Get funded: Create lender-ready business plans
Upmetrics empowers you to confidently secure funding with professional business plans, detailed financial projections, and persuasive pitches, all crafted to impress investors and financial institutions.
Let's Start Planning!
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Creating an investor-ready business plan can be challenging
Struggling to craft financial projections that convince investors?
Upmetrics simplifies financial forecasting with intuitive tools that assist in creating credible projections to present with confidence to potential investors and banks.
What details are investors looking for in my business plan?
Highlight crucial business insights—from market research to operation tactics—crafted to capture investor interest and secure capital.
How do I craft my funding request section?
Upmetrics streamlines this process with dedicated tools to structure your funding request, ensuring you communicate the right message to potential investors
What strategies should I outline to show the effective use of funds?
Articulate a coherent funding utilization plan, demonstrating to investors the direct impact on growth and potential returns.
Transform financial forecasting with Upmetrics—no complex formulas needed. Just input data and let our tool handle the rest.
You don't need to worry about complex formulas and spreadsheets
Write Your Fundraising Plan with AI
Navigate your plan creation with ease using our detailed step-by-step instructions, real-world examples, and AI-powered suggestions tailored for each section, ensuring you capture the essence of your business and its potential to investors.
Upmetrics’ smart AI assistant stands ready to auto-write, shorten, or expand any section, allowing you to tailor your plan to the exacting standards of lenders. Learning from your input to create polished, professional narratives that impress investors.
Create accurate financial projections
Say goodbye to spreadsheet headaches – let Upmetrics simplify your financial forecasting. By turning your financial inputs into clear, actionable insights, a solid business plan can be formulated without worrying about complex calculations.
With Upmetrics, you can showcase a robust financial plan to investors and lenders. Our tools generate all the essential reports, including detailed sales projections, profit and loss statements, cash flow, and many more.
Present your plan with confidence
You can wow investors with a crisp, focused pitch or provide banks with a comprehensive business plan, all available online or in a PDF, Excel, or Word format of your choice.
Your business narrative can be delivered effectively with Upmetrics, meeting the needs of financial institutions and investors alike.
Over 100K+ entrepreneurs have raised funding with Upmetrics
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How STREAM Academy used Upmetrics to raise $500,000 from SBA's small business grants
Discover how STREAM Academy secured a $500,000 SBA grant. Learn from their journey and see how Upmetrics can help you achieve similar success in securing funding and grants.
Read the Full StoryLoved by forward-thinking entrepreneurs and business owners
Check out what our customers have to say about their experience with Upmetrics.
“I required a business plan for the bank within a couple of days. I found Upmetrics and I didn't know what to expect, but I'm so glad I found them as the business plan was so easy to create with the help of AI too. The bank approved the funding so it confirms how good it was.”
Nav Jutthi
Director, Investment Management
“I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.”
Athena R.
Mobile Notary and Paralegal Services
“Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.”
Jason Lorje
Founder & CEO at Agmondo
“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
“Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.”
Deepak Dhanak
Founder at DocuX
“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
“I required a business plan for the bank within a couple of days. I found Upmetrics and I didn't know what to expect, but I'm so glad I found them as the business plan was so easy to create with the help of AI too. The bank approved the funding so it confirms how good it was.”
Nav Jutthi
Director, Investment Management
“I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.”
Athena R.
Mobile Notary and Paralegal Services
“Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.”
Jason Lorje
Founder & CEO at Agmondo
“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
“Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.”
Deepak Dhanak
Founder at DocuX
“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
Get every Section you need to impress an investors
Frequently Asked Questions
Our platform enables you to create comprehensive financial reports including cash flow statements, balance sheets, profit & loss statements, break-even analyses, and more.
Create a plan that impresses lenders & investors
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