Lesson 01
What Business Plan is for
Business Plan helps founders and teams turn an idea, funding request, or growth strategy into a structured plan with sections, projections, milestones, and share-ready exports.
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Product learning
Business Plan learning
Guides for founders and teams creating AI-generated plans, milestones, financial projections, and exports.
Lesson 02
First workflow to learn
Answer the business questions, generate the first plan, review the executive summary and financial assumptions, then export the PDF for feedback.
Lesson 03
How it connects
Use Business Plan before or alongside Finance when strategy, funding needs, operating milestones, or investor-ready documents need to guide execution.
What you can learn
Learn the everyday work inside Business Plan.
Follow the areas below to understand what the product does and where to start.
AI plan generation from business questions
Executive summary, market, operations, and funding sections
Startup costs, revenue assumptions, and projections
Milestones, timelines, and execution roadmap
Audience versions for investors, lenders, grants, or internal use
Saved history, PDF export, sharing, and team review
Guides
Open a product guide.
Choose a setup, workflow, reporting, access, or support guide for this product.
Guide 01
Business Plan guide
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Guide 02
Business questions and first draft
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Guide 03
Investor-ready sections
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Guide 04
Market analysis and positioning
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Guide 05
Financial projections
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Guide 06
Milestones and timeline
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Guide 07
Audience versions for lenders, investors, and grants
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Guide 08
Editing, regenerating, and saved plan history
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Guide 09
PDF exports
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