadsheet or financial expert. We created “Assumptions” pages to make it easy for you to enter, update and experiment with your business model. All formulas have been developed and independently tested by qualified and practicing business consultants who hold valid CPA certifications.


Financial models are completely integrated and show all of the math

Enter your sales, expense, growth and other assumptions, and let BizPlanBuilder do the calculations. Show how believable numbers can add up — unlike other financial models (Input ⇒ BLACK BOX  ⇒ Output), here you’ll see the math, and be able to understand and explain “how you got there” in a clear and logical manner.


Easily see “what-if” when you change scenarios

BizPlanBuilder automatically calculates totals, percentages and ratios to show at a glance how much money you’ll need, when you’ll need it, and how soon you’ll make a profit.

It’s easy to update too — If you change a number, the worksheets automatically recalculate for you.

Now you can easily produce investment-grade financial statements ready for angels, venture capitalists and banks.

  • Quick-fill assumptions pages enable easy top-down or bottom-up forecasting.
  • Project sales by product/line/marketing channel – including seasonal & mix adjustment.
  • Worksheets calculate figures & create impressive tables to support your plan.
  • Customizable HR planning pages help you plan staffing, payroll, space requirements, costs
  • One-click access to answers, market stats, resources
  • 34 ratios defined & measured with free access to BizStats to compare
  • Sensitivity Analysis – Unique 1-page “What-if…” best/worst case scenario worksheet
  • Business Valuation – 3 common models + the average of all 3; calculates ROI & stock give-up
  • Capitalization Table – Helps you plan stock allocation thru 4 rounds of financing + IPO/Sale
  • Investor “deal” analysis – How much will investors make; How much will you make?
Full details on the Excel Models…
free business plan excel financial projection model

Cloud-based Contact Relationship Management (CRM)

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CRM system manages a lot more than just contacts

Business Power Tools CRM is an easy to use online contact management and small business marketing solution designed specifically to help growth and impact entrepreneurs get off the ground and build lasting value your their company.

We don’t claim to be an Infusionsoft, Ontraport, or SalesForce type of marketing automation system. Instead, think of the Business Power Tools CRM for all of your internal communications and project management. (You’re probably not going track your packaging vendor, close advisors, or VIP customers using a marketing automation system.)

Built-in to the dashboard

Now you can keep track of potential investors, key customers, team members and others — even projects, deals and calendars.

This proven system grows as you grow.

Because it’s all online you can access your information securely from work, home or the road and stay in touch with your customers anywhere – anytime!

  • Calendar shows due dates for everything: Meetings, Events, Campaign Deadlines,
  • Tasks: Your To-Do lists for everyone
  • Contacts: Build comprehensive records — find and contact by multiple criteria
  • Leads: The Sales process starts here
  • Notes: Builds your business brain trust
  • Events: Schedule & coordinate all activities
  • Marketing Programs: Collaborate on all marketing campaigns
  • Proposals: Track the progress of deals

Scroll Down — See how you can get this CRM system FREE!

Full details on the CRM…

The ultimate employee and team motivation

Save cash and inspire your people with stock options

Here is the legal paperwork you need to set up an incentive stock option plan so you can compensate key employees and contributors with stock options — saving your cash for growth!

Stock Options Builder is a collection of sample documents written in Microsoft® Word that you can easily edit.

It also includes a comprehensive Excel® excel-based stock and options issuance register — just fill in the variables and print.
It’s a perfect complement to BizPlanBuilder when raising capital.

Details on Stock Options Builder…

Stock Options Builder employee incentive software template legal document forms

Our Best Deal:

Strategic Planning, Start-Up and Growth Funding Toolbox

All of the above tools have been integrated into our easy-to-use online dashboard.

The updated BizPlanBuilder® 2020 business planning software system + Supporting Dashboard, Financial Models, Pitch Deck, Contracts, CRM, and Worksheets

Business Plan Builder software template dashboard
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The Tools to Start / Finance / Grow Efficiently

    • Featuring BizPlanBuilder
    • Multiple Financial Models
    • Project Revenue, Costs, Profits, Valuation
    • Customizable Excel workbooks
    • “Elevator” pitch worksheet
    • Proven Investor Presentation deck
    • CRM: Advisors, Vendors, VIPs
    • Tasks, Events, Promos, Proposals
    • Stock Options plan
    • Shareholder & Options Tracking
  • PLUS
    • Funding Resources
    • Corporate, LLC Docs
    • Board Minutes
    • Advisor / Director invitation letters
    • Excel®-based Financial Calculators
    • Collections letter sequence
    • RSS Feeds
  • $27 / mo
  • Add unlimited Team and Advisors for $1/mo each
  • Instant & Secure Access 24/7
  • Cancel / Suspend Anytime
  • 60-Day Guarantee