Exporting your Business Plan

To export your completed Business Plan, go to the “Export” tab at the top. You will be presented with 3 export options:


Create Narrative Only: This will only export the Narrative section of your business plan into a Microsoft Word document. Keep in mind that the Table of Contents does not automatically display. Open the Word document and click on the “Table of Contents” title. A table will appear above; select “Update Table” to display.

Create Reports Only: This will only export the Financials section of your business plan into an Adobe PDF document.

Create Final Document: This will include both the Narrative & Financial sections and be exported into a Microsoft Word document.

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