Upmetrics

Upmetrics is a business planning and financial forecasting tool designed to help founders, small business owners, consultants, and students create investor-ready plans quickly and systematically. The platform combines guided planning templates with AI assistance to help users structure executive summaries, company overviews, products and services, market analysis, operations, and strategy sections without starting from a blank page. Its financial planning module lets users build detailed financial projections, including revenue models, expense assumptions, cash flow statements, profit and loss statements, and balance sheets, using step-by-step inputs instead of complex spreadsheets.

Upmetrics also supports building professional pitch decks aligned with the content of the business plan, making it easier to communicate ideas to investors and lenders. Collaboration features allow teams, mentors, or advisors to comment and refine plans in real time.