01
STAGE 1 OF 6
Onboard the business
Capture the business idea, industry, stage, market, location and funding objective.
Start guided onboarding →ACTIVITYHUB PROFESSIONAL WORKSPACEDocument Workflow
PROFESSIONAL DOCUMENT EXECUTION
Start new workflowComplete workflow from business idea to published documents
A guided workspace for creating, importing, improving, financing, converting and publishing professional business documents.
02
STAGE 2 OF 6
Create or import the plan
Generate a new plan or import a PDF, DOCX or TXT file while preserving an editable source layout.
Import existing plan →03
STAGE 3 OF 6
Complete plan sections
Work through the plan overview, section map, market evidence, risks and implementation actions.
Open plan workspace →04
STAGE 4 OF 6
Build financials
Connect funding assumptions to forecasts, statements, scenario graphs and editable Excel output.
Open financial overview →05
STAGE 5 OF 6
Use guides and AI
Follow contextual tutorials and ask AI to draft, improve, summarise, review or find evidence gaps.
Open AI Assistant →06
STAGE 6 OF 6
Convert, design and publish
Convert the finished plan into a proposal or profile, apply document design and export professional PDFs.
Open Document Studio →CONNECTED OUTPUTS
✓ Business Plan✓ Financial Workbook✓ Business Proposal✓ Business Profile✓ QMS Documents✓ Designed PDFOne approved source, multiple professional documents
Maintain the business plan as the source of truth, then repurpose verified information without starting over.