Business Plans For All Budgets & Needs Get Funded
Everything unlocked: our full AI engine, the complete plan wizard, and two specialist engines — one that writes and scores your plan for SBA and bank lenders, one for entrepreneur and investor visas. $497 gets you a whole 12 months of access to everything.
One platform. Four engines.
The $197 Toolkit gets you our core AI engine. Pro unlocks the lot — including the two specialist engines built for the highest-stakes applications.
Full AI Engine
The complete engine, unlocked. Deeper market research pulled in automatically, richer section narratives, and the financial engine around 5,000 businesses use — every number tied out.
Complete Plan Wizard
An end-to-end guided build from executive summary to appendices. The wizard asks the right questions in the right order, so nothing a lender or officer expects is ever missing.
Loan Engine
Built for SBA and bank applications. Written and scored against SBA 7(a) and bank lending criteria, with debt-service coverage (DSCR) and repayment checks — structured the way credit committees read.
Immigration Engine
Built for E-2, EB-5, EB-2 NIW, UK Innovator Founder and UK Expansion Worker. Writes and scores the narrative, market evidence and job-creation numbers against what the decision-maker looks for, including the E-2 viability and EB-5 job-creation tests.
Built for the people who say yes or no
A plan fails when it is written for the founder instead of the decision-maker. The specialist engines package your plan for the audience that actually decides.
The Loan Engine — built for the bank, not the bin
- SBA- and bank-ready structure lenders recognise on page one
- Repayment plan and debt-service coverage modelled, not asserted
- Best, base and worst case scenarios — coming soon
- Financials cross-checked by mathematical guardrails so nothing contradicts
The Immigration Engine — written for the adjudicator
- Section structure mapped to E-2, EB-5 and UK Innovator expectations
- Job-creation evidence and hiring timeline built into the model
- Market size and source-of-funds narrative organised the way officers review
- Same engine used across plans submitted in 40+ countries
Not sure which route fits your situation? Book a free call and we'll point you the right way.
Why founders choose Pro
One platform. Every high-stakes use case.
Most tools write a generic plan and leave you to reshape it for a bank or a visa officer. Toolkit Pro ships with both specialist engines built in — the same plan, packaged for the audience that decides.
An engine 5,000 businesses already use
Our financial engine started as the forecasting spreadsheet around 5,000 business owners have bought. Thousands of them, and their accountants, have checked it against real trading numbers. The Toolkit runs the same engine.
One flat price. Everything included.
A whole 12 months of access to every feature — no per-export fees. Tweak and update your plan as many times as you like. At the end of the year it renews for another 12 months at $247 if you still need it, or cancel anytime. Every plan you export is yours to keep.
Everything you get for $497
Full AI engine
Every section drafted with the complete engine — deeper research and richer narrative.
Complete plan wizard
Guided end-to-end build. Every section a funder expects, in the order they expect it.
Loan Engine
Writes and scores your plan against SBA 7(a) and bank lending criteria, with debt-cover (DSCR) and repayment checks.
Immigration Engine
Writes and scores your plan for E-2, EB-5, EB-2 NIW, UK Innovator Founder and UK Expansion Worker.
Scenario planning (coming soon)
Best, base and worst case — the stress tests lenders and investors ask for.
Problems fixed fast
Report a bug, billing or account issue and we reply within 1 business day. Want hands-on help with your plan? Book an Expert Review.
How it works
Tell the wizard about your business
Industry, location, goal — loan, visa, investors, growth. The wizard configures the right engine from the start.
Build with the full AI engine
Section by section, with research pulled in and your financials built on the forecasting engine as you go.
Run your specialist engine
The Loan or Immigration Engine writes and scores the plan for the audience that decides — underwriter or visa officer.
Export and submit
PDF, Word or Excel (private live link coming soon). Revise and re-export any time — every export is yours to keep.
Toolkit Pro — frequently asked questions
What do I get in Toolkit Pro that the $197 Toolkit does not have?
The $197 Toolkit runs on our core AI engine and covers the full plan structure. Toolkit Pro unlocks everything: the full AI engine with deeper research and richer narrative, the complete plan wizard, and the two specialist engines — the Loan Engine for SBA and bank applications, and the Immigration Engine for entrepreneur visas — plus Word, Excel and pitch deck export and 500 AI credits a year, with scenario planning coming soon.
What exactly is the Loan Engine?
A specialist layer that writes and scores your plan against SBA 7(a) and bank lending criteria: lender-ready structure, a modelled repayment plan and debt-service coverage (DSCR) checks. It runs on the same financial engine, so the numbers and the narrative agree.
What exactly is the Immigration Engine?
A specialist layer for entrepreneur and investor visas — E-2, EB-5, EB-2 NIW, UK Innovator Founder and UK Expansion Worker. It writes and scores your narrative, market evidence and job-creation numbers against what the decision-maker looks for, including the E-2 viability and EB-5 job-creation tests.
Can one plan work for both a loan and a visa?
Yes. Both engines run on the same underlying plan, so you can package the same business for a bank and an immigration application without writing anything twice.
Do I need business or financial experience?
No. The wizard asks plain-language questions and the financial engine does the maths. You enter the figures specific to your business; the guardrails catch anything that doesn’t add up.
What if I want a human expert to look at my plan?
Two options: add a standalone Business Plan Review, where an analyst reviews your finished plan and walks you through the findings on a live call — or go Done-For-You and our MBA team researches and writes the whole plan for you.
How does the pricing work?
Toolkit Pro is $497 for a whole 12 months of access to every feature — the complete AI engine, the plan wizard, the Loan and Immigration Engines and every export. Change and update your plan as many times as you like. At the end of the year it renews for another 12 months at $247 if you still need it, or cancel anytime. Every plan you export is yours to keep. Backed by our money-back guarantee (conditions apply: ask within 30 days of your first payment, once your plan is complete and before you download or share it).
Still weighing it up? Book a free call — we'll tell you honestly which option fits.
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