The Road Map

Your investor-grade business planning platform.

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Monthly Revenue
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Annual Revenue
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12-month projection
LTV : CAC Ratio
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Investor Readiness
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01 — Business Purpose
What’s your primary goal?

Define the core objective and long-term vision so every decision in your plan has direction.

Primary Purposerequired
Choose the primary outcome you want this business plan to achieve.
Your business purpose shapes every strategic decision. Raising funding requires different evidence than generating side income. Businesses with a clearly defined purpose execute faster and attract stronger teams around a shared objective.
Vision Statement
Write a 1–2 sentence aspirational statement describing what the world looks like when you succeed.
Investors ask every founder: “Where are you in 5 years?” A vague answer signals a lack of conviction. A specific, ambitious, credible vision is often the deciding factor in whether an investor believes in the size of the opportunity.
02 — Business Overview & Market
Define your business and market

Establish your identity, problem statement, and the size of the opportunity — TAM, SAM, SOM, and your ideal customer.

Business Namerequired
Use a name that is memorable, easy to spell, domain-available, and scalable beyond your initial product.
Your business name is your first impression in every deck, sales call, and search result. Check trademark and domain availability before committing.
Industry
One-Line Descriptionrequired
Use the formula: We help [specific audience] achieve [measurable outcome] through [unique method].
Your one-liner is tested every time someone asks “what do you do?” The best one-liners create instant recognition of the problem without further explanation.
Problem Statementrequired
Quantify the problem: “Costs $X per month” or “wastes Y hours per week” is more compelling than “a significant challenge.”
The strength of your problem statement determines how much investors believe in the urgency of your solution. Quantified problems create markets that demand a solution.
Customer Evidence
Customer discovery is the single most credibility-building activity a pre-revenue founder can do. “We’ve spoken to 47 potential customers” moves a plan from hypothesis to evidence.

Market Sizing — TAM / SAM / SOM

TAM ($M)required
Total Addressable Market = the entire market if you captured 100% of it. Enter in millions of dollars.
VCs typically require a TAM of $1B+ for venture-scale returns. Use bottom-up calculation (potential customers × average contract value) — investors respect founders who do the math themselves.
SAM (% of TAM)
SOM (% of SAM, Year 1–3)
SOM should be conservative. Most early-stage companies capture 1–5% of SAM in the first 3 years.
TAM — Total Market$0
SAM — Serviceable$0
SOM — Obtainable$0
Customer Segment
Ideal Customer Profile
Specificity in your ICP makes your marketing 5× more efficient. Founders who try to serve “everyone” usually serve no one well.
03 — Product & Offer
What are you selling?

Define your product, the transformation it creates, and the value proposition canvas that maps customer needs to your solution.

Product / Service Descriptionrequired
Lead with the outcome, not the feature. “Save 5 hours per week” beats “automated workflow engine.”
Customers don’t buy products — they buy better versions of themselves. The transformation is your value proposition, not the features that create it.

Value Proposition Canvas

CUSTOMER PROFILE

Customer Jobs
Customer Pains
Customer Gains

VALUE MAP

Pain Relievers
Gain Creators
Unfair Advantage
If your unfair advantage is “we’ll work harder,” you don’t have one yet. Think proprietary data, network effects, or deep domain expertise.
04 — Marketing & Unit Economics
How will you acquire and retain customers?

Map your acquisition channels and calculate the unit economics that determine whether your model is sustainable.

Acquisition Channelsselect all that apply
Marketing Strategyrequired
Pick one primary channel and dominate it before expanding.

