Conversational Business Plan · Free to build · $49.99 to unlock

Build a banker-grade plan in fifteen minutes.

Answer guided questions about your business. We'll generate a twenty-plus page professional plan with financial projections and documented assumptions — the exact format Canadian commercial lenders evaluate.

~15 min
to complete
20+
page plan
$49.99
one-time · unlimited revisions
Preview every section before you pay · 7-day refund · Tax-deductible for Canadian businesses
Your plan includes
Executive Summary
Company Overview & Legal Structure
Market & Competitive Analysis with SWOT
Products, Pricing & Supplier Details
Marketing & Sales Strategy
Operations Plan & Staffing
Management Team & Qualifications
3–5 Year Financial Forecasts
Cash Flow & Break-Even Analysis
Loan Repayment Schedule & DSCR
Documented Assumptions
Risk Analysis & Mitigation
Implementation Milestones
Professional PDF Export
Unlimited Revisions
About you

Who's behind this business?

Your name and title appear on the cover page. Lenders evaluate the person as much as the business.

About you

What's the business called?

Location

Where will you operate?

Your business

Describe what you do

Be specific. "A coffee shop" won't get funded. "A specialty coffee shop and lunch counter targeting downtown office workers" will.

Your market

Who is your target customer?

Your market

Who are your competitors?

Name two to four specific competitors. Include their weakness and your advantage.

Products & pricing

What do you sell?

Include price ranges and estimated percent of total revenue per category.

Products & pricing

Who are your suppliers?

Named suppliers with signed agreements dramatically strengthen your application.

Funding

How much do you need?

Personal investment is one of the strongest signals of commitment to your lender.

Including your own contribution.
Funding

Where is every dollar going?

"Equipment $45,000" is good. "Miscellaneous $45,000" is a red flag.

BDC: Prime + 1–3%
Revenue

What revenue do you expect?

This is where most plans fail. Show the math: units × price × frequency.

This becomes the documented assumption your lender scrutinizes.
Revenue

Growth and projections

3 years for loans under $250K. 5 years for BDC or larger.
Expenses

What are your monthly costs?

Underestimating expenses is the number one red flag. Use conservative estimates.

Food: 28–35%. Retail: 40–60%.
Expenses

Who are you hiring and when?

Include timing, role, rate, hours, and monthly cost for each hire.

Marketing & operations

How will customers find you?

Your background

Tell us about your experience

Management experience is the number one factor in lending decisions. Be thorough.

Final details

Advisors, collateral, and documents

Your plan is ready.

Twenty-plus page professional business plan with projections, documented assumptions, and PDF export.

20+ Pages Financials Assumptions PDF Export
$49.99
unlimited revisions
Tax-deductible · 7-day refund · No subscription