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Business Plans

Write a complete, investor-ready business plan in a guided workspace — pull data in from your other Nautis modules, let AI draft each section, mark sections complete, and export to PDF or Word.

Sections:15+Templates:12 industriesExport formats:PDF & DOCX
All Planning & Strategy

Business Plans Workspace

Section editor with AI assist

Live Mockup

Sections

Executive Summary
Company Overview
Market Analysis
GTM Strategy
Financial Plan

Executive Summary

3/15 complete
Acme is a SaaS company helping early-stage founders run their startup from a single AI-native workspace…
AI: "Add a hook on TAM and a one-line on ICP"

Built for

Who uses Business Plans

First-time founders

Teams refreshing their plan for a new round

Operators presenting to a board

Capabilities

What you can do

Each capability ships out of the box — no setup, no plugins, no extra tools.

AI section drafts

Generate any section from your startup profile and pitch deck context — then refine in chat.

Linked project data

Pull facts straight from your GTM workspace, financial project, and company profile into matching sections.

Version history & rollback

Every save is snapshotted. Roll back to a previous version of any section without losing comments or chats.

Approval-ready exports

Download polished PDF or DOCX with cover page, table of contents, and only the sections you want included.

Comments & shared access

Per-section comment threads and granular share lists keep co-founders aligned without exposing the whole plan.

Quick start

From zero to using Business Plans

  1. 1

    Start from a template

    Pick from 12+ industry templates or start from scratch with the standard sections.

  2. 2

    Generate or write

    Draft each section yourself, or click Generate with AI to ground a first draft in your company context.

  3. 3

    Mark complete

    As you finish each section it turns green and the overall progress bar moves forward.

  4. 4

    Score, lock & export

    Run Score My Plan, set status to Approved to lock edits, then export PDF or DOCX.

Sections

15+

Templates

12 industries

Export formats

PDF & DOCX

FAQ

Business Plans questions

Will the AI overwrite what I've already written?

Only with confirmation. Nautis pops a confirm dialog and snapshots the current draft to Version History before generating, so you can always roll back.

How do AI credits work?

Generate, Score My Plan, and AI Chat each draw a small number of credits from your organization's monthly balance. If credits run out, you can top up from the AI credits area.

Can I export only some sections?

Yes. Hide the sections you don't want included — the PDF, DOCX, and print views all skip hidden sections (and empty ones).

Can multiple people edit the same plan?

Yes. Add teammates under Shared Access. The most recent save wins, so coordinate on big edits and use comments for async review.

What does linking a financial project or GTM workspace do?

Linking unlocks the Import Data button inside matching sections — Financial Plan pulls from your financial project, GTM Strategy from the GTM workspace. Re-import as often as you like.

What's the difference between Draft, In Review, and Approved?

Draft is the working state — edit freely. In Review is ready for feedback but still editable. Approved locks the plan read-only so nothing changes by accident — only the owner or an admin can move it back to Draft.

Can I save manually instead of relying on auto-save?

Yes. Press Ctrl+S (Cmd+S on Mac) to force-save right away. Auto-save fires about a second after you stop typing.

What happens to comments and AI chats if I delete a section?

Permanently deleting a hidden section also removes its comments, version history, and AI chats. Hide instead of delete if you might need any of it later.

My collaborator can't see the plan — why?

Either their role doesn't have Business Plans permission, or they aren't on the Shared Access list. Add them in the edit dialog and double-check their role with your admin.

Better together

Related modules

SWOT Analysis

Live SWOT canvas with AI drafting, TOWS strategies, and scenario snapshots.

Open

GTM Planner

Go-to-market control room: strategy, 30/60/90 roadmap, kanban tasks, experiments, metrics.

Open

Financial Planner

Multi-year financial projections — P&L, balance sheet, cash flow, ratios, dashboards.

Open

Try Business Plans inside Nautis

One workspace, one bill, one source of truth. Skip the tool stack.

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