Plana
Plana is a UK-based SaaS platform that guides entrepreneurs, consultants, and small businesses through an 8-section structured methodology to collaboratively create and regularly update business plans, sold via tiered subscriptions with an optional consultant hours add-on.
- Company typePrivate
- Founded-
- HeadquartersBournemouth, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Plana does
Plana, operated by UK-incorporated MP & DA Ltd (company number 12724279, registered in Wimborne, Dorset), is a guided online business planning platform built to help users create, collaborate on, and regularly update structured business plans. The product is a web-based SaaS application delivering an 8-section framework covering Mission Statement/Values, People (Organisational Charts), Vision/Goals/Strategies, Offer, PEST & SWOT analysis, Company Finances, Forecasts & Projections, and Systems & Processes. It supports real-time multi-user editing with role-based access (Member/Admin), an NDA acceptance workflow for invited external specialists, automated financial ratio calculations across three periods, and PDF export. The platform integrates with Zoom and Microsoft Teams for live consultancy sessions and with Stripe for subscription billing.
Plana firmographics
Firmographics- Name
- Plana
- Legal name
- MP & DA Ltd
- Website
- https://tryplana.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Plana is a UK-based SaaS platform that guides entrepreneurs, consultants, and small businesses through an 8-section structured methodology to collaboratively create and regularly update business plans, sold via tiered subscriptions with an optional consultant hours add-on.
- Ownership category
- akta.pro rank
Where Plana is headquartered
LocationHeadquarters
- HQ city
- Bournemouth
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Plana business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations
Revenue model
- Subscription Plans (Starter, Professional, Enterprise): Tiered SaaS subscription model with three tiers offering different plan limits, team sizes, and collaborator allowances. Starter targets entrepreneurs/startups, Professional serves consultants/small consultancies, and Enterprise provides bespoke packages for larger organisations.
- Guidance & Support Package: Bespoke one-to-one remote consulting sessions with experienced advisers available in 2, 4, and 8 hour packages, delivered via Teams, Zoom, or telephone. Requires an active Plana subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Starter - £50 Quarterly (£180 Annually) |
| Subscription | Quarterly | Professional - £100 Quarterly (£360 Annually) |
| Subscription | Multi-year contract | Enterprise - Contact Us (Bespoke) |
| Unit Pricing | Pay-as-you-go | Guidance & Support Package - £145 to £495 |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Plana product offering
Product offeringCore offering
Plana is a web-based SaaS platform that guides users through an 8-section structured business planning process covering Mission/Values, People, Vision/Goals/Strategies, Offer, PEST & SWOT, Company Finances, Forecasts/Projections, and Systems & Processes. Subscribers can collaborate in real time with colleagues and external specialists via role-based access and NDA workflows, automatically compute financial ratios from P&L and Balance Sheet inputs, and export the resulting plan to PDF. The offering is sold as tiered subscriptions (Starter, Professional, Enterprise) with an optional Guidance & Support Package of remote consulting hours.
Product overview
Plana is a guided online business planning platform that enables users to create, collaborate on, and regularly update business plans. The core Plana Platform consists of 8 structured sections covering Mission Statement, People/Organisation, Vision/Goals/Strategies, Offer, PEST/SWOT analysis, Company Finances, Forecasts/Projections, and Systems/Processes. The platform is offered through three subscription tiers: Starter (£50-£180/year) for entrepreneurs/startups with up to 3 plans, Professional (£100-£360/year) for consultants managing up to 15 clients, and Enterprise (bespoke pricing) with white labelling and administrator functionality. An optional Guidance & Support Package (add-on) offers bespoke one-to-one remote consultation hours. The platform integrates with Zoom and Microsoft Teams for video conferencing consultations, and Stripe for payment processing.
Differentiator
Problem solved
Functional benefit
Products and services
- Plana Platform Web-based SaaS business planning platform that guides consultants, entrepreneurs, businesses and academia through an 8-section structured planning process with real-time collaboration, role-based access, automated financial ratio calculations and PDF export. Sold as three subscription tiers (Starter, Professional, Enterprise) restricted to business customers per the Terms of Sale.
- Guidance & Support Package Bespoke one-to-one remote support and guidance from an experienced Plana consultant to help complete a business plan, delivered in 2, 4, and 8 hour packages priced £145–£495 via half-hourly, hourly or 2-hourly blocks on Teams, Zoom or telephone. Requires an active Plana subscription.
Companies that use Plana
Customer profileSegments4 records
Ideal customer profiles4 records
Plana technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature4 records
Plana partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor.
- Dorset Business AngelsminorDorset Business Angels Network Limited provides quality private equity investment opportunities to local High Net Worth and Sophisticated Investors, helping early-stage businesses find equity capital in southern England by bringing investors and entrepreneurs together.
