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Finance, investment, and transactions business plans

Free business plan templates, including a one-pager, financial model, and lifetime updates.

40 templates

Leveraged Buyout Business Plan

FREE • Updated Sept 2026

M&A Business Plan

FREE • Updated Sept 2026

Corporate Spin-Off Business Plan

FREE • Updated Sept 2026

Venture Capital Fund Business Plan

FREE • Updated Sept 2026

Venture Studio Business Plan

FREE • Updated Sept 2026

Private Equity Fund Business Plan

FREE • Updated Sept 2026

Hedge Fund Business Plan

FREE • Updated Sept 2026

Fund of Funds Business Plan

FREE • Updated Sept 2026

Secondary Fund Business Plan

FREE • Updated Sept 2026

Continuation Fund Business Plan

FREE • Updated Sept 2026

Co-Investment Fund Business Plan

FREE • Updated Sept 2026

Search Fund Business Plan

FREE • Updated Sept 2026

Family Office Business Plan

FREE • Updated Sept 2026

Wealth Management Business Plan

FREE • Updated Sept 2026

Bank Loan Business Plan

FREE • Updated Sept 2026

Mortgage Portfolio Business Plan

FREE • Updated Sept 2026

Auto Loan Business Plan

FREE • Updated Sept 2026

Credit Card Business Plan

FREE • Updated Sept 2026

Student Loan Business Plan

FREE • Updated Sept 2026

Buy Now Pay Later Business Plan

FREE • Updated Sept 2026

Factoring Business Plan

FREE • Updated Sept 2026

Equipment Leasing Business Plan

FREE • Updated Sept 2026

Direct Lending Business Plan

FREE • Updated Sept 2026

Microfinance Business Plan

FREE • Updated Sept 2026