Upmetrics for SBDC Consultants
Simplify how startups & SMBs plan using Upmetrics
Upmetrics is an all-in-one platform that helps you and your clients create business plans, accurate projections, and compelling pitch decks collaboratively, in one place.
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Supporting multiple entrepreneurs with planning is often slow, inconsistent, and frustrating for advisors and consultants.
Drafts move through endless emails and documents, making it hard to keep track
Every plan looks different, so advisors spend time fixing formats instead of focusing on content.
Spreadsheets and templates overwhelm entrepreneurs and stall progress.
Simplify business planning for your advisors & clients
Get a complete business planning toolkit
You don’t need multiple tools for planning! With Upmetrics, you get a complete planning toolkit to help your startups finish their plans.
- •Guided plan builder
- •Automated forecasting tool
- •Strategic planning templates
- •Pitch deck creator
Manage multiple clients in a single space
Keep every client’s plans, forecasts, and pitch decks organized in dedicated workspaces, making it simple for advisors to oversee progress and provide feedback.
- •Organize all client plans, forecasts, and pitches
- •Invite members with role-based access
- •Easy client switching & progress tracking
Fast-track process using AI assistance
Speed up planning with AI support that helps clients write content, refine financials, and research markets, giving advisors more time to focus on strategy.
- •Generate an entire plan using AI
- •AI writing, research, and forecasting assist
- •Translate plan into 90+ languages
Simplify Business Plan Collaboration with Upmetrics
Get Started TodayLoved by forward-thinking entrepreneurs and business owners
Check out what our customers have to say about their experience with Upmetrics.
“Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It's awesome to use.”
Darin Leonardson
President and CEO, Transformed Culinary Solutions
“This web-app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck and many more. I think anyone can learn how to use it immediately.”
Aizat H
Founder Praxis Sdn. Bhd
“Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.”
Samantha Dula
Student at University of Luxembourg
“The thing that we appreciated the most is we were able to communicate with the support team on some key elements, and they were very very accommodating in all respects.”
Larry Meek
Owner at Carefree Home Watch
“Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.”
Cindy Kennedy
CEO at Metabolic Terrain Omics
“Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It's awesome to use.”
Darin Leonardson
President and CEO, Transformed Culinary Solutions
“This web-app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck and many more. I think anyone can learn how to use it immediately.”
Aizat H
Founder Praxis Sdn. Bhd
“Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.”
Samantha Dula
Student at University of Luxembourg
“The thing that we appreciated the most is we were able to communicate with the support team on some key elements, and they were very very accommodating in all respects.”
Larry Meek
Owner at Carefree Home Watch
“Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.”
Cindy Kennedy
CEO at Metabolic Terrain Omics
Upmetrics makes planning faster, consistent, and collaborative!
Organized workspaces
Keep all client plans, forecasts, & decks in one structured workspace
Real-time collaboration
Advisors and clients work together instantly, with live edits and feedback
400+ sample plans
Inspire clients with industry-specific examples that they can quickly adapt
Custom templates
Standardize planning with templates tailored for your SBDC’s needs.
Financial dashboard
Simplify financial forecasting using built-in formulas & a visual financial dashboard.
Export & Sharing
Export & share plans, forecasts, and pitch decks to PDF, Word, or Excel.
Upmetrics Solutions
One platform, endless ways to support entrepreneurs
Secure Funding, Loans & Grants
Help clients create professional plans and forecasts that meet lender and investor requirements.
Starting & Launching a Business
Guide entrepreneurs through a structured process to plan for launch and early growth.
Validate Business Ideas
Support founders in testing and refining their ideas with AI-assisted planning and financial projections.
Business Consultant & Advisors
Standardize client planning with custom templates and collaborate in real-time to save review time.
E2 / Immigration Visa Plans
Prepare compliant business plans that meet visa application requirements.
Incubator & Educator Programs
Manage cohorts of entrepreneurs, track progress, and ensure consistency across all business plans.
Empower your clients with our Business Consulting Software
- No risk
- Cancel at any time
- 15 Day money back guarantee