Unit Economics Calculator

Monthly Marketing Spend ($)
New Customers / Month
Avg Retention (months)
CAC
CAC means “Customer Acquisition Cost.” It’s how much money you spend to get one new customer. If you spend $500 on ads and get 10 customers, your CAC is $50 per person.
Cost to acquire 1 customer
LTV
LTV means “Lifetime Value.” It’s the total money a single customer pays you before they leave. If they pay $49/month and stay for 12 months, their LTV is $588.
Lifetime value per customer
LTV:CAC Ratio
This compares how much a customer is worth to you over time (LTV) against how much it costs to get them (CAC). 3:1 means you earn $3 for every $1 spent finding a customer — that’s considered healthy by most investors.
Target: 3:1 or higher
Payback Period
This is how many months it takes before a customer has paid you back what it cost to find them. Under 12 months is good for most businesses. A payback of 6 months means you break even on that customer very quickly.
Months to recover CAC
Monthly Churn
Churn is the percentage of customers who leave every month. 5% churn means if you had 100 customers, 5 will cancel this month. Lower is always better — a leaky bucket is hard to fill.
Implied from retention
Annual Rev / Customer
This is how much one customer pays you in a full year. It’s your monthly price multiplied by 12. Investors use this to understand how valuable each individual relationship is to your business.
ARPU × 12
Unit economics are the language of SaaS. Knowing your CAC and LTV tells an investor your business is capital-efficient and scalable. Calculate these now — then obsess over improving them.
05 — Financial Planning
Model your complete financial picture

Revenue projections, cost structure, burn rate, runway, and multi-scenario forecasting.

Unit Price ($)required
Price on value delivered, not cost to build.
Monthly Sales Volumerequired
Cash on Hand ($)
Gross Margin (%)

Monthly Cost Structure

Salaries & Team Marketing & Sales Technology & Hosting Legal & Compliance Operations & Admin Miscellaneous
Total Monthly Costs$0
Monthly Burn
Burn rate is how much money your business loses every month. If you spend $8,000 and only earn $3,000, your burn is $5,000. Think of it like a candle — the faster it burns, the less time you have before you need more money.
$0
Net monthly cash out
Runway
Runway is how many months your business can survive before you run out of money. If you have $30,000 saved and burn $5,000 a month, your runway is 6 months. Most investors want to see at least 12 months of runway.
Months at current burn
Net Margin
Net margin is the percentage of every dollar you keep after paying all your costs. A 30% margin means for every $100 earned, $30 is profit. A negative margin means you’re spending more than you earn — that’s okay early on, but it needs a plan to fix.
After all costs
Reorders your generated plan into standard SBA section sequence (Company Description, Market Analysis, Organization & Management, Service/Product Line, Marketing & Sales, Funding Request, Financial Projections) — the order most banks and SBA lenders expect to see.

12-Month Scenario

Revenue Projection
Enter price and monthly sales above to see your revenue chart.
06 — Competitive Analysis & Growth
Position yourself and plan your scale

SWOT analysis, competitor benchmarking, growth strategy, milestone tracker, and quarterly OKRs.

SWOT Analysis

✔ Strengths
⚠ Weaknesses
↗ Opportunities
↘ Threats
Be honest about weaknesses — investors know them anyway. Founders who acknowledge weaknesses and explain mitigation earn more trust.

Competitor Matrix

AttributeYouCompetitor 1Competitor 2Competitor 3
Name
Price / mo
Ease of Use
Features
Support
Growth Strategyrequired
The best growth strategies are compounding — content, SEO, and word-of-mouth appreciate over time. Investors prefer compounding growth over ad-dependent growth.

Milestone Tracker — Click to mark complete

Phase 1 — Launch (Months 1–3)
Phase 2 — Growth (Months 4–12)
Phase 3 — Scale (12+ Months)

OKR Framework — Current Quarter

Objective
Key Result 1
Key Result 2
Key Result 3
07 — Team & Generate Plan
Who is building this — and generate your plan

Investors bet on teams first. Complete your team profile, then generate your complete investor-ready business plan.

Founder Backgroundrequired
The team slide is often the most scrutinised in a pitch deck. Frame your background as the reason you’ll win.
Co-Founders & Key Team Members
Advisors & Strategic Partners
A well-known advisor in your industry can open doors no cold outreach can. Offer 0.1–0.5% equity for meaningful involvement.
Funding Ask (if applicable)
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