AI section drafts
Generate any section from your startup profile and pitch deck context — then refine in chat.
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.
- Sections15+
- Templates12 industries
- Export formatsPDF & DOCX
app.nautis.io/business-plans
Built for
- First-time founders
- Teams refreshing their plan for a new round
- Operators presenting to a board
Capabilities
What you can do with Business Plans
Everything ships out of the box. No setup, no plugins, no extra tools.
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
Start from a template
Pick from 12+ industry templates or start from scratch with the standard sections.
- 2
Generate or write
Draft each section yourself, or click Generate with AI to ground a first draft in your company context.
- 3
Mark complete
As you finish each section it turns green and the overall progress bar moves forward.
- 4
Score, lock & export
Run Score My Plan, set status to Approved to lock edits, then export PDF or DOCX.
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.
Your first hire, before your first hire
Hire your Chief of Staff today.
Full business context from the first conversation. Daily operations, fundraising, revenue and finance, run with you. You approve every move. It handles the rest.
Nothing leaves your workspace without your yes.