“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 LorjeFounder & CEO at Agmondo
Business Plan Builder
Build your business plan with a drag-and-drop builder.
Start from a proven structure, write each section with AI built into the editor, and turn your numbers into financials without a single spreadsheet formula. 400+ sample plans included.
Trusted by founders, schools, and firms
15-Day Money BackGuarantee
4.9
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What you get
A guided builder that does the heavy lifting
Each section walks you through what to write, the AI helps you say it, and the financials build themselves.
Guided structure, never a blank page
Every section opens with instructions, definitions, and a worked example, so you always know what to write next. Borrow from 400+ real sample plans across industries when you want a head start.
- Inline tips and definitions on every section
- 400+ industry sample plans to learn from
- Reorder, add, or remove sections to fit your business
AI Assistant
AI built into every section
Ask the assistant to draft a section in your words, tighten what you wrote, or suggest what's missing. It reads the rest of your plan, so the advice fits your business instead of a generic template.
- Draft any section from a short prompt
- Rewrite and tighten copy you already have
- Context-aware suggestions based on your full plan
Turn sections into visuals
Drop in ready-made blocks for SWOT, market size, customer persona, and more. Each one is a template you fill with your data, so the plan reads like a designed document, not a wall of text.
- Pre-built SWOT, market size, and persona blocks
- Editable charts and tables, no design work
- Consistent layout across the whole plan
Financials without the formulas
Enter your assumptions and the builder works out sales, expenses, and cash flow for you. Projections and charts update on their own and flow straight into the plan.
- Automated sales, expense, and cash-flow projections
- Charts and reports that update as you edit
- No spreadsheet formulas to maintain
Your plan can be investor-ready by the end of the week.
How it works
From idea to a plan you can hand over
Four steps from a blank section structure to an investor-ready plan with financials and an export ready to send.
Step 01
Pick a starting point
Open one of 400+ industry sample plans, or start from a blank section structure.
Step 02
Draft with AI
Answer a few prompts and let the assistant write a first pass of every section.
Step 03
Make it yours
Rework copy, reorder sections, and drop in SWOT, market size, and persona blocks.
Step 04
Add financials and export
Projections build from your assumptions. Download as a Doc or PDF.
Testimonials
Upmetrics users say..
Our users appreciate how Upmetrics streamlines their planning and enhances business operations.
“Hands down, the best business planning software I have ever used. It is extremely easy to use, intuitive, incorporates AI, guides you through it step by step, and it is extremely easy for others to collaborate.”
Cindy KennedyCEO at Metabolic Terrain Omics
“I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use. It simplifies the often complex process of creating financial projections and forecasts.”
Vaibhav KambleFounder 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
“Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It is awesome to use.”
Darin LeonardsonPresident and CEO, Transformed Culinary Solutions
“Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating reports take up a lot of a founder's time. Upmetrics removes all that friction.”
Deepak DhanakFounder at DocuX
“Upmetrics is my assistant for business planning. Over the years I have tried a few business plan tools, but Upmetrics hands down is the best. Their AI assistant has been a great feature, and the support team is excellent.”
Manasij GCo-founder & CEO, Zapscale
“The Upmetrics business plan tool stands out from the rest. Its financial forecasts are unmatched, with detailed reports on profit, loss, earnings, and breakeven points. User-friendly and adapts to any company.”
Mara CampbellOwner of Reading Sewing Bee
“Upmetrics streamlines business planning and pitch deck creation with sample templates. It excels at financial planning, making it effortless to integrate finance and funding details into your business plan.”
Aizat HFounder Praxis Sdn. Phd
Make it yours
Make the plan truly yours
Draft with AI, design a cover that opens doors, and shape the outline around your story.
Let AI write the first version
Tell the AI about your business and it writes a full first draft, section by section, in your industry's language. You're editing real content from the first minute instead of staring at empty pages. Change anything you want; the AI just gives you the running start.
Executive SummaryAI writing
Draft my executive summary
More in the builder
Built for teams, not just documents
The plan is the start. Collaboration, versioning, and export keep it useful long after the first draft.
Real-time collaboration
Work on the plan together. Co-founders, advisors, and your team edit the same document and see changes as they happen.
AI assistant
A writing partner that drafts, rewrites, and pressure-tests each section against the rest of your plan.
Share and publish online
Publish your plan as a private link investors and lenders can open in the browser. No PDF email chains.
Version history
Every revision is saved. Compare against an earlier draft or roll back without losing the current one.
Task management
Assign sections to the people who own them and track what's done, in progress, and still open.
Export to Doc and PDF
Download the finished plan as an editable Doc or a polished PDF, ready for a bank or a board meeting.
Every section, built in
Every section your plan needs is already here
Every section investors and lenders expect is built in, ready to fill, reorder, or remove.
Generate my plan with AIExecutive Summary
Company Overview
Product & Services
Market Analysis
Management Team
Marketing & Sales Plan
Funding Request
Financial Projections
Appendix
FAQ
Frequently Asked Questions
Everything you need to know about the Upmetrics business plan builder.
Still have questions? Contact our team
Discover more
Explore the rest of Upmetrics
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Start building a plan you'll actually finish
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