AI Business Plan Creator That Wins Buy-In Fast

Storydoc's AI business plan creator helps you create investor-ready, interactive business plans - faster, easier, and built to win approval. Ready for your review in minutes - no design skills needed.

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Trusted by 2,500+ companies to create winning decks

Workday
iHeartMedia
Meta
Nice
American Cancer Society
Xerox

Why founders choose Storydoc’s AI business plan maker

Speed: Eliminate 90% of the manual work

Our AI turns your prompt, website, or existing documents into a complete, interactive business plan - branded and ready for review faster than you can open a PowerPoint.

Results: Higher engagement than PDFs

No more walls of text and static tables. Use animated charts, product videos, live data, and interactive slides to guide stakeholders through your business story - and see exactly where they engage with built-in analytics.

Scale: Automate personalization at enterprise level

Need to tailor your plan for investors, partners, or grant applications? Create personalized versions in a few clicks with dynamic variables - without starting from scratch or messing with formatting.

Collaboration: Work together, smarter

Edit in real time, leave comments, track changes, and manage permissions to keep everyone on the same page and moving fast- without the version control nightmare.

AI business plan maker that delivers real results

+70%

Higher reader engagement

+41%

More decks read in full

+21%

Longer reading time

x10

Faster deck creation

Want to see for yourself?

All-in-one business plan generator

Everything you need to go from a blank page to board-ready - without spreadsheets, design tools, or formatting hell.

AI-powered business plan generation

  • Turn a simple prompt into a complete, interactive business plan in minutes
  • Auto-fill with CRM data, branding, financials, and website content
  • Transform boring docs or slide decks into compelling, scroll-based narratives
  • Choose from 100+ designer-built templates optimized for investors, lenders, or internal approvals
  • Built-in AI assistance for writing, editing, and visualizing complex ideas

Smart automation & personalization

  • Auto-personalize business plans with recipient names, industries, or investment history
  • Create multiple tailored versions in bulk for investors, VCs, or banks
  • Add dynamic variables to insert live data, quotes, and visuals
  • Use our native integrations to pull in company or recipient data from connected tools - no manual updates needed
  • Streamline the process with saved sections, reusable blocks, and branded templates

Interactive storytelling features

  • Replace static slides with animated charts, explainer videos, and dynamic visuals
  • Let stakeholders explore product demos, roadmaps, and traction metrics at their own pace
  • Embed calendars or add smart CTAs to book meetings directly from your plan
  • Optimized layouts for every device - no more pinch-and-zoom PDFs
  • Guide the reader with scroll-based storytelling that unfolds like a conversation

Advanced analytics & intelligence

  • Use built-in analytics to track who viewed your plan, what they clicked on, and how long they stayed in real time
  • Get alerts when your business plan is opened, so you can follow up at the right time
  • Identify what's resonating and which sections need improving
  • A/B test different versions to optimize engagement

Enterprise collaboration tools

  • Collaborate in real time, with role-based access, comments, and change tracking
  • Lock in your brand styles, content blocks, and slide layouts for team-wide consistency
  • Set password protection or viewer access limits to keep sensitive data secure
  • Ensure compliance with SSO, custom DPAs, and detailed audit logs

These teams ditched PDFs - and never looked back

“With our most recent Storydocs, we're like, ‘Oh my goodness, It brought it to life like we do when we present it, but without the person even being there!’”

Frances Dalton
Frances Dalton
Marketing Manager, UK

"We brought the 5 largest opportunities in the past 24 months after adding Storydocs to our email outbound campaigns."

Dave Price
Dave Price
Sales and marketing manager, Wolfe Inc.

"I was able to initiate more new conversations with prospects, and Storydoc enabled conversations to move forward with less friction.”

Peter Mueller
Peter Mueller
VP SALES, US

“We generate thousands of brochures at scale thanks to the Salesforce integration within Storydoc, directly improving our most important KPIs."

Taylor Burke
Taylor Burke
VP of Growth Marketing and Marketing Operations

"Storydoc does an amazing job painting a full picture of what we do and how we work so that a second demo is usually not needed."

Addison Bolin
Addison Bolin
CEO

"Since we switched to Storydocs, our sales metrics have improved. We're getting a CTA conversion rate of 10%, the completion rate of 60%, and have over half of the decks shared within the client organization."

Tomer Magal
Tomer Magal
VP Sales

Examples of interactive decks made by the Storydoc studio

How our AI business plan creator works

Step 1. Connect your tools and content

Import content from your website, social media platforms, or previous business plans. You can also connect sales and marketing tools to pull key data and assets.

Step 2. Generate a business plan with AI

Write a prompt or choose from dozens of professionally designed templates. Your content is automatically styled, structured, and broken into mobile-friendly slides.

