PlanMagic Business offers an easy to use well written business plan templates in a popular word processor format, a fully automated close-to-reality financial projection application in MS Excel, an easy to use presentation template, and a comprehensive business planning guide.
The PlanMagic Business program includes products, services and one additional business plan template of your choice.
The program also includes a presentation template in Powerpoint, and an investor pitch template also in Powerpoint format. Offers PlanMagic's Smart Entry System (SES)™ to minimize and significantly speed up data entry. Up to 10 years can be forecast in one financial workbook, with no limit if multiple workbooks are used.
Costs can be split between fixed and variable cost for contribution, break-even and similar analyses. We also have to include that PlanMagic Corporation is one of the few companies that offer many specific programs for specific business and organization types.
PlanMagic Coffee Bar - for coffee bars, coffee shops, sport bars, and similar to really plan their sales. PlanMagic Restaurant- for restaurants, take-aways, and similar to really plan correctly (incl. PlanMagic Business is ideal for any type of product, service or manufacturing based business. Needless to say, but we say it anyway, if there is a product line that totally deserves our SimplytheBest Gold Award, it's Business Plan Software that PlanMagic offers. For those of you who are already following me, then you will know that I have been managing sales for a startup with my senior business partners for the last two years.
In order to expand quickly, develop further services and applications for our business we needed to raise venture capital or angel investment. The decks come in Windows PowerPoint format and Apple Mac Keynote format so getting started is quick and easy. Speaking from personal experience, creating your sales pitch deck is a time consuming but critical process that is fundamental to you successfully getting sales or even invested.


Using a pre-constructed template like pitch deck will save you a heap of time, but you will still need to do the hard work and input your content and data into the pitch deck templates.
You will also use your pitch deck as a sales and marketing tool to sell your products or services to your clients.
At end of the day if potential investors can’t understand your business or your operation they won’t invest in you.
The difference between success and failure on an investment pitch deck can be determined in under 30 seconds if your presentation isn’t clear, easy to understand and to the point. The Advanced Edition (AE) includes more state-of-the-art financial analysis tools as well as a Web marketing guide.
The more complete they are, the more chance you will have of getting a potential investor interested. These two templates alone can save you lots of time, as well as provide you with the tools you need to make that important pitch. The reason being that even though PlanMagic Business is one of the best (if not the best) business planner, it cannot cater to more specific financial needs. The business specific business plan templates are complete and no other program offers this kind of customization. To do this we worked on a number of presentation formats and teaser pages to deliver to our potential investors and business supporters. You can download the Free pack which includes around 12 free slides, or the paid for option, which I went for, that contains 65 slides in total, colour schemes, stock images and all the core key pages you will need to create a rock solid and kickass investor or sales presentation. You will need a presentation or pitch deck that conveys all your key business information in a clean, contemporary and efficient way. Investors no matter the size, from PE, VC or Angels, are all people who will be making a choice about you and your business. The Management Team and people behind your business or product, this might only be you if you have created your own unique product or programmed your own unique app, or it could be you and your partners if it’s a bigger business, typically a CEO, CTO and COO.
The problem what’s the gap or space that your business, service or product fills, show your investors that you have found a hole in the market that you can exploit.


The solution What are the benefit’s of your product, service or business that you provide to your customers, users or clients. Sales & Forecasts This is where you will list your current sales figures if any, or your projections once your product or service sis launched, normally you would be looking at least 5 years projections. Valuation figures This is your valuation – how much your business is worth, including your share offering (Term Sheet). Exit Strategy once your investors have put in the money what’s the long term plan for them and you to exit the business, M&A, Trade Sale, IPO, Management Buyout etc. Each business plan template is fully geared towards the type of business it is to be used for. Though they may not check all the tiny details, they will immediately see that all the important aspects of financially planning a start-up or expansion, have been considered and are actually incorporated in the financial plan.
The financial planning application is one-of-a-kind and offers a numerous number of unique features (including the best navigation we have ever seen in an Excel workbook!) that can only be found in the PlanMagic software range.
My CEO and Chairman put in months of work on the presentation, which has been revised numerous times before coming up with a great format. PlanMagic offers many pre-written plan templates for a variety of business types such as advertising agency, bank, call center, casino, cleaning service, clinic generic, consultant, day care center, debt collection agency, dental clinic, employment agency, farm, insurance agency, internet service provider (ISP), leasing company, manufacturer, photo studio, real estate agent, record company, school, and veterinary clinic. The Smart Entry System mentioned is truly a work of art and offers unparalleled speed of entry.
Easily add project plans, phasing diagrams, floor plans, specific plans and more as is needed, or insert financial data from the financial application. We have reviewed some of the other PlanMagic programs as well, and though it is beyond the scope of this review, we do wish to mention that the ones we tested were equally valuable.



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