Provide scalable technical assistance for your small businesses
All the tools for emerging and established CDFIs
Record and track loans in real-time with LivePlan. Plug in principal and interest payments, demonstrate how business decisions affect their cash flow, and put borrowers on a path to making reasonable loan repayments. All without ever needing to create an Excel formula.
Add capacity for training and development
Struggling to train employees? Have them work with our in-house experts to get up to speed in just a few hours. Serve more small business customers and expand your geographical footprint with LivePlan's scalable technology.
Show proof of your programs' success
Use LivePlan's dashboard reports to see how small business loan recipients are performing — and tout your community economic development successes to grant awarding organizations including the CDFI Fund, private foundations, institutional investors, and more.
Show entrepreneurs how their numbers stack up against the competition
With Benchmarks, businesses can use real data from companies across the country to see how their revenue, profit and productivity metrics compare against averages in their industry. Filter by region and size to get the most accurate data possible and help businesses add context to their financials.
Advise strategically and add impact to your programs
Become their go-to mentor. LivePlan's Dashboard feature creates instant reports that make it easy to check in with your clients, using their financials tracked in LivePlan to compare side-by-side with their previously entered forecasts. Explore trends, uncover problems, and guide them to solutions that help them reach their growth goals and repay their loans.
LivePlan provides lenders with the tools to
Train entrepreneurs effectively
Use LivePlan's pitch, plan, and forecast features to help business owners see how their business decisions affect their position in the market. Better understand competitors, plan businesses around industry realities, and confidently execute data-driven strategies.
Help businesses create plans that fit their needs
No two businesses are alike, and the same goes for business plans. In LivePlan, entrepreneurs can develop a simple one-page plan to focus their ideas, or create a more detailed business plan with all the necessary information to venture into new markets, raise capital, attract partners, and turn their idea into a profitable reality.
Save time and money
With LivePlan as a partner, you can scale any training program. In-person, remote, or asynchronous, the LivePlan platform works with you so you can expand your programming and serve more entrepreneurs, regardless of where you're based.
Instill business owners with confidence in their plans — and themselves
It's one thing to plan a business. It's another thing to know how to talk about a business plan. Entrepreneurs can develop talking points and practice their pitch in LivePlan so they can discuss their business with confidence and authority.
Make a positive impact in your community
You lend to help businesses grow and spur local economic development. Companies that plan and track against their plan grow 30% faster than those that don't, so help clients master growth planning and reach their goals with LivePlan.
Go beyond traditional financial education services
LivePlan demystifies loan management
With LivePlan, business owners create plans and forecasts that:
Guide them from concept to actionable plan Build the confidence they need to be successful Help them pitch, forecast, and collaborate with ease Adapt swiftly to changes in the market
LivePlan streamlines advising
LivePlan helps advisors make the most of their limited time, so they can:
Advise over a longer time-frame than traditional technical assistance programs Pinpoint feedback and suggest improvements Spend less time with spreadsheets and more time on strategy Be effective and engaged with clients as they reach their growth goals