Start for free

Pricing

Chapters 1–5 free. All 16 one-off.

Name: Business plan template by planix
Brand: planix
Availability: InStock

No subscription. No blank document.

The concept

Develop the business concept

Describe your project so that others can understand it in 5 minutes – as a business concept and short profile.

Give partners, co-founders or advisors a concept that explains your project in 5 minutes.

For everyone who wants to put their venture on paper first.

Your business conceptBusiness concept and short profile

Summarythe venture in five sentences
Company and founderslegal form, permit, your experience
Offer and business modelproblem, offer, how you earn money
Market and competitiontarget group, competitors, what sets you apart
Marketing and saleshow you reach your first customers

Business Concept
Business concept
Short Profile

Not included No numbers, no financial plan. That is in Business & financial planning Pro.

free

No subscription, no credit card

Start for free

The whole template

Business & financial planning Pro

Bank-ready business and financial plan with forecasts

How do I convince bank, funding agency and investors with numbers?

For everyone submitting to a bank or funding agency.

Your business and financial planweb and PDF

Takes over chapters 1–5

Summary
Company and founders
Offer and business model
Market and competition
Marketing and sales

Additionally in the Pro plan

Capital required and financingitems, equity, loans – missing funds as a separate line
Projected income statementfive years from your inputs
Liquidity24 months individually – the lowest level determines the reserve
Projected balance sheetfive years, opening balance sheet for a takeover
Viability with traffic lightsfour metrics, living costs
Scenarios and risksbase, cautious, optimistic
Attachment listwhat you give the bank in addition

Business and financial plan
Financial plan (Excel attachment)

CHF 49one-off

Incl. VAT · one-off

Ready for the bank

Template with financial plan

Price per company.

Afterwards: Lean business plan for CHF 39 – your plan on at most four pages.

What is included

Develop the business conceptfreeBusiness & financial planning ProCHF 49

Chapters 1–5: venture, offer, market, sales

One-page short profile

Organisation and staff

Capital required and financing

Income statement, liquidity, balance sheet5 years

Viability with traffic lights4 metrics

Scenarios and risks3 scenarios

Attachment list

OutputBusiness ConceptBusiness conceptShort ProfileBusiness and financial planFinancial plan (Excel attachment)

Trust & data protection

Your data. Secure. In Switzerland.

Stored in Switzerland

On Azure servers under the Swiss FADP and EU GDPR.

No AI training with your data

Your inputs are never used to train AI models.

Treated confidentially

planix only sees your numbers if you explicitly want it to.

FAQ

Questions about pricing

Why is the concept free?

Because it is the foundation: only once venture, offer and market are clear do numbers mean anything.

Do I need a subscription?

No. You buy Business & financial planning Pro once for CHF 49. A finished concept is carried over.

Can I start directly with the Pro plan?

Yes. Then it asks the concept questions first – nothing is lost.

What is the Lean business plan?

The short version of your plan on at most four pages – for a first meeting. Lean business plan costs CHF 39, one-off.

The Business plan template is part of the Planning phase of the planix founder journey. What you enter here, you take with you.
View the whole founder journey

Supported by leading start-up experts and partners

ConsultingNetworkSwitzerland.

swissstartupassociation+

SWISS DESIGN
& 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