# TheBizPlanner Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about TheBizPlanner Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/184369/TheBizPlanner --- # TheBizPlanner Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) TheBizPlanner ## What is TheBizPlanner? The system suggested investors for your funding needs, powered by Artificial Intelligence ## What is TheBizPlanner used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Business Plan](https://www.capterra.com/business-plan-software/) Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for TheBizPlanner?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.thebizplanner.com&name=TheBizPlanner) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### TheBizPlanner 1.0 (1) VS. [### Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.0 (1) Ease Of Use 4.5 (85) Value For Money 2.0 (1) Value For Money 4.4 (65) Customer Service 0.0 (0) Customer Service 4.8 (80) ## TheBizPlanner alternatives [Eqvista](https://www.capterra.com/p/184325/Eqvista/) [4.9 (31)](https://www.capterra.com/p/184325/Eqvista/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184325/Eqvista/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (97)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) [WOWS Equity](https://www.capterra.com/p/10002315/WOWS-Cap-Table/) [4.8 (88)](https://www.capterra.com/p/10002315/WOWS-Cap-Table/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10002315/WOWS-Cap-Table/) [SeedLegals](https://www.capterra.com/p/172337/SeedLegals/) [4.9 (83)](https://www.capterra.com/p/172337/SeedLegals/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172337/SeedLegals/) ## FAQs about TheBizPlanner Overview ### What company size and specific industries is TheBizPlanner built for? TheBizPlanner is designed for startups and small to medium-sized businesses across a range of industries. It is suited to organizations that need planning support and business management tools, particularly early-stage companies and growing firms looking for a practical solution sized to their operations. Features and Usability ### What are the key features of TheBizPlanner? TheBizPlanner offers business plan templates and customizable templates for planning, plus financial analysis, financial modeling, forecasting, and scenario planning. It also includes CRM, cap table management, investor management, fundraising management, and investor reporting, along with document management, task management, collaboration tools, and an API. Getting Started and Support ### What training and onboarding options does TheBizPlanner offer? TheBizPlanner provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature review, while videos provide visual guidance for learning product functions and following along at a self-paced pace. Getting Started and Support ### What customer support options does TheBizPlanner offer? TheBizPlanner offers email/help desk support, chat, a knowledge base, and FAQ/forum resources. These options give users multiple ways to find answers or contact support, though no reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. API Application programming interface that allows for integration with other systems/databases Business Plan Templates Sample files or documents that could be customized as needed or used as is Cap Table Management Breakdown of all equity of the shareholders of a company Collaboration Tools Provides a channel for team members to share media files, communicate, and work together CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Import/Export Import and export data to and from software applications TheBizPlanner 26 features Application programming interface that allows for integration with other systems/databases Sample files or documents that could be customized as needed or used as is Breakdown of all equity of the shareholders of a company Provides a channel for team members to share media files, communicate, and work together Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Import and export data to and from software applications Defines specific deal parameters to negotiate and secure deals Store, manage, and track all electronic documents in a centralized location Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Decision-making process using businesses past, present and forecasted future operations. Form predictions based on past and present data/trends Manage allocation and performance of financial assets Establish measurable goals and objectives and track their progress over a specific period of time Monitor application statuses, proposals and award funds Automated payments and reporting for investors Compile and report on all investor activities Manage and handle various international currencies Sample presentation files or decks that could be customized as needed or used as is Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Receive data and information in real time Develop potential scenarios to identify risks and opportunities Organized process that walks users through each step of building a business plan Create, manage and track all task activities and progression Assessment technique to estimate the current worth of an asset or company Features 1.0 (1) 1.0 Based on 1 reviews ## Pricing Value for money 2.0 (1) ### Starting price Contact vendor for pricing Free trial available Value for money 2.0 (1) 2.0 Based on 1 reviews ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## User reviews Overall rating 1.0 Based on 1 reviews Filter by rating 5(0) 4(0) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent Ana M. Administrator Wholesale ### "TheBizPlanner PRO - beta (or perhaps still in alpha)" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 1/10 April 29, 2019 It's declared as in BETA development stage, but I could think that is still in ALPHA stage. Wait to see if bugs can be solved. There is a potential but not now. Pros Web site is done well and functional. Signup is simple and it's requested immediately (in a very good form) a set of information that are needed to start. Help documentation is done well. Cons It have functionality issues. Profile creation was simple and perfect. After that...nothing. Dashboard ... not working, canvas...same, goals & KPI...nothing. I logged in from MS Edge and Firefox, with same negative results. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.