Prompt Library

Business Plan Prompts for Startups, SBA Loans, and Investor Documents

20 copy-paste prompts

20 ChatGPT prompts for business plans: executive summaries, market analysis, financial projections, operations plans, funding requests — comprehensive plans for launching and funding businesses.

In short: This page contains 20 copy-paste ready prompts, organized into 4 categories with a description and pro tip for each. The first 15 prompts are free instantly — no signup needed. Hand-curated and tested by the AI Academy team.

By Louis Corneloup · Founder, Techpresso
Last updated ·Hand-curated & tested by the AI Academy team

Plan Structure

4 prompts

Executive Summary

1/20

Executive summary for business plan. Business: [describe]. Include: company description (1 paragraph), problem + solution, market opportunity, business model, traction if any, team, funding ask. 1-2 pages.

Writes executive summaries.

💡

Pro tip: Executive summary = most-read section. Written last (after plan written). Investors read only this 80% of time. Hook hard.

Company Description

2/20

Company description section. Business: [describe]. Include: legal structure, business location, industry, history + milestones, mission statement, vision, founder backgrounds, current stage. Comprehensive overview.

Writes company description sections.

💡

Pro tip: Company description: factual + compelling. Not just data points; a story. Why this business + why now + why you.

Business Model Canvas

3/20

Business Model Canvas. Business: [describe]. Include: key partners, activities, resources, value propositions, customer relationships, channels, segments, cost structure, revenue streams. One-page strategic view.

Creates Business Model Canvas.

💡

Pro tip: BMC: 9 blocks on one page. Faster than plan. Test hypothesis quickly. Pivot BMC; then formal plan.

SWOT Analysis Section

4/20

SWOT analysis. Business: [describe]. Include: strengths (internal advantages), weaknesses (internal gaps), opportunities (market trends), threats (competitive/external). Evidence-backed + actionable. Not generic.

Writes SWOT analysis sections.

💡

Pro tip: SWOT without specifics = filler. Every item needs evidence + implication. Generic "strong team" = useless; "engineering team retained 90%" = signal.

Prompts get you started. Tutorials level you up.

A growing library of 300+ hands-on AI tutorials. New tutorials added every week.

Start 7-Day Free Trial

Market + Competition

4 prompts

Market Analysis Section

5/20

Market analysis. Industry: [describe]. Include: market size (TAM/SAM/SOM), growth trends, customer segments, market drivers, regulatory environment, secondary research citations. Data-driven.

Writes market analysis sections.

💡

Pro tip: TAM/SAM/SOM: bottom-up > top-down for credibility. "5000 dentists × $X = $Y SAM" > "dental market $10B." Investors trust bottom-up math.

Customer Persona Development

6/20

Develop customer personas. Business: [describe]. Include: 2-3 personas, demographics, pain points, behavior, buying process, where to reach them, messaging that resonates. Actionable marketing.

Develops customer personas.

💡

Pro tip: Personas: specific beats broad. "Sarah, 32, VP Marketing at SaaS companies" > "marketing professionals." Detail = strategic clarity.

Competitive Analysis

7/20

Competitive analysis for business plan. Competitors: [list]. Include: direct + indirect competitors, positioning comparison, strengths/weaknesses each, pricing comparison, differentiation strategy. Honest assessment.

Writes competitive analysis sections.

💡

Pro tip: Don't claim "no competition." Naive to investors. Indirect competition (alternatives, status quo) counts. Acknowledge + differentiate.

Go-to-Market Strategy

8/20

Go-to-market strategy. Business: [describe]. Include: target customer, positioning, sales channels, pricing strategy, launch plan, first 100 customers acquisition, timeline. Specific not aspirational.

Writes GTM strategy sections.

💡

Pro tip: GTM: specific first 100 customers. "Social media" = too vague. "LinkedIn outbound + industry podcast sponsorships = 100 customers by Q2" = plan.

Operations + Team

4 prompts

Operations Plan

9/20

Operations plan. Business: [describe]. Include: production/service delivery, facilities, technology, supply chain, quality control, scalability. How the business actually runs.

Writes operations plans.

💡

Pro tip: Operations: often underwritten. Investors check ability to execute. Specific processes + systems = confidence. Hand-waved = concerns.

