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The Planning & Funding Bundle

Plan, set direction and raise money, with everything from the three planning guides.

$119
  • Instant download
  • Secure Shopify checkout
  • For your own business use

What's inside

  • The Business Plan Guide & Template (fillable PDF, Word), with the 3-Year Financial Forecast (Excel)
  • The Strategic Plan Guide & Template (fillable PDF, Word), Strategy on a Page (fillable PDF) and the Strategic Priorities Tracker (Excel)
  • The Investor Pitch Guide (fillable PDF), including the Investor Pitch Deck (PowerPoint) and the Investor One-Page Summary (Word)

Who it's for

Owners who are planning, setting direction and preparing to raise money at the same time.

Format

3 guides with their templates, 10 files in total. Instant digital download.

Every download includes our Products and Prices list. Prices are subject to change at any time without notice.

Digital products are final sale. For general information and education only; not legal, tax, accounting, employment, investment or financial advice.

How it works

Buy once. Use it in your business.

  1. Check out securely

    Pay through Shopify's secure checkout. Free resources check out at $0.

  2. Download instantly

    Your link arrives by email right away, and your files stay in your account.

  3. Make it yours

    Fill in, edit and adapt the files for your own business.

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