“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
Funding & Loans
Get funded with lender-ready business plans
Upmetrics empowers you to confidently secure funding with professional business plans, detailed financial projections, and persuasive pitches, all crafted to impress investors and financial institutions.
- Lender-ready plans investors take seriously
- Accurate financial projections, no spreadsheets
- Pitch decks that win the room
Trusted by founders, schools, and firms
The problem
Most plans never make it past the loan officer.
Bankers, SBA reviewers, and investors all read with the same skeptical eye. Three things sink most submissions before they get a real read.
I'm not sure my financials would hold up if a banker really dug into the numbers.
I keep losing the story by page two, and I don't know how to make it land.
My plan, my deck, and my spreadsheet don't quite line up, and it's obvious.
Everything you need to get funded
One tool for plan, projections, and pitch
The plan, the numbers, and the deck stay in sync, so what you send a lender or investor always lines up.
AI plan builder
Lender-ready business plans, drafted by AI
Step-by-step prompts and AI-generated sections built around what SBA officers and bankers actually look for. Skip the blank page and start with a structure built for funding from day one.
- Pre-built sections matched to SBA & bank loan requirements
- AI auto-writes, shortens, or expands any section in one click
- Real-world examples next to every section as you write
Investor-grade financials
Financial projections that hold up to underwriting
Plug in your inputs and Upmetrics models the rest, then outputs the exact reports lenders and underwriters ask for. No formulas, no broken spreadsheets, no awkward questions in the loan review.
- P&L, cash flow, balance sheet, and break-even, all auto-generated
- Scenario-test pricing, hiring, and funding amount in seconds
- Export every report to PDF or Excel for loan packages
Pitch deck
The pitch deck investors expect to see
Turn your plan into a deck that investors lean into, with the slides, structure, and tone they recognize. Every number in the deck stays in sync with the plan and the financials behind it.
- 32+ investor-ready slide layouts (problem, market, traction, ask)
- AI drafts every slide from your plan, so the deck and financials match
- Restyle fonts, colors, and media without a designer
Collaborate & share
Loop in advisors, then send it straight to the lender
Get real-time input from your co-founder, accountant, or SBA advisor without juggling versions over email. When the plan is ready, ship it to the lender or investor with one secure link.
- Invite advisors and co-founders with role-based access
- Comments, suggestions, and version history on every section
- Publish the plan or deck via a secure link, no PDF email chains
Over 100K+ entrepreneurs have raised funding with Upmetrics
Customer Story
How STREAM Academy used Upmetrics to raise $500,000 from SBA's small business grants
Discover how STREAM Academy secured a $500,000 SBA grant. Learn from their journey and see how Upmetrics can help you achieve similar success in securing funding and grants.
Read the Full StoryTestimonials
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
What's inside
Every section investors and lenders expect, ready to go.
Skip the blank page. Every Upmetrics plan ships with the sections SBA officers, banks, and investors already know how to read.
Executive SummaryMarket AnalysisBuyer PersonaOperations PlanThe TeamUse of FundsSales ForecastP&L StatementCash FlowBalance SheetBreak-even AnalysisFinancial Projections
FAQ
Frequently Asked Questions
Everything you need to know about creating a fundable business plan with Upmetrics.
Still have questions? Contact our team
Ready to get funded?
Create a plan that impresses lenders & investors
No riskCancel at any time15 Day money back guarantee