01 · LOAN
SBA loan
For founders applying for a 7(a) loan.
- —Debt service coverage calculation
- —Conservative, banker-approved tone
Claude-poweredSBA-readyGet a complete,
Get a complete,
lender-ready business plan.
PlanReady turns a short post-checkout intake into a complete, custom business plan - narrative, three-year financials, and exports - in under five minutes. Plans start at $12/mo annual.
30-day refund guarantee. If your lender rejects your plan, we refund you in full.
From $12/mo annual ~5 minutes SBA-format
Built for founders applying for SBA loans, pitching investors, and planning their next twelve months.
Personalized intakeTwo-pass ClaudeLender-gradePDF + DOCX
§ 01 — How it works
From blank page to
complete plan — in
three steps.
Built for founders who value momentum over busywork. No placeholder templates, no copy-paste — every paragraph is generated from your specific answers.
STEP 01
Answer a few questions.
Tell us about your business, industry, funding goal, and target customers. Auto-saves to your account as you go.
Q.01 PurposeSBA 7(a)
Q.02 IndustryFood & Bev
Q.03 StagePre-revenue
Q.04 Ask$ 185,000
Q.05 …→
STEP 02
Get your complete plan.
PlanReady generates the full narrative and three-year financials from your specific answers. No placeholders, no template blanks.
Executive Summary
STEP 03
Edit and export.
Refine sections with AI, adjust assumptions with sliders, and export a lender-ready PDF or Word document.
Exportbusiness-plan.pdf
Pages28
FormatSBA-spec
Also.docx
§ 02 — Plan purposes
Built for every
purpose.
One intake. Four plan styles. Pick a purpose on question 1 and the entire plan adjusts — tone, emphasis, financial focus, and which sections get the most detail.
02 · RAISE
Investor pitch
For angel and VC raises.
- —TAM / SAM / SOM framing
- —Growth-rate focused financials
03 · OPS
Internal planning
For founders running the business.
- —90-day launch playbook
- —Burn rate + runway emphasis
04 · SCHOOL
Course assignment
For business school classes.
- —Porter's Five Forces / SWOT
- —Sensitivity analysis by case
§ 03 — AI editing
AI editing that actually understands your plan.
Click any section and tell it what to change. Revisions stream in paragraph-by-paragraph — same voice, same facts, sharper result.
Try the editor§ 04 — Financials
Three-year projections that balance.
Tweak revenue growth, gross margin, rent, headcount — all three statements recalculate in real time. Assets equal Liabilities plus Equity at every period, always.
See the model§ 05 — Export
Professional PDFs and Word docs.
Cover page, table of contents, proper page numbers, and SBA-spec margins — generated from the structured plan, not a fragile HTML conversion.
View sample output§ 06 — How we compare
Faster than templates.
Smarter than a
blank page.
Three ways to arrive at a plan — we built the one founders actually pick.
Criterion
AI-generated
PlanReady
$20/mo
Template fill-in
LivePlan & similar
$15–40/mo
DIY
Word + Google
Free (ish)
Time to first draft
~5 minutes
~4 hours
Days to weeks
Written for your business
Every paragraph, tailored
Template blanks
Only if you can write
First draft quality
Generated from your intake
Template-guided
Starts from scratch
Three-year projections
Balanced + editable
Manual entry
Good luck balancing
§ 08 — Pricing
Simple
pricing.
Choose a plan, answer the intake, and get the complete lender-ready plan after checkout. Every plan includes the 30-day lender rejection refund guarantee.
Monthly
Starter
$20/ month
Billed monthly - cancel anytime
- Unlimited revisions
- AI-assisted editing
- PDF & Word exports
- SBA-format business plans
30-day refund guarantee. If your lender rejects your plan, we refund you in full.
Best value
Annual - save 40%
Starter
$12/ month
Billed annually - $144/yr
- Everything in monthly
- Save 40%
- Priority export
- Early access to new formats
30-day refund guarantee. If your lender rejects your plan, we refund you in full.
One-time
Single plan
$79/ once
Pay once - no subscription
- One business plan, yours to keep
- 30 days of revision access
- PDF & Word exports
- Great for one-shot filings
30-day refund guarantee. If your lender rejects your plan, we refund you in full.
30-day refund guarantee
If your lender rejects your plan, send us their feedback within 30 days and we'll refund you in full. No questions asked.
Request a refund →Visible at point of purchase · No fine print
Unlimited revisions · AI editing · PDF + Word · SBA format · Cancel anytime
§ 09 — FAQ
Frequently
asked.
Still curious? Email hello@planready.ai — we reply within a day.
Q.01
What if it doesn't work for my lender?
Every plan includes a 30-day refund guarantee. If your lender rejects your plan, send us their feedback within 30 days and we'll refund you in full.
Q.02
Is it really SBA format?
Yes. PlanReady generates the standard lender-ready sections: Executive Summary, Company Description, Market Analysis, Organization and Management, Service or Product Line, Marketing and Sales, Funding Request, Financial Projections, and Appendix-ready outputs.
Q.03
How is this different from a template?
Templates give you a blank form to fill in. PlanReady generates a complete, custom business plan based on your specific business, industry, and location. Every section is written specifically for you.
Q.04
Can I edit the plan after it's generated?
Yes. Edit any section with AI assistance ("make this more data-driven") or type directly. Adjust financial assumptions with sliders and watch projections recalculate.
Q.05
Can I cancel anytime?
Yes. Cancel anytime from your account settings. Plus a 30-day refund guarantee on every plan.
Q.06
What if my lender doesn't accept my plan?
Use the refund request form or email hello@planready.ai. We don't require you to forward the lender's actual rejection email - a quick summary is enough.
Q.07
What if I just need one business plan?
The subscription is the default because lender feedback often means revisions. A $79 one-time option is still available if you only need one plan and 30 days of revision access.
Ready when you are
Your business plan is a few questions away.
Start with checkout, answer the intake, then generate the complete plan with editable financials and export-ready files.
30-day refund guarantee - if your lender rejects your plan, we refund you in full.