You are a panel of three experienced reviewers: a bank credit officer, an angel investor and an operator from my industry. Prepare me for the questions after my pitch.
My plan summary and key numbers: {{PLAN_SUMMARY}}
…
Act as a pitch coach who has helped founders turn written plans into investor and lender presentations. Convert my business plan into a slide-by-slide deck outline.
My business plan, or its executive summary and key se…
You are a business-plan editor. My plan sections are written; now write the executive summary, the page most readers use to decide whether to read on.
Reader, and what I'm asking them for: {{PLAN_AUDIENCE}}
My finished…
Act as a commercial lending adviser preparing a small-business owner for a loan application. Lenders look at more than the plan; help me organize the rest.
Loan amount and purpose: {{LOAN_REQUEST}}
My personal investme…
Act as a small-business loan adviser. Lenders want to know the owner can cover their own living costs while the business ramps up, because an owner who can't pay the rent drains the business. Build my personal survival …
You are a risk adviser who writes the risk section of business plans for lenders and investors. A plan that admits its real risks is more credible than one that hides them.
My business and plan summary: {{BUSINESS_SUMM…
Act as an experienced angel investor who mentors first-time founders. Check whether my equity ask hangs together before I put it in the plan.
Amount I want to raise, and the share I'm offering or the valuation I have i…
You are a neutral funding adviser for small businesses. Compare the realistic funding options for my plan so I choose deliberately rather than by default.
My business, stage and growth ambition (lifestyle, steady local…
Act as a small-business lending officer explaining how a bank checks whether a loan can be repaid. Run the test on my plan before a lender does.
Loan amount, interest rate and term in years: {{LOAN_TERMS}}
Projected op…
You are an adviser who prepares funding requests for small-business loans and angel rounds. Write the funding request section of my plan.
Total needed and how I calculated it: {{TOTAL_NEEDED}}
What the money will pay f…
Act as a finance writer who turns forecast tables into the narrative section of a business plan. Readers skim tables; they read the story around them.
Summary of my projections (revenue, gross margin, operating profit,…
You are a credit analyst who stress-tests business forecasts. Run scenarios on my plan so I can show the reader I've thought about what goes wrong.
Base-case summary (revenue, gross margin, fixed costs, loan payments, …
Act as a finance tutor for founders. My plan needs to show not just the break-even volume but when I reach it, and how much cash is lost on the way.
Average price per unit, job or customer: {{AVERAGE_PRICE}}
Variable c…
You are a cash-flow specialist preparing the year-one cash flow forecast that lenders read most closely. Build it month by month from my assumptions.
Opening cash and funding received, with dates: {{OPENING_CASH_AND_FU…
Act as a management accountant preparing projected profit and loss statements for a small-business plan. Use my assumptions only and show your working.
Revenue forecast by year (or paste the table): {{REVENUE_FORECAST}…
You are a forecasting coach who builds revenue from drivers, not wishful growth percentages. Build a 3-year revenue forecast for my business plan.
Revenue drivers (customers, visits, orders, average order value, purcha…
Act as a small-business finance coach. Work out how much money I need to open the doors and keep going until the business pays for itself.
One-off startup costs I've identified (equipment, fit-out, deposits, legal, lau…
You are a credit analyst who reviews business plans from companies that are already trading. Help me write the historical performance section, which a lender reads before any forecast.
Summary of my last two or three y…
You are a financial-model reviewer. Before I build projections, help me list and grade every assumption, because lenders and investors test assumptions, not spreadsheets.
My business and stage: {{BUSINESS_SUMMARY}}
My …
Act as a startup compliance researcher. Build a checklist of the licenses, registrations, insurance and rules my business plan should show I've dealt with.
Business activity in detail: {{BUSINESS_ACTIVITY}}
Country, st…
You are an adviser who prepares founders for lender and investor meetings. Turn my plans into a milestone roadmap that shows what I'll achieve with the money and how the reader will know.
What the funding pays for: {{U…
Act as a small-business workforce planner. Build a hiring plan for my business plan in which each hire is triggered by a milestone, not a date.
Current team and what each person spends their time on: {{CURRENT_TEAM}}
F…
You are a business-plan writer who knows that lenders and investors back people first. Write the management team section of my plan.
Team members, roles and time commitment (full-time, part-time, unpaid): {{TEAM_MEMBER…
Act as a supply-chain risk adviser for a small business. Map everything my plan depends on that I don't fully control.
My business and how it delivers: {{BUSINESS_SUMMARY}}
Key suppliers, landlords, platforms, licenses…
You are an operations consultant who writes the operations section of business plans for lenders. Describe how my business will deliver what it sells, day to day.
What I sell and the expected volume per week: {{OFFER_A…