Finance · Automation · Advanced package
Business plan
Full financial + narrative business plan for fundraising, bank lending or strategic planning — model, deck and executive summary.
A guided session with our team.
Video demo coming soon
How it works
- 1Discovery — business model, market, financials and growth thesis
- 2Market sizing and competitive landscape drafted
- 3Executive summary (2 pages) prepared
What you receive
- 3-year integrated financial model
- Full business plan document
- Investor / lender pitch deck
- Executive summary (2 pages)
Tools and connections
5 tools listed for this solutionWorks around the tools you already use
Your tools
- Excel
Google Sheets- PowerPoint
Notion- Canva
How they connect
- Direct connection, where the tool allows it
- Regular import or export of files
- Assisted workflow your team runs
The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.
Full workflow · 6 steps
- 01Discovery — business model, market, financials and growth thesis
- 023-year integrated financial model built (P&L, balance sheet, cashflow)
- 03Market sizing and competitive landscape drafted
- 04Narrative business plan written in full
- 05Investor or lender pitch deck assembled
- 06Executive summary (2 pages) prepared
Everything included · 5 deliverables
- 3-year integrated financial model
- Full business plan document
- Investor / lender pitch deck
- Executive summary (2 pages)
- Market sizing and competitive landscape analysis
What we’ll need from you
- Discovery — business model, market, financials and growth thesis
- Access to the relevant tools and a sample of real data
- A named owner on your team to review outputs
Human review
Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.
Delivery and support
- Package
- Advanced · price shared on enquiry
- Tentative build time
- 5–8 weeks, confirmed after your demo
- Maintenance & support
- WhatsApp + Slack within 2h, in your SUITE AI Workspace
- Billing
- One-time build fee plus monthly maintenance in your SUITE AI Workspace
- Availability
- Built and scoped for each business — not an off-the-shelf product.
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