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Upmetrics

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AI-powered business planning, forecasting, and pitch deck software

Site:https://upmetrics.co/
Adicionado em:13 de jul. de 2026
Visitantes mensais:
71.7K
Redes sociais e e-mail:
Business planningFinancial forecastingPitch decksAI writingFundraisingBusiness modeling
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Upmetrics
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Informações da ferramenta

O que é Upmetrics?

Upmetrics is an AI-powered business planning platform for creating business plans, financial forecasts, and investor-ready pitch decks. It combines AI-assisted drafting, financial tools, collaborative workspaces, business model templates, and accounting integrations for entrepreneurs and teams.

Recursos principais

  • AI business plan generation

    Generate first drafts of business plan sections using information about your business, customers, and revenue model.

  • Financial forecasting

    Build financial forecasts and use interactive dashboards to track revenue, expenses, cash flow, and key metrics.

  • AI pitch deck generation

    Create a complete first draft of an investor pitch deck based on the intended purpose and tone.

  • Pitch deck design editor

    Drag and drop text, media, shapes, charts, and tables, restyle slides, change themes, and choose from more than 32 designed slide layouts.

  • Smart pitch deck slides

    Use structured slides for funding, traction, market, team, and financial information, with charts, tables, and visualizations based on entered data.

  • Collaborative workspaces

    Work in real time with partners and advisors in a shared workspace for feedback and iteration.

  • Business model templates

    Structure and validate business ideas with templates such as Business Model Canvas, Lean Canvas, and SWOT analysis.

  • Plan-versus-actuals tracking

    Connect accounting data to update plan-versus-actuals information without exporting spreadsheets.

Casos de uso

  • #1

    Fundraising and investor presentations

    Create business plans and pitch decks to support fundraising and investor discussions.

  • #2

    Loan and grant applications

    Prepare business plans for loans, grants, and other financial backing.

  • #3

    Starting and launching a business

    Structure startup ideas, develop planning documents, and create operating forecasts.

  • #4

    Business consulting and advisory

    Coordinate planning across consultants, advisors, clients, and teams.

  • #5

    Business education

    Support business planning instruction for business schools, educators, students, and learners.

  • #6

    E2 visa business plans

    Create business plans intended to support E2 visa applications.

Melhor para:EntrepreneursFoundersBusiness ownersBusiness consultants and advisorsIncubators and acceleratorsBusiness schools and educatorsStudents and learnersTeams seeking funding, loans, or grants

Planos de preços

Pricing is not clearly published in the provided official-source facts.

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Perguntas frequentes

What is Upmetrics?
Upmetrics is an AI-powered business planning platform for creating business plans, financial forecasts, and pitch decks.
Can Upmetrics generate business plans with AI?
Yes. Upmetrics can generate first drafts of business plan sections from information about a business, its customers, and its revenue model.
Can Upmetrics create pitch decks?
Yes. Its AI pitch deck feature creates a complete first draft based on the stated purpose and tone. Users can then edit slides, change themes, and choose from more than 32 designed layouts.
Does Upmetrics support financial forecasting?
Yes. Upmetrics provides financial forecasting and interactive dashboards for revenue, expenses, cash flow, and key metrics.
Which accounting platforms does Upmetrics integrate with?
The provided official-source facts list integrations with QuickBooks and Xero.
Does Upmetrics support collaboration?
Yes. Partners and advisors can collaborate in real time within a shared workspace.
How much does Upmetrics cost?
Pricing is not clearly published in the provided official-source facts.

Upmetrics Contato e mídias sociais

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Informações da ferramenta

Modelo de preçosUnknown
CategoriaOutros
Tags
Business planningFinancial forecastingPitch decksAI writingFundraisingBusiness modeling
IdiomaInglês
Última atualização16 de jul. de 2026
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