New User Guide

Welcome to LivePlan

These guides are here to help you get started, no matter where you are in your business journey. Learn how to write your business plan, forecast your finances, and collaborate with your team.

Create a compelling pitch with LivePlan

Your business's first impression starts with a strong, focused pitch.

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Getting started in LivePlan

Learn how to set up and navigate LivePlan to start your business plan.

How to get help

Resources to help you craft your perfect business plan.

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Creating your business plan

How to create an engaging pitch and a detailed, actionable plan.

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Regular review in LivePlan: why should you do it?

Review your business plan regularly to track progress and stay on target.

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Collaborating in LivePlan

Collaborate easily in LivePlan by inviting team members to edit and review.

Using the AI LivePlan Assistant

Boost your business planning with LivePlan’s AI Assistant.

Enhancing your business plan with LivePlan Services

Save time and impress investors with expert business planning help.