Define the intended use
Identify whether the plan supports debt financing, fundraising, immigration, a grant, stakeholder approval or internal planning.
The workflow
Upload source documents
Provide existing plans, presentations, financial statements, research, contracts, project budgets and other relevant materials.
Build the fact register
Information is extracted with source lineage. Newer controlling information is distinguished from older or conflicting versions.
Confirm material gaps
You receive focused questions only where missing, ambiguous or conflicting facts would affect the plan, research or model.
Research and model
Industry conditions, trends, competitors and operating assumptions are developed into a coherent strategy and forecast.
Generate and check
The selected deliverables are evaluated for evidence, purpose fit, narrative quality and cross-document financial consistency.
WHAT TO PROVIDE
Start with what you have.
- Company, product, service and ownership information
- Existing business plans, decks, studies or strategy documents
- Historical financial statements and current operating data
- Budgets, financing requirements and proposed uses of funds
- Customer, supplier, property, technology or regulatory materials
- Any instructions from the intended audience or program
You do not need to prepare every answer in advance. NarrativePlan reads the available documents before deciding whether confirmation is necessary.
One case, one source of truth
The business plan, financial model and pitch deck are not written as separate projects. When ordered together, they share the same case snapshot, assumptions and strategic logic. A revenue driver, hiring date or use of funds should not change simply because the file format changes.