Management Team Section

10/20

Management team section. Team: [describe]. Include: founders + key hires, relevant experience, unique qualifications, gaps + plans to fill, board/advisors. Credibility-building.

Writes management team sections.

💡

Pro tip: Team = often deal-maker. Great team + mediocre idea > great idea + weak team. Relevant experience > prestigious experience. Highlight relevance.

Organization Structure

11/20

Organization structure. Current: [describe]. Future state: [describe 3 years out]. Include: org chart, key roles, hiring plan by year, compensation philosophy, growth pacing. Realistic scaling.

Structures organization plans.

💡

Pro tip: Org structure: realistic hiring. "Hire 50 people year 1" = red flag. "Sales rep Q2, engineer Q3, marketing Q4" = thoughtful.

Advisor + Board Plan

12/20

Advisory board + formal board plan. Business: [describe]. Include: needed expertise, recruit + compensate advisors (equity 0.25-1%), formal board composition if raising, meeting cadence, governance. Strategic relationships.

Plans advisory + board structures.

💡

Pro tip: Advisors: specific expertise filling gaps. "Industry veteran + technical advisor + sales advisor" > random known names. Targeted value.

Like these prompts? There are full tutorials behind them.

Learn the workflows, not just the prompts. 300+ easy-to-follow tutorials inside AI Academy — and growing every week.

Try AI Academy Free

Financials + Funding

4 prompts

Financial Projections

13/20

Financial projections for business plan. Timeline: [3-5 years]. Include: revenue forecast with assumptions, COGS + margins, operating expenses, cash flow, break-even point, investment needs. Reasonable + defensible.

Writes financial projections.

💡

Pro tip: Financial projections: defensible assumptions. "We'll capture 1% of market" = hope. "20 customers × $50K ARR + 200% growth via X channels" = math.

Revenue Model Detail

14/20

Revenue model explanation. Business: [describe]. Include: revenue streams + weights, pricing strategy + rationale, unit economics (LTV/CAC), revenue growth drivers, seasonality if applicable. Investors understand how money comes in.

Details revenue models.

💡

Pro tip: Revenue models: unit economics essential. LTV/CAC ratio, gross margins, payback period. "We'll make money" = insufficient; specific metrics = investor confidence.

Funding Request Section

15/20

Funding request. Amount: [specify]. Purpose: [describe]. Include: amount + use of funds breakdown, runway it provides, milestones + metrics, deal terms (if known), ROI for investor. Clear ask.

Writes funding request sections.

💡

Pro tip: Funding requests: specific use + specific milestones. "$2M for 18 months runway to hit $5M ARR" > "need $2M to grow." Specific ask = serious founder.

Risk + Mitigation

16/20

Risk assessment + mitigation. Business: [describe]. Include: 5-7 major risks (market, execution, competitive, regulatory, funding), probability + impact each, mitigation plans, contingencies. Mature thinking.

Analyzes risks + mitigations.

💡

Pro tip: Risk sections: shows maturity. Naive plans ignore risks. Acknowledging risks + mitigations = credible operator. Investors expect it.

Frequently Asked Questions

Traditional: 20-30 pages. Lean plan: 10-15. Pitch deck alternative: 10-12 slides. Match audience — SBA loans require traditional; VCs often prefer shorter. Quality > length.
SBA requires comprehensive plan: executive summary, company description, market analysis, management, service/product, marketing, financials. SBA template available. Loans require rigorous financials.
Excellent draft tool. AI generates structure + drafts; founder validates + personalizes. SBA-ready plans need extensive customization + real numbers. Don't submit AI output directly.
Business plan: comprehensive written document for operators, lenders, detailed partnerships. Pitch deck: 10-15 slide visual for VCs + quick audiences. Different audiences; different tools.
Customer interviews (20+ target customers). MVP test. Competitor analysis. Financial modeling stress-test. Advisor review. Plans built in vacuum fail; validated plans succeed.

Prompts are the starting line. Tutorials are the finish.

A growing library of 300+ hands-on tutorials on ChatGPT, Claude, Midjourney, and 50+ AI tools. New tutorials added every week.

Start 7-Day Free TrialExplore AI for Entrepreneurs

7-day free trial. Cancel anytime.

Browse All Prompt Collections