Dream it. Build it. Launch it.
A small-business operating system that takes you from rough idea to investor-grade plan, week-one budget, compliance tracker, and a living roadmap — without the spreadsheet hell.
Three steps from your notes app to a real plan.
Five-step wizard
Name, offering, industry, target market, expected revenue. ~2 minutes.
AI drafts your plan
Pricing model, revenue projection, competitive grid, customer acquisition, infrastructure — all live in under 60s.
Iterate, execute, capitalize
Tighten sections, log actuals, generate the launch board, list to investors when your Health Score crosses 50.
From blank page to a live business plan in 60 seconds.
Sign up, answer six quick questions in the wizard, watch the AI draft your plan section by section, and land on a live Business Plan with KPIs, Market analysis, Competitors, and Customer acquisition — ready to edit or share.
- No credit card — free preview tier starts instantly
- 6-question wizard tailored to your industry and geography
- AI drafts 14 plan sections in parallel with a live progress bar
- First plan section renders before your coffee's cool
Whether you're starting up or scaling up.
Three Little Birds meets founders where they are — get a brand-new venture launch-ready, then keep operating it like a system that compounds.
Launch with a plan that holds up.
Turn a rough idea into an investor-grade business plan, a week-one budget, and a living launch roadmap — in an afternoon, not a quarter. The AI drafts every section; you refine, and a hybrid Health Score tells you exactly when you're ready to open the doors (or pitch).
- Guided 5-step wizard → 14-section plan
- Three-statement financials + revenue projections
- Launch board with dependencies
- Clone a curated Plan Template to skip the blank page
Operate sharper, every month.
Already trading? Launching isn't the finish line. Pressure-test new or existing products with real unit economics, get prioritized optimization moves grounded in your numbers, and run continuous improvement cycles — so the business compounds instead of drifting.
- Feasibility analyzer with go / caution / no-go verdicts
- Business optimization moves, highest-impact first
- Continuous process improvement with measured baselines
- Plan-vs-actual performance dashboard + AI monthly review
See it in motion.
A one-minute walk-through of the wizard, the AI-drafted plan, the live roadmap, and the launch-readiness score — exactly what your first ten minutes inside Three Little Birds feel like.
Everything you need before you spend a dollar.
One tool that walks with you from "I have an idea" to "we're hiring our second engineer." No more cobbling together docs, sheets, checklists, and pitch decks.
AI-drafted business plan
Refined description, market analysis with live-cited research, competitive landscape, pricing model with rationale, 3-year revenue projection, customer acquisition tactics, and infrastructure — drafted in under a minute from a five-step wizard.
Hybrid Plan Health score
50% deterministic (runway, budget completeness, revenue realism, roadmap balance — 25 pts each) + 50% qualitative LLM. Industry benchmarks show how you stack up, and every leg links back to the exact section that moves it.
Six Health scores, one glance
Every founder sees the same 0–100 stack — Plan Health (hybrid AI+data), Launch Health (Plan · Roadmap · Compliance), Business Health (Launch · Funding · Marketing), Operating Health (Revenue · Funding · Marketing · Launch, ongoing plans only), Financial Health (Runway · Capital · Net vs plan · Marketing) and Growth Health (Audience · Reach · Conversion · Pipeline). Each leg is a click-through pill wired to the feature that moves the number — the score is never a dead-end.
Business Hub — one screen you actually live in
The daily home base. A phase ribbon that walks Idea → Plan → Roadmap → Launch → Operate. A composite Business Health score that goes red the moment your live plan slips below 65%. And one deep-linked Move of the Week — the single act-on-this-next lever, chosen automatically from the weakest leg — so you never open the app wondering what to do first.
Products & Services catalog
The living catalog of what your business sells — product / service, name, description, price, cost, launch status (Draft / Active) and hero image. Click a card to edit inline; toggle Draft to Active with one click and Standard+ automatically flows the revenue into your Goals and forecast. Each item ties back to a customer segment and a pricing scenario so your P&L is never disconnected from the offer.
Launch board with critical path
Drag-and-drop execution timeline that respects dependencies. Stale-section detection nudges you when a wizard input changes downstream sections. Toggle to the Gantt view to see the critical path and slip risk against your launch date.