- Bournemouth Chamber of Trade & CommerceminorFor over 100 years, Bournemouth Chamber of Trade & Commerce has served as the leading voice of business in the local communities of Boscombe, Kinson, Moordown, Pokesdown, Southbourne, Wallisdown, and Winton.
- Dorset Business MentorsminorThe Dorset Business Mentors program was developed to improve the resilience, improvement and growth of micro, small and medium businesses through personal support, skills development workshops, and peer networking.
- FinTechWestminorFinTech West is the representative body for FinTech in the South West, part of the FinTech National Network. The community consists of over 3000 people across the region and works alongside FinTechs, accelerators, financial services, universities, and public sector organisations.
- Freshleaf MediaminorFreshleaf specialise in building great websites for B2B technology companies with 18 years of experience in web development for tech clients.
- Dorset Local Business AwardsminorDorset Local Business Awards specialise in promoting and celebrating local business success and entrepreneurial spirit in Dorset and surrounding areas through local town business awards.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Plana competitors and assessment
Company assessmentEmerging players
- Brixx: Brixx is a financial forecasting and business planning tool with over 20 years of history, offering cash flow projection, budgeting, and scenario planning. It is listed as a Plana integration partner, indicating adjacent positioning and shared SMB financial planning customers.
- Strategyzer: Strategyzer offers the Business Model Canvas and value proposition design tooling for strategy and planning. It overlaps with Plana's structured planning methodology for entrepreneurs and consultants.
- Causal: Causal is a modern financial modelling and planning tool focused on scenario modelling, forecasts, and business planning for SMBs and startups. It overlaps with Plana's forecasts, projections, and company finances sections.
Direct peers
- LivePlan: LivePlan is one of the most established online business planning platforms, offering guided business plan creation, financial forecasting, and pitch-building tools. It directly competes with Plana in the SMB and consultant segments with similar subscription-based SaaS pricing and self-serve onboarding.
- Upmetrics: Upmetrics is an AI-powered business planning and financial forecasting platform with collaboration features for teams and advisers. It competes with Plana's collaborative multi-stakeholder planning use case.
- Enloop: Enloop offers automated business plan generation with financial forecast scoring and writing assistance. It overlaps with Plana on automated financial ratio calculations and PDF export functionality for SMB customers.
- PlanGuru: PlanGuru provides business planning and financial forecasting software with multi-year projections, budgets, and consolidated reporting. It is a direct peer on the financial planning and forecasting capabilities built into Plana's 8-section framework.
- Bizplan: Bizplan provides guided business planning software targeted at entrepreneurs and startups, with step-by-step plan builders and investor-focused output. It competes head-to-head with Plana's Starter tier use case of first-time founders creating their initial business plan.
Broad incumbents
- Palo Alto Software (Business Plan Pro): Palo Alto Software, the company behind Business Plan Pro, has been a long-standing business planning software vendor. It represents an established incumbent in the same category Plana targets, with deeper market history.
- GoSmallBiz: GoSmallBiz provides a suite of small business tools including business plans, financial tools, and marketing resources. It competes with Plana's SMB entrepreneur segment as a broader incumbent offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Plana compliance and trust
Trust signalCompliance1 record
Plana financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plana leadership team
Management profileNumber of profiles
Profiles2 records
Plana funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plana M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plana
What does Plana do?
Plana is a web-based SaaS platform that guides users through an 8-section structured business planning process covering Mission/Values, People, Vision/Goals/Strategies, Offer, PEST & SWOT, Company Finances, Forecasts/Projections, and Systems & Processes. Subscribers can collaborate in real time with colleagues and external specialists via role-based access and NDA workflows, automatically compute financial ratios from P&L and Balance Sheet inputs, and export the resulting plan to PDF. The offering is sold as tiered subscriptions (Starter, Professional, Enterprise) with an optional Guidance & Support Package of remote consulting hours.
Is Plana a public or private company?
Plana is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Plana founded?
Plana was founded in -1. It employs 1 to 10 people.
Where is Plana based?
Plana is headquartered in Bournemouth, United Kingdom, in the Europe region.
How does Plana make money?
Two revenue lines are on record. Subscription Plans (Starter, Professional, Enterprise) is the primary driver. The others are guidance & Support Package.
Who are Plana's main competitors?
Emerging players on record are Brixx, Strategyzer and Causal. Direct peers are LivePlan, Upmetrics, Enloop, PlanGuru and Bizplan. Broad incumbents are Palo Alto Software (Business Plan Pro) and GoSmallBiz.
Does Plana have an API?
No public API is recorded for Plana.