PlanForge
PlanForge: A research-led planning workspace for founders preparing plans, projections and investor materials. Ranked #5 of 39 in Business Plan Software by our editors (6.6/10); pricing: Free plan; best for research-heavy startup planning.
At a glance
- Editor score6.6 / 10
- PricingFree plan
- Best forResearch-heavy startup planning
- Free planYes
- Financial projectionsYes
- Facts checked20 Sep 2026
Where it wins
- Five-stream live research across markets, funding, competitors and regulation
- Generates a 12-section plan, 10-slide pitch deck and financial model
- Bear, Base and Bull projections with DCF and revenue-multiple valuation
Where it doesn't
- Starter previews only the first three plan sections
- Team collaboration and API access are planned for Month 2
- The platform is available on web only
Our verdict on PlanForge
PlanForge is an AI-powered business-plan generation platform for founders, consultants, accelerators and advisors. It combines live web research across market size, funding, competitors, regulation and buyer sentiment with business-plan, pitch-deck and financial-model generation. Its wider investor-planning toolkit includes valuation, competitor analysis, SWOT, investor Q&A preparation, investor emails, PDF export, version history and milestone tracking. Plans are stored in an online dashboard, where users can access, edit, export and revisit generated content.
The pricing structure covers several planning needs. Starter is free and includes five-stream live research, a preview of the first three sections, a pitch deck, SWOT, investor score and market intelligence. It excludes the full plan, financial model, funding landscape and PDF export. Single Plan includes one complete plan generation, a full 12-section business plan, a 10-slide pitch deck, financial model, valuation and all 18 outputs. Pro costs GBP 49 per month and adds unlimited plans on a fair-use basis, dynamic financial modeling, market intelligence, funding landscape tabs and PDF export with six tones. Agency costs GBP 149 per month and adds up to 200 plans per month, custom export branding, 12 languages and priority support.
The strongest fit is for users who need research and planning outputs in one web workspace, particularly when scenario planning and investor communication matter. The editable three-year Bear, Base and Bull projections support comparison across outcomes, while DCF and revenue-multiple valuation add structured financial analysis. Version history and milestone tracking help users revisit planning work over time. However, Starter is primarily a preview tier, and the product does not currently suit teams that require built-in collaboration or API access. Founders, advisors and consultants seeking individual or recurring plan generation should find the feature set aligned with their workflow; teams needing those planned capabilities now should consider another platform.
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PlanForge pricing
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PlanForge fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Financial projections | Yes |
| Section guidance | Not verified |
| Template library | Not verified |
| Document export | |
| Scenario planning | Yes |
| Team collaboration | No |
| Platform support | web |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Pricing | Free plan (source) |
| Website | theplanforge.com |
| Facts checked | 20 Sep 2026 |
Alternatives to PlanForge
- LivePlanA broad planning suite for established businesses that need forecasts, scenarios, and reporting.8.9
- UpmetricsA collaborative web workspace for business plans, forecasts, scenarios, and exports.8.6
- Business in a BoxA broad HR operations platform, but not a focused business-plan tool.6.8
See all PlanForge alternatives →
PlanForge vs the competition
- PlanForge vs LivePlan
- PlanForge vs Upmetrics
- PlanForge vs Business in a Box
- PlanForge vs PrometAI
- PlanForge vs Plania
- PlanForge vs Launchet
Compare PlanForge with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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