01 · LOAN
SBA loan
For founders applying for a 7(a) loan.
- —Debt service coverage calculation
- —Conservative, banker-approved tone
Claude-poweredSBA-readyAnswer a few questions.
Answer a few questions.
Get a complete business plan.
PlanReady turns a short conversation into a complete, custom business plan — narrative, three-year financials, and exports — in under five minutes.
~5 minutes SBA-format No card to preview
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 as you go — resume any time.
Q.01 PurposeSBA 7(a)
Q.02 IndustryFood & Bev
Q.03 StagePre-revenue
Q.04 Ask$ 185,000
Q.05 …→
STEP 02
See a real preview.
Your customized Executive Summary appears instantly, written from your specific answers. No placeholders, no templates.
Executive Summary
STEP 03
Subscribe, edit, export.
Unlock the full plan with three-year financials. Edit with AI, adjust assumptions with sliders, and export to PDF or Word.
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
Preview before paying
Free Executive Summary
–Pay to see anything
You're the preview
Three-year projections
Balanced + editable
Manual entry
Good luck balancing
§ 07 — What users say
Built on real
feedback.
Early users shipping real plans to real readers — lenders, investors, and professors.
We got our SBA loan approved three weeks after generating the plan. The lender said it was the cleanest packet they'd seen all quarter.Nadia K.Restaurant owner · Austin, TX
Closed our seed round on the back of this plan. The TAM/SAM/SOM section gave the investors exactly the framing they needed.Priya R.Co-founder · Brooklyn, NY
Used it for a capstone project. The Porter's analysis was actually rigorous — my professor docked points for citation style, not substance.Mia L.MBA candidate · Columbia
§ 08 — Pricing
Simple
pricing.
Preview for free. Pay only when you're ready to generate. Cancel anytime — 30-day refund guarantee on every plan.
Monthly
Starter
$20/ month
Billed monthly · cancel anytime
- Unlimited revisions
- AI-assisted editing
- PDF & Word exports
- SBA-format business plans
Best value
Annual · save 40%
Starter
$12/ month
Billed annually · $144/yr
- Everything in monthly
- Save 40%
- Priority export
- Early access to new formats
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, 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
Is the preview really free?
Yes. Answer a few questions and see your customized Executive Summary before paying anything. No credit card required to preview.
Q.02
Will my bank accept this business plan?
PlanReady generates plans in the standard SBA format that lenders expect. Many founders have used PlanReady for approved loan applications.
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?
If your lender rejects your plan, send us their feedback within 30 days at hello@planready.ai or via /refund-request and we'll refund you in full. 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?
We offer a $79 one-time purchase option. But most users prefer the subscription because it includes unlimited revisions, which you'll need when your lender gives feedback.
Ready when you are
Your business plan is a few questions away.
Preview your Executive Summary for free. Subscribe only when you're ready to generate the full plan.
No credit card · Cancel anytime · 30-day refund