Service Agents — in-app vendor assistants for every task
Standard+ pins a task-scoped AI agent to every roadmap card, wired into a hand-vetted catalog of 23+ real providers — Stripe Atlas & ZenBusiness for incorporation, Mercury for banking, Gusto & Rippling for payroll, Shopify for storefronts, Canva & Looka for branding, Mailchimp & HubSpot for outreach, Calendly & Notion for ops. Two modes: Chat for grounded step-by-step guidance on that exact filing, and Quick which turns 3–5 answers into a ready-to-paste draft (EIN application, business-account checklist, payroll onboarding brief). Every thread persists per task so you can pick up tomorrow exactly where you left off.
Try a live demoBudget, burn-rate, runway
Inline planned-vs-actual on every line. Receipt scanning. Per-month check-ins, blended runway, and a Pricing Scenario Bar to compare tactical price moves side-by-side.
Jurisdiction-aware compliance tracker
Every plan comes with a live compliance checklist scoped to your city, county, state and industry — permits, licenses, tax registrations, zoning, health-department items and renewal deadlines. Group by status (not-started / in-progress / done / N-A), export the whole list to CSV or bring due-dates into your calendar via .ics.
Grants finder — federal, state, local & private
One click matches your industry, location and stage against four live sources: Grants.gov (federal, open opportunities), SAM.gov Assistance Listings (federal authoritative catalog), Perplexity web citations (state, local, city, county and private/foundation/corporate programs) and an AI matcher that scores every hit against your business. Save the ones you like and generate a per-grant application draft in minutes.
Market research with live citations
One click pulls a web-sourced market report into your plan — TAM/SAM/SOM sizing, growth trends, competitor landscape and demand signals — with every figure backed by a real, clickable source. It rides along into your pitch deck (PDF + PowerPoint). Standard+.
Investor marketplace + per-section engagement
Founders flip a switch when they're ready. Investors browse a curated read-only directory. Founders see exactly which sections each investor is reading.
Native CRM + deal pipeline
Standard+ drops a full sales OS into your plan: contacts, companies, deals and a drag-and-drop deal pipeline (Lead → Qualified → Proposal → Negotiation → Won / Lost). Closed-won deals feed straight into your Goals and Runway, so your projection stays honest as the pipeline moves. Segment views break the pipeline down by customer type so you see exactly where your revenue is really coming from.
Document Library with AI analysis
A tag-and-folder document vault for contracts, invoices, licenses and receipts. Drop in a PDF or image and the AI extracts key terms, dates and amounts so you can search across every file — no more digging through email attachments when the accountant asks.
Loan modeler + bank-ready package
Model any loan side-by-side against your budget: enter amount, term, APR and equity injection and we compute the monthly payment, DSCR, break-even and the runway impact — instantly. When you're ready, one click builds a lender package (3-statement financials, Sources & Uses, borrower forms, cover letter and industry benchmark page) as a single bank-formatted PDF, plus a full .docx of your plan, all e-mailable straight to the banker with a delivery history log.
QuickBooks & Xero sync
Standard+ connects QuickBooks Online or Xero in one click. We pull your last 30 days of transactions — read-only, never writing back — and merge them into your Budget Actuals per month. No accounting tool? A guided CSV import gets you the same result.
Lender-ready financial package
Standard+ turns your plan and budget into the documents a bank needs: a 3-statement model (P&L, cash flow, a balance sheet that balances), Sources & Uses, break-even and DSCR — plus blank borrower forms — exported as one bank-formatted PDF.
Marketing Journeys — email + SMS on autopilot
Advanced turns your contacts into orchestrated outreach. Build reusable Email & SMS templates with click-to-insert placeholders ({{first_name}}, {{business_name}} and four more), then chain them into multi-step Marketing Journeys — 5 node types (Email · SMS · Wait · Split · End) on a drag-and-drop canvas, triggered by manual enrolment, new-contact creation, entry into any of 8 built-in smart segments, or entry into a saved Contact Group. A live Cost Guard forecasts every send against your global monthly Send Budget AND your per-segment sub-caps — anything that would exceed either cap is blocked before it drains your quota. Each campaign tracks Delivered / Opened / Clicked with pixel-based open tracking and redirect-based click tracking. Real SMS + provider-delivered email out of the box, workspace-wide dashboard rolls up every plan.
Social Media Ad Copy — AI drafts for Meta, Google, TikTok & LinkedIn
Generate platform-native social ad copy in seconds. Pick a product/service, tone and audience — Ad Copy Studio drafts 3 variants per platform (Meta, Google, TikTok, LinkedIn) with headlines, primary text, CTAs, hashtags and character-limit guards baked in so nothing overflows. Export as CSV with UTM tags auto-appended (utm_campaign=draft id, utm_content=variant idx) so every paid click routes straight into the CRM's attribution loop — no manual tagging, no spreadsheet stitching.
