# Walk into your bank meeting with a business plan and deck

> Canva reads your forecast spreadsheet and picks the right chart for each slide on its own.

Research your market in Perplexity, have ChatGPT build the plan and a three-year forecast from your own numbers, then turn the forecast into a charted pitch deck with Canva AI.

- Page: https://thesolocreators.com/prompts/business-plan-and-deck-for-your-bank/
- Category: Make smarter decisions
- Made for: Small business owners, Consultants, Coaches
- Works in: ChatGPT, Perplexity, Canva
- Time: About 4 hours the first time, then about 1 hour to update it each year
- Effort: Advanced
- Note: Canva AI presentations from data use your monthly Canva AI allowance. ChatGPT file and data features vary by plan.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Help me write a business plan for a loan of [LOAN AMOUNT, e.g. $40,000] for [YOUR BUSINESS, e.g. a mobile dog grooming van]. The money is for [USE OF FUNDS]. Use the market research and my real numbers below. Don't invent figures. If something's missing, ask me.

Give me:
1. A plan with an executive summary, the business, market and competitors, marketing, operations, team and how the loan will be repaid.
2. A three-year monthly forecast (sales, costs, profit, cash and loan payments) as a table I can download as a CSV, with every assumption listed.
3. A cautious case with sales 20 percent lower, and whether the payments still work.
4. The five questions a lender is most likely to ask, with honest answers from my numbers.

Research: [PASTE RESEARCH] My numbers: [PASTE YOUR NUMBERS]
```

## Step by step

1. Ask Perplexity for your market's size, growth, nearby competitors and typical margins, with sources.
2. Paste the prompt into ChatGPT with the research and your last 12 months of sales and costs.
3. Answer its questions, then download the forecast table as a CSV file.
4. Open Canva AI in Canva, upload the CSV and ask for a 10-slide pitch deck for a lender.
5. Have your accountant check the plan and numbers before you send anything to the bank.

## What you'll get

A full business plan, a three-year forecast with a cautious case, a 10-slide charted deck and prepared answers to lender questions.

## Good to know

**Which AI tools does this work in?** It works in ChatGPT, Perplexity and Canva. On this page, ChatGPT opens with your prompt already typed in. Canva AI presentations from data use your monthly Canva AI allowance. ChatGPT file and data features vary by plan.

**How long does it take?** About 4 hours the first time, then about 1 hour to update it each year. It's rated "Advanced". There are 5 steps, listed above.

**What do I need before I start?** Just your details for 5 blanks: loan amount, your business, use of funds, paste research and paste your numbers. You can skip any, and your AI will ask for them.

**What will I get back?** A full business plan, a three-year forecast with a cautious case, a 10-slide charted deck and prepared answers to lender questions.

Idea spotted on the official docs, shared by Canva Help Center: https://www.canva.com/help/generate-presentations-from-data/. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Board of Advisors (Convene seven AI advisors who debate your decision, vote, and hand back a stress-tested verdict); Fact Checker (Every quote, number, date, and link in your draft checked against its real source, with the fixes handed back as tracked changes you accept or reject).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.