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Palo Alto Software

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33 reviews
  • 3 profiles
  • 5 categories
Average star rating
4.1
Serving customers since
1988

Profile Name

Star Rating

23
6
2
2
1

Palo Alto Software Reviews

Review Filters
Profile Name
Star Rating
23
6
2
2
1
Keisha W.
KW
Keisha W.
Owner at The Well Fitness Studio
10/24/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Helped me start my business

I had no experience writing a business plan, and LivePlan helped me through it.
Daniel J. S.
DS
Daniel J. S.
Incoming Management Consultant for E-com Ventures International
09/26/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Live Plan -- Business Plan Writing Guide

it allows me to focus on the structure and all the important things that need to be included but also kept short and easy to read and understand. Having the prompts in each section helps me stay on task. I really like how the forecasting auto-populates based on data in the various sections. its easy to keep tabs on everything and see how your business looks on paper.
George K.
GK
George K.
04/15/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Saves startups a TON of time

The ease. I had to start creating projections for the funding process and was dreading it. I found this on a Saturday morning and by early afternoon I had yearly/monthly numbers for 5 years P&L, Balance Sheet, Income Statement and Cashflow. Keep in mind this included time getting used to the software and answering questions outside of the software itself (ie units sold per month). But these weren't just useless numbers, they were based on results of answering questions about the business. And they did a wonderful job making it simple. For example, you add a new product, the revenue type (one time, recurring, unit, etc), units sold by month, price and churn. And because you won't get it right the first time, it makes adjusting the estimated units by month easy. Similar entry for all your expenses such as employees (by department/position/start date/salary) and other expenses. So now that you've entered all this - it then automatically becomes available in your business plan. The business plan is easy too as they put all the typical sections (problem, market size, team, etc) in there but it's easily customizable as well. And finally, you can invite people to edit or just view it as I've done for investors. So investors groups would like you to put your info into their own "room", but I've just given them access here so that I don't have to keep multiple versions up to date. I tell every startup I meet and all the local startup agencies to have their startups use it too.

About

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HQ Location:
Eugene, OR

Social

@paloaltosoft

Details

Year Founded
1988