Secure Funding
Bring the numbers that will get the funding
Lenders and investors fund numbers that stand up to scrutiny. LivePlan builds them, checks them before you submit, and pairs them with an impressive business plan.
As seen in:
Putting together a funder-ready business plan can feel overwhelming
- How do you prepare the financials?
- What type of information should go in each section?
- How do you know you’re not missing details that could cost you funding?
LivePlan works like a business coach to guide you through the entire forecasting and planning process
Financial forecast & budget
Find out how much to ask for
Ask for too little and you run out halfway through. Ask for too much and the lender starts wondering whether you've done the work.
LivePlan helps you find the right answer: what it costs to open and what it costs to run until revenue catches up.
Because LivePlan helps you build a complete forecast, you can show exactly how you got the number when someone asks, which they will.
Funder-ready statements
The statements lenders and investors ask for
Banks, SBA lenders, and investors want to see the profit and loss, the cash flow, and the balance sheet, in the format they're used to reading. LivePlan generates all of them from your forecast, with the calculations handled and every statement linked, so a change in one automatically updates everything else.
Your forecast will tell you exactly how much money you need to raise to open your doors and build your business until you become profitable.
Funder-readiness review
Know it's right before you submit
The funding-readiness review reads your plan and your forecast the way a lender would and hands you a complete report: what's missing, what doesn't add up between the story and the numbers, and what to fix. It also writes out the questions a funder is likely to ask, so nothing in the meeting is the first time you've heard it.
Loans, lines of credit, and equipment financing
Already open and going for credit?
An expansion loan, a line of credit, or financing on a new piece of equipment gets judged on the same statements a startup loan does, with one difference: you have real numbers behind them. Build the budget from your books (QuickBooks or Xero), show the lender what the money does to cash over the next two years, and how your forecast supports repayment.
Business plan builder
Present a polished, professional plan
Show lenders or investors a convincing pitch deck or provide your bank with a detailed business plan. LivePlan builds it all and keeps your plan and pitch in sync with your numbers.
- Get a first draft of any section from a few notes.
- Automatically shorten or expand what you've written to tell the story properly.
- Customize the colors and style to match your business.
Plenty of support to help you succeed
Inspiration powered by AI
Instantly generate ideas at each step of your plan. You can also access 550+ sample plans to find one that matches your industry.
Guidance from business experts
Stay on track with video walk-throughs, webinars, and more from business planning experts.
If you ever get stuck, our team will help
If you ever have a question, you can instantly chat with a LivePlan expert.
Join over 1 million entrepreneurs who have used LivePlan to write their business plans
“LivePlan saved me a lot of time because the software does so much of the work for you. All you have to do is answer questions and plug in numbers.”
Brian Sung
Eugene OR, Owner of Tailored Coffee
