What Upmetrics does

Upmetrics, Inc. is a privately held SaaS company founded in 2019 and headquartered in Los Angeles, California, that sells an AI-enabled business planning platform to entrepreneurs, startups, and small businesses. The product is a cloud-based, self-serve application that combines an AI Business Plan Generator, a Financial Forecasting Tool with automatic projections, a Business Plan Builder with over 400 industry templates, an AI Pitch Deck Builder with 32+ layouts, and an AI writing assistant that rewrites and refines plan sections. Underlying technology relies on generative AI APIs from OpenAI and Anthropic layered on top of AWS infrastructure in the United States, with native integrations to QuickBooks and Xero for accounting data, and Stripe and Chargebee for billing. The platform supports collaborative workspaces, multiple languages (English, French, German, Spanish, Italian, Portuguese as UI languages, with translation into 90+ languages for plan content), and exports to PDF, Word, Excel, and PowerPoint.

The company operates primarily a product-led growth model: customers sign up directly via upmetrics.co, evaluate through self-service trial, and convert to recurring subscriptions under a 15-day money-back guarantee. Pricing is tiered at $14/month (Premium, annual billing) and $37/month (Professional, annual billing), with up to 25% annual discounts and concessions for students and nonprofits. The company also employs a community-led motion targeting incubators, accelerators, and business schools, supplemented by content marketing, SEO, comparison/alternatives pages, webinars, email, and review-platform presence (4.9/5.0 on Capterra and G2). Customer segments include primary audiences of entrepreneurs and SMBs seeking funding, plus secondary segments of business consultants, incubators/accelerators, educational institutions, E2 visa applicants, and students.

Upmetrics appears bootstrapped or self-funded, with no disclosed venture capital, external investors, or funding rounds, and no reported M&A activity. Ownership is consolidated under co-founder Paresh Balar alongside an undisclosed management team. The company has no public ticker, is not subject to disclosed regulatory actions, and maintains no patent or trademark filings in the provided record. Recent strategic emphasis has been on AI feature expansion (plan generation, rewriting, pitch decks), ecosystem integrations (accounting software, academic partners), and international reach via multilingual support and White Label reselling for consultants and institutions.

Name

Upmetrics

Legal name

Upmetrics, Inc.

Website

https://upmetrics.co

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Upmetrics is a Los Angeles-based SaaS company that sells an AI-powered business planning, financial forecasting, and pitch deck platform to entrepreneurs, startups, and small businesses via a self-serve subscription model starting at $14 per month.

Ownership category

akta.pro rank

Product category

Business Planning Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

akta.pro secondary industry

Model Hosting, Serving & Inference Platforms (HDAAACAB)

Keywords

• Business planning software
• AI business plans
• Financial forecasting tools
• Pitch deck builder
• Entrepreneur planning SaaS

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Marketing or Sales, Infrastructure, Personnel, Operations

Revenue model

1. SaaS Subscription: Upmetrics generates revenue primarily through subscription-based SaaS pricing. The platform offers tiered subscription plans with annual and monthly billing options, with plans starting at $14/month for annual billing. The company also offers a 15-day money-back guarantee as a risk reversal mechanism.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels8 records

Core offering

Upmetrics is an all-in-one, AI-powered SaaS business planning platform that helps entrepreneurs and small businesses create comprehensive business plans, financial forecasts, and investor-ready pitch decks. The platform combines an AI Business Plan Generator, automated financial forecasting and modeling tools, a Pitch Deck Builder with 32+ designer layouts, and an AI Writing Assistant, supported by 400+ industry-specific templates and real-time collaboration. It integrates with QuickBooks and Xero for accounting data syncing, supports over 90 languages, and is offered via tiered subscription plans targeted at startups, SMBs, consultants, and educational institutions.

Product overview

Upmetrics is an all-in-one SaaS business planning platform offering a unified suite of AI-powered tools. The core portfolio centers on the AI Business Plan Generator, which creates comprehensive plans from user input, supported by a Financial Forecasting Tool with AI-powered projections, and a Pitch Deck Builder with 32+ designer layouts. Additional capabilities include an AI Assistant for writing assistance and strategic recommendations, a Business Plan Builder with step-by-step guidance and 400+ templates, and specialized modules for Cash Flow Forecasting, Sales Forecasting, Financial Modeling, and Strategic Planning (including BMC, Lean Canvas, SWOT analysis). The platform also offers Business Plan Collaboration for real-time teamwork, Industry Research tools, and a White Label Solution for consultants. The architecture is a unified platform with integrated modules rather than standalone products, where all tools work together—AI generation feeds into financial forecasting, and all content can be exported in multiple formats including PDF, Word, Excel, and PowerPoint.

