simbly business planning agency

Name

simbly business planning agency

Legal name

Simbly GmbH

Website

https://simbly.ai

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Business Planning Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Digital/Robo Financial Planning (FSAEAAAK)

akta.pro secondary industry

Personal Financial Management & Budgeting (PFM) (FSAGAAAH)

Keywords

• Business planning software
• AI financial projections
• SaaS business plans
• Startup consulting services
• Banking compliance tools

Headquarters

HQ city

Vienna

HQ country

Austria

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Business Plan Software (Pro): One-time payment of €249 for bank-compliant business plan with 5-year financial projection, market analysis, and feasibility check. Includes editable Word/Excel export.
2. Pro + Consultation Package: One-time payment of €649 including Pro features plus 2-hour consultation with founder Dragan Komsic, hands-on input assistance, and individual customizations.
3. Free Tier: Free tier providing basic business plan structure, 3-year financial planning, AI text generation, and simple data input. Revenue derived from conversion to paid tiers.
4. Affiliate Referrals: Commission earned from partners (Bronze: 25%, Silver: 27.5%, Gold: 30%) when referred customers upgrade to Pro plan. Partners receive €62.50-€75 per referral depending on tier.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels8 records

Core offering

simbly offers a self-serve AI-powered SaaS platform that generates bank-compliant business plans and 5-year financial projections for founders and small businesses. The product combines GPT-4 based text generation with a proprietary financial calculation engine, produces a ~25-page plan plus financial plan, and is delivered as Word, Excel, or PDF exports within hours. It is purpose-built for the DACH region (Germany, Austria, Switzerland) following IHK and WKO banking standards.

Product overview

simbly is a tiered SaaS platform built around a single AI-powered core product — an online business plan generator tailored for the DACH region (Germany, Austria, Switzerland). The platform offers three tiers: Free (no-cost access with basic features), Pro (€249 one-time, bank-compliant plans for credits and funding), and Pro + Beratung (€649 one-time, adds 2 hours of personal consulting with founder Dragan Komsic). Both paid tiers produce a 25-page business plan plus 5-year financial plan, exportable as Word, Excel, and PDF. The platform is not suitable for high-tech startups, software/app companies, or businesses requiring investment above €2 million. The company was founded in Vienna in 2023 and has generated over €140,000 in revenue with more than 1,200 business plans successfully submitted to banks and funding institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• simbly Businessplan-Tool AI-powered online platform that generates professional, bank-compliant business plans (per IHK & WKO standards) for founders and small businesses in Germany, Austria, and Switzerland, particularly in retail, trades, and gastronomy sectors. Users answer structured questions via video-guided input wizards, the AI generates the narrative text, and a proprietary financial calculator builds a 5-year plan including payroll, depreciation, and liquidity. Output is editable in Word, Excel, and PDF. Not suitable for high-tech startups, software/app companies, or businesses seeking investment above €2 million.
• Pro + Beratung Founder Consultation Premium service offering that bundles a 2-hour personal consulting session with simbly founder Dragan Komsic alongside the Pro business plan. Includes hands-on help entering data into the tool, individual customizations, lessons from the company's own founding, and business succession planning. Available standalone at approximately €200/hour for prospective customers needing expert guidance.

Quantifiable outcome

• 2 hours to complete professional business plan vs weeks with traditional consultants
• +2 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature6 records

Partnerships

Five partnerships are on record, tiered minor and core.

• OpenIdea.aiminorStrategic or Co-development PartnerBusiness idea generation tool partnership. OpenIdea.ai provides business idea generation capabilities that complement simbly's business planning focus.
• Stabwechsel.deminorStrategic or Co-development PartnerUnternehmensnachfolge (business succession) specialist providing support for business takeover planning, complementary to simbly's business planning services.
• EFS ConsultingcoreImplementation/ SI/ Consulting PartnerUnternehmensberatung (business consulting) partner. EFS Consulting Ventures has invested in or partnered with simbly for business consulting applications.
• Legal4StartupsminorStrategic or Co-development PartnerAustrian legal services provider for startups, offering legal support that complements simbly's business planning services.
• FreeFinance.atminorGTM or Marketing PartnerAustrian finance/accounting platform partnership for co-marketing and referrals.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Regional players

• Lexoffice: German cloud accounting SaaS for SMBs and freelancers. Comparable as a regional SMB finance platform that could extend into business planning or partner with founders in the same DACH segment.
• WISO / Buhl Data: Established German SMB software (tax, accounting, business management) vendor. Comparable as the regional incumbent whose existing customer base and bank-facing workflows compete with simbly's positioning.

Direct peers

• Upmetrics: AI-assisted business plan and financial projection platform for founders and SMBs. Closest newer AI-native peer to simbly's generative plan workflow.
• PlanGuru: Financial forecasting and business budgeting software for SMBs and advisors. Comparable on the proprietary financial calculation engine angle that simbly emphasises.
• LivePlan: Long-standing SaaS business plan and financial forecasting platform for SMBs. Most directly comparable product in terms of automated business plan + integrated financial projections, though it targets the English-speaking/US market rather than DACH.
• Bizplan: Step-by-step online business planning tool with financial templates, targeting early-stage founders. Comparable in product format (guided SaaS plan builder) rather than AI generation.
• Enloop: Automated business plan generation tool that combines financial forecasting with AI-assisted narrative. Closest direct competitor on the 'automated plan' value proposition.

Broad incumbents

• Bplans (Palo Alto Software): Incumbent business plan resource and software suite (sister to LivePlan). Comparable as the established reference point for SMB business planning content and tooling.
• Sage: Global SMB accounting and financial management suite. Comparable as the broad incumbent whose planning/forecasting modules compete for the same SME wallet as simbly's financial engine.

Emerging players

• sevDesk: German SMB accounting and invoicing SaaS increasingly expanding into financial planning and lending workflows. Adjacent in DACH SMB fintech, with overlap on financial projections for founders.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@simblybusinessplanning3783
• Facebookfacebook.com/simblybusiness
• LinkedInlinkedin.com/company/simbly-businessplan
• Instagraminstagram.com/simblybusiness

Compliance2 records

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 simbly business planning agency