Ads Tracking + CRM Attribution — close the loop from ad → deal → revenue
Paste your Meta Pixel and Google Ads conversion IDs once and Three Little Birds emits a copy-paste tracking snippet. Every closed-won deal can be attributed back to a specific Ad Copy Studio draft × variant — automatically via UTM parsing, manually via a draft picker, or in bulk via multi-select on the pipeline. See a Top-5 leaderboard, a 0–100 Attribution Health Score with a 12-week sparkline, and one-tap filter pills on the plan dashboard that drill straight into the deals a given ad produced. Meta Conversions API (server-side Purchase events) fires automatically when a deal flips to Won so your bidding optimises for real revenue, not just form fills — SHA-256-hashed PII, dedup via event_id, and a Replay button on the Attribution page to backfill historical wins. Every bulk action has a 24-hour Undo (72h on Advanced+) so a fat-finger is a one-click recovery.
Driver forecasting + industry benchmarks
Advanced builds a bottom-up 3-year monthly P&L from real drivers — revenue streams, hires, operating expenses synced one-click from your Budget — exportable as a 36-month CSV, with layered what-if scenarios on top. Standard+ also compares your margins, labor, rent and growth against vetted industry ranges, flags assumptions that look off, and deep-links you straight to the line that needs fixing.
Business Plan Examples library
Don't start from a blank page. Browse 50 complete, polished example plans across industries — cafe, retail, SaaS, services, trades, manufacturing and more — preview the full strategy, financials and roadmap, then clone one into your workspace and make it yours in a single click.
See real example plansProduct & service feasibility
Launching isn't the finish line. Standard+ lets you pressure-test any new or existing product or service — we compute the unit economics (contribution margin, monthly contribution, break-even) and hand you a grounded go / caution / no-go verdict with the highest-leverage moves to make next. Validate before you build, and optimize what you already run.
Business optimization
Stop guessing where the leverage is. We read your plan, your actuals and your industry benchmarks and hand back a prioritized list of the highest-impact cost, pricing and margin moves — each with the expected effect, so you act on the few things that matter most.
Continuous process improvement
Run your business like a system that compounds. Log the processes that matter, run improvement cycles (plan → change → measure) and track the real impact against a baseline over time — so every month you operate a little sharper than the last.
One canvas. Every touchpoint. Zero spreadsheets.
Chain email, SMS and wait steps into a live Marketing Journey that fires when a new contact lands in a smart segment — then let a real-time Cost Guard forecast every send against your monthly budget and per-segment sub-caps before a single message goes out.
- 5 node types (Email · SMS · Wait · Split · End) on a drag-and-drop canvas
- Triggered by manual enrolment, new-contact creation, smart segments, or Contact Groups
- Placeholders like {{first_name}} + {{business_name}} — click-to-insert, no memorising
- Real SMS + provider-delivered email · pixel opens · redirect click tracking
- Cost Guard blocks any send that would blow your monthly Send Budget
From ad draft to won revenue — in one product.
Draft platform-native ads in seconds, ship them with UTMs baked in, and watch every closed-won deal trace itself back to the exact creative that produced it. Founders on Advanced get a live Top-5 leaderboard, a 0–100 Attribution Health Score, filter pills for one-tap drill-through, and a 24–72 hour Undo on every bulk action.
- 3 platform-native variants per platform (Meta, Google, TikTok, LinkedIn)
- UTM auto-appending + CRM deal attribution (auto · manual · bulk)
- Meta Conversions API server-side Purchase events
- Attribution Health Score + 12-week sparkline trend
- 24h Undo (72h on Advanced) — admin-tunable per tier
Built with founders. Used by founders.
“I went from scribbled notes in Notion to a 14-section plan and a real budget in an afternoon. The hybrid health score finally told me what was actually weak.”
“The compliance tracker alone saved me a $400 lawyer call. Add the grants finder and the budget burn-rate panel and it's already paid for itself ten times over.”
“Listing on the investor marketplace and seeing per-section engagement counts is genuinely a new experience for me as a founder. I know what they care about.”
The only plan tool that closes the loop with your investors.
Standard+ founders flip a switch and their plