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Business Plan Pro

"We were going to present the plan to ten financial institutions. I figured nine of them would tell me 'no' and hopefully one of them would tell me 'yes'. We presented it to three local banks and within a week we had all three of them approved." Greg Worley, Owner - Paws Pet Supplies
Business Plan Pro Screenshot

Step-by-step financials

Expert guidance and a simple interface take you through every step of every financial table in Business Plan Pro. Detailed instructions and explanations to ensure that you build a solid plan. And the table wizard gives you feedback about your numbers to help you create a business plan that will get you the funding you need.


Real-world financial data

Business Plan Pro leverages more than 9,000 different industry profiles to give you insight into how your business compares against similar companies in your industry. The most recent data from your industry gets pulled right into your plan, so you can show investors that your numbers are on target, or explain where they differ.

Business Plan Investment

Show investors what you're offering Premier only

If you're going to present your plan to multiple investors, for multiple rounds of investment, you'll want to include the Investment Offering table. This table shows investment amount, ownership, shares, share prices, and stock dilution.

The information you include here will help bolster your position in negotiations with prospective investors.

Piggy Bank

More numbers investors want to see Premier only

For the investor, there is only one flow into the company that matters--the investment--and there are only two flows back out as returns--dividends and equity valuation. The Investment Analysis table presents the numbers from the point of view of the investor. While equity valuation really matters only when the investor cashes out, most investors will want to see your estimates before they put their funds into your company.

Business Plan Pro Screenshot

Find the right investor for your business

Looking for funding? Business Plan Pro acts as your personal contact book with over 1,200 profiles of venture capital firms worldwide included. Search for venture capital firms by business type, funding stage, location, or funding needs.

Get funded by SBA Lenders

Business Plan Pro includes resources from the Small Business Administration. We provide direct links to the SBA 7(A) Loan Guaranty Program, and the Working Capital Program. These are great resources for entrepreneurs seeking funding backed by the SBA.


Matches the format preferred by banks, investors, and SBA lenders

Business Plan Pro uses a format that meets the most stringent requirements of banks, SBA lenders, angel investors, and venture capitalists.

Secure Plan Screen Shot

Publish your plan securely online

Publish your business plan directly to a password-protected website provided by Palo Alto Software. You have complete control over who views your plan. Monitor who reads your plan, and when, with built-in usage logging. Use this feature to share your plan with potential investors or to get feedback from other plan contributors.

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