# Business plan presentation template > A business plan presentation is the short version of a business plan. It shows a bank, an investor or a partner what the business is, how it earns money, what it needs and when it turns profitable. This template has ten slides: a cover, a summary with the financing request, problem and solution, customers, the business model, revenue, profit and loss, use of funds, milestones and the next step. The full written plan can go in the appendix. - Source: https://ai-presentations.com/templates/business-plan/ - Updated: 21 October 2026 - Language: English - German version: https://ai-presentations.com/de/vorlagen/businessplan/ For founders who apply for a bank loan, a grant or investor money, for owners of small companies who plan a new service, product or location, and for consultants who write business plans for their clients. ## Slide by slide ### 1. Cover: the business, the period and the amount A lender or investor decides early whether to read on. Put the name, the plan period and the amount you ask for on the first slide, so nobody has to search for what the document wants. - Company name and what it does in one phrase - The plan period, such as 2027 to 2029 - The financing request in the subtitle - The date of this version ### 2. Summary: the request, the growth and the year of profit Many readers stop here, so it has to stand alone. State the amount, what it pays for and the year EBITDA turns positive, with the revenue of the first and the last year. Every number on this slide has to appear again later in the deck. - The amount requested - What it pays for, in one sentence - Revenue in the first and the last plan year - The year EBITDA turns positive ### 3. Problem and solution: three short blocks Say what is wrong today, what you offer and what a first user or pilot has shown. A result from a real pilot or a first customer says more than a claim about the market, and it shows the idea has worked once. - The problem in the customer's words - The offer in one or two sentences - One pilot or first-customer result with a number - Nothing about the market that you cannot source ### 4. Customers: named targets and the sales funnel A plan that says “one percent of a large market” does not say who will pay. A funnel from the customers you can reach to the customers you need, with the conversion of each step, shows that the revenue plan rests on a sales plan. - How many customers are in your reach, and how you defined that - Contacted, offers and signed customers as steps - The conversion rate you assume, and what a pilot showed - The year in which you reach the number of customers in the revenue plan ### 5. Business model: price, volume and term Explain in three numbers how a euro of revenue arises: the price of a unit, how many units a customer buys and how long the contract runs. The revenue slide is then this slide multiplied by the number of customers, and a reader can follow it. - The price of one unit, and what it includes - The average yearly revenue per customer - The contract term and the billing rhythm - The capacity of one unit of your operation, such as a van, a seat or a machine ### 6. Revenue: the plan with its driver Build revenue from a driver, such as customers times yearly revenue, and not from a growth rate. A column chart with the driver in a note lets the reader change one assumption and see the result, which is what a bank analyst does anyway. - A column chart with three years - The number of customers behind each year, and whether it is average or year-end - The revenue per customer - The source, such as the financial model ### 7. Profit and loss: three years in one table Show revenue, a few cost groups and EBITDA for each year, with the loss in year one visible. Grouping costs into two or three lines shows the structure, and a reader who finds the loss here and the funding for it two slides later trusts the plan more. - Revenue, two or three cost lines and EBITDA - The loss in the first year, not hidden - The number of customers, so the table ties to the model - A source line and the unit, such as thousands of euros ### 8. Use of funds: four items that add up to the request A total without a split raises questions. Four items that add up to the amount, with the largest tied to the loss in the profit and loss table, show that you know what the money is for and that the numbers belong together. - Three to five uses, not twenty - Amounts that add up to the requested sum - The link between the loss and the largest item - A reserve, labeled as such ### 9. Milestones: five dated checkpoints Lenders and investors want to see when they can check progress. Five milestones with a quarter or a year, each repeating a number from the plan, give them something to hold you to and show that the plan is a schedule, not a wish. - Five milestones, each with a quarter or a year - A number from the plan in each one - Hires, purchases or launches that matter to the figures - The year profit is expected ### 10. Next step: the decision you ask for End on the decision, not on “Thank you”. State the amount and the date by which you need an answer, and offer two ways to check your claims, such as the financial model and a call with a pilot customer. - The amount and the date of the decision - Two ways for the reader to check your claims - Your name and email address ## Example deck The example is about Velnor, an invented company. Every figure in it is invented too. 1. Velnor: the bike service that comes to the car park. Business plan 2027 to 2029 and a financing request of €360k. Velnor · Mobile bike service for employers · As of 21 October 2026 2. Velnor asks for €360k to cover the 2027 loss and reach €203k EBITDA in 2029. €360k financing request. Revenue grows from €280k in 2027 to €1,680k in 2029. EBITDA turns positive in 2028 and reaches €203k in 2029. 