See Exactly What You’ll Receive

Every FundedPlan order includes three professionally formatted deliverables: a PowerPoint business plan, a Word document version, and a full Excel financial model. Preview them below.

Deliverable 1

PowerPoint Business Plan

A visually polished, lender-facing slide deck that presents your business story, market opportunity, team, and financial projections in a format bankers are accustomed to reviewing. Designed with clear data visualizations and a professional Navy & Gold color scheme.

  • Executive Summary
  • Company Description
  • Market Analysis
  • Organization & Management
  • Products / Services
  • Marketing & Sales Strategy
  • Financial Projections
  • Appendix
Deliverable 2

Word Document Version

The same comprehensive plan content formatted as a traditional Word document. Perfect for lenders who prefer a narrative format they can annotate, and easy to update if your plans evolve after submission.

  • Executive Summary
  • Company Overview
  • Industry & Market Analysis
  • Organizational Structure
  • Product / Service Offering
  • Marketing Plan
  • Financial Plan & Projections
  • Supporting Documents
Deliverable 3

Excel Financial Model

A fully linked, formula-driven spreadsheet covering five years of projections. Includes income statement, cash flow, balance sheet, DSCR calculation, and break-even analysis, all cross-referenced so lenders can trace every number.

  • Revenue Model
  • Cost of Goods Sold
  • Operating Expenses
  • Income Statement
  • Cash Flow Statement
  • Balance Sheet
  • DSCR Calculation
  • Break-Even Analysis
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Plans Across Industries

We tailor every plan to the specifics of your industry, market, and loan requirements. Here are three examples of the types of businesses we serve.

R

Restaurant

Bella's Italian Kitchen

Full-service Italian restaurant seeking an SBA 7(a) loan to fund leasehold improvements and working capital for a second location in a high-traffic suburban plaza.

Plan Highlights

  • 5-year revenue projection with seasonal adjustment
  • Detailed staffing model (FOH & BOH)
  • Menu engineering & food cost analysis
  • DSCR of 1.42x by Year 2
R

Retail Shop

Urban Pet Supply

Specialty pet retail store requesting SBA financing for inventory build-out, POS systems, and first-year lease obligations in a mixed-use neighborhood development.

Plan Highlights

  • Inventory turnover & reorder modeling
  • Customer acquisition cost breakdown
  • Competitive landscape with 5-mile radius analysis
  • Break-even reached in Month 14
S

Service Business

Premier Auto Detailing

Mobile and fixed-location auto detailing company seeking SBA funds to purchase a fleet of service vehicles and build out a dedicated detailing bay.

Plan Highlights

  • Tiered service pricing model
  • Vehicle fleet depreciation schedule
  • Route density & capacity planning
  • Positive cash flow by Month 8

All samples shown are anonymized and represent the standard of quality we produce for every client. Actual deliverables are customized to your specific business, industry, and loan requirements.

Ready to See Your Own Plan?

Get a professionally written, lender-ready business plan tailored to your business, delivered in as few as 5 days.

Order Your Plan