Executive Summary

Many small and mid-market companies still rely on static annual business plans that quickly go stale, leaving finance, product, and marketing teams to reconcile spreadsheets and miss opportunities from slower, misaligned decision cycles. This pain is pervasive across an estimated 3 million businesses and directly causes wasted hours and poor experiment execution. You could build a living, integrated planning architecture: a SaaS platform that models plans as structured, linkable objects, syncs KPIs with accounting/analytics/product telemetry, and leverages LLMs to auto-summarize updates, recommend experiments, and flag inconsistencies. Sold with a recurring model and ~ $1.5K ACV, it would offer interactive workflows, approvals, and change history to replace document-based planning. The market looks attractive right now—estimated TAM of $4.5B (3M × $1.5K) with a market score of 84/100 and revenue potential 86/100—because companies are shifting to continuous planning and expect integration-first tools that reduce manual reconciliation. Early traction is most plausible in mid-market firms where per-customer ROI from saved time and faster experiments is highest. To stand out, focus on deep, reliable integrations and a transparent, conservative AI layer that reduces manual work while keeping auditability; the core defensibility is a machine-actionable plan data model rather than a prettier document editor. Expect meaningful engineering and go-to-market challenges—integration complexity and migration inertia—but the combination of real-time data sync and trustworthy AI creates a high-value niche worth pursuing.

Market Opportunity

Replace static business plans with a living, integrated planning architecture targets a $4.5B = 3M businesses × $1.5K ACV total addressable market with medium saturation and a year-over-year growth rate of 12% YoY (digital collaboration and planning market estimate, industry reports 2023–2024).

Key trends driving demand: Continuous planning — companies are adopting iterative, experiment-driven planning instead of annual static documents, which creates demand for living plan tools.; AI-assisted synthesis — LLMs can summarize plans, recommend experiments, and detect inconsistencies, reducing manual work and increasing value of structured plan data.; Integration-first workflows — teams expect tools to sync with accounting, analytics, and product telemetry so KPIs update automatically and reduce manual reconciliation.; Investor expectations shifting — VCs and accelerators increasingly prefer live dashboards and evidence-based traction instead of long PDFs, making a live planning product valuable.; Remote and distributed teams — distributed decision-making increases need for a single source of truth that ties strategy to measurable work and outcomes..

Key competitors include LivePlan, Notion, Coda, ProductPlan.

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Replace static business plans with a living, integrated planning architecture

Executive Summary

Market Validation

Market Opportunity

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