“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
Upmetrics for SBDC Consultants
Simplify how startups & SMBs plan using Upmetrics
Upmetrics is an all-in-one platform that helps you and your clients create business plans, accurate projections, and compelling pitch decks collaboratively, in one place.
Trusted by founders, schools, and firms
The problem
Supporting multiple entrepreneurs with planning is often slow, inconsistent, and frustrating for advisors and consultants.
Drafts move through endless emails and documents, making it hard to keep track.
Every plan looks different, so advisors spend time fixing formats instead of focusing on content.
Spreadsheets and templates overwhelm entrepreneurs and stall progress.
The solution
Simplify business planning for your advisors & clients
Get a complete business planning toolkit
You don’t need multiple tools for planning! With Upmetrics, you get a complete planning toolkit to help your startups finish their plans.
- Guided plan builder
- Automated forecasting tool
- Strategic planning templates
- Pitch deck creator
Manage multiple clients in a single space
Keep every client’s plans, forecasts, and pitch decks organized in dedicated workspaces, making it simple for advisors to oversee progress and provide feedback.
- Organize all client plans, forecasts, and pitches
- Invite members with role-based access
- Easy client switching & progress tracking
Fast-track process using AI assistance
Speed up planning with AI support that helps clients write content, refine financials, and research markets, giving advisors more time to focus on strategy.
- Generate an entire plan using AI
- AI writing, research, and forecasting assist
- Translate plan into 90+ languages
Simplify Business Plan Collaboration with Upmetrics
Trusted by advisors
What advisors and their clients say about Upmetrics
Consultants, advisors, and the entrepreneurs they support rely on Upmetrics to plan faster and present with confidence.
“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
Why Upmetrics
Upmetrics makes planning faster, consistent, and collaborative!
Organized workspaces
Keep all client plans, forecasts, & decks in one structured workspace
Real-time collaboration
Advisors and clients work together instantly, with live edits and feedback
400+ sample plans
Inspire clients with industry-specific examples that they can quickly adapt
Custom templates
Standardize planning with templates tailored for your SBDC's needs.
Financial dashboard
Simplify financial forecasting using built-in formulas & a visual financial dashboard.
Export & Sharing
Export & share plans, forecasts, and pitch decks to PDF, Word, or Excel.
Upmetrics Solutions
One platform, endless ways to support entrepreneurs
Secure Funding, Loans & Grants
Help clients create professional plans and forecasts that meet lender and investor requirements.
Starting & Launching a Business
Guide entrepreneurs through a structured process to plan for launch and early growth.
Validate Business Ideas
Support founders in testing and refining their ideas with AI-assisted planning and financial projections.
Business Consultant & Advisors
Standardize client planning with custom templates and collaborate in real-time to save review time.
E2 / Immigration Visa Plans
Prepare compliant business plans that meet visa application requirements.
Incubator & Educator Programs
Manage cohorts of entrepreneurs, track progress, and ensure consistency across all business plans.
Ready to support your clients?
Help your SBDC clients build lender-ready plans faster
No riskCancel at any time15 Day money back guarantee