BusinessPlanPilot Start your plan
Menu

For Canadian and U.S. owners

Business Plans Built for Funding

Professional business plans, financial forecasts and funding reports — all from one guided questionnaire.

Start Your Business Plan See a Sample
  • 36month forecast
  • 14reconciliation checks
  • Word + Exceleditable files
Business plan · .docx

Executive Summary

Pacific Shine Mobile Commercial Cleaning Ltd.

A mobile commercial cleaning startup serving small offices, clinics, and strata common areas in Surrey and Langley.

The business requests C$60,000.00. The independently calculated requirement is C$71,116.86, a variance of C$11,116.86.

Sample · fictional business

Sample output

The financial model, at a glance

Real output from a fictional mobile cleaning business (CAD). Yours is built from your own answers.

Financial projections · Excel workbook · sample data
Year 3 revenue195,395up 23% on Y1
Year 3 net income39,123from 5,791 in Y1
Year 3 ending cash73,991from 12,562 in Y1
Break-even46 jobs / moC$12,690 revenue

Month-end cash 36-month projection

Month 1Month 12Month 24Month 36

Annual summary

Y1Y2Y3
Revenue158,600177,632195,395
Gross profit136,100152,432167,675
Net income5,79122,96639,123
Ending cash12,56235,59073,991

Break-even analysis

Monthly fixed costs
10,890
Contribution margin
85.8%
Break-even revenue
12,690 / mo

Reconciliation 14 / 14 pass

  • Startup sources equal uses
  • Cash roll-forward
  • Debt roll-forward
  • Cash flow links to balance sheet
  • Accounting equation

Start your own plan to get yours. These figures are a fictional example, not a forecast for any real business.

How it works

Four steps, all inside your account

Save at any point and come back. There is no password: you sign in with a one-time email link.

  1. 1

    Create your account

    Your email is all we need to begin.

  2. 2

    Answer the questionnaire

    Your business, prices, costs, startup needs and funding request.

  3. 3

    We prepare your package

    Plan, model and funding report are built from your answers and checked.

  4. 4

    Download your files

    Completed packages appear in your account with a download link for each file.

What you receive

Three documents. One consistent set of numbers.

Word and Excel files you can edit and send to a lender. We do not currently produce PDF files.

Business PlanWord (.docx)

A structured plan a lender can follow

  • Executive Summary
  • Business Overview
  • Products and Services
  • Market Opportunity
  • Target Customers
  • Competitive Analysis
  • Marketing and Sales
  • Operations Plan
  • Management and Ownership
  • Funding Request
  • Use of Funds
  • Break-even Analysis
  • Debt-Service Coverage
  • Risks and Mitigations
  • Implementation
  • Sources and Endnotes
Financial ProjectionsExcel (.xlsx)

A full model, not a summary

Executive SummarySources & UsesKey Assumptions36-Month ForecastAnnual P&LCash FlowBalance SheetBreak-even & Funding
Y1158,600
Y2177,632
Y3195,395
Loan requested60,000
Owner investment25,000
Total sources = total uses85,000
Funding check

Your ask, tested against your numbers

The model calculates what your plan needs and compares it with what you asked for.

Requested
60,000
Calculated need
71,117
Funding OpportunitiesWord (.docx)

Programs that may fit

A report of Canadian and U.S. funding programs matched to your business and request. Confirm eligibility and deadlines with each program before you apply.

What to have ready: business name, location, legal structure and start date; your relevant experience; your main service, its price and expected sales; direct, operating and marketing costs and wages; startup costs; and the funding you want alongside your own investment.

Prepared automatically, checked by rule

Your package is prepared automatically from your answers.

Pricing

One package. One price. No subscription.

Priced in your market's currency. Sales tax is added where it applies and shown before you pay.

Canada

Canadian Business Plan Package

CAD $79.00 + applicable taxes

Start your plan
  • Business plan (Word)
  • 36-month financial projections (Excel)
  • Funding opportunities report (Word)

A complete, lender-ready business plan package: a business plan document, a financial projections workbook, and a funding opportunities report, prepared automatically from your intake with built-in financial and quality checks.

United States

U.S. Business Plan Package

USD $59.00

Start your plan
  • Business plan (Word)
  • 36-month financial projections (Excel)
  • Funding opportunities report (Word)

A complete, lender-ready business plan package: a business plan document, a financial projections workbook, and a funding opportunities report, prepared automatically from your intake with built-in financial and quality checks.

Payments are processed by Stripe. Read the refund policy before you buy.

FAQ

Frequently asked questions

Still unsure? See the support page or write to advisor@cfoanalyst.com.

  • One-time email sign-in, no password
  • Card details are handled by Stripe, never stored by us
  • Encrypted connections and encrypted off-site backups
  • Privacy policy · Terms
What is included in the package?

A business plan document, a 36-month financial projections workbook and a funding opportunities report, prepared from your answers.

How does the process work?

You create an account, complete a guided questionnaire, and your package is prepared automatically. You download your completed files from your secure account once it is ready.

How long does the questionnaire take?

That depends on how complete your information is. Most people finish in one sitting, and you can save and return.

Can I save and continue later?

Yes. Your progress is saved and you can come back to finish at any time.

What happens if more information is needed?

If we need a clarification, a clear message appears in your account. You can update your answers and resubmit there.

How do I receive my completed files?

When your package is complete, your account shows a Completed status with secure download links for all three files. The documents are Word and Excel files. We do not currently produce PDF files.

Does BusinessPlanPilot guarantee funding?

No. We do not guarantee loan approval, grant funding or financing of any kind. Lenders and program administrators make those decisions.

Is the service available in Canada and the United States?

Yes. There is a Canadian package and a U.S. package, each with questions and terminology suited to its market.

What this is, and what it is not. Your package is prepared automatically. Our software organizes your answers, looks up public information, builds the financial projections with fixed calculation rules and writes the documents. We do not routinely have a person review it, and it may contain errors, so please read it before you rely on it. BusinessPlanPilot prepares business planning and funding research materials to support your funding application. We do not guarantee loan approval, grant funding or financing of any kind. Our packages are not legal, tax or accounting advice.

Start with your email. Finish when you are ready.

Your progress is saved as you go.

Start Your Business Plan