Pitch

The LivePlan pitch focuses on documenting the core problems a business is setting out to solve. It’s critical for any business to have a laser focus on the problem they are solving, rather than maintaining focus on the solution.

If you have a deep understanding of your customer and their needs, the best actions will naturally follow.

Plan

The business planning process is made easy with prompts, definitions of key terms, and video and text tutorials built right into LivePlan.

Your plan will be set up with a standard recommended outline of chapters, sections, and topics (tables, charts, etc.).

You can either begin writing to that outline, or modify it as you want by rearranging, adding, or removing parts of the outline.

Forecast

LivePlan automatically creates all the financial forecast tables you need to manage your business. You don’t have to worry about navigating complex spreadsheets.

LivePlan takes you step by step through the process of creating the powerful financial reports you need for your business plan—even if you don’t have prior business experience.

Benchmarks

Industry benchmarks can tell you whether you are matching the profit margins of your peers, keeping too much inventory on hand, or getting paid faster or slower than others.

Just tell LivePlan your industry, location, and company size, and we will show you recent industry averages for these and other key metrics. This data is generated through our partnership with Sageworks, a leading provider of industry data in North America.