# 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 January 6, 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/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Includes Free Version 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. [4.7 (562)](https://www.capterra.com/p/144020/Aha/reviews/) Starting Price Contact vendor Starting Price $59 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.0 (1) Ease Of Use 4.4 (560) Value For Money 2.0 (1) Value For Money 4.6 (453) Customer Service 0.0 (0) Customer Service 4.8 (505) ## TheBizPlanner alternatives [4.5 (200)](https://www.capterra.com/p/142049/LivePlan/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/) [4.9 (119)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/171456/Business-Plan-Software/) [Business Base](https://www.capterra.com/p/265897/Business-Base/) [4.8 (57)](https://www.capterra.com/p/265897/Business-Base/reviews/) Starting price $10.00 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/265897/Business-Base/) [ProAI](https://www.capterra.com/p/10015276/ProAI/) [4.8 (53)](https://www.capterra.com/p/10015276/ProAI/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10015276/ProAI/) ## 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 broad range of industries. It is suited to organizations that need planning support during early growth or ongoing operations, rather than large enterprise environments. Features and Usability ### What are the key features of TheBizPlanner? TheBizPlanner offers business plan templates, customizable templates, and a step-by-step wizard for planning workflows, along with financial analysis, financial modeling, forecasting, and scenario planning. It also includes CRM, cap table management, investor management, fundraising management, document management, and data import/export for deal and portfolio tracking. Getting Started and Support ### What training and onboarding options does TheBizPlanner offer? TheBizPlanner provides documentation and videos for training and onboarding. Documentation gives teams written reference material for setup and feature guidance, while videos offer visual walkthroughs that users can review at their own pace. Getting Started and Support ### What customer support options does TheBizPlanner offer? TheBizPlanner provides email/help desk support, chat, a knowledge base, and FAQ/forum resources. Without reviewer feedback on support experiences, no claims can be made about response times, helpfulness, or common frustrations. Users should expect support through these listed channels only. ## Features AI summary Based on 825 Investment Management reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating investment management software: - **Performance Metrics** (**38%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**44%**) TheBizPlanner includes other capabilities that Capterra reviewers also consider important, such as **Portfolio Management** (**39%**) and **Data Import/Export** (**38%**). Together, these features help businesses organize holdings in one place, move data between systems more easily, and maintain clearer oversight of portfolio activity, giving teams better visibility for day-to-day investment planning and decision-making. 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 AI models, 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 AI models, 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) 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.