Business plan templateTemplate
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How it works

The template asks the questions.
planix writes and calculates.

Three steps from a blank page to a finished plan – for Switzerland.

Three steps to a finished plan.

Start the template for free
Process

Three steps instead of a blank file.

  1. Answer questions

    Per chapter the questions a template leaves open – offer, customers, costs, financing.

    Questions per chapter.

  2. planix fills it in

    Texts from your answers, numbers calculated: capital required, income, liquidity, balance sheet.

    Texts written, numbers calculated.

  3. Check and download

    Check in the finance board, then download as PDF, Word and Excel.

    PDF, Word and Excel.

All chapters

What each chapter contains.

In the conceptfree

Develop the business concept

  1. 1SummaryThe venture at a glance – in the Pro plan with metrics.
  2. 2Company and foundersLegal form, permit, one section per person.
  3. 3Offer and business modelProblem, offers, how money is earned.
  4. 4Market and competitionTarget group, competition, positioning.
  5. 5Marketing and salesThe route to the first customers.
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In the Pro planCHF 49

Business & financial planning Pro

  1. 6Organisation and staffRoles, workloads, salaries, from when.
  2. 7Investments and capital requiredWhat you need, item by item.
  3. 8Financing and collateralEquity, loans, collateral.
  4. 9Projected income statementFive years from your inputs.
  5. 10Liquidity planning24 months individually, then per year.
  6. 11Projected balance sheetFive years, opening balance sheet for a takeover.
  7. 12Viability and living costsFour metrics with traffic lights.
  8. 13Risks and scenariosBase, cautious, optimistic.
  9. 14AssumptionsInputs and calculation parameters with source.
  10. 15Attachments and next stepsWhat you give the bank in addition.
  11. 16Your next stepsOpen points and the next module.
Plan bank-ready
Formats

Three files. One template.

PDF

To submit – about 30 pages with cover page and table of contents.

Word

To adapt – the same chapters, every sentence editable.

Excel

To recalculate – the financial plan in eight sheets.

Afterwards

Seamlessly on in the founder journey.

Your plan stays in your account. Funding and founding build on it.

Your plan stays in your account.

  1. IdeaFind business idea · Develop idea
  2. ValidationTest idea · Test market
  3. PlanningBusiness plan, finances and funding
  4. FoundingFound and secure the company
  5. GrowthGo-to-market · Investors · Scaling

View the whole founder journey

Supported by leading start-up experts and partners

ConsultingNetworkSwitzerland.
swissstartupassociation+
SWISS DESIGN
& ENGINEERING
NVIDIA Inception Program
collumino.com
STARTUPS
EXPERTSuisse
Buchhaltungs AG
DACH Startups

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