Beyond the “business model canvas” and “lean start-up,” BizPlanBuilder demonstrates to investors and others how well you’ve thought-through your business, and that you have the chops and the wherewithal to succeed!

Whether you’re bootstrapping your company, crowdfunding, or pitching angels or VCs to raise capital, a real business plan is the right place to start!

You get one chance to grab investors’ interest and prove “why your product,” “why now” and “why from you.”

Here’s the software and templates you need to write a business plan to raise $5,000 – $50,000,000!

Over the past 25 years our customers have raised hundreds of millions of capital through angels, venture capitalists, investors, banks, the SBA and corporate management. The BizPlanBuilder business planning software template has proven itself as the go-to business planning system to develop and communicate your business concept to the people who can support you. It’s been refined through the experience of professional consultants and entrepreneurs who’ve used it successfully to develop effective strategies for financing their businesses.

If you need to raise capital right now, BizPlanBuilder is the most respected software system that writes a compelling business plan!

It’s got everything you need to organize your ideas and build a compelling case for the successful future of your business:

  • Fully scripted sample narrative sections, integrated financial worksheets, and investor presentation templates you can easily customize for a perfect fit to your business
  • Expert comments throughout, plus step-by-step video guidance make it easy
  • Includes all the supporting documents you’ll need to raise capital

pc world magazine review business plan software template“JIAN’s BizPlanBuilder is our BEST BUY because it cuts through the complexity of developing a plan and helps you produce slick-looking results. Its exhaustive template walks you through the every step from cover letter to appendix, with plenty of samples… BizPlanBuilder also offers a better collection of financial tables, ratios, and projections than any competitor.”
~ Mike Hogan, PC World Magazine

entrepreneur magazine recommends BizPlanBuilder business plan software template“We love your software. It’s the best. For years, we’ve been telling our readers to buy it!”
~ Rieva Lesonsky, Editorial Director, Entrepreneur Magazine

Business plan review comparison smart computingThe questions and advice included with BizPlanBuilder are, in our opinion, the best part of the program. We recommend BizPlanBuilder because it gets you thinking about what it takes to start and run a successful business. And with a price tag of $150, it costs a lot less than a consultant.
~ Jeff Dodd, Smart Computing


BizPlanBuilder online windows software template

Remember… The better job you do on your business plan
the better deals you’ll make!


“People may laugh at your business idea…

But wait until they read your business plan!”

You have an idea for a business… Maybe it’s unconventional… Different… Perhaps a little complex… Maybe hard to explain… And you want agreement and support from others to make it happen…

You’re not alone. And we need more people like you to make a difference in our world!

This is why we created BizPlanBuilder — to simplify the creation of a compelling business plan into plain-English that anyone of any skill level can put into action now.

Knowledge will not attract money, unless it is organized, and intelligently directed, through practical plans of action. ~ Napoleon Hill, Think & Grow Rich

What you can do with BizPlanBuilder…


Everything you need to plan, develop and produce a comprehensive, investment-grade business plan, financial model, and investor presentation for your company is right here:

Our experts have taken the best of hundreds of business plans and synthesized them into the ultimate, hybrid business planning system for you to use — proven time and again for financing, grants and business growth.

25+ years refining what investors & lenders actually finance

Our customers report having raised over $3 billion through venture capitalists, investors, banks, the SBA and corporate management — making BizPlanBuilder the proven tool for developing your concept and presenting it to those who can back you.

BizPlanBuilder is perfect to…

  1. Organize your ideas, develop your business model and strategy>
  2. Start a business from a raw idea
  3. Raise capital from Angels, Crowdfunding, and VC investors
  4. Obtain a loan, line of credit or SBA-backed guarantee
  5. Launch a new product or service
  6. Organize or reorganize your company
  7. Get your people pulling in the same direction
  8. Convince management to approve project funding
  9. Complete your MBA or win the school competition!
  10. Convince creditors that you can pull out of bankruptcy
  11. Evaluate an acquisition
  12. Ultimately, successfully merge or sell your company!

Who uses BizPlanBuilder?

Before you produce a film,

you need a script.

Before you build a house,

you need blueprint.

Before you get the funding

to build your business,

you need a business plan.

A great business plan…

And you can do it yourself

with BizPlanBuilder!

The progressive business plan that grows with you!

BizPlanBuilder is for those who intend to raise capital for their own idea or business, whether seed, venture, private equity, strategic, or debt financing. It also doubles as a strategic planning tool for plotting your course and priorities for the future. It’s perfect for people who are, or aspire to be, founders of entrepreneurial ventures, CEOs of successful growing businesses, or consultants supporting business clients.

  • For Entrepreneurs, Business Owners, Inventors, and Consultants
  • Lays a solid yet flexible foundation for building your company
  • YOU — Organizes & prioritizes your ideas into a logical & compelling presentation
  • Saves time explaining and promoting your business concept over & over again!
  • Established Companies — Update your annual strategic / operating plan
  • Organize & coordinate all activities, incorporates SWOT analysis and budget —enables your team to contribute
  • Consultants / Coaches — Get your clients to organize & reveal their full agenda
  • Enables you to share in the BIG picture and see specifically all the places where you can support your client
  • Baby-Boomers — Burst out of “retirement” and start a business…
  • Apply your knowledge, analyze your concept — Carefully invest your retirement funds!
  • Business Schools — Incorporate current real-world tools with sufficient rigor to teach business creation
  • Students apply what they’ve been learning and can continue to build their business after graduation.

Why you? Why BizPlanBuilder? Why now?

Beyond the “business model canvas” and “lean start-up,” here is where you can demonstrate how well you’ve thought-through your business, and that you have the chops and the wherewithal to succeed!

  1. Who are you?
  2. Why are you in business?
  3. What is the opportunity here?
  4. What is the current situation in the world?
  5. How big is the market?
  6. What will you sell?
  7. How is your business structured?
  8. How will you make money?
  9. Who else is doing the same thing?
    How do you compare?
  10. Who are your most important customers?
    How will you reach and inspire them to buy from you?
  11. Do you have any strategic partners who will help?
  12. Who are the people running your business?
    What experience do you/they have?
  13. Who else are you working with?
  14. Who are your advisors?
    Who is on your board?
  15. Where are you today?
    What have you accomplished with what you have?
  16. How much money do you need to start / grow?
    What will you do with the money?
  17. What’s the deal?
  18. How much money will investors make?
    When & how will investors make their money back?

The original business plan software recommended by thousands of bankers, investors, consultants, and successful business owners.

Your business model, plan and strategy is everything — what you do, how you do it, and how you make money. BizPlanBuilder organizes your ideas, calculates costs, profits, and expresses your business model with clarity. BizPlanBuilder was created by entrepreneurs and business planning experts with years of success and experience. It’s like having your own business consulting team at your finger tips!

“I made a deal with a large corporate partner for over a million dollars. They funded my entire operation to publish 100 of the greatest books on CD ROM.”

~ Steven DeVore, President, InteliQuest, Danville, CA

You’re investing your own money as well as money from friends, family and others — Plus the next 3-5 years of your life…

Go with the wrong business plan software because it was free, cheap or too-good-to-be-true and investors just know — and they’ll toss it in the trash. It’s worth it to do it right. Get the business plan used by  more than 2 million entrepreneurs, 160 colleges & universities, 1,200+ consultants, and is responsible for funding countless businesses. It always looks unique and compelling, never cookie-cutter.

Why it works so well for so many…

Rather than having to research, organize, answer questions in a vacuum or write from scratch, we’ve synthesized the best solutions from many sources and provided them as examples for you to customize to fit your business. We’ve done most of the authoring for you.

There are no blank pages, so there’s no writer’s block. Big projects with huge promise — a real business plan makes a big difference!

“This is the first program I have seen that begins the process and inspires you to finish!”

~ Robert Taylor, Taylor Sudden Service


With BizPlanBuilder, you’ll…

  • Tell your story & articulate your value proposition
  • Visualize and communicate the big picture
  • Organize and prioritize your ideas into a logical and compelling presentation
  • See your business through the eyes of investors & lenders
  • Model your business using fully integrated financial worksheets
  • Prove to investors that you have solid concept and a clear path to success
  • Consider solutions for every part of your business
  • Establish the best structure for your business
  • Develop a compelling summary plan and investor “pitch deck”
  • Learn exactly what to include in your business plan and what to say from the first page to the last. There’s a sequence. You need to follow it.
  • Collaborate over a network or the Internet and share the planning process
  • Understand your deal and establish a strong footing for negotiating your funding deal
  • Enjoy step x step instructions woven throughout with expert commentary explain each section and offer best practices
  • Includes comprehensive Handbook of Business Planning
  • Fluently answer investors’ & lenders’ questions and ease their concerns
  • Have a focused, prioritized use of funds (spending plan)
  • Maximize your credibility – from first impression onwards
  • Have the confidence in your business and yourself to inspire confidence in others
  • Get instant access…

BizPlanBuilder online windows software template

60-Day Money-Back Guarantee

This is the one I want.

Top Ten Reviews BizPlanBuilder!


“…Everyone knows that functionality is important, but all those pretty words and numbers won’t help you when you get up in front of a committee of investors asking how the numbers were derived.

The distinction of BizPlanBuilder over other business plan software is the extensive step-by-step help, the wealth of documentation and business articles to help with strategy and business development, and the range of internal and online help and support.

While other business plan software applications can help users create formatted and professional-looking plans on paper, what BizPlanBuilder does in addition, is help users create an understanding of their business to help sell themselves to investors and bankers.

That is, after all, the whole point of building a business plan, and BizPlanBuilder provides all the tools; the user need only bring passion and desire to see it through.”

Top ten review business plan software

business plan software template for athletic / health club

$5,850,000 to acquire & build athletic club

“As someone who had never turned on a computer, I used BizPlanBuilder and first raised $850,000, then $5 million to buy a large health club because of your software. I still get compliments on my first biz plan when folks want to see what we did to raise our original capital. I always send them your direction!”

~ Bob Shoulders, Fayetteville Athletic Club, Fayetteville, AR

The antidote to “500 sample business plans,” the “Business plan in a day”
and the “Free” Business Plans!

…if your project is even slightly more ambitious and you want capital from “smart money,” then BizPlanBuilder is the business planning system for you.

There are many options when it comes to business plan software and templates

A competitor offers a web-based business plan as well as 500 sample plans — actually based upon a bicycle store or a coffee shop(?!?) That may be OK for a very simple business, but if your project is even slightly more ambitious and you want capital from “smart money,” then BizPlanBuilder is the business planning system for you.

Another competitor promises you can write a business plan in just 8 hours(?!?) That’s great marketing hype and very attractive, but designing a respectable business — even with the best business planning software on Earth — will require more time than that before you commit your hard-earned money, the next few years of your life, and your credibility with investors.

And then there’s the free business plan offered by the SBA… (Are government employees good at building businesses?) Good luck. You get what you pay for. :-|

Only BizPlanBuilder incorporates real text intended for you to use

(Much more than just blanks to fill-in or generic copy you have to rewrite.)

No other online/software planning system has the praise given to BizPlanBuilder for overall ease of use, quality and sheer success of its users.

Compare for Yourself — Here’s one example of why BizPlanBuilder is better!

Here’s an actual sample of what you get from the SBA, some banks, crowdfunding sites, and others who offer FREE business plan templates:

Compare with the wells fargo business plan software template screen Really? That’s it? Right, that’s all they give you!


What we’ve done is HARD, but that’s what makes it easy for you!

Open this page from BizPlanBuilder and you’ll see!

sample business plan software page compareClick to Open → You’ll see what we mean!

(The green text is ‘hidden’ and doesn’t print.)

You cannot BS your way through these projects!

Do so at your peril! They’re being read by real people with a real interest in your business, not a teacher’s assistant in a hurry to meet friends for a beer!

All JIAN’s apps & templates are built with pre-scripted text intended for you to edit and actually use. No blank pages, no writer’s block. And you’ll learn a lot in the process, but customize them for your specific business needs.

Reality requires more rigor

It takes a lot to build a successful business. JIAN’s tools make it easy to implement your key foundation building-blocks because we’ve already done the heavy-lifting: the research, the content, financial models and worksheet calculators, the presentation decks… We care and it shows in our products.

Use JIAN to fill-in the blanks!

Dr. Goetzow prefers BizPlanBuilder over Business Plan Pro

“Your software produces plans that are equivalent to some of the best plans I’ve seen. I have tried using another software, Palo Alto Software (Business Plan Pro / Live Plan), but was not anywhere near as satisfied with the results.” ~ Dr. J Goetzow, San Francisco, CA

The business plan software template for lean start-ups & bootstrapping

develop a bootstrapping strategy with business plan software

How much of your business can you build before (or without) financing?

Over the years, we’ve learned that what impresses investors most is how much you can accomplish with what little you have. Prove that you’re resourceful and investors are often inclined to bet on you.

  • Raise capital if / when you need it
  • Tell a great story with organized facts and good numbers
  • Implement ideas that help you generate revenue from the beginning
  • Do everything you can to build value in your business… make deals, barter, trade — build value before seeking investors

What if you could finance your business without money?

If you’re starting a business for the first time, there is a lot to think about and do, but now you’ll have a complete blueprint template for putting your new business together. You must make the best use of the money and resources you have. If / when you want funding, you’ll have an excellent proposal that addresses all the questions and possibilities.

Even experienced business planners report how useful BizPlanBuilder is even as a checklist to remind them of everything to consider before presenting to investors or lenders.


Finally launch your Minimum Viable Product?

This is an exciting time! And you must be prepared for when investors come sniffing around.

True Story: Raise capital to buy jets or just find jets?

“Reduce your plan to writing. The moment you complete this, you will have definitely given concrete form to the intangible desire.”

~ Napoleon Hill, 1883-1970, Think & Grow Rich

How this user inspired a nice man to give him 2 LearJets…
so he could start a jet charter business!

Some time back, Darrin Perdue had three partners, with ten years combined flying experience, and a vision for a jet charter company. His plan was to first raise money and then buy a jet. The first investor laughed him out of his office. Then, while pursuing other investors, Darrin remembered that he knew a gentleman who owned two LearJets. Darrin used his business plan to convince the jet owner to let Darrin’s company (SP Aviation, Hayward, CA) manage his planes. The company took off!

While he didn’t have the money to buy jets, Darrin used BizPlanBuilder to map out his goals, costs, his team, his target market, and how he planned to scale the business. If you had 2 LearJets, what would you want to know? Darrin had it.

Today, Darrin’s company has 12+ pilots, with access to 50+ airplanes(!) and is on call 24 hours a day – providing jet charter services to executives, celebrities and medical transplant teams throughout the world.

BizPlanBuilder Success Story - aviationhead-shadow

Lesson Here!

Darrin originally thought he needed money to buy airplanes, until he remembered that his goal was jets. Why buy airplanes when there are so many around? There are many ways to get what you need to build your business — it doesn’t always take lots of money. Look around… Who has what you need?

Whether you’re raising $5,000 to $50 million,
BizPlanBuilder writes an investment-grade business plan quickly and easily!

The business plan software template for friends, family & crowdfunding

business plan software template for friends and family seed round funding

Show them exactly
how you’ve thoroughly
thought through your
business idea.

“The good news is that they know you…
The bad news is that they know you!”

When you ask family and friends for money, the first hurdle you must overcome is your reputation and all your past sins. You must convince them why your product or service is needed, why now, and why from you. Your new business plan must demonstrate to your friends and relatives the current you and prove that you are responsible with their cash. Your past was full of rich learning experiences from which you will now earn yourself and others a fortune.

To pitch your friends, family, angel investors, VCs and others on your business idea…

What do you show them? What do you leave behind for them to read? BizPlanBuilder simplifies the process of writing your business plan and gives you expert advice, tips, and hints based on proven business practices. It’s the fastest and easiest way of turning your ideas into a winning plan and a successful business.

Even crowd-funders want to see your plan

No matter how big or small their investment, your business plan will give you an advantage and help you sell your concept when uploaded to crowd-funding sites

retail pet store employee uses BizPlanBuilder business plan software template to borrow a loan to buyout owner

$65,000 loan to buy store from owner

This retail pet store employee used BizPlanBuilder to get a loan for $65,000 from the Bank of Montreal to acquire the store from the owner…

“I don’t know how I would even have started a project like this without BizPlanBuilder. I was up against 7 big players in the pet industry and managed to beat them all because of the professionalism in my business plan.”

~ Linda Bleoo, Montreal

The business plan template for angel & venture capital investors

Wriing a business plan for investors

Given our unique experience,
we help you to anticipate
investors’ and lenders’ requirements.

Because the power of a business plan isn’t just with the investors, it’s with you, the person creating the business plan, explaining it quickly and simply to another person.

Need to organize your ideas and develop a presentation for raising capital? BizPlanBuilder is the ultimate system to help you produce a professional business plan. For more than 25 years, JIAN’s BizPlanBuilder® continues to be the #1 business plan software for raising capital, with over 2 million customers ranging from high-tech startups looking for investments to local small businesses applying for SBA as well as conventional loans from local banks.

What they have in common is the elegance and easy-to-use power of BizPlanBuilder, proven and constantly refined over many years and economic cycles to drive billions in investment dollars and revenue for our clients.

Business plan software template success case - Athletic Clubhead-shadow

business plan software template to raise capital

Why Your Product?

Why Now?

Why from You?

How do you make money?

How much do you need?

What are you going to do with it?

What’s my ROI?

Do you have a good business plan?

Angels and Venture Capitalists are tough and can be brutal on business plans.

They’re often investing their own cash and have seen many deals before! (Usually they say they want a short 2-3 page plan. That’s good for an intro. Actually, they’ll want to know many things before writing a check!)

We’ve been listening, watching, and working with investors ourselves for a long time and we’ve built-in the answers leading you all the way with the text and numbers in the structure they’re looking for.

Now you will position yourself to powerfully introduce your vision, mission and management team.

Share your market analysis, company structure and product or service description along with your operational plan and initial marketing strategy. Carefully outline your financial requirements and exit strategy. (“Exit” for your investors that is, with a return on their investment.)

With BizPlanBuilder, you’ll be prepared with the 2-3 page summary, as well as the complete plan, a proper presentation, and the answers to the tough questions most investors and lenders will ask!

The connection between an investor or lender grasping your plan and you raising the capital you need are the common sense and tested, proven methods built into BizPlanBuilder®.

BizPlanBuilder online windows software template
60-Day No-Risk All Your Money-Back Full-Credit Just in Case…


How soon do you need to raise capital?

Small business computing for dummies recommends the BizPlanBuilder business plan software template

“BizPlanBuilder really shines. Quite simply, it’s the best way that I know to create a business plan that will get you the investors that you need to be successful.”

~ Brian Underdahl, Author, Small Business Computing for Dummies

The business plan that builds your case with investors

Write a business plan using this word and excel template software to get financing or crowd-funding

BizPlanBuilder reduces the effort to write a business plan by 80%.

BizPlanBuilder makes it easy for you to organize your ideas, calculate costs, profits, and to express your business model with clarity. Sure, an investor may give you a meeting with a 3-page summary plan, but to go to the next level, you’ll need many more answers and a solid business plan.

Using the JIAN process, we prepare you to answer their questions. A computer can generate your plan, but before anyone signs a check they’ll want to talk to YOU.

This is why BizPlanBuilder is so widely recommended by so many successful entrepreneurs and business owners.

BizPlanBuilder brings together an experienced group of entrepreneurs and investors to share their knowledge on what it takes to build a viable company in our current climate…

  • Everything is in one business plan template: Strategic plan + Funding plan + Operating plan
  • Build a “capital efficient” or “lean” business that works and is good for you
  • Collaborate over a network, server or online with consultants, partners and colleagues
  • Clearly identify benefits, core philosophies, and business goals
  • Include data lenders & investors demand to back up your plan’s assumptions
  • Incorporate the best practices in defining marketing and sales strategies and projecting costs
  • Avoid the common blunders that risk rejection
  • “Pitch” your deal with our proven PowerPoint® investor presentation template
  • Produce an attractive document you can print or publish to the web

The business plan software template recommended by investors

“BizPlanBuilder is the best business plan software on the market. We have used other packages, and when we found BizPlanBuilder, we decided it is the one we want our clients to use. In our business, we do a lot of SBA loans, all across the country.

It’s important for the bankers to see the personality of the business and the people involved in the ventures we are seeking funding for.

Financials alone are not enough.

All the aspects of a business need to be covered in the business plan, if a company is going to be considered for funding.

BizPlanBuilder helps a business owner do that — it covers all the bases, and helps generate the thinking required to produce a complete picture of the proposed venture.”

~ Bill Dorgan, William Dorgan & Associates, Business Finance Consultants, Tucson, AZ

The business plan software template for SBA loans

Business planning software template for manufacturing financinghead-shadow

“Obtained a $450,000 SBA Loan in 5 days…”

If you’re looking for a loan or line of credit over $100,000 or SBA backed financing, you’ll need a business plan. Bankers hate risk. They also know that businesses with a plan are more likely to succeed. They look for the Four C’s: Credit, Character, Cashflow and Collateral. BizPlanBuilder helps you craft a solid plan to put them at ease.

Our friend Aaron Parnell got an SBA Loan for $700,000 for his wellness center!

Aaron Parnell used BizPlanBuilder business plan software template for an sba loan to fund his health clinic

BizplanBuilder business plan software template online for health wellness centerhead-shadow

Menu-driven from opening to printing, BizPlanBuilder’s organized system gives you sample plans, integrated financial projections, compelling investor presentation templates and more.

BizPlanBuilder provides entrepreneurs and business owners with the most sophisticated business plan software available to organize their ideas, calculate their projections, and express their vision with clarity. With 25+ years of advancements, it’s the fastest, easiest way to turn your ideas into a compelling plan and successful business.


BizPlanBuilder online windows software template

The business plan software template for teaching business creation

business school teach business planninghead-shadow

“For several years running now, our students have won the Governor’s award for the best business plans in Virginia.”

You can’t BS your way through a business plan as if a TA has 30 to grade and is in a hurry to meet friends for a beer…

What if the person reading your plan is interested in writing you a check?!?

Teach and learn using the business plan that succeeds in the real-world

BizPlanBuilder has been widely adopted by business schools and has been used by thousands of MBA students to produce their business plans and enter competitions.

While we market is as easy to use and practically done for you, there’s a lot for students to learn and do using BizPlanBuilder.

“I’ve been using BizPlanBuilder online for 3 semesters now and it has really succeededin helping me to guide my students — grads & undergrads — to really understand the mechanics of starting, financing and building a business. I’ve laid out the course curriculum in Moodle and it ties in very nicely with the sections and videos built-in to the BizPlanBulder system.”

~ Thomas DeNardin, University of Lousiana / Monroe

Want to use BizPlanBuilder in your class?

To learn more about using BizPlanBuilder in your school and for a list of schools teaching with BizPlanBuilder, click here:

What if I used BizPlanBuilder for teaching my class?

Not-for-Profit? Give donors what they need to inspire giving!


BizPlanBuilder is the software template to help you write a grant proposal to raise the funds you need.

Send lawyers, guns and money, we’re sending these pygmies home!

$250,000 was funded through Rotary International and helped return the Twa people to their homeland…

“A 501(c)3 is a tax status,
not a management style!”
~ Anonymous
(You still need to run a business!)

Grant money comes much more easily with a clear and compelling business plan demonstrating service & sustainability.

BizPlanBuilder has proven successful for appealing to grant funders because it enables grant seekers to provide a credible proposal. Although your motivation may not be for money, you must still operate your organization like a business.

Inspire donors to choose you!

With so many opportunities to give, donors and other funders are becoming more discerning. They want to be sure that your organization is as sustainable as possible.

“I started material recycling business and applied from a government grant. I got a grant for $146,000!”

~ Ormond Ormsby

accounting technology magazine compare business plan software templates review

“BizPlanBuilder employs a refreshing combination of the philosopher and expert mentor approach.”

~ Gerald Herter, CPA, MBA, Accounting Technology

The business plan software template used by business advisors

BizPlanBuilder business plan software template consultanthead-shadow

Why we like business consultants so much!

  • You “get it” about the importance of business plans and the tools we offer…
  • You understand the “realities” of business, not “magical thinking”
  • You can further support our customers with hands-on help
  • You recommend JIAN to your clients

It may seem that our software competes with business consultants, attorneys and other business advisors. However, when they started using our software templates themselves to write business plans, sales took off! (For all of us!)

“The Biz Plan Builder is clear and easy to use for individual clients and groups.”

~ Robert Davis, Julius and James, LTD., Springfield, IL

Are You a Professional Business Advisor?

Our customers need all the help they can get and that’s where you come in. We’re creating partnerships with consultants giving you more to offer your clients as well as a better way of managing projects with them. If you are such an advisor / consultant / expert, we have a number of profitable growth options for you.

To learn more about using BizPlanBuilder in your consulting practice, click here:

Click to see our special offer for business advisors

BizPlanBuilder includes proven financial models to help you budget & forecast costs, profits, cashflow, valuation and your investment deal

business plan software investor valuation to raise capital

Business / Deal Valuation

Click to Enlarge

Whether you’re writing a formal business plan for investors or developing a meaningful forecast for your business, BizPlanBuilder incorporates a full set of business financial models.

They are completely configured, fully integrated and tastefully formatted. There’s no need to be a spreadsheet or financial expert. We created “Assumptions” pages to make it easy for you to enter, update and experiment with your business model. All formulas have been developed and independently tested by qualified and practicing business consultants who hold valid CPA certifications.

BizPlanBuilder’s financial models are completely integrated and show all of the math

Enter your sales, expense, growth and other assumptions, and let BizPlan- Builder do the calculations. Show how believable numbers can add up — unlike other financial models (Input=> BLACK BOX => Output), here you’ll see the math, and be able to explain “how you got there” in a clear and logical manner.

Easily see “what-if” when you change scenarios

BizPlanBuilder automatically calculates totals, percentages and ratios to show at a glance how much money you’ll need, when you’ll need it, and how soon you’ll make a profit. It’s easy to update too — If you change a number, the worksheets automatically recalculate for you. Now you can easily produce investment-grade financial statements ready for angels, venture capitalists and any bank.

  • Quick-fill assumptions pages enable easy top-down or bottom-up forecasting.
  • Project sales by product/line/marketing channel – including seasonal & mix adjustment.
  • Worksheets calculate figures & create impressive tables to support your plan.
  • Customizable HR planning pages help you plan staffing, payroll and space requirements.
  • One-click access to answers, market stats, resources
  • 34 ratios defined & measured with free access to BizStats to compare
  • Sensitivity Analysis – Unique 1-page “What-if…” best/worst case scenario worksheet)
  • Business Valuation – 3 common models + the average of all 3; calculates ROI & stock give-up
  • Capitalization Table – Helps you plan stock allocation thru 4 rounds of financing + IPO/Sale
  • Investor “deal” analysis – How much will investors make; How much will you make?


BizPlanBuilder online windows software template

Expert comments throughout give step-by-step direction

The next best thing to having us do the work for you is to have an expert sitting next to you as you write your business plan. Here’s an example from the online version showing the tabs.

Business plan template includes expert comments throughout the softwarehead-shadow

To watch a brief overview of the web-based BizPlanBuilder online business plan app, click here...

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1-5 minute video tutorials accompany every section — Coaching you on what investor and lenders are looking for in your business plan.

Throughout every section, we’ve inserted expert advice, comments and suggestions to explain what to do and why, and help you side-step mistakes.

We include lists, links, samples, ideas, anecdotes and lessons others have paid for dearly. Sometimes it’s a bit irreverent, but you need to understand it like it is. We explain issues and give clear, sensible advice in a step-by-step format. (Only you will see them — they don’t print.) The financial models in BizPlanBuilder also include roll-over help on all key number-entry cells so you’ll know what to do.

“Very easy to learn and use. I’ve seen no other business plan package that comes close to what this one can do. Overall Rating: A+”

~ Joe Miller, Editor’s Choice Magazine

Includes the all-important investor presentation template


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Give the business plan pitch that wins the deal!

Present a compelling story to investors and lenders. “Pitch” your deal with our proven PowerPoint® / Keynote® investor presentation template — (We also recommend the book: Pitch Anything by Oren Klaff)

The business plan software template for managing

“In the 5 years since we first used the software, we tripled the sales of the company and more than quadrupled net profit!”


It’s like a brochure for your business — Print copies and give them to everyone who can help you!

And you won’t have to keep telling everyone over and over and over…

Your people can take the right actions in support of your big ideas because they have your movie script!

Collaborate online or over a network

Sure, you can tell everyone one exactly what you want them to do, but if you want a high-performance team, you need to include your team and advisors to paint the whole picture together.

Now it’s easy enough to share the work and gather their ideas and solutions they can buy into and follow.

What better way to gather input and inspire action?

BizPlanBuilder makes it easy to engineer changes in your company and engage everyone’s support.

“BizPlanBuilder helped us get our new project rolling. Each team member could take a field and work that section independently.”

~ Sandy Churchill, Key-Tronic Corp., Spokane, WA

BizPlanBuilder online windows software template

Business planning tips to keep in mind

Here are a few universal things about writing a business plan that we’ve learned over the years…


Tip #1 – Investors don’t want to buy your product, they want to invest in your business! Investors say this all the time! (The difference between selling a can of coke and a coke machine). They’ll get what you’re doing in 2-seconds, but then you must show them who is going to use it (and want it NOW), how and why it makes money, and why you are the oones to do it… That’s why we made BizPlanBuilder… to map out the business, demonstrate the financial plan and help you pitch investors!

