AI Prompts for Business Plans and Financials
Okara

AI Prompts for Business Plans and Financials

Generate structured business plans, pitch narratives, and financial models for startups.

Drafting

Executive Summary Generator

Draft the most important page of your business plan.

"I am writing a business plan for a [Type of Startup, e.g., B2B SaaS platform for HR]. Our core value proposition is [UVP]. Our target market is [Market Segment] and we plan to monetize via [Revenue Model]. Draft a compelling 1-page Executive Summary. Include sections for: The Problem, Our Solution, Market Opportunity, Competitive Advantage, and The 'Ask' (e.g., seeking $1M in Seed funding). Keep the tone professional, persuasive, and investor-ready."

Strategy

Complete Lean Canvas

Generate a 1-page business plan rapidly.

"Create a comprehensive Lean Canvas for a startup that does [Startup Idea]. Fill out all 9 blocks in detail: 1. Problem, 2. Customer Segments, 3. Unique Value Proposition, 4. Solution, 5. Channels, 6. Revenue Streams, 7. Cost Structure, 8. Key Metrics, 9. Unfair Advantage. Be highly realistic about the potential hurdles for this specific industry."

Analysis

Target Market Analysis Section

Flesh out the market research portion of your plan.

"Draft the 'Target Market Analysis' section for my business plan. My company sells [Product/Service] to [Target Demographic]. Include a top-down and bottom-up TAM/SAM/SOM framework analysis (use plausible placeholder numbers). Detail the specific psychographics of the target buyer, the current trends driving this market forward, and the primary regulatory or economic risks we might face."

Analysis

Competitor Landscape Grid

Map out where you stand against the competition.

"Help me build the 'Competitive Landscape' section of my business plan. Our startup is a [Description]. Create a competitor matrix featuring 3 established indirect competitors and 1 direct startup competitor. For each, list their Core Strength, their Primary Weakness (which we will exploit), their Estimated Price Point, and how our product is distinctly positioned against them. Provide the output in a clean table format."

Strategy

Financial Projections Assumptions

List the variables needed for a 3-year P&L.

"I need to build the financial model for my business plan for a [Subscription/DTC/Service] company. List the 10 most critical financial assumptions I must define to project my 3-year Profit & Loss statement. Examples include Customer Acquisition Cost (CAC) and Churn Rate. Briefly explain why each assumption matters and suggest a realistic baseline metric for an early-stage company in this sector."

Strategy

Go-To-Market (GTM) Strategy

Outline how you will acquire your first 1,000 customers.

"Draft the 'Go-To-Market Strategy' section of my business plan. We are launching a [Product Type]. Outline a phased approach: Phase 1 (Launch & First 100 Customers), Phase 2 (Scaling to 1,000 Customers). For each phase, identify the primary acquisition channel, the estimated timeline, the marketing budget required, and the specific tactic we will use to gain early traction before organic growth kicks in."

Drafting

Operations & Logistics Plan

Detail how the business will actually function day-to-day.

"Outline the 'Operations and Management' section of a business plan for a [Type of Business, e.g., local bakery / e-commerce brand]. Cover the required physical facilities, the supply chain/inventory management strategy, the key technology stack needed to run the day-to-day, and the critical regulatory licenses or insurance required before opening. Break this down into actionable sub-headings."

Drafting

Founding Team Bios

Highlight why your team is the right one to execute.

"Write the 'Founding Team' section for our business plan. The CEO has 10 years experience in [Field] and previously built [Past Success]. The CTO is an expert in [Technical Skill] who previously worked at [Company]. Write a persuasive paragraph for each founder that doesn't just list their resume, but explicitly connects their past experience to the specific challenges this new startup will face. Answer the implicit investor question: "Why this team?""

Analysis

Risk Factors & Mitigation

Show investors you have anticipated what could go wrong.

"Investors want to see that we understand our risks. Draft a 'Risk Mitigation' section for a startup in the [Industry] space. Identify the top 4 severe risks we face (e.g., Supply Chain disruption, Competitor cloning, Regulatory shifts, Customer churn). For each risk, frankly assess the likelihood and impact, and provide a concrete, proactive strategy we will use to mitigate it."

Strategy

Pitch Deck Storyline Conversion

Convert a 30-page plan into a 10-slide deck.

"I have finished my 30-page business plan. Convert the core narrative into a 10-slide pitch deck outline. For each slide (Problem, Solution, TAM, Product, Traction, Team, Competition, Financials, Vision, The Ask), provide the one specific "Headline" message that should be at the top of the slide, and list the 3 specific data points or visuals that MUST be on that slide to prove the headline."

Analysis

Business Plan SWOT

Draft the SWOT analysis matrix.

"Write a robust SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats) for a [Type of Business]. Provide 4 highly specific bullet points for each quadrant. Avoid generic points like "great customer service." Instead, focus on structural advantages (e.g., proprietary technology), specific vulnerabilities (e.g., high dependency on one supplier), and tangible market shifts we can exploit."

Drafting

The "Ask" & Use of Funds

Clearly define what you need and how you will spend it.

"Write the 'Use of Funds' section for a $[Amount] Seed round raise. We expect this money to give us a [Number]-month runway. Break down the allocation into percentages and dollar amounts across: Engineering/Product Development, Sales & Marketing, Key Hires, and Legal/Operations. Crucially, explicitly state the milestones this funding will unlock (e.g., reaching $X ARR, launching V2)."

How to Use These AI Prompts for Business Plan Drafts

Getting started with these business plan drafts-specific prompts is simple. Each prompt is designed to address common challenges and workflows in your field while maintaining the highest standards of data privacy.

1

Select Your Prompt

Browse the prompts above and choose one that matches your current task or workflow.

2

Copy or Try in Okara

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3

Customize as Needed

Adapt the prompt with your specific details, context, or requirements for best results.

Which Open-Source AI Models are Best for Business Plan Drafts

Not all AI models are created equal. For business plan drafts, certain models excel at specific tasks. Our library is optimized for top-tier models like DeepSeek R1, Llama 3.3 70B, and Mistral Large 3.

With Okara, you can seamlessly switch between 20+ models to find the perfect match for your specific prompt.

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