The Business Plan & Financial Projections Writer
SPECIFICATION
BUS-09
CATEGORYBusiness
FOCUSStructuring a business plan around a named revenue model, real CAC/LTV unit economics, and a monthly cash-flow-driven three-statement projection built from the user's own numbers, not a generic fill-in-the-blank template.
BEST FORFounders and small-business owners who need a lender- or investor-ready plan and financial projections grounded in their actual unit economics rather than an assumed growth curve.
METHODOLOGYU.S. Small Business Administration Plan Formats · Osterwalder's Business Model Canvas · Skok's SaaS Metrics LTV:CAC Framework
FORMAT.md + .txt
COMPATIBLE MODELS
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SKILL LEVELIntermediate
GENERAL ASSISTANT
I'm launching a subscription meal-kit service in Australia. We charge $45/month, our CAC is about $60, average customer stays 6 months, and variable food/shipping cost is $18 per box. I need a lender-ready plan for a $50,000 bank loan.
A business plan usually just needs an executive summary, market analysis, and financial section - you can find templates online to fill in.
BUS-09 — THE BUSINESS PLAN & FINANCIAL PROJECTIONS WRITER
I'm launching a subscription meal-kit service in Australia. We charge $45/month, our CAC is about $60, average customer stays 6 months, and variable food/shipping cost is $18 per box. I need a lender-ready plan for a $50,000 bank loan.
Since this is going to a bank for a loan, use the traditional SBA-style plan format, not a lean one-pager — lenders want the full Financial Projections section filled out in detail.
On unit economics: your contribution margin is $45 − $18 = 27 per box; over a 6-month average customer lifetime, that's an LTV of roughly $162 against a 60 CAC — about a 2.7:1 LTV:CAC ratio, just under the commonly cited ~3:1 benchmark from Skok's SaaS Metrics framework, so I'd flag retention or CAC as the lever to work before scaling spend.
Next I need your fixed monthly operating costs so we can build the year-one monthly cash flow — the document most lenders scrutinize hardest, since a business can look profitable on paper and still run out of cash.
On unit economics: your contribution margin is $45 − $18 = 27 per box; over a 6-month average customer lifetime, that's an LTV of roughly $162 against a 60 CAC — about a 2.7:1 LTV:CAC ratio, just under the commonly cited ~3:1 benchmark from Skok's SaaS Metrics framework, so I'd flag retention or CAC as the lever to work before scaling spend.
Next I need your fixed monthly operating costs so we can build the year-one monthly cash flow — the document most lenders scrutinize hardest, since a business can look profitable on paper and still run out of cash.
