Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Business Plan Builder

Create your business plan with our drag & drop builder

Transform your ideas into a business plan with our interactive builder. 400+ sample plans, step-by-step instructions, and every section you need to plan your business.

110K+

Customers
195 countries

4.8

4.8

4.9

15-Day Money Back
Guarantee
15 Days Money Back
Guarantee

You will be guided for every step of your business planning

You will get step-by-step instructions and examples for each step of the planning process with our collaborative business planning tool.
Helpful tips and examples

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.

Ai-powered insights & Auto writing assistance
Design visually appealing sections

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 projections without worrying about formulas

Create a plan and build your dream business

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 an investor-ready business plan
Initiate your planning journey by establishing a personalized workspace, and crafting a foundation for your innovative business ideas and strategies.
Kickstart your business plan with a curated template or ask our advanced AI to develop a custom plan that aligns with your unique business goals.
Tailor your business plan to perfection by adding specific details, adjusting financials, and refining content to clearly articulate your business vision.
Conveniently download your polished business plan in a professional format and share it securely with investors, team members, or advisors.
Create an investor-ready business plan

Key features and benefits

Real-time collaboration

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

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

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

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

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

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.

The thing that we appreciated the most is we were able to communicate with the support team on some key elements, and they were very very accommodating in all respects.

Larry Meek

Co-Founder & Owner at Carefree Home Watch

Get every Sections to visually present your ideas

Business Plan Builder Banner

Frequently Asked Questions

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.

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.

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.

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.

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.

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.
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.
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.
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