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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.

About 4 hours the first time, then about 1 hour to update it each year Advanced

A sketch of what you'll get back.

Your prompt

Fill in your details. Skip any you like.

ChatGPT opens with your prompt already typed in. Perplexity can't be filled in from a link, so its button copies your prompt: paste it into the new chat.

The prompt that gets copied

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]

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.

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.

Canva AI presentations from data use your monthly Canva AI allowance. ChatGPT file and data features vary by plan.

Made for
Small business owners, Consultants, Coaches
Works in
ChatGPT, Perplexity, Canva

Frequently Asked Questions.

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.

Find more like this in Better decisions, For small business, For coaches and For consultants.

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