Modeliks provides AI-powered business planning software that enables startups and SMEs to create dynamic financial forecasts and professional business plans in minutes. By automating reporting and performance tracking, it eliminates manual processes, allowing users to make data-driven decisions and efficiently manage their business growth.
Funding
$1.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Startups and small to medium-sized enterprises (SMEs) often struggle to create accurate financial forecasts and professional business plans due to the complexity and time-consuming nature of manual processes. Traditional methods involving spreadsheets are prone to errors and require significant financial expertise, hindering data-driven decision-making.
Solution
Modeliks offers an AI-powered business planning software solution that simplifies the creation of dynamic financial forecasts, investor-ready pitch decks, and Small Business Administration (SBA)-compliant business plans. The platform automates reporting and performance tracking, enabling users to quickly generate accurate, driver-based financial models and professional-grade documents. By integrating AI, Modeliks streamlines the planning process, reduces the risk of errors, and provides accessible tools for businesses to manage their growth effectively. The software allows users to build financial plans, create pitch decks, automate reports and dashboards, and write professional business plans with AI assistance.
Target Audience
Modeliks primarily targets startups, entrepreneurs, and SMEs seeking to streamline their financial planning, fundraising, and business management processes.
Features
- AI-driven business plan generation based on user inputs
- Guided financial planning process with predefined industry models
- Advanced driver-based financial forecasting for revenue, costs, employees, assets, and financing
- Automated generation of financial statements, including income statements, balance sheets, and cash flow statements
- Advanced modeling for subscription revenue and tax planning (Income Tax, Sales Tax, VAT, GST)
- Automated dashboards for performance tracking against plans, previous years, and periods
- Over 100 financial charts and tables, including bridge and waterfall charts, with ratio analysis
- Step-by-step guidance for creating fundable pitch decks with professionally designed templates
- SBA-format business plan creation to meet bank requirements
- Collaboration features for team members, advisors, and investors
- Integration with actuals for real-time performance monitoring