How it works

Your details.
Your financial plan.

You answer questions, planix calculates in francs – you check and approve.

Answer, check, approve.

Create financial plan
Process

In three steps.

  1. Answer questions

    Offers with prices, staff, costs, investments and equity.

    Offer, costs, equity.

  2. planix calculates

    Capital requirements, liquidity and affordability over five years – only from your details.

    Five years, from your details.

  3. Check and approve

    In the finance board you check and change every figure. Then planix writes the plan.

    Check every figure, then approve.

Result

One plan. One Excel enclosure.

The plan explains the figures. The Excel enclosure lets the bank recalculate every figure.

Business & financial planning ProCHF 49

Business and financial plan

Web · PDF · Word

16 chapters in the order that the bank and funding body expect.

  1. 1Summary
  2. 2Investments and capital requirements
  3. 3Financing and collateral
  4. 4Planned income statement
  5. 5Liquidity planning
  6. 6Planned balance sheet
  7. 7Affordability and private needs
  8. 8Risks and scenarios
Plan bank-ready
Business & financial planning Pro

Financial plan

Excel · 8 sheets

All the tables of the plan – from the overview to affordability.

  1. 1Overview
  2. 2Assumptions
  3. 3Investments
  4. 4Financing
  5. 5Income statement
  6. 6Liquidity
  7. 7Balance sheet
  8. 8Affordability
Afterwards

Seamlessly onward in the founder journey.

All details stay in your account. Founding and growth build on them.

Everything stays in your account.

  1. IdeaFind your business idea · Develop the idea
  2. ValidationTest the idea · Test the market
  3. PlanningBusiness concept, business plan, funding
  4. FoundingSet up and protect your company
  5. GrowthGo-to-market · investors · scaling

Backed by leading start-up experts and partners

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

Your figures. Your plan.
Start now.

Capital requirements, liquidity and affordability – without Excel.

Create financial plan Business & Finanzplanung Pro · CHF 49 one-time · no subscription