Business Plan Builder
Create your business plan with our Drag & Drop builder
Transform your ideas into a business plan with our interactive builder. Step-by-step instructions, 400+ sample plans, and get every section you need to plan your business.
15-Day Money Back
4.9
You will be guided for every step of your business planning
Helpful tips and examples
With practical tips and examples, the builder guides you through the process of creating a business plan. Every section includes pointers and definitions to ensure clarity and precision in articulating your vision.
Dive into an extensive collection of over 400+ tailored sample plans across various industries, providing you with abundant resources to get inspired.
Ai-powered insights & Auto writing assistance
Our conversational AI assistant analyzes your business plan and offers tailored advice and strategic recommendations that align with your objectives.
The Auto Writing Assistant stands by to articulate your ideas into compelling business plan sections, learning from your input to create polished, professional narratives.
Design visually appealing sections
Transform your business plan from concept to visual masterpiece. With Upmetrics, select from an array of beautifully designed templates—SWOT Analysis, Market Size, Customer Persona, and more—tailored for clarity and impact.
Each template is a canvas for your data, ready to be customized and filled with ease. With each section you craft, your business narrative unfolds visually, making your plan not only informative but also captivating.
Create projections without worrying about formulas
Our automated calculators and AI-powered suggestions streamline the projection process, freeing you from the complexities of spreadsheets and formulas. Whether it’s sales, expenses, or cash flow, our builder offers predictive insights to shape your financial strategy with confidence.
Unlock the power of data-driven projections and let Upmetrics unveil the trajectory of your success—no manual calculations required.
Create a plan and build your dream business
Loved by forward-thinking entrepreneurs and business owners
I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.
Athena R.
Mobile Notary and Paralegal Services
Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.
Jason Lorje
Founder & CEO at Agmondo
Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.
Cindy Kennedy
CEO at Metabolic Terrain Omics
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.
Deepak Dhanak
Founder at DocuX
Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!
Aaron Schifman
Technical Product Marketing Manager at AppDynamics
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Vaibhav Kamble
Founder at CloudOptimo
I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.
Athena R.
Mobile Notary and Paralegal Services
Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.
Jason Lorje
Founder & CEO at Agmondo
Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.
Cindy Kennedy
CEO at Metabolic Terrain Omics
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.
Deepak Dhanak
Founder at DocuX
Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!
Aaron Schifman
Technical Product Marketing Manager at AppDynamics
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Vaibhav Kamble
Founder at CloudOptimo
Get a fully customizable plan for your business
400+ sample plans
Cover page designer
Business plan outline
Create an investor-ready business plan with Upmetrics in 4 steps
Create workspace
Choose a template or let AI create it for you
Customize and refine your plan
Download & Share It
Key features and benefits
Real-time collaboration
Collaborate on your business plan in real-time. Watch your ideas come to life collectively with your team in a synchronized planning experience
AI assistant
Our AI Assistant is your personal business advisor, offering writing aids and strategic insights to fine-tune every section of your plan.
Business plan outline
Easily share your business vision by publishing your plan online. Provide stakeholders with a view-only link for quick and secure access.
Plan Version tracking
Track your business plan’s evolution with our version tracking feature. Roll back to previous versions as needed with full historical visibility.
Task management
Efficiently assign sections of your plan to team members. Manage contributions and progress with our integrated task management tools.
Export to Doc and PDF
Download your complete business plan in both Doc and PDF formats, ensuring your documents are ready for any meeting and every investor.Get every Sections to visually present your ideas
Frequently Asked Questions
What is a business plan builder?
A business plan builder is a dynamic tool designed to simplify the creation of a comprehensive business plan. It provides a set of features, such as guided instructions, essential section templates, financial calculators, and more. With Upmetrics’ builder, you will be able to create a professional and personalized plan that is highly customizable and AI-assisted.
What is the cost of Upmetric’s business plan builder?
Access to Upmetrics’ business plan builder starts at an affordable price of $7 per month. For those seeking enhanced capabilities, including AI-powered assistance, the premium option is available for $14 a month, providing additional advanced tools to streamline the planning process.
Can I customize the templates provided by Upmetrics?
Absolutely! Upmetrics offers the flexibility to start with a variety of templates that you can then modify to suit your business’s unique requirements. Customize, add, or remove sections, utilize AI for section writing, and reorganize your business plan’s structure to create a document that truly represents your vision.
Can I download my business plan in doc format?
Yes, with Upmetrics you have the convenience of downloading your complete business plan in an editable doc format. This feature allows you to make further edits, tailor your plan for different audiences, or continue to refine it outside of the Upmetrics platform as needed.
How does Upmetrics help me write my business plan?
Upmetrics simplifies the business plan writing process with intuitive tools and a guided workflow. Users benefit from a comprehensive suite of planning features including AI writing assistance, financial forecasting, and a library of templates and samples. These resources, combined with an easy-to-use interface, ensure your business plan is thorough and investor-ready.
Does Upmetrics offer financial forecasting within the business plan builder?
Indeed, Upmetrics integrates financial forecasting tools directly into the workspace. It allows for the creation of detailed financial projections, including sales, expenses, and revenue forecasts. You can seamlessly incorporate these projections with interactive charts and financial reports into your business plan.
What if I need to create multiple business plans?
Upmetrics accommodates the creation of multiple business plans through additional workspaces, which you can purchase as add-ons for $5 each per month. Alternatively, you can archive your current workspace to begin a new plan if you prefer not to purchase add-ons, ensuring organizational flexibility and affordability.
Is there a trial period to test Upmetrics' Business Plan Builder?
While Upmetrics does not offer a traditional free trial period, we stand by the value of our Business Plan Builder with a 15-day money-back guarantee. If you’re not satisfied, we’ll refund your purchase with no questions asked, ensuring that you can try our services with confidence.
What languages does Upmetrics support?
How do Upmetrics business planning tool differs from others?
Finish your plan faster with our interactive Builder
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