3. Employers get bike repairs on site in one day instead of nine days at a shop: The problem: Employees with a company bike wait days for a repair at a shop, and employers have no service to offer on site.; Our service: A van with technicians comes to the employer's car park on fixed days. Most repairs are done while the employee works.; Pilot result: In the 2026 pilot with three employers, a repair took 1 day instead of 9, and 285 of 310 visits (92%) needed no second appointment. 4. 42 paying employers in 2029 need 60 offers among the 180 employers in range: Employers in range 180; Contacted 90; Pilot or offer 60; Paying in 2029 42 5. An employer pays about €40k a year for fixed service days. €40k revenue per employer a year. Price: €1,000 per service day, parts included; Average contract: 40 service days a year; Term: three years, invoiced monthly; One van works about 210 service days a year, so 1,680 days need eight vans 6. Revenue grows from €280k to €1,680k because 42 employers pay instead of 7. Paying employers, average over the year: 7 in 2027, 23 in 2028 and 42 in 2029, each at €40k (40 service days at €1,000). 7. EBITDA turns positive in 2028 at €54k and reaches €203k in 2029: In € thousand, 2027, 2028, 2029 8. The €360k covers the 2027 loss, four vans, booking software and a reserve. €143k covers the 2027 EBITDA loss, €120k pays the first four vans at €30k each, €40k the booking software and €57k is a reserve. 9. Five milestones from the financing in 2027 to €203k EBITDA in 2029: Q1 2027 Financing signed, two vans ordered; Q4 2027 Seven paying employers, four vans; Q2 2028 Van five in service; Q4 2028 EBITDA positive for the year; 2029 42 employers, eight vans 10. We ask for €360k and a decision by 30 November. Service starts in March 2027, and EBITDA turns positive in 2028. Review the financial model and the pilot data with us. Speak to two of the three pilot employers. Decide on the €360k financing by 30 November 2026 ## Tips - **Build revenue from a driver and write the driver on the slide.** “Revenue grows 100% a year” is a guess. “42 paying employers at €40k a year” is a plan. Pick the driver of your business, such as customers, units or seats, multiply it by the price and show both. A reader can then challenge one assumption instead of the whole forecast. - **Show the first-year loss and the money that covers it.** A plan that is profitable from month one is not believed. Show the loss in the profit and loss table and make it the largest item in the use of funds, so the reader sees that you know how much cash you need. The numbers on the three slides must tie exactly. - **Say what is data and what is an assumption.** A pilot result, a signed contract and a price list are data; the conversion rate and the growth of the customer base are assumptions. Mark the second kind in a note or a takeaway, and say what the pilot showed. Readers forgive an assumption that is labeled and cautious more readily than one they discover. - **Keep the model in Excel and the slides as a view of it.** Put the numbers in a spreadsheet with formulas, so a changed assumption recalculates the sheet, and copy the results to the slides. Upload the Excel file and ask the AI to build the slides from it; it reads the values of all sheets. The AI is instructed to label assumptions, and you stay in charge of every figure, so check the numbers against the model before the deck goes out. - **Add a team slide and a risk slide when the reader will ask for them.** Ten slides leave no room for everything. For a bank, add a slide on the team and one on the three biggest risks, each with a measure, and drop the milestones to the appendix if you must. For a sector with licenses or regulation, add a slide on that first. ## Common mistakes - A hockey-stick revenue curve with no customers, price or capacity behind it - A use of funds that is one total, or items that do not add up to the request - A profit and loss table that starts in the black, with no first-year loss - A market size as the only customer information, with no named targets - No amount and no date for the decision on the last slide ## Brief for the AI A complete brief for the AI. Replace the [placeholders] with your facts. ```text Create a 10-slide business plan presentation for [company], which [what the business does], covering [years]. Slide 1: cover with the company, the plan period and the financing request in the subtitle. Slide 2: summary with the amount requested, what it pays for and the year EBITDA turns positive. Slide 3: three columns: the problem, our offer and the result of [pilot or first customers] with a number. Slide 4: a funnel from [customers in reach] to [customers needed], with the conversion assumption. Slide 5: the business model with the price per [unit], the average contract and what it includes. Slide 6: a column chart of revenue for [years], with the number of customers and the revenue per customer in the takeaway. Slide 7: a table with the number of customers, revenue, [cost groups] and EBITDA for each year. Slide 8: a donut chart of the use of funds that adds up to [amount]. Slide 9: a timeline with five dated milestones. Slide 10: the next steps with a decision date and a contact. Write every title as a full sentence that states the point. Use my real figures; where one is missing, mark it as an assumption instead of inventing it. ``` [Open this brief in the editor](https://app.slaide.de/registrieren?prompt=Create+a+10-slide+business+plan+presentation+for+%5Bcompany%5D%2C+which+%5Bwhat+the+business+does%5D%2C+covering+%5Byears%5D.+Slide+1%3A+cover+with+the+company%2C+the+plan+period+and+the+financing+request+in+the+subtitle.+Slide+2%3A+summary+with+the+amount+requested%2C+what+it+pays+for+and+the+year+EBITDA+turns+positive.+Slide+3%3A+three+columns%3A+the+problem%2C+our+offer+and+the+result+of+%5Bpilot+or+first+customers%5D+with+a+number.+Slide+4%3A+a+funnel+from+%5Bcustomers+in+reach%5D+to+%5Bcustomers+needed%5D%2C+with+the+conversion+assumption.+Slide+5%3A+the+business+model+with+the+price+per+%5Bunit%5D%2C+the+average+contract+and+what+it+includes.+Slide+6%3A+a+column+chart+of+revenue+for+%5Byears%5D%2C+with+the+number+of+customers+and+the+revenue+per+customer+in+the+takeaway.+Slide+7%3A+a+table+with+the+number+of+customers%2C+revenue%2C+%5Bcost+groups%5D+and+EBITDA+for+each+year.+Slide+8%3A+a+donut+chart+of+the+use+of+funds+that+adds+up+to+%5Bamount%5D.+Slide+9%3A+a+timeline+with+five+dated+milestones.+Slide+10%3A+the+next+steps+with+a+decision+date+and+a+contact.+Write+every+title+as+a+full+sentence+that+states+the+point.+Use+my+real+figures%3B+where+one+is+missing%2C+mark+it+as+an+assumption+instead+of+inventing+it.&utm_source=ai-presentations.com&utm_medium=referral&utm_campaign=template%3Abusiness-plan&utm_content=markdown) ## Frequently asked questions ### What should a business plan presentation include? It should answer the questions of someone who is asked for money: what is the business, who pays for it, how does it earn money, how much does it need and when does it turn profitable. That is the order of the ten slides in this template. Put the request on the first two slides, keep every number consistent from the summary to the profit and loss table, and end on the decision you ask for. ### What is the difference between a business plan and a business plan presentation? A written business plan is a long document that someone reads alone, with the full market analysis, organization and financial detail. A presentation is the short version that you talk through in a meeting and that a reader can scan in ten minutes. The two should agree on every number, and many founders keep the written plan as an appendix or send it afterwards. ### How many years should a business plan cover? Three years is a common horizon for a loan or an early investor, with the first year in more detail than the others. A longer forecast adds little, because nobody believes year seven. Whatever period you choose, show it on the cover and use it on every slide. ### Does a business plan need a financial model in Excel? Yes, in practice. The slides show results, but a lender or investor will ask for the model behind them, so keep revenue, costs, EBITDA and cash in one workbook. The AI builds Excel models with formulas, and only the inputs are typed numbers. The slides then show a view of the sheet, and every figure on a slide should be found in it. ### Can ChatGPT or another AI create a business plan? A chat assistant can draft text and a structure, but the figures have to come from you. The AI builds the slides from a brief like the one above as an editable PowerPoint file, and you can attach your Excel model as source material. A business plan is often confidential: Slaide sends your request and the content it needs through OpenRouter to language-model providers in the USA, with use for model training excluded by contract. With sensitive material, first check whether processing in the USA is permitted for you. AI makes mistakes, so check every figure and assumption before the plan goes to a bank or an investor. ### Are the numbers in this template real? No. Velnor and all figures are fictional. The arithmetic is consistent: 7, 23 and 42 paying employers at €40k give revenue of €280k, €920k and €1,680k, EBITDA of −€143k, €54k and €203k follows from the cost lines, and the use of funds of €143k, €120k, €40k and €57k adds up to the €360k requested. ## Related pages - [Pitch deck](https://ai-presentations.com/templates/pitch-deck/): Ten slides for a seed round: problem, solution, market, traction, unit economics, competition, team and the ask. A pitch deck template with a worked example. - [Executive summary](https://ai-presentations.com/templates/executive-summary/): Lead with the recommendation, the one number that matters, the options compared and the decision you need. Template with an 8-slide example. - [Budget presentation](https://ai-presentations.com/templates/budget-presentation/): A budget presentation template with 8 slides: summary, assumptions, income statement, EBITDA bridge, capex, sensitivity and the decisions you need. - [Roadmap](https://ai-presentations.com/templates/roadmap/): A roadmap presentation template with 8 slides: outcomes, now-next-later, release timeline, Gantt chart, capacity, dependencies and the decisions you need. - [Investor update](https://ai-presentations.com/templates/investor-update/): An investor update template with 9 slides: summary, metrics, ARR bridge, plan against actual, lessons, cash and runway, next-quarter plan and asks. --- ai-presentations.com is published by Slaide (https://www.slaide.de), a sole proprietorship run by Nathalie Scholl in Heilbronn, Germany. [How this site is written, checked and corrected](https://ai-presentations.com/editorial-policy/).