Strategic Business Planning Intelligence
PlanPro™ provides comprehensive business planning tools to analyze viability, project revenue, and create strategic roadmaps for sustainable growth.
Complete Business Plans
Generate comprehensive business plans with AI-powered insights and data-driven recommendations.
Viability Analysis
Assess business viability with sophisticated scoring models and market positioning analysis.
Financial Projections
Create accurate revenue projections, break-even analysis, and funding runway calculations.
Comprehensive Planning Suite
Client Intake Wizard
40-question assessment capturing business information, market analysis, operations, financials, goals, and risk strategy.
Real-Time Dashboard
Eight intelligent widgets providing viability scores, revenue projections, break-even analysis, and more.
AI-Powered Insights
Automated analysis generating viability scoring, recommendations, and narrative summaries after intake completion.
Investor-Ready Reports
Export professional business plan reports with comprehensive financial analysis and strategic roadmaps.
Collaboration Tools
Share plans securely with advisors, export to PDF, or email reports directly from the platform.
Activity Tracking
Comprehensive audit log tracking all plan activities, changes, and milestone progress.