Home/Business Plan Software/TheBizPlanner vs ShoobxUpdated on: March 29, 2024

Compare TheBizPlanner vs Shoobx

87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

TheBizPlanner is a business planning tool that allows users to streamline workflows throughout the office. It brings a range of handy features on a single platform. This includes a Business Profile in the form of a quick worksheet to jot down ideas which can then be brought to life via multiple business plan templates. Further startup templates help users to validate their ideas to realize the maximum possible ROI. Users can even set quantitative and qualitative goals and track the associated KPIs to understand whether their team is on the right path. This is complemented by collaborative and communication tools that include productive features like task assignment and in-app chat. What’s more? A dashboard that provides a bird’s eye view of every vertical and a selective share feature that restricts access to only the requisite team members. Such features, along with a state of the art infrastructure, place emphasis on data privacy and security. ..show more

Shoobx is a business plan software that automates workflows that parse and use company data for use in process management, document preparation, and reporting across all sectors of the business, removing costly operational inefficiencies. It also helps to facilitate collaboration with all key stakeholders and to be investor-ready on a daily basis. This straightforward, secure, expert-built proprietary platform lowers friction to help startups to maximize their most valuable resources: time and money. It has been used and tested by hundreds of organizations and is trusted by world-class law firms. With this application, you can effortlessly handle your company's legal activities. Lawyers excel in providing unique high-value advice, whereas computers excel at repetitive and monotonous chores. We provide you with the finest of both worlds. Our all-in-one platform includes all of the procedures you'll need to manage your business from incorporation to equity distribution and exit. To make the procedure as risk-free and seamless as possible, we use industry-standard documentation. You'll find it on Shoobx if you need it for a loan.Furthermore, all of your information is securely stored in the appropriate location for all of the appropriate persons. Our platform is entirely integrated, thus changing a date or value in one location will update the rest of the system as well. ..show more

Features

Business Plan Templates Helps providing the pattern for professional-looking business plan

Collaboration Helps you safely share data with only those who matter and enhances your teamwork

Dashboard A digital insight of reports and other workings on a single screen

Financial Projections Gives a forecasts of the cash inflows and outflows, income and balance sheet

Financial Templates Provides an automated pattern to create a financial plan quickly

Fundraising Management Provides step-by-step guidance on planning cost effective fundraising strategies and much more

Investor Management Tracks and manages detailed investor contact, subscription and allocation data

Pitch Presentation Helps in briefing the business plan to the investors and provides a well-planned sales presentation strategy

Social Sharing Offers excellent marketing opportunities and helps to promote the brand or digital content on social media sites

Step-by-Step Wizard Provides guidance in each step to input data in a prescribed and appropriate manner

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Menlo Park, CA

Cambridge, Massachusetts / +1 617-855-6711

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

TheBizPlanner
Free

Features

  • Company Profile
  • Dashboard
  • Share
  • Public Profile
TheBizPlanner Pro
Free

Free for Now

Features

  • Includes features of Free plan, plus
  • Business Plan
  • Communicate
  • Collaborate
TheBizPlanner Competition
Custom

Features

  • Includes features of Pro plan, plus
  • Event Creation
  • Manage Application
  • Add Evaluators
  • Manage Evaluation

Contact the vendor to get the latest pricing detail.

View Price Page
Formation
$15 /Month

$15 per month billed annually

Features

  • Up to 5 Workers
  • Up to 15 Securityholders

All Plan Features

  • Fundraising
  • Equity Management
  • Board & Stockholder Relations
  • Human Resources
  • Data Room
  • Legal Collaboration

Add-Ons

  • Incorporations: $400
  • Stock Incentive Plan Uploads: Starting at $199
  • 409A Valuations: Starting at $1,229
  • Shoobx Concierge: $150/hour
  • Delaware Annual Report Filings: $300
  • Equity Financings: $1,000
  • Paper Stock Certificates: $199 per certificate

Startup
$90 /Month

$90 per month billed annually

Features

  • Up to 10 Workers
  • Up to 30 Securityholders
  • Includes All Plan Features
Traction
$180 /Month

$180 per month billed annually

Features

  • Up to 20 Workers
  • Up to 60 Securityholders
  • Includes All Plan Features

One-time Onboarding Fee: $499

Acceleration
$360 /Month

$360 per month billed annually

Features

  • Up to 35 Workers
  • Up to 105 Securityholders
  • Includes All Plan Features

One-time Onboarding Fee: $999

Growth
$720 /Month

$720 per month billed annually

Features

  • Up to 50 Workers
  • Up to 150 Securityholders
  • Includes All Plan Features

One-time Onboarding Fee: $1,999

Custom
Custom

Features

  • Unlimited Workers
  • Unlimited Securityholders
  • Includes All Plan Features
Startup (409A Valuation)
$1229 Others

Features

  • Two classes of stock
Traction (409A Valuation)
$1899 Others

Features

  • Three classes of stock
Growth (409A Valuation)
$3199 Others

Features

  • Four or more stock classes

View Price Page

SCREENSHOTS

TheBizPlanner Screenshots
View 3 screenshot(s)
Shoobx Screenshots
View 5 screenshot(s)

ALTERNATIVES

Top alternatives to TheBizPlanner

LivePlan
LivePlan
Planium Pro
Planium Pro
IdeaBuddy
IdeaBuddy
ProjectionHub
ProjectionHub
Bizplan
Bizplan

Top alternatives to Shoobx

Carta
Carta
LivePlan
LivePlan
Planium Pro
Planium Pro
IdeaBuddy
IdeaBuddy
ProjectionHub
ProjectionHub