How to Edit the Summary Section on Bizplan?

Where do I go to edit the business summary in Bizplan? What steps do I follow to modify the summary section in Bizplan? How can I update the summary section of my business plan?

The Summary section of your Business Plan outlines your startup’s core pitch. This is often the first content investors will read, so it's a great place to capture their attention with a compelling overview of your business.


Steps to Edit the Summary Section

  1. Log in to your Bizplan account.

  2. From the left-hand menu, click on Business Plan.

  3. In the Setup sidebar, select Summary.

  4. In the main editor window, you’ll see a field titled The Pitch.

  5. Click into the text editor to begin writing or updating your pitch.

    • You can use formatting tools (bold, bullet points, links, etc.) to organize and style your content.

  6. Your changes will automatically save, as indicated by the "Saved" prompt in the top right corner.


Additional Options

  • Toggle the Help option to receive guidance on what makes a strong pitch.

  • You can also use the Comment feature to collaborate or leave notes for your team.