Free Startup and Business Plan Templates
These templates cover the documents founders send to investors, boards, and their own team: business plans, pitch decks, investor updates, metrics reports, OKR plans, and budget proposals.
Each one has charts, tables, and a clear story already in place. Give the AI your numbers and milestones, and it builds the document around them.
8 templates, all free to customize and download as a PDF. Need something else? The AI pitch deck builder writes one from your notes.
Investor Update template
A concise monthly investor update with MRR/ARR metrics, key wins, challenges, asks, and next month targets. Pre-filled for a Series A SaaS company with realistic growth data.
SaaS Metrics Report template
A polished quarterly performance report with KPI cards, MRR/ARR tables, user growth breakdowns, and retention cohorts. Ideal for SaaS founders, investors, and operators.
Startup Pitch template
A polished pitch deck template with a cover, company overview, product overview, market opportunity, business model, traction, team, and financials. Ideal for SaaS founders, investors, and operators.
Startup One-Pager template
A bold, investor-ready company one-pager with problem, solution, market size, traction, business model, team, and the ask — all on a single striking page.
OKR Planning Document template
A quarterly OKR planning document with 3 company objectives, 3 key results each, owners, and a status tracking column. Pre-filled with Series A startup Q2 OKRs.
Annual Business Review template
A comprehensive year-end business review covering revenue, team growth, product milestones, customer metrics, top wins, key mistakes, and 2025 priorities. Ideal for founders and department heads.
Budget Proposal template
A clear marketing budget proposal with itemized spend breakdown, expected outcomes, ROI justification, and risk-if-not-approved section. Pre-filled with a Q3 marketing request example.
Business Plan template
A lender-ready small-business plan with an executive summary, market and competitor analysis, marketing and operations plans, a management team, and financial tables. Pre-filled with a coffee roastery that seeks an SBA loan.
More template categories
- Proposal and Quote Templates
- Invoice and Billing Templates
- HR and Employee Templates
- One-Pager and Sales Templates
- Marketing Report Templates
- Strategy and Consulting Templates
- Agency and Client Templates
- Brochure, Catalog, and Newsletter Templates
- Nonprofit Templates
- Real Estate Templates
- Book and Cookbook Templates
- eBook and Digital Product Templates
- Education and Course Templates
- Fitness, Meal Plan, and Wellness Templates
- Event, Wedding, and Planner Templates