--- title: "TheBizPlanner Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TheBizPlanner Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/184369/TheBizPlanner/" page_type: "product" language: "en" --- # TheBizPlanner Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 7, 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 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://www.g2.com/products/thebizplanner/claim_requests/new?auto=true) ## TheBizPlanner Overview Updated September 2026 AI summary TheBizPlanner supports organizations of all sizes in managing investments and business planning through tools for financial analysis, portfolio oversight, and equity management. It offers features such as real-time data, forecasting, collaboration, and document management, with deployment available via cloud and Windows. Optional API and data import/export capabilities enable integration with other business systems. ## 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 [Qapita](https://www.capterra.com/p/10052264/Qapita/) [4.6 (42)](https://www.capterra.com/p/10052264/Qapita/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10052264/Qapita/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (109)](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/) [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/) [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 aimed at organizations that need planning support and are looking for a tool suited to early-stage companies and growing businesses. 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. It also includes financial modeling, forecasting, scenario planning, and financial analysis, plus CRM, cap table management, investor management, and fundraising management for deal and funding tracking. 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 guidance, while videos support self-paced learning with visual walkthroughs of key tasks and workflows. Getting Started and Support ### What customer support options does TheBizPlanner offer? TheBizPlanner provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users several ways to find answers or contact support staff. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 877 Investment Management reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) TheBizPlanner includes other capabilities that Capterra reviewers also consider important, such as **Portfolio Management** (**40%**) and **Data Import/Export** (**38%**). Together, these features give teams a clearer view of holdings and make it easier to move data between systems, helping businesses stay organized and manage investment information more efficiently. 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 Capital Manage information required to raise capital such as financial statements. 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 TheBizPlanner 29 features ### All Features - 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 - Capital: Manage information required to raise capital such as financial statements. - 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 - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - Forecasting: Form predictions based on past and present data/trends - Fund Management: Manage allocation and performance of financial assets - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Grant Management: Monitor application statuses, proposals and award funds - Investor Management: Automated payments and reporting for investors - Investor Reporting: Compile and report on all investor activities - Multi-Currency: Manage and handle various international currencies - Pitch Presentation: Sample presentation files or decks that could be customized as needed or used as is - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Real-Time Data: Receive data and information in real time - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Step-by-Step Wizard: Organized process that walks users through each step of building a business plan - Task Management: Create, manage and track all task activities and progression - Valuation Management: 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. 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