Who it's for
- VenturePlanned customers who want their plan kept current.
- Businesses with an annual lender review, a line-of-credit renewal, or a loan covenant that calls for updated projections.
- Growing businesses resetting goals for the year ahead.
Whether owners who did not buy their original plan here can subscribe is not decided yet.
How it works
- A short update questionnaire is planned. Last year's answers would already be filled in. About 15–20 minutes. The form is not on this site yet.
- Your latest numbers, so the model can reflect actual results.
- Fresh research: market data updated and old citations replaced.
- Model rolled forward with actuals and extended a year.
- Updated plan (and deck, if your original package included one) plus a one-page "what changed" summary.
- The same QA review and final approval as a new plan.
Billing, renewal, and cancellation
Pricing coming soon per year. When the first charge happens is not decided yet, and billing is not open.
There is no account page yet, so you cannot cancel from this site. When subscriptions exist, cancellation is planned to take effect at the end of the current year.
Full renewal and refund terms will live in the Terms of Service after attorney review.
Your financial model
- Your Excel model is updated with actuals and extended a year.
- Outputs are a new set of files. The prior plan is not overwritten in place.
Deliverables and file formats
Updated business plan
Word (.docx) and PDF
Replace last year's narrative with current results
Updated financial model
Excel (.xlsx)
Carry actuals forward
Updated pitch deck, if your original package included one
PowerPoint (.pptx)
Keep the deck aligned with the plan
"What changed" summary
Word (.docx), one page
See what moved since last year
How it's made
Your plan is built in a set sequence: your questionnaire answers, cited market research, a formula-driven Excel model, a plan draft, a checklist QA review, and a final review and approval before delivery.
Turnaround and revisions
Delivered Turnaround coming soon after your questionnaire is complete.
Revisions: Revision terms coming soon
Questions
When does my first update happen?
About a year after your plan is delivered, or sooner if you ask. The exact scheduling rule is not set, and subscriptions are not open yet.
What if my business changed a lot?
Tell us in the update questionnaire. If the change is big, for example a new location or a new loan request, we may recommend a new full plan instead, and we'll explain why before you pay anything extra.
Can I cancel?
Not from this website yet, because there is no subscription account. When billing exists, cancellation is planned for anytime before the renewal date, effective at the end of the current year.