Differentiator

Problem solved

Functional benefit

Products and services

• AI Business Plan Generator AI-powered tool that generates comprehensive, data-driven business plans from user-provided business details, with actionable planning, real-time forecasting, and insightful reporting, targeted at entrepreneurs and small businesses.
• Financial Forecasting Tool Automated financial projection tool that generates forecasts based on user inputs, featuring AI-powered revenue and expense stream suggestions, interactive dashboards, and professional charts and graphs, for SMBs and startups needing investor-ready numbers.
• Pitch Deck Builder AI-powered tool for creating investor-ready pitch decks with 32+ designer layouts. Users describe the purpose and tone, and AI generates a complete first draft of every slide investors expect, with drag-and-drop editing and self-rendering charts.
• AI Assistant Conversational AI assistant that analyzes business plans and offers tailored advice, strategic recommendations, and AI-powered writing assistance to articulate ideas into compelling business plan sections.
• Business Plan Builder Step-by-step guided business plan creation tool with customizable templates, helpful tips, examples, and industry-specific suggestions for users without prior business planning experience.
• Cash Flow Forecasting Forecasting module that projects cash flow based on revenue streams and expenses, helping businesses manage liquidity and plan for future financial needs.
• Sales Forecasting AI-powered sales projection tool that predicts future revenue based on historical data and market trends, helping businesses set realistic growth targets.
• Financial Modeling Data-driven financial modeling capabilities that provide insights for strategic decision-making, including automated calculations and what-if scenario analysis.
• Strategic Planning Tool Comprehensive strategic planning module featuring business model templates (BMC, Lean Canvas, SWOT analysis) to help structure business models and validate strategy.
• Business Plan Collaboration Real-time collaborative workspace that allows team members, advisors, and stakeholders to work together, share plans, provide feedback, and iterate on business plans.
• Industry Research Market research and industry analysis tools that provide data-driven insights to support business planning decisions and validate market opportunities.
• White Label Solution Branding solution allowing consultants, agencies, and institutions to white-label the platform with their own branding for use with clients.
• Business Plan Templates Library Library of over 400 sample business plans across various industries including retail, real estate, SaaS, agriculture, hotel, finance, fashion, and food, providing templates for clothing lines, restaurants, coffee shops, and other business types.

Quantifiable outcome

• Users can cut down the time it takes to write a business plan by more than half
• +2 more outcomes

Named customers12 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability2 records

Feature7 records

Partnerships

Seven partnerships are on record, tiered core.

• QuickBookscoreTechnology or IntegrationQuickBooks integration allows Upmetrics users to import financial data and sync with their QuickBooks accounting software for seamless financial planning and forecasting.
• XerocoreTechnology or IntegrationXero integration enables Upmetrics users to connect their Xero accounting data for automated financial projections and real-time financial planning.
• OpenAIcoreTechnology or IntegrationOpenAI provides AI capabilities for Upmetrics' AI-powered features including the business plan generator, writing assistant, and financial forecasting tools.
• AnthropiccoreTechnology or IntegrationAnthropic provides AI capabilities for Upmetrics' AI-powered features including the business plan generator and other AI-assisted planning tools.
• Amazon Web Services (AWS)coreTechnology or IntegrationAWS provides cloud infrastructure hosting for Upmetrics' services in the United States with disaster recovery across multiple availability zones.
• StripecoreTechnology or IntegrationStripe processes payments and handles billing for Upmetrics subscriptions as a PCI-compliant payment processor.
• ChargebeecoreTechnology or IntegrationChargebee manages subscription billing, invoicing, and payment processing for Upmetrics as a PCI-compliant payment processor.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Notion AI: Notion AI provides generative AI features inside a widely adopted collaborative workspace. While not a dedicated business planning tool, it overlaps with Upmetrics on collaborative AI-assisted writing for founders and SMB teams.
• Microsoft 365 Copilot: Microsoft 365 Copilot embeds generative AI writing, planning, and financial assistance directly into Word, Excel, and PowerPoint. As a broad incumbent, it threatens Upmetrics by offering 'good enough' AI planning features bundled into widely deployed productivity suites.
• Google Workspace (Gemini): Google Workspace with Gemini offers AI-assisted document and sheet creation across Docs and Sheets, providing general-purpose business writing and planning capabilities that compete with Upmetrics' AI business plan and pitch deck generation.

Direct peers

• GoSmallBiz (Tarkenton Companies): GoSmallBiz offers business plan templates, financial tools, and advisory services aimed at small businesses and entrepreneurs, overlapping with Upmetrics in planning and forecasting functionality.
• Venturekit: Venturekit offers AI-generated business plans and market research tools aimed at startups and consultants — directly competing with Upmetrics on AI-generated planning content and SMB targeting.
• Promet AI: Promet AI is an AI-powered business plan generator targeting startups and SMBs with automated content generation and financial modeling. It directly competes with Upmetrics in the AI-first business planning niche and is named as a comparable on Upmetrics' alternatives pages.
• LivePlan: LivePlan is a leading online business planning and financial forecasting software for entrepreneurs and small businesses, offering pitch decks, financial projections, and step-by-step guidance — the closest direct competitor to Upmetrics across product, pricing, and target customer.
• Enloop: Enloop provides automated business plan generation and financial forecasting for SMBs, with similar AI-assisted planning positioning and pricing tiering to Upmetrics.
• PlanPros: PlanPros is an AI-driven business plan builder that competes on price and feature set with Upmetrics, targeting similar early-stage founders and small business owners with automated plan generation.
• Bizplan (Palo Alto Software): Bizplan by Palo Alto Software (Bplans) is a long-established online business planning platform with templates, financial forecasting, and pitch tools — a direct legacy peer serving the same entrepreneur and SMB customer base as Upmetrics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/upmetrics
• Facebookfacebook.com/upmetrics

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Upmetrics