IN JUST A FEW STEPS
Create your Business Plan
Business plans, market analyses, and financial planning
designed for bank approval – no Excel, no accounting skills required.
Business plans & features
Business plans & features
CHOOSE YOUR RIGHT BUSINESS PLAN
Business plans & features
IT DOESN’T GET ANY EASIER
Your business plan
in 3 simple steps
You have a strong idea but no time for spreadsheets and templates? With planix, you can create your professional business plan in no time.
Answer
few questions
Let planix do
the work
Review your
finished business plan
High-Precision Financial Planning
Business
Planning Reinvented
/
Step One
Questionnaire for planix AI
/
Step Two
Business Plan board
/
Step Three
Financial board
You’ve completed of the questionnaire:
10%
Sophia
name@work-email.com
Basic information about the company
Please take your time and answer the questions as thoroughly as possible. The more precise your information, the more compelling and professional your business plan will be.
General
7 questions
4 minutes
done
Company information
9 questions
6 minute
general
Finance fundamentals
business plans
target market
management
resources
products & services
finances
Basic company information
All your progress is saved automatically
company name (planned)
Zürisee Consulting GmbH
E-mail of the person responsible
company address (planned)
Sechseläutenplatz 18, 8008 Zürich
Legal form
domicile/tax domicile
Switzerland
Number of shareholders
Country
Switzerland
Industry
Phone number of the person responsible
Objective of the business plan
Contact
back
go to business plans
Projected Revenue
CHF 320,000+
Jan
feb
mar
apr
may
jun
+35%
jul
aug
sep
YOUR ADVANTAGE WITH PLANIX
planix vs. a simple AI-supported 
Chatbot
The planix multi-AI delivers what founders really need.
Time Savings
Requires extensive and precise inputs
Investor-ready document in the shortest time
Comprehensive Data Coverage
Generic results
Access to additional relevant databases
Expertise
Prone to errors without local expertise
Built in collaboration with experts
Incorrect or Insufficient Statements
Often generic statements
Maximum precision through real-time data
Financial Plan
Creates no or inconsistent financial plans
Highly specializedand precise financial plan
Success Guarantee
No guarantee of acceptance
With bank approval guarantee
Trends
Outdated or incomplete trend data
Latest trends powered by local industry expertise
Support for Founders
Support ends with plan creation
Guidance through numerous start-up boosters
Bank-Approved
planix guarantees
bank approval of your business plan
Built with precision. Made for banks.
Business plans of the
highest quality – clear, precise, and professional
Real-time data you can trust.
Up-to-date industry data that convinces banks and provides accuracy
For visionary entrepreneurs and founders
How visionary founders use planix to achieve their goals.
A mid-sized company structures its expansion with planix and convinces banks and partners with clear figures and a solid business plan.
FINANCING · INDUSTRY · SME
Two friends fulfill their dream of opening their own café. With planix, a business plan is created that convinces the bank and secures the loan.
BUSINESS START-UP
A young team develops a SaaS platform and secures its first seed funding with planix Business Plan Premium, Pitch Deck, and Investor Check.
FINANCING · STARTUP
Real People. Real Support
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