The platform that takes your advisory to the next level.

VENTUREPLAN gives advisors an AI-powered platform to onboard clients, review business plans, and deliver professional feedback — all in one place.

The platform that takes your advisory to the next level.

AI Advisor

Ask Gordon — scoped to this chapter

A
If a bank committee read only this section, what would worry them most?
Gordon

The cash story is plausible, but the competitive landscape still reads generic. They will ask which incumbents lose share first and what could break your delivery SLA in year two.

Next I would probe working-capital seasonality and tie retention evidence back to the pricing table — want a short list of sharp questions you can paste into your review?

How it works for advisors

A streamlined workflow from client onboarding to professional review.

Share your personal advisor link with clients. They sign up, land on your co-branded page, and are guided straight into plan creation — already connected to you.

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AI-powered advisory

Our specialized AI reviews your founders' plans from multiple perspectives and actively supports your advisory work.

Trust a team of experts

A
If a bank committee read only this section, what would worry them most?
Gordon

The cash story is plausible, but the competitive landscape still reads generic. They will ask which incumbents lose share first and what could break your delivery SLA in year two.

Next I would probe working-capital seasonality and tie retention evidence back to the pricing table — want a short list of sharp questions you can paste into your review?

  • At plan, chapter, or block level — our AI advisors understand what you’re referring to and deliver targeted feedback that really helps.
  • Follow up until the reasoning is sharp enough to translate into your review notes and recommendations.
  • Each advisor delivers feedback from their domain. You advise with a full expert team at your side.

The AI stays in the background

  • Specialized AI advisors draft structured recommendations for your clients, based on the plan content.
  • Edit and refine before publishing — nothing goes to the client unseen.
  • Recommendations you approve reach your client under your name.

Recommendations

GordonDraft

Revenue assumptions lack market-backed validation

Full plan

The revenue forecast projects 40% year-over-year growth but doesn't cite comparable benchmarks or explain the underlying assumptions. Add industry data, pilot results, or customer LOIs to substantiate the growth trajectory.

OswaldDraft

Stress-test year-two liquidity

4.3 Competitive landscape · Text

Four AI perspectives — at your disposal

Each advisor evaluates your client's plan from a distinct angle, so you can deliver more comprehensive feedback.

Felix

Felix

·

General AI Advisor

Holistic review of structure, language, and persuasiveness.

Gordon

Gordon

·

Venture Capital

Evaluates TAM, moat, team, and unit economics.

Oswald

Oswald

·

Bank Loan

Stress-tests cash flow, collateral, and creditworthiness.

Kilian

Kilian

·

Public Funding

Maps the plan to KfW, BAFA, EXIST, and EU criteria.

Built for advisors in the German market

Your clients' data stays in Germany, and every feature is designed for the specific requirements of the German funding and startup landscape.

KfW / BAFA / EXIST alignment

Plan structures optimized for the funding programs your clients actually apply to.

German accounting standards

HGB conventions, GWG thresholds, and proper depreciation schedules — so your clients get it right from the start.

Funding-body-ready exports

Output formatted to meet what German banks, KfW, and BAFA reviewers expect to see — less back-and-forth for you.

German-language AI

AI advisors understand German business terminology, funding landscapes, and legal structures (GmbH, UG, etc.).

GDPR-compliant by design

Built from the ground up for European data protection standards — no compliance risks for your advisory practice.

AI runs in Germany

AI processing happens on dedicated infrastructure in Germany — your clients' data is never routed abroad.

Client data stays in Germany

All client plans and data stored exclusively on servers in Germany — recommend us with confidence.

Client data is never shared

No selling, no sharing with third parties, no training AI on your clients' data. Ever.

Your advisory, your rules

Your clients stay connected to you from the first click to the finished plan — and you define the structure, the content, and the design.

Your content

Bake your advisory approach into every new client plan — from the outline to the very first line of content.

  • Custom plan templates with your chapter structure
  • Starter content and guidance steer clients from their very first click
  • Custom questions for the AI-guided first draft

Your design

Define colors, fonts, and cover page once — every finished plan leaves VENTUREPLAN in the look of your advisory.

  • Custom export styles with your fonts, colors, and layouts
  • Watermarks for drafts and review stages
  • Cobranding in the editor — your logo travels with the client all the way to the finished PDF

What your clients get

Clients connected to an advisor unlock additional features at no extra cost.

Pro features included

Your clients get free access to custom export styling and collaboration features with you as their advisor — both normally reserved for Pro subscribers.

Structured review workflow

A clear submission and feedback loop with scoring, verdicts, and actionable recommendations they need to address.

AI-assisted plan improvement

Clients with a Pro subscription can optionally use AI advisors to refine their plan before submission — leading to higher-quality plans for your review.

Your branding, their experience

Co-branded signup pages and custom landing pages make your advisory service feel seamless and professional.

3 months completely free

Simple, transparent pricing at €499/year when you continue. No credit card required to start.

Advisor

€499/ year
3 months free

Everything you need to review and guide your clients' business plans.

  • Unlimited client plans
  • Structured feedback & scoring
  • AI-powered review assistance
  • Client dashboard & change tracking
  • Pro features for your clients
  • Personal advisor link

Frequently asked questions

What happens after the 3-month free trial?

After your trial ends, you can continue with the Advisor plan at €499/year. Your clients' plans and data are always preserved.

What do my clients see?

Clients use VENTUREPLAN to build their business plan with guided templates and structured data entry. They can submit their plan for your review and see your feedback, score, and recommendations directly in the app.

Can I try it before committing?

Absolutely. The 3-month free trial gives you full access to all advisor features with no credit card required. Test the entire workflow with real clients before deciding.

How does the AI review assistance work?

Our AI analyzes the client's plan and drafts structured recommendations from specialized perspectives (general business, VC, bank, funding). You review, edit, and approve before anything reaches the client.

Do my clients need a paid account?

No. Clients connected to an advisor automatically get access to Pro features at no additional cost. They only need a free VENTUREPLAN account.

Start advising smarter, today.

3 months free. No credit card required.

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