Business and financial plan
Project, capital requirement, financing and projections for the bank, guarantee institution and funding body.
The way planix outputs it – as PDF, Word, Excel and on the Web.
The way planix outputs it.
The document for the bank, guarantee body and funding body – 16 chapters, 30 pages.
Project, capital requirement, financing and projections for the bank, guarantee institution and funding body.
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24 of 30 pages in the example
Fictitious example The project and people are made up. planix calculates the figures according to the same rules as your plan.
No. You answer questions about your offer, prices, costs, staff, investments and equity. planix uses them to calculate the financial plan.
No. You get the plan as Web, PDF and Word. The Excel enclosure with eight sheets is for the bank – so it can recalculate every figure.
No. Every amount comes from your details or the tables. For empty costs, the finance board suggests an industry benchmark – it is only used in the calculation after you confirm it.
The plan is structured the way your house bank and the guarantee cooperative expect it – with monthly liquidity, affordability, scenarios and a list of enclosures. Whether a loan is granted is up to the bank; planix gives no commitment.
planix calculates immediately once you have completed the questionnaire. After your approval, the plan is usually ready within a few minutes.
Business & Finanzplanung Pro costs CHF 49 one-time. No subscription.
Yes. planix calculates capital requirements, liquidity and affordability according to the same rules as your plan. Only the project and people are made up.
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Capital requirements, liquidity and affordability – without Excel.
Create financial plan Business & Finanzplanung Pro · CHF 49 one-time · no subscription