Step 3. Customize & publish

Customize your slides, add interactive elements, set up tracking, and share your business plan as a live link that always stays up to date with the latest changes.

Step 4. Track, optimize & win

Get notified when someone opens your plan, see what they focus on, and track drop-off points so you know when (and how) to follow up.

Step 1. Connect your tools and content

Import content from your website, social media platforms, or previous business plans. You can also connect sales and marketing tools to pull key data and assets.

Step 2. Generate a business plan with AI

Write a prompt or choose from dozens of professionally designed templates. Your content is automatically styled, structured, and broken into mobile-friendly slides.

Step 3. Customize & publish

Customize your slides, add interactive elements, set up tracking, and share your business plan as a live link that always stays up to date with the latest changes.

Step 4. Track, optimize & win

Get notified when someone opens your plan, see what they focus on, and track drop-off points so you know when (and how) to follow up.

 

 

 

 

Pitch-perfect business plan templates that win approval faster

Created from analyzing thousands of successful decks, our business plan templates follow a proven structure that helps you tell your story, win buy-in, and move faster.

 

No templates found
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A business plan maker you can trust

4.8 out of 5 stars
Web Accessibility
GDPR Compliant
Secure SSO

FAQ

Everything that you should know about Storydoc

Is Storydoc a free business plan generator?

Storydoc offers a 14-day free trial - no credit card needed. You’ll get full access to everything included in our Starter plan, so you can create, personalize, and share business plans right away. If you need more advanced features, you can upgrade anytime. And anything you create during the trial is yours to keep, free of charge. For details on our paid plans, please visit our Pricing page.

How does AI business plan generation actually work?

With the Storydoc AI business plan maker, creating a business plan is simple and flexible. You have a few different ways to get started:

  • Choose from one of our proven business plan templates - built using insights from over 100,000 presentation sessions - and tell our AI assistant a bit about your company, industry, and what kind of presentation you need.

  • If you prefer starting from scratch, just write a prompt, and our AI assistant will generate a complete business plan for you.

  • If you already have content, you can provide your website URL or upload existing documents - our AI business plan generator will use them to build a tailored business plan for you in minutes.

  • Once your draft is ready, you can use the AI assistant to fine-tune specific slides - rewrite text, shorten sections, adjust tone, or generate visuals. Edits are slide-specific, so you’re always in control of what gets changed and how.

What integrations does Storydoc offer?

Storydoc integrates with a wide range of tools across sales, marketing, and enablement to help you create, personalize, and track your business plans more effectively.

We support CRMs like Salesforce and HubSpot, sales tools like Outreach and Salesloft, marketing platforms like Marketo and Intercom, and calendar, video, chat, and data visualization tools like Calendly, Loom, and Tableau.

You can also automate business plan creation at scale using our API and Zapier.

For the full list of integrations, visit our Integrations page.

How do interactive business plans make it easier to get buy-in?

Interactive business plans consistently outperform static formats like PDFs and slide decks. They keep investors engaged longer and make it easier to get the meeting, the feedback, and the funding. Based on Storydoc data from over 100,000 sessions:

  • Interactive business plans lead to 21% longer reading times

  • They’re 41% more likely to be read in full

  • Interactive business plans are 2.3× more likely to be shared internally, increasing visibility among decision-makers

  • These business plans can also help shorten deal cycles by up to 30%, by streamlining the next steps

For more details, check out our comparison pages:

Is the Storydoc business plan creator secure for enterprise use?

Yes, Storydoc is built with enterprise-grade security in mind. We use strong encryption to keep your data safe. The platform also supports SSO/SAML and advanced access controls, so only authorized team members can access your business plans.

We are ISO 27001 certified, which means our information security practices meet internationally recognized standards for managing and protecting sensitive data.

All data is transmitted over encrypted connections and managed according to strict internal security protocols.

For more details, you can visit our Compliance & Security page.

How quickly can our team get up and running?

Most teams are creating automated business plans within 30 minutes of signing up. Our integrations take less than 5 minutes to set up.

If you're on an Enterprise plan, you’ll also get dedicated onboarding support, plus access to our studio design and business plan makeover services.

Not on Enterprise? No problem. The AI business plan generator is intuitive, and you can easily get started on your own. If you need a hand, we offer plenty of step-by-step guides, including:

We also have many other guides tailored to specific use cases, so you can find exactly what you need.

You can also check out our client presentations for inspiration.

Make all your documents with Storydoc

From getting your first check to landing your biggest client, create everything you need — pitch decks, proposals, sales docs, and more — all in one place.

 

 

Engaging decks. Made easy

Stop sending business plans that look like everyone else’s.

Stand out, speed up approvals, and pitch like you mean it - with business plans made to convert.