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Reports
Add your reports content hereIndustry Templates
Templates provide industry-specific context to generate more targeted strategic insights.
AI Strategy Assistant
Business Strategy AI Assistant
Business Strategy AI Assistant
AI PoweredTry asking about:
Add New Task
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Funding Pipeline
Track and manage your startup funding journey through different stages
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Business Valuations
Valuation Assumptions
Enter your valuation assumptions in the spreadsheet below. Click directly on any cell to edit values.
Values in the assumptions table are used to calculate the DCF valuation. Edit cells directly to change values.Enterprise Value
Enterprise Value based on Discounted Cash Flow (DCF) method
EV/Revenue
EV/EBITDA
Terminal Value %
WACC
Projected Free Cash Flows
Valuation Breakdown
Investment and Working Capital Changes
Key Metrics Forecast
Year-by-Year Forecast
Sensitivity Analysis
Enterprise Value ($M) at different WACC and Terminal Growth Rates
Financial Analysis
Income Statement Data
Enter your income statement data. All values should be in dollars. If the table doesn't render, please click any cellBalance Sheet Data
Enter your balance sheet data. All values should be in dollars. If the table doesn't render, please click any cellFinancial Assumptions
These assumptions will be used for projections and calculations.AI Analysis Preparation
Enter accurate financial data for a comprehensive AI-powered analysis.
Income Statement
Profitability Analysis
Balance Sheet
Assets vs. Liabilities
Key Financial Ratios
Ratio Analysis
Financial Projections
Projected Growth
Monthly Income Statement
Enter your monthly sales quantity, price, and expenses to generate a monthly income statement.
Monthly Revenue
Note: Adjust quantities and prices for each month. Revenue will be calculated automatically.
Monthly Expenses
Note: Enter expenses for each month. You can add fixed costs or variable costs.
Monthly Income Statement Results
Note: This table shows revenue, expenses, and profit for each month.
QuickBooks Integration - New (Beta)
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Connect your QuickBooks account to automatically sync your financial data.
You'll be redirected to QuickBooks to authorize the connection.
Sync Options
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Profit & Loss Statement
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Pitch Deck
Industry Templates
Select an industry to load pre-filled examples tailored to your sector.
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Pitch Deck AI Analysis Results
Company Mission Analysis
Products & Services Analysis
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Market & Financial Projections
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Pitch Deck Refinement Area
Edit & Refine AI Pitch Deck Content
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Business Model
Industry Templates
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Complete Business Model Canvas Analysis
Business Model Canvas PDF Preview
Key Partners
Key Activities
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Customer Relationships
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Business Model Overview
This section contains a detailed breakdown of each component of the business model canvas, including analysis and recommendations.
1. Key Partners
2. Key Activities
3. Key Resources
4. Value Propositions
5. Customer Relationships
6. Channels
7. Customer Segments
8. Cost Structure
9. Revenue Streams
Executive Summary
This business model canvas represents a comprehensive framework for understanding and developing the business strategy.
Business Model Highlights
Key Value Propositions
Market Approach
Financial Structure
AI Analysis
Saved Business Models
Saved Business Model Analyses
Previously Saved Business Model Analyses
Business Model Canvas Visualization
Visual Representation
Key Partners
Key Activities
Value Propositions
Customer Relationships
Key Resources
Channels
Customer Segments
Cost Structure
Revenue Streams
Insights
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Analysis Results
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Idea Canvas
Welcome to Business Strategy AI
Your all-in-one platform for business strategy planning, analysis, and execution. Use the navigation menu to access the tools you need to take your business to the next level.
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Leverage AI to gain insights on market trends, competitive landscapes, and industry dynamics.
Business Model Canvas
Design and validate your business model using the popular Business Model Canvas framework.
Strategy Analysis
Generate comprehensive strategies for margin expansion, sales growth, cost reduction, and M&A opportunities.
Pitch Deck Builder
Create compelling pitch decks with AI-generated content and analysis.
Assessment Tools
Financial Analysis
Calculate profits, review balance sheets, and analyze cash flow to make informed financial decisions.
Business Valuation
Estimate your company's value using DCF, forecast future cash flows, and calculate enterprise value.
Market Insights
Access industry-specific data and visualizations to support your business decisions.
Process Tools
Notes Manager
Organize your business ideas, meeting notes, and action items in one place.
Reports Generator
Generate professional business reports with AI assistance.
File Management
Upload, organize, and access your business documents securely.
