A structured business plan with a 3-year financial forecast
A bank reviewing a loan, the State-Guaranteed Loan Fund, an investor or a partner reads a business plan to answer one question: do the numbers make sense and does the author understand the business. The tool guides you chapter by chapter: the business, products, customers, market and competitors, marketing and sales, operations, team, risks and the requested funding. In the financial step, you enter the average price, monthly sales, growth rate, fixed and variable costs, and initial investment. The tool then calculates a three-year forecast, breakeven month and cash requirements. The calculation is done in code rather than the model, and the text quotes the numbers exactly. The plan is written according to your chosen goal and downloads as Word, PDF, and an Excel file of the forecast.
It is exactly as accurate as the data you entered. The tool calculates revenue, costs and profit for each month based on the price, volume, growth and costs you provided. The forecast is only as good as its assumptions, so you should enter conservative estimates.
The plan is structured into chapters that funding bodies expect, including a forecast and requested funding. Every bank and fund has its own forms and requirements. The plan is the foundation you attach to the application, not a replacement for the form.
No. The numbers in the tables come from the calculation in the browser and do not pass through the model. In the financial chapter, the model receives them as a given fact and explains what drives them, with a strict instruction to quote and never change them.
A spreadsheet with the three-year forecast: revenue, variable costs, fixed costs and profit for each year, along with the breakeven point. You can change assumptions in it and keep working.
You get full access to the questionnaire, the complete financial calculation, wording for individual fields within your daily trial limit, and a preview of the executive summary. A subscription writes all chapters and lets you download Word, PDF and Excel files without a watermark.
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