Executive Summary
Summarize your business in a few paragraphs: what you do, who it’s for, and why it will succeed. Many readers only read this section — make it count.
Eighteen sections across four groups, fourteen of them narrative chapters you write and track to completion. The financial sections read from your live forecast, so the plan never contradicts the model.
A contents rail on the left shows what's finished and what's outstanding. A rich-text editor on the right gets out of your way.
Summarize your business in a few paragraphs: what you do, who it’s for, and why it will succeed. Many readers only read this section — make it count.
Northbeam Studio helps independent design studios and creative agencies turn project pipelines into clear financial forecasts. Founders model retainers, project fees, and studio overhead in one place — then see profit, cash, and hiring capacity before they commit.
We pair a guided Business Brief with live forecast tables so the written plan and the numbers stay aligned. Our early customers are 5–25 person studios that need investor-ready or bank-ready plans without rebuilding spreadsheets every quarter.
The outline follows the shape lenders and investors expect, so you are never guessing what belongs where.
Fourteen of the eighteen are narrative chapters you write yourself. The rest are financial sections populated from the forecast, which is why the plan and the numbers can't drift apart.
Each narrative section carries its own completion state, and the contents rail rolls them into a single progress figure. A business plan usually stalls because nobody can see what's left — this removes that excuse.
The financial sections of the plan aren't pasted screenshots. They read from the same engine as your statements, so updating an assumption updates the plan's numbers with it.
Your Business Brief answers feed the plan as well, and both feed the investor deck. Write the story once and it propagates — rather than living in three documents that quietly disagree.
Your brief answers seed the plan's narrative chapters and draft your investor deck.
The Business Plan chapters stay wired to the live numbers. When we updated pricing, the story and the financials moved together — no more pasting screenshots into a deck the night before.
Camille BrooksNo. The outline is a scaffold, not a requirement. A bank loan application and a seed round need different emphasis — complete what your reader needs and leave the rest.
Yes — print to a clean PDF, and pair it with the combined Forecast Report from Download & Print so the narrative and the full financial detail travel together.
The narrative chapters are yours to write. AI drafting in Feasy Pro is focused on the investor deck, which is generated from your Business Brief answers and forecast. Elsewhere the assists are deterministic — plain-English summaries of your numbers and checks on your assumptions.
Ready to see the numbers?
No spreadsheets. No accountant required. Just your assumptions — and the complete financial picture that follows.
Three statements · Always in balance · Export anytime