Slide Deck Creator
Create professional presentation slides with AI assistance.
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Tips for Better Results:
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- Ask one question at a time
- Mention your jurisdiction for legal/tax questions
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Project Issue Log
Issue Log
Enter and track project issues in the spreadsheet below. Click directly on any cell to edit values.
Tip: Double-click any cell to edit. Press Tab to navigate between cells quickly.Saved Issues
Daily To-Do List
Manage your daily tasks and stay organized. Focus on what needs to be done today.
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View and manage all your tasks. Click directly on any cell to edit values.
Tip: Double-click any cell to edit. Press Tab to navigate between cells quickly.Setup Guide
Introduction to Business Strategy - AI
Business Strategy Tutorials
Introduction to Business Strategy - AI
Industry-Specific Prompts for Business Model Canvas
Select an industry to view tailored prompts for each section of the Business Model Canvas.
SaaS/Technology Business Model Canvas Prompts
- Who are your critical technology partners or infrastructure providers (e.g., AWS, Microsoft Azure)?
- Which development or engineering firms complement your internal capabilities?
- What strategic partnerships provide technical expertise you don't have in-house?
- Which distribution partners help you reach enterprise customers?
- What core development activities are essential to maintain your software?
- How do you manage regular product updates and version releases?
- What security and compliance activities are necessary for your platform?
- What customer onboarding and training processes are crucial?
- What proprietary technology or intellectual property drives your value?
- Which technical talent roles are absolutely essential for your organization?
- What infrastructure resources support your platform's performance?
- What datasets or analytics capabilities are core to your offering?
- What specific pain points does your software solve that competitors don't address?
- How does your solution save customers time, money, or resources?
- What workflow improvements or efficiency gains do customers experience?
- What metrics demonstrate your solution's ROI to potential customers?
- How do you manage customer success and ensure adoption?
- What self-service tools do customers need?
- How do you structure your customer support tiers?
- What retention and expansion strategies work best in your segment?
- Through which digital channels do customers discover your solution?
- What industry events or platforms reach your ideal customer profile?
- How do trial versions or freemium models fit into your acquisition strategy?
- What implementation or integration channels ensure successful deployment?
- Which specific industries or verticals benefit most from your solution?
- What size organizations (SMB, mid-market, enterprise) are your primary focus?
- Which departments or roles are your end-users vs. decision-makers?
- What customer segments offer the best expansion opportunities?
- What are your primary development and engineering cost centers?
- How do cloud hosting or infrastructure costs scale with growth?
- What customer acquisition costs are sustainable for your business model?
- What is your optimal ratio of support/success staff to customers?
- Which subscription tiers or pricing models work best for your product?
- What usage-based or transaction fees could complement subscription revenue?
- How do implementation services or professional services contribute to revenue?
- What upsell or cross-sell opportunities exist within your customer base?
E-commerce Business Model Canvas Prompts
- Which logistics and fulfillment partners ensure reliable delivery?
- What payment processors and financial service providers support transactions?
- Which manufacturers or wholesale suppliers provide your inventory?
- What marketing agencies or influencer networks expand your reach?
Introduction to Business Strategy
Content for business strategy basics...
Introduction to Financial Modeling
Content for financial modeling...
Strategy
Strategy Information
Industry Context Templates
Templates provide industry-specific context and metrics to enhance AI analysis accuracy.
Strategy Management
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AI Analysis Results
Margin Expansion Strategies
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M&A Strategy Analysis
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Edit & Refine AI Strategy
PDF Preview
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Strategy Report Preview
Executive Summary
This executive summary provides a high-level overview of the strategic analysis and key recommendations.
Detailed Strategic Analysis
This detailed analysis explores the strategic opportunities and provides actionable recommendations.
Background
Analysis
Recommendations
Implementation Plan
Strategic Presentation
This presentation-style report highlights key points in a bullet-point format for easy communication.
Key Points
Strategic Options
Next Steps
Company Context
Learning Videos
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Introduction to the Platform
Learn the basics of navigating and using the platform effectively.
Market Research Best Practices
Discover effective techniques for conducting comprehensive market research.
Creating Your First Pitch Deck
Step-by-step guide to building a compelling pitch deck.
Financial Modeling Basics
Understanding financial projections and valuation methods.
AI Assistant Tips & Tricks
Get the most out of the AI assistant features.
Collaboration Features
Learn how to collaborate effectively with your team.