![Travis P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Travis P.")
TP

Travis P.

Officer

Small-Business (50 or fewer emp.)

7/6/2026

"Easy-to-Use Tool That Helped Turn My Idea Into an Investor-Ready Business Plan"

4.5/5

What do you like best about LivePlan?

I loved the ease of use of this product. It allowed me to truly put pen to paper and manifest my idea into a true business plan that I was able to present to an investor and get everything moving in the right direction. Review collected by and hosted on G2.com.

What do you dislike about LivePlan?

Truly, not a whole lot to "dislike" with this product, if you do your research and know your needs this product is designed to guide you through the process. One thing I can comment on is obviously you can't tailor a product like this to fit EVERY industry out there, I specialize in Medicare insurance and it is on a unique pay structure compared to other sales industries, so when calculating revenue, commissions and such I had to use a little intuition to make the product calculate those things the way I specifically needed. That was the ONLY hiccup I had using the product. Review collected by and hosted on G2.com.

What problems is LivePlan solving and how is that benefiting you?

It solved the problem of, "how do I conceputalize and capture my idea and finances of my business for 5+ years." It's benefiting me because without it I wouldn't have nearly as detailed a picture of what my 5 year plan looks like. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Seller invite

See what 42 reviewers think of LivePlan

4.3 out of 5 · Verified reviews from real users

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