The ready-to-use toolset to start or expand your business

You may have a clear vision… Crossing the finish line will require more.

And right now you can use these tools to get funded and scale for just $27 / mo.

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

Using design thinking, we’ve reinvented business planning to become an iterative catalog of
ideas and activities that can easily be shared with your team, advisors, and investors.

Most mentions of business funding 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

A better kind of business plan and now easier than ever to produce

Let’s say you have a growing company (even a struggling one) or a promising business idea…
The BizPlanBuilder® business planning software system has been proven invaluable to entrepreneurs and their advisors in almost every industry to be organized, raise capital, and succeed.

It’s designed and developed for those who dread writing a business plan…

Today, it’s part of an online dashboard loaded with a highly-evolved cross-functional collection of “done-for-you” software templates. Someday you’ll probably want to sell your company — the best time to start planning that is now.

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

It’s the fastest, easiest way of turning your ideas into an investment-grade business plan and a roadmap to build a successful company. And it supplements the “business model canvas” and “lean start-up” concepts to give investors the necessary details enabling you to raise capital.

Much of your real pitch to investors is won or lost in your conversations after the formal presentation.

Investors are real people, most are very disciplined, and they will have a lot of questions. They’ll contact their advisors and friends, and they’ll come back to you with more questions. We know this. We’ve lived through this. And we’ve developed BizPlanBuilder to address most of the questions to keep you well ahead of your investors.

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

The BizPlanBuilder Professional Business Planning System combines all of the right elements you need:

  • 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 startup /growth toolset offer.

Fully customizable Excel-based financial models

BizPlanBuilder 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.


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,
making it easy to update and experiment with your business model.

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

  • 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

Click to see a larger image.

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 in your 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.

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® 2021 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