1. Executive summary that makes investors read further
Opening page of a pitch deck or business plan sent to investors or lendersWrite an executive summary for my business plan. Business: [one sentence description]. Problem being solved: [the specific pain and who has it]. Solution: [your product or service and how it solves the problem]. Market size: [TAM/SAM/SOM with sources if you have them]. Revenue model: [how you make money]. Traction so far: [users, revenue, pilots, letters of intent, anything real]. Funding ask if applicable: [amount and what it is for]. Write this as a 300-word maximum executive summary. The first sentence must be a direct claim about the business opportunity, not a background statement. No buzzwords. No vision statements. Investors who read this should be able to decide in 90 seconds whether to schedule a meeting.
2. Market size analysis with TAM, SAM, and SOM
Market size section for investor decks and bank loan applicationsHelp me build the market size section of my business plan. My business: [description]. Target customer: [specific person or company type]. Geography: [where you operate now and plan to expand]. Write a three-part market sizing analysis: (1) TAM: top-down total addressable market using publicly citable sources like IBISWorld, Statista, McKinsey, or government data (name the source, even if I need to verify), (2) SAM: serviceable addressable market narrowed to my geography, customer type, and product scope, with methodology explained, (3) SOM: serviceable obtainable market with a realistic three-year capture rate and the logic behind it. Explain any assumptions clearly so I can replace them with real data. Flag where the estimates are weakest.
3. Competitive analysis and positioning moat
Competitive moat section for investor materials and strategic plansWrite the competitive analysis section for my business plan. My business: [description]. Top direct competitors: [list 3 to 5 by name]. Indirect competitors or substitutes: [what customers do instead of using any of these]. My differentiation: [what I do meaningfully differently from each]. Write a section that: (1) Summarizes each competitor's positioning, pricing, and key weakness in 2 to 3 sentences each, (2) Maps the competitive landscape using a table comparing 5 to 7 attributes (price, audience, key feature, deployment model, target size), (3) States my positioning clearly as 'X for Y who are frustrated by Z,' (4) Names my top two defensible advantages and explains why they are durable, not just temporary. Be honest about where competitors are stronger. Investors will know if the analysis is soft.
4. Revenue model and unit economics
Revenue and unit economics section for Series A and growth-stage fundraisingWrite the revenue model and unit economics section for my business plan. Business: [description]. Pricing structure: [how you charge: subscription, one-time, usage, commission, hybrid]. Current pricing: [price points by tier or SKU if applicable]. Customer acquisition channel: [how you get customers today]. Write a section covering: (1) Revenue model explanation with the commercial logic behind the pricing structure, (2) Unit economics table showing: Customer Acquisition Cost, Average Contract Value or LTV, Payback period, Gross margin percentage, (3) Revenue bridge from today to 12 months showing the key levers (price, volume, mix), (4) A brief explanation of how unit economics improve at scale and what breaks first if they do not. Use my actual numbers if I provide them, or flag where I need to fill in real data.
5. Go-to-market strategy for the first 12 months
GTM section of a business plan or investor narrativeWrite the go-to-market strategy section for my business plan covering the first 12 months. Business: [description]. Target customer: [specific profile]. Current channels: [how you acquire customers today]. Budget available for GTM: [rough range]. Write a GTM section that covers: (1) ICP definition with firmographic or demographic specifics (not 'SMBs' but 'software companies, 10 to 200 employees, selling B2B, based in North America'), (2) Primary acquisition channel with rationale for why this beats the alternatives for this stage, (3) Sales motion: self-serve, inside sales, enterprise, channel, or PLG, with a clear reason it fits the ICP, (4) Month 1 to 3 action plan with three measurable milestones, (5) Month 4 to 12 scaling plan with the specific metrics that trigger investment in the next channel. Avoid generic marketing frameworks. Be specific about the mechanics.
6. Financial projections for 3 years
Financial section of business plans for bank loans, investor decks, and grantsHelp me build the financial projections section of my business plan. Business: [description]. Revenue model: [subscription / one-time / usage / other]. Current MRR or ARR: [if any]. Key cost drivers: [staff, COGS, marketing, software, office, other]. Write a financial projections narrative with: (1) Three-year revenue projection table with the assumptions driving growth rates (customer count, ACV, churn rate, or relevant unit), (2) Three-year P&L outline showing revenue, COGS, gross profit, operating expenses by category, EBITDA, (3) Cash runway summary showing when the business runs out of cash under base, bull, and bear cases, (4) Key assumptions table listing every number you would push back on if you were an investor. I will replace placeholder numbers with real ones, but help me get the structure right.
7. Operations and team section
Team and operations section for investor due diligence and bank applicationsWrite the operations and team section for my business plan. Founding team: [name, title, and 1 sentence background for each]. Key hires needed: [roles you plan to hire in the next 12 months]. Operations model: [how the product or service is delivered, any key vendors, IP, or infrastructure]. Write a section that: (1) Highlights the founding team's most relevant credentials for this specific business (prior exits, domain expertise, relevant failures), (2) Identifies the most important gap in the current team and the plan to fill it, (3) Describes the operating model clearly enough that a reader could explain it to someone else, (4) Lists key dependencies (vendor contracts, IP protection, regulatory approvals) that represent either moat or risk. If the team is thin, do not oversell it. Name the gap and the mitigation plan instead.
8. Risk analysis and mitigation
Risk section for investor materials, grant applications, and internal planning documentsWrite the risk analysis section for my business plan. Business: [description]. Industry: [sector]. Key risks I already know about: [list any you are aware of]. Write a risk section that: (1) Identifies the five to seven most material risks across market, execution, financial, regulatory, and competitive dimensions, (2) Scores each risk on a 2x2 of likelihood and impact, (3) For each risk, names the specific mitigation already in place or planned, (4) Identifies the single risk that would kill the business if it materialized and explains why the team has a credible answer to it. Investors trust plans more when they acknowledge real risk than when risks are omitted or minimized. This section should read like you thought harder about failure than about success.
9. Problem and solution narrative for non-technical audiences
Business plans presented to non-technical investors, lenders, or strategic partnersWrite the problem and solution section of my business plan for a non-technical audience (bank loan officer, family office investor, or corporate partner). Business: [description]. Customer pain: [the problem in plain language]. Solution: [what your product or service does]. Write a 400-word section that: (1) Opens with a one-paragraph story about a specific customer experiencing the problem (fictional but realistic), (2) Quantifies the pain using at least one number (time wasted, money lost, error rate, or industry stat), (3) Explains the solution in plain English with no jargon, (4) Shows one concrete outcome a real or hypothetical customer achieved, (5) Ends by connecting the solution to market size. No technical specs in this version. No acronyms without definitions.
10. Sharpen and critique an existing business plan draft
Quality review pass on a draft you already have before sending to investors or lendersHere is my business plan draft: [paste draft or section]. Critique it from the perspective of an experienced venture investor who has seen 500 plans. Identify: (1) Sections where the assumptions are stated without supporting data, (2) Any circular logic (e.g., 'our market is huge because the market is growing'), (3) Language that sounds confident but says nothing ('disruptive,' 'best-in-class,' 'revolutionize'), (4) The biggest logical gap between the problem and the proposed solution, (5) The section most likely to get a rejection email in the first 10 minutes of review. Then rewrite the weakest section you identified, showing what an improved version would look like. Be brutally honest.