COUNTERPOINT

BUSINESS PLAN

01. VITALS

Business name

Founder name(s)

Location City, state, country.

Stage

One-sentence description What does the business do, in one sentence?

02. OFFERING

Product or service What does the business sell?

Problem solved What problem does this solve for the customer?

What makes it different

Pricing model

Typical price point A range is fine. Optional.

03. MARKET

Target customer Who buys this? Demographics, role, industry.

Why will customers choose you

Main competitors Names or types. Leave blank if not known.

Market scope

05. TEAM

Current team size

Key people and roles Names, titles, brief relevant background.

Hiring plans, next 12 months

Legal structure

06. STARTUP COSTS

One-time expenses to get the business open. Leave blank if not applicable. Best estimates are fine.

Equipment, tools, technology

Initial inventory or materials

Legal, permits, licenses, formation

Deposits, build-out, opening

Branding, website, marketing setup

Other one-time costs

Notes on startup costs Anything to explain or break down further. Optional.

07. OPERATING COSTS

Recurring expenses. Leave blank if not applicable.

MONTHLY

Rent or lease

Utilities

Software, subscriptions

Payroll (total)

ANNUAL

Insurance

Marketing & advertising

Professional services (legal, accounting)

Other recurring

Notes on operating costs

08. REVENUE & FUNDING

REVENUE PROJECTIONS

Best estimates. Year 2 and 3 are optional.

Year 1 revenue

Year 2 revenue (optional)

Year 3 revenue (optional)

Estimated gross margin (%)

FUNDING

Are you seeking funding

If yes, amount sought

Use of funds

09. CONTEXT

Anything else worth knowing Constraints, milestones, values, regulatory considerations, personal motivations. Optional.

Email (optional) For your reference. Not transmitted anywhere.

Composing your plan…

COUNTERPOINT

YOUR PLAN

Your plan is ready. Download as Word, or read it below.

Counter. LLC d/b/a Counterpoint is a registered investment advisor. This tool generates a draft business plan from the information you provide and is offered for informational and educational purposes only. It does not constitute legal, financial, tax, accounting, or investment advice, nor does its use create an advisor-client relationship with Counter. LLC d/b/a Counterpoint. You are responsible for the accuracy of the information you supply and for any business, legal, or financial decisions you make. The generated plan should be reviewed and validated by qualified professionals — including legal counsel, an accountant, and where applicable a financial advisor — before being acted upon or shared with lenders, investors, or other third parties. Counter. LLC d/b/a Counterpoint makes no representations or warranties regarding the accuracy, completeness, or suitability of the output and assumes no liability for any actions taken or not taken in reliance on it. Please visit www.counter.finance for important disclosures.