“For incubators and business plan consultants, Upmetrics provides a feature for designing your own customized business plan template for your clients. Upmetrics is the most comprehensive, complete, flexible, and easy-to-use tool ever used.”
Run your whole cohort from one planning platform
Give every founder a guided workspace to plan, forecast, and track. Give your mentors one place to review progress across the program. Scale your impact without scaling the busywork.

Trusted by founders, schools, and firms
Running a program on disconnected docs holds your whole cohort back
Every accelerator and incubator we talk to fights the same three battles. Founders planning in scattered files, mentors flying blind between sessions, and reporting that eats your team alive.
One workspace fixes all three.
Every founder plans in a different doc
Slide decks, Word files, and half-built spreadsheets scattered across a cohort. No two plans look alike, and none of them connect.
Mentors can't see progress between sessions
Office hours start with a status recap instead of real advice. Without a shared view, your team is guessing where each startup actually stands.
Cohort reporting lives in spreadsheets
Rolling up traction and funding numbers for stakeholders means chasing founders and copy-pasting cells the night before the board update.
Impress your founders with a platform purpose-built for growth
Manage every startup from a single space
Run your whole cohort from one platform. Each founder gets a dedicated workspace to plan, collaborate, and communicate, while your team keeps a clear view across every engagement.
- Dedicated workspace per founder, switched from one dropdown
- Mentors, founders, and reviewers collaborate in real time
- Transfer ownership to the founder in one click at demo day
Your program keeps its structure. Founders walk away owning their plan. No more scattered docs or lost versions.

Fast and accurate financial projections
Guide your startups through detailed three-way financial forecasts so they have the foresight they need. Step-by-step guides and examples make it easy for founders to build projections without spreadsheet skills.
- P&L, cash flow, and balance sheet auto-generated
- Scenario test pricing, hiring, and runway in seconds
- Error-free math founders can defend in front of investors
When an investor asks where a number came from, the answer is in the model, not buried in cell H47.

See your startups' performance in real time
Get valuable insight into each startup's metrics with an intuitive dashboard. Embed essential charts and reports into the plan so founders understand their numbers and your team can track the whole cohort.
- Plan-vs-actuals dashboard the founder sees alongside their plan
- Custom charts and KPIs embedded directly in the deliverable
- Roll up cohort traction without chasing spreadsheets

Collaborative workspaces for startup planning
Connect founders, mentors, investors, and employees in one place so everyone stays aligned and informed. Share resources, leave feedback, and give strategic advice without the email back-and-forth.
- Role-based access for mentors, founders, and stakeholders
- In-context comments instead of scattered email threads
- Share frameworks and feedback across the whole network

Ready to take your startup mentorship program to the next level?
Trusted by accelerators, incubators, and the founders they back
Our users appreciate how Upmetrics streamlines their planning and enhances business operations.
“Using Upmetrics made the task of Business Planning so much easier. Its design application is absolutely amazing. As a professional using Upmetrics, I am well pleased. In addition, every question I raised was promptly answered/responded to in a detailed and easily understood way. Highly recommended.”
“Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.”
“I lucked up finding Upmetrics. I am an educator that decided to open my own business. I have little to know background in Business Management and I don't have time to relearn the wheel. Upmetrics has made this process smooth. I am excited every time I work on my business plan.”
“Great software. I tried and used other business plan softwares and apps, but I was really impressed by Upmetrics. The financial forecast section has excellent features none others have. I found it all very easy to use, the graphics are impactful and easy to read.”
“Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and publishing financial reports take up a lot of a founder's time.”
Make Upmetrics a part of your accelerator program
Give every founder in your cohort a proven starting point, then shape it around the way your program runs.
Create your custom template
Set up the plan structure that fits your program, then apply it to every founder in the cohort.
- Match the template to your methodology and process
- Reuse it across cohorts, no rebuilding each time
- Every founder gets a consistent, on-brand plan
How Hyper Startup Studio scaled founder support on one Upmetrics workspace
“Upmetrics transformed how we run our incubation process. We improved efficiency across the team and gave our founders the structure they needed to plan, forecast, and raise.”

Every tool a modern growth program runs on.
From the first onboarding workspace to demo-day hand-off, every tool your accelerator and your founders need is already built in.
Frequently Asked Questions
Everything you need to know about supporting your startups with Upmetrics.
Still have questions? Contact our team