How to set up a company?

Each company is dedicated to one business plan, allowing you to concentrate your efforts and streamline your work.

Despite this, users have the flexibility to create multiple companies for different projects, easily switching between them as needed.

How to add and set up a new company?

Setting up a new company is a straightforward process designed to get users up and running quickly.

1

Once you've joined the company through the invitation, start setting up your company. On the Company Setup page, fill in the Company Profile section:

• Company Logo: Upload your business logo.
• Business Name: Enter the name of your business.
• Language: Select the language you want to use for this Company.

Click Next to continue.

4

In the Country & Currency section, select your business Country, and currency options.

You can also customize:

• Number Format (e.g., comma/dot separator)
• Display options 
• Space between symbol and amount (optional)

Once you've set your preferences, click Next to continue.

5

In the Invite Team Member section, invite teammates, colleagues, or business partners to collaborate within this Company. Everyone you invite can contribute to the plan in real time.

Click Finish to complete the Company setup.

How to complete your Business Profile?

After completing the Company setup, you'll be taken to the Business Profile. This profile stores key information about your business and is used throughout company to generate personalized business plans, financial forecasts, and other AI-powered content.

1

Choose one of the available options to provide your business information:

• Add a Website to automatically extract business details.

• Upload a Document such as a business plan, pitch deck, or one-pager for AI to analyze.

• Just Start Chatting and describe your business in your own words.

2

As you provide information, the Your Business Profile panel on the right displays your overall completion progress and shows which sections have been completed.

You can expand each category to review the information that has already been collected.

3

If you want to review or update any information manually, click the Edit tab at the top of the page.

This opens a structured view where you can edit details such as your business identity, audience, products, strategy, operations, funding, and more.

4

After completing your Business Profile, click What's next? in the upper-right corner.

From there, you can choose to:

• Create your Business Plan.
• Set up your Financial Forecast.
• Open your Pitch Deck.
• Start Strategic Planning.
• Return to your Company Home page by selecting Not now.

Once your Business Profile is complete, you're ready to generate your Business Plan or continue exploring other planning tools available in your Company homepage.