Tip #2 – Bootstrap your business as far as possible. Demonstrate how much you can do with what you have. (Make deals like the “jet” guy above!)

Tip #3 You can’t promise a sure thing, but you can be a good bet. The better business plan you write, the better deals you’ll make! Consider every aspect of your business — think it thru with help from others… Do whatever it takes to fully believe in your business, yourself and your offer.

Tip #4 Investors often go to the financials first.

Tip #5  You’re giving investors your 10-20 minute presentation — they’ll interrupt with questions (that’s actually a good sign proving their interest), are you ready with answers?

Tip #6  Investor Demographic: Middle-aged white men, highly educated. Yours may be different, tweak to connect accordingly.

TIP #7 To reach the tipping point where an investor will write you a check, you must illustrate an operating and profitable business — then show them how their investment will return 10X. Sometimes investors want too much — they want more because they must compensate for the risk of potential failure… That’s why you must think thru your entire concept, anticipate issues and explain how you will succeed anyway.

TIP #8 – Strategic Sequencing. One of the biggest mistakes we see start-up companies make is doing things out of order. Spending money on something now that you don’t need until later can not only set back your whole project, but could leave you flat broke. Create a plan and stick to it.

With the business opportunity of a lifetime in front of you, it’s crucial that you are understood and taken seriously. That’s why we created BizPlanBuilder.

The business plan software template for an enterprise

cloud-based BizPlanBuilder enterprise business planning software template onlinehead-shadow

“I definitely think BizPlanBuilder helped me, and it drove HP’s manufacturing focus for several years.”

Even big companies use BizPlanBuilder because they want good ideas to get past the politics and be implemented profitably. BizPlanBuilder works for any industry or type of business.

hewlett-packard used bizplanbuilder business plan software template

Use BizPlanBuilder to launch a new division or secure a bigger budget!

If you haven’t taken the plunge to go on your own, consider the benefits of having your company back your ideas.

Management wants to know what resources you’ll need. How long before payback? What’s the risk? BizPlanBuilder helps you justify your program and gain your management’s buy-in. You can even design your plan to earn a % of your success.

“Excellent program, easy to use, division launched with ease due to your program and excellent response.”

~ Dr. John Kutzko, Pharm Care Infusion, Nocamis, FL

8 questions to ask when buying business plan software


  1. Do they show real success stories or testimonials for businesses or projects similar to or as big as yours?
  2. Do they offer more than just the business plan template? For example, providing supporting documents and worksheets to help you manage funding?
  3. Is the actual text content designed to be used for real or is it just a placeholder that you have to rewrite anyway?
  4. Do they offer an integrated financial model that’s easy to understand and equally easy to follow for an investor or lender?
  5. Is it a system of inquisition, when they ask you hundreds of questions and the black box writes it for you…Or can you preview professionally scripted sentences in context with your plan that you can simply edit or fill-in the variables?
  6. Can you customize the financial model to fit your business exactly? All investors and lenders are familiar with Excel – Does the model step them through the logic of your financing?
  7. Do they include a comprehensive and proven PowerPoint presentation template, enabling you to easily develop the perfect pitch to investors?
  8. Does the same financing plan plan lend itself to executing your priorities, as well as serving as an ongoing operating plan?

Advantages – BizPlanBuilder


Everything you need to plan, develop and produce a comprehensive business plan, financial model, and investor presentation for your company is right here:

  • Easy – No new programs to learn
  • Fast – Sample plans are already written & integrated
  • Comprehensive – The most content, resources & support
  • Proven – More true success stories than any other
  • Refined – This is version 2015, refined more than any other
  • Reliable – Input from practicing experts in every field
  • Better! – Ask anyone who has compared!
  • Flexible – Financial models are customizable in Excel
  • Videos Explanations – Introduce each section
  • Web Links – Articles, FAQs, Resources, Expert Network
  • Guaranteed – 60-Days or Your Money-Back

BizPlanBuilder includes these bonuses!

There’s a more to raising capital than a business plan.

Here are a few more tools. (Included with both versions of BizPlanBuilder®)

  • Includes comprehensive Handbook of Business Planning
  • Bonus #1: VIDEO: The Thinking Behind Your Business Plan
  • Bonus #2: ebook: 65 Ways to Fund Your Business
  • Bonus #3: 45 useful letter templates, worksheets, calculators for adapting your business plan to multiple purposes

Your Business Plan – Available in 3 Versions:

Windows App

Software Download

Write a business plan for funding with JIAN BizPlanBuilder app software templateThis is the business plan software system that started it all!

Macintosh / Windows

Cloud-based / Online

cloud-based BizPlanBuilder business plan software template onlineWindows content built into a web app for Macintosh users and collaboration between

PC ⇔ Mac users!

Subscription = $8.08/mo

(Paid Annually $97)

Raise Capital

Package Deal!

Web Marketing Bundle

Here’s our best deal for you to raise capital for start-up funding or business expansion — We include more tools & templates than any competitor!

Low-Cost 1-User Subscription:


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Subscribe to oour HR Management templates online
Subscribe to the JIAN cloud-based business plan software template & business funding bundle online

Windows Software Download

  • Downloadable Windows App
  • Menu-driven Windows app manages familiar Word, Excel an PowerPoint templatesIf you have Office, you already know how to use BizPlanBuilder!
  • Pre-written Sample Business PlansUnlike every other business plan templates, we actually intend for you to be able to use our copy vs. having to delete it or rewrite it.
  • Includes Integrated Excel Financial Models
    Completely customizable for your businessIf you are an Excel user, you'll love the total flexibility to customize your financial model. Need an Excel expert, look in our Expert Referral Network!
  • Optional: 10-Yr Financial model availableLook under Upgrades for info.
  • Includes PowerPoint / Keynote
    investor presentation templateWe watched and given a lot of presentations over the past 25 years, and we've studied the process even further to provide this compelling template!
  • Collaborate over a network
    or the Internet / DropBoxDrag your data file to Dropbox (or =) and have your partners point their copies of BizPlanBuilder to the same folder.. voila! You can share everything.
  • Buy software once and download itYep, just a one time payment,but stay tuned for update notices.
  • Additional Copies $67/UserSince you purchased the first copy, now you can get more copies for your team at a 30% discount. If you want thousands (or 100), please call us! 1-800-346-5426
  • 60-Day GuaranteeWe want you to be stoked with BizPlanBuilder so you'll tell everyone about it! (Don't tell the investors you used template! Let this be your secret weapon!)
  • Click for More DetailsClick to get a few more specifics about the downloadable Windows version of BizPlanBuilder... Some info may be redundant. :-|

Macintosh / Windows

per Year
per Year
  • Cloud-Based - Windows / Macintosh
  • Enable Multi-User Collaboration Between PC & Mac Users
  • 150+ Sample Plan Templates
  • Tutorial Videos for Each Section
  • Wizard-driven Financial Model
    Includes Excel Models
  • Includes PowerPoint / Keynote
    investor presentation template
  • Global 24/7 Secure Access
    Automatic Back-Up & Restore
  • No Contract, No CommitmentUse the system as long as you need it -- You may want to keep it open and allow investors and certain others read-only access.
  • Add Users for $4.97 / mo eachYou can add an unlimited number of additional users... You also control access as well as read / write or read-only permission.
  • 60-Day Guarantee

Package: Raise Capital

per Month
per Month
  • <= Includes Macintosh / Windows BizPlanBuilder Cloud-Based - Online
  • Includes ALL the Content from BizPlanBuilder Online
  • Includes Online CRM system
    Keep track of potential investors, customers, team members & others — even projects, deals & calendars
  • Includes Stock Options Builder software
    Compensate consultants, advisors and others who help you get started. Save cash and inspire your people with stock options.
  • Includes LLC Doc Templates
  • Includes PowerPoint / Keynote
    investor presentation template
  • Global 24/7 Secure Access
    Automatic Back-Up & Restore
  • No Contract, No CommitmentUse the system as long as you need it -- You may want to keep it open and allow investors and certain others read-only access.
  • Add Users for $4.97 / mo each
    Access to All Package AppsYou can add an unlimited number of additional users... Additional users can access all of the apps in your subscription -- You control access as well as read / write or read-only permission.
  • 60-Day Guarantee
  • Click for More DetailsClick to learn more about what we include in this package deal perfect for start-ups and/or for raising capital.

subscribe to business plan software online template

Everything you need to plan, develop and produce a comprehensive business plan, financial model,
and investor presentation for your company is right here!

60-Day Get-the-Job-Done Right! Guarantee

Small business funding with BizPlanBuilder business plan software template

You’re Protected by Our 60-Day All Your Money Back Guarantee!

We’re here to support your success in every way possible. What’s most important is to get your project done. And done right.

We’re so sure that our business planning and management software templates will help you succeed, we offer an extended 60-day get-started period to assure your satisfaction.

Test-drive any software app, template, or subscription for 60 days, and if you aren’t blown away with the depth and breadth, just give us a call or send us an email and we’ll credit your account so fast it’ll make your head spin!

Thank you for choosing JIAN!

burke franklin


Burke Franklin

Creator & CEO

I’ve used BizPlanBuilder myself to raise capital from my parents, friends, family members, an $225,000 SBA loan, $750,000 line of credit from Citibank, and other investments from angels and institutional investors — every time we learned something and built that knowledge into the system!

What happens to my projects if I cancel my subscription?

No worries. You can easily take your plan with you if you go. Remember to export your plans, handbooks and contracts to Microsoft Word before you log-out for the last time. We’ll miss you, but if you gotta go, you gotta go. We get it.

Historically, our “return rate” averages 2.7%. Even that is unacceptableso we keep making it better. The upside is that you have better than a 97.3% probability that you’ll happily continue on!

BizPlanBuilder online windows software template

Got Questions? Give us a call! 1-800-346-5426