The platform also streamlines teamwork with real-time collaboration, version tracking, and an extensive library of 400+ sample plans for every industry. Whether you’re building a startup, expanding a business, or advising clients, Upmetrics gives you a structured, intuitive workspace that reduces guesswork and accelerates planning. The result is a polished, compelling plan and pitch deck that boosts clarity, credibility, and your chances of securing funding.
- Entrepreneurs & Startup Founders: Quickly turn raw business ideas into lender- and investor-ready plans with AI guidance and built-in financial forecasting.
- Small Business Owners: Create structured plans to secure loans, grants, or expansion capital without hiring expensive consultants.
- Business Consultants & Advisors: Manage multiple client workspaces, collaborate in real time, and even white-label the platform as part of a consulting package.
- Incubators & Accelerators: Standardize how cohorts build plans, forecasts, and pitch decks while tracking all companies from one central dashboard.
- Business Schools & Students: Use the guided workflows, templates, and AI assistant as a teaching and learning aid for real-world business planning.
- Freelancers & Side-Hustlers: Validate new ideas, test scenarios, and prepare simple plans that make conversations with banks or partners smoother.
How to Use It?
- Sign Up & Create a Workspace: Register on Upmetrics, set up a workspace for your business or for each client, and define your basic company details.
- Choose a Template or AI Plan: Start from one of the ready-made industry templates or let the AI business plan generator propose a full outline and draft sections.
- Answer Guided Prompts: Respond to questions about your product, market, pricing, and goals so the AI assistant can generate or refine plan content.
- Build Financial Forecasts: Use the automatic financials, sales, and cash flow forecasting tools to add revenue, cost, and funding assumptions without complex formulas.
- Collaborate & Assign Tasks: Invite partners, co-founders, clients, or students to review sections, leave comments, edit content, and track versions as the plan evolves.
- Export Plans & Pitch Decks: Once ready, export your business plan and pitch deck in DOC or PDF formats or share view-only links with investors and stakeholders.
- AI-Driven End-to-End Planning: Combines AI writing assistance, financial modeling, and pitch deck generation in one workflow instead of separate tools.
- 400+ Real Business Plan Examples: Offers a large library of sample plans and templates so users never start from a blank page, even in niche industries.
- Automatic, Linked Financials: Keeps business plan narratives, forecasts, and reports synchronized so updates in one area flow consistently through the model.
- Collaborative & White-Label Ready: Supports real-time collaboration plus a white-label option for consultants, accelerators, and educators who want a branded portal.
- User-Friendly Guided Experience: Step-by-step instructions, structured outlines, and version tracking make complex planning accessible even to non-finance users.
- Flexible Outputs for Stakeholders: Enables fast creation of both detailed written plans and concise investor pitch decks derived from the same underlying data.
- Easy-to-use interface with guided workflows that reduce overwhelm for first-time founders.
- Strong AI assistant for writing and refining business plan sections, plus a large library of sample plans.
- Integrated financial forecasting and reporting tools that remove the need for custom spreadsheets.
- Real-time collaboration and task management features that work well for teams and consultants.
- White-label option that lets agencies, incubators, and educators resell or bundle their own branded planning platform.
- Flexible export options (DOC, PDF, web links) for sharing plans and pitch decks with investors and lenders.
- Can feel feature-heavy for very small, simple projects that only need a basic one-page plan.
- Requires an ongoing subscription, which may be a stretch for ultra-lean early-stage founders.
- Advanced forecasting options can still have a learning curve for users totally new to financial concepts.
- Some niche or highly specialized business models may still require manual customization beyond templates.
Premium
$ 19.00
Includes:
1 Workspace
AI Plan Writing & Assistance
Up to 7-Year Financial Forecast
Strategic Planning Tools
Up to 5 Team Members
Multi-Versioning
Exports to PDF/DOC/PPT
Exports to Excel
Connect to QuickBooks Online & XERO
Professional
$ 49.00
Includes everything in Premium, plus:
3 Workspaces
Up to 10-Year Financial Forecast
Custom Templates
Manage Clients
Transfer Workspaces
Add Ons
Custom
Team Members - $5
White-label - $249
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Editorial Note
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