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

Free Business and Planning Resources

E-books, checklists, guides, templates, and more to help you grow
Startup Fundraising Checklist

Startup Fundraising Checklist

Use this checklist as an all-around guide to getting your business funded.

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Startup Costs Worksheet

Startup Costs Worksheet

Use this Worksheet to calculate the startup costs for your small business so you can estimate profits, attract investors and request for funding.

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Small Business Partnership Contract Template

Small Business Partnership Contract Template

The contract template is designed to help small business owners create a partnership agreement between two or more parties.

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Company Profile Templates

Company Profile Templates

Get this company profile template to use as a resource to easily create your own company profile.

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Cashflow Calculator

Cashflow Calculator

Use this simple cash flow calculator to know where you are spending your money, how much cash is available for those vital day-to-day obligations.

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Customer Persona Template

Customer Persona Template

Use this template to create engaging buyer personas for your market research, sales and customer service.

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Mission and Vision Statement Templates

Mission and Vision Statement Templates

Download these templates to get useful tips to write clear vision and mission statements for your business

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The Business Model Canvas Template

The Business Model Canvas Template

Use this template to align your business priorities and ideas on one page, this is also called a one-page business model.

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The Lean Canvas Template

The Lean Canvas Template

Use this canvas to quickly define a business plan, pitch your idea to lenders and investors and brainstorm ideas with your team and collaborators.

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Business Plan Template

Business Plan Template

Download a business plan template that anyone can use to write their Business plan quickly. You just have to fill in the blanks

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Confidentiality Statement Templates

Confidentiality Statement Templates

Download and use this templates to write confidentiality agreements for your business plan readers

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Business Plan Checklist

Business Plan Checklist

Download and use this checklist to measure where you are in process of collecting the necessary information and writing your business plan.

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Starting A Business WorkBook

Starting A Business WorkBook

Download and use this workbook to learn how to start a profitable business, A complete guide on starting a new business

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Executive Summary Template

Executive Summary Template

Download and use this executive summary template to write a summary of your business plan, project or memo

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Financial Statements Template

Financial Statements Template

Download financial statements template that includes balance sheets, income statements, cash flow. Use it to help understand your business' financial position

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Ultimate Guide On Writing A Business Plan

Ultimate Guide On Writing A Business Plan

Download the e-book that includes a complete business planning guide by experts from Upmetrics

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