Business & Financial Planning Pro
Business and financial plan
Project, capital requirement, financing and projections for the bank, guarantee institution and funding body.
Example
The template, filled in.
A plan from Switzerland – the way planix fills in the template. Every number calculated.
A plan from Switzerland, every number calculated.
Choose a result
The document for bank and funding agency – this is how you download it.
Tap the page to zoom
Page 1 of 30
24 of 30 pages in this example
Fictional example People and companies are fictional. Places, institutions and the country’s calculation parameters are real; every number is calculated with the planix financial plan.
FAQ
Questions
Yes – filled in. You get your plan as PDF, Word and Excel. In Word you adapt every sentence, in Excel the bank recalculates.
Yes, free as Word with guiding questions in the guide. It gives you the chapters, but no numbers. planix asks you the questions and writes the chapters from your answers.
Blank template in the guideThe business concept: chapters 1 to 5 of the template as web, PDF and Word. Chapters 6 to 16 with financial plan cost CHF 49 one-off.
The 16 chapters follow what house banks and funding agencies in Switzerland read – with capital required, liquidity and viability. The decision is the bank’s.
You answer the questions at your own pace. As soon as you’re done, your plan is ready in a few minutes.
For Switzerland, Germany and Austria – each with the country’s taxes, salaries and contributions.
Yes: 84 filled-in plans from 14 industries, per country – on the Business and financial plan page.
Supported by leading start-up experts and partners
ConsultingNetworkSwitzerland.
swissstartupassociation+
SWISS DESIGN
& ENGINEERING
& ENGINEERING
collumino.com
STARTUPS
EXPERTSuisse
4localCH
Buchhaltungs AG
Enough of blank templates.
Start for free.
The concept first. The numbers when you’re ready.
Start the template for free Concept free · Financial plan CHF 49 one-off