The SME Edition . . . just £18pm

If you are an existing business or an experienced entrepreneur and you need to produce a detailed 5 year business plan which includes 5 year financial forecasting, then our SME Edition is the right choice for you.

This Edition caters for existing businesses and entrepreneurs who require a sophisticated business plan but are not currently seeking Venture Capital or Angel Investment (funding in exchange for equity). This version helps entrepreneurs to raise the most common non VC methods of business funding.

Using the SME Edition for example, may help provide your existing business with the supporting documentation needed to raise bank finance for the purchase of new business premises, to help put a strategic business proposal together for an acquisition, to fund an expansion programme, or to produce the business case necessary for a capital expenditure project. For experienced entrepreneurs starting a new venture, our SME Edition for example can be used to help you produce the supporting documentation necessary to raise a balance of bank funding required to match self funding, in order for you to get your venture underway.

The subscription cost for the SME Edition is just £18pm

Regardless of which Edition of our Tools you require, the principle of compiling information for your business plan and financial forecast is based on simple, step-by-step data entry with guides to help you complete each screen properly. You can save your work and come back to amend it at any time. Each version is compatible so that even a Micro plan can be upgraded into an investor-ready proposition. 


The SME Edition is organised into the following sections:

  • Company Details – where you add your business name and contact details
  • Business Description – where you submit basic details about your business including your chosen sector categories
  • Financial Forecast – where you enter the figures about your products, services, sales, costs etc. 
  • Business Plan – where you write the text to support your business proposal 
  • Supporting Files & Images – where you can upload any logos, images & extra documents you want to include 
  • View My Business Proposal – this is where your saved work is kept in one place for easy viewing

Two of the key sections are the Financial Forecast and the Business Plan.


Financial Forecast

The Financial Forecast section helps you to plan the financial aspects of your business. A good financial forecast will show you in advance how well your business is likely to perform. It is important to be aware that good forecast will usually be required to raise money for your business. 

This Forecast area is made up of the following topics:
  • What we will sell and where/how we will sell it - details about your products and services, territories and routes to market

  • How many we will sell and at what price and cost 

  • What our other business costs are - premises, utilities, wages, purchases etc. 

  • Bank account details and any business loans and grants you might already have Reporting – a separate area to view the results of your forecast

Some of the monthly/annual reports that the Financial Forecast produces include;

  • Revenues from Products and Services
  • Cost of Sale
  • Wages & Overheads
  • Capital Expenditure
  • Projected Profit/Loss Account
  • Balance Sheet and Cash FlowUse of Funds Statement

Business Plan

The Business Plan section takes you through the process of writing each stage of your Business Plan and Executive Summary. You will be guided - step by step – at each stage with text examples that show you the right type of information to enter on each screen.

A Business Plan contains all of the supporting text which describes your Business Proposal in detail. Your completed Business Plan will also contain the summary financial information about your business. This is automatically taken from the Financial Forecast information that you enter. Therefore, in order help you finalise your plan it is best to complete the Financial Forecast prior to the Business Plan.

The Business Plan section will help you cover topics such as;
  • Background

  • Opportunity 

  • Mission and Strategy

  • Products & Services 

  • Management 

  • Routes to Market

  • Sales & Marketing 

  • Competition 

  • Operations and Overheads

    The Tools take information from the financial forecast you entered and, using this, populates appropriate sections of the business plan. The overall output from the SME Edition provides you with a completed Business Plan and Executive Summary. 

    All of the documents are available as PDFs which can be securely provided to potential investors.

    Regardless of which version you require, the principle of compiling information for your business plan and financial forecast is based on simple, step-by-step data entry with guides to help you complete each screen properly. You can save your work and come back to amend it at any time. Each version is compatible so that even a Micro plan can be upgraded into an investor-ready proposition. 

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