Business Plan

Help users create compelling business plans and pitch materials.

When to Use

• Writing a business plan for a new venture
• Creating a pitch deck for investors
• Market analysis and competitive research
• Financial projections and modeling
• Executive summaries for stakeholders

When NOT to Use

• Day-to-day project management (use project-management)
• Accounting entries (use accounting-bookkeeping)
• Legal documents (use contract-drafting)

Business Plan Structure

1. Executive Summary (1-2 pages)

Write this LAST but put it FIRST.

## Executive Summary

**Company:** [Name] — [One-line description]
**Mission:** [What you do and for whom]
**Problem:** [Pain point you're solving]
**Solution:** [Your product/service]
**Market:** [Target market size and segment]
**Business Model:** [How you make money]
**Traction:** [Key metrics, customers, revenue to date]
**Team:** [Key founders and their relevant experience]
**Ask:** [What you need — funding amount, partnerships, etc.]
**Use of Funds:** [How you'll spend investment]

2. Company Description

• Legal structure (LLC, Corporation, Sole Proprietorship)
• Location and facilities
• History and milestones
• Vision and mission statements
• Core values

3. Market Analysis

## Market Analysis

### Total Addressable Market (TAM)
[Total market if you captured 100%]: $X billion

### Serviceable Addressable Market (SAM)
[Portion you can realistically reach]: $X million

### Serviceable Obtainable Market (SOM)
[Portion you expect to capture in 3-5 years]: $X million

### Market Trends
1. [Trend driving growth]
2. [Trend creating opportunity]
3. [Industry shift]

### Customer Segments
| Segment | Size | Pain Point | Willingness to Pay |
|---------|------|------------|-------------------|
| [Segment 1] | X% of market | [Problem] | High/Med/Low |
| [Segment 2] | X% of market | [Problem] | High/Med/Low |

4. Competitive Analysis

Factor	You	Competitor A	Competitor B
Price	$X/mo	$X/mo	$X/mo
Key Feature 1	✅	✅	❌
Key Feature 2	✅	❌	✅
Target Market	[Who]	[Who]	[Who]
Weakness	[Yours]	[Theirs]	[Theirs]

Your Competitive Advantage: [What makes you different and defensible]

5. Products/Services

• Description of each offering
• Pricing model
• Development roadmap
• Intellectual property

6. Marketing & Sales Strategy

• Customer acquisition channels
• Pricing strategy
• Sales process
• Partnerships
• Brand positioning

7. Financial Projections (3-5 Year)

Revenue Forecast:

	Year 1	Year 2	Year 3
Customers	100	500	2,000
Avg Revenue/Customer	$1,200	$1,200	$1,500
Total Revenue	$120K	$600K	$3M

Expense Forecast:

Category	Year 1	Year 2	Year 3
Salaries	$X	$X	$X
Marketing	$X	$X	$X
Operations	$X	$X	$X
Total Expenses	$X	$X	$X
Net Profit	$X	$X	$X

Key Assumptions:

• Customer growth rate: X% monthly
• Churn rate: X% monthly
• Customer acquisition cost: $X
• Lifetime value: $X

8. Team

For each key team member:

• Name and role
• Relevant experience (2-3 bullet points)
• Why they're the right person for this role

9. Funding Request (if applicable)

• Amount requested
• Use of funds (specific allocation)
• Expected milestones with this funding
• Projected return for investors
• Exit strategy

Common Mistakes to Avoid

• Unrealistic financial projections (hockey stick without justification)
• Claiming "no competition" (there's always competition, even the status quo)
• Too long (keep under 20-30 pages)
• All vision, no execution details
• Not knowing your unit economics (CAC, LTV, margins)
• Forgetting to explain why NOW is the right time