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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

Distressed Debt Business Plan

FREE • Updated Sept 2026

Trade Finance Business Plan

FREE • Updated Sept 2026

ABS CLO Business Plan

FREE • Updated Sept 2026

Credit Portfolio Business Plan

FREE • Updated Sept 2026

Reinsurance Business Plan

FREE • Updated Sept 2026

Captive Insurance Business Plan

FREE • Updated Sept 2026

InsurTech Business Plan

FREE • Updated Sept 2026

Litigation Funding Business Plan

FREE • Updated Sept 2026

Revenue-Based Financing Business Plan

FREE • Updated Sept 2026

SPAC Business Plan

FREE • Updated Sept 2026

Film Production Business Plan

FREE • Updated Sept 2026

Music Royalties Business Plan

FREE • Updated Sept 2026

Biotech Licensing Business Plan

FREE • Updated Sept 2026

Pharmaceutical Company Business Plan

FREE • Updated Sept 2026

Medical Device Business Plan

FREE • Updated Sept 2026

Buy-and-Build Business Plan

FREE • Updated Sept 2026