Getting started
Your first plan in Business Plan: describe your business, fill the open numbers, run the checks and export a PDF. About half an hour.
This walk-through takes about half an hour.
Before you begin#
Business Plan is in early access. Sign in with Geenius OS if you have a paid plan, or request access and choose a plan once the team approves it. See plans and limits.
1. Describe your business#
Write one sentence: what you sell and to whom. Answer the questions that follow. See the intake.
2. Read the draft#
Every section starts with a draft whose figures are tied to the forecast. The checklist of open numbers lists what only you can give. See open numbers.
3. Look at the forecast#
Check the monthly statements, the break-even month, the lowest cash and the funding need. See the forecast.
4. Check the plan#
Choose a lender or subsidy pack and read the findings. See lender and subsidy packs.
5. Export#
Export a PDF. If a figure does not match the forecast, the export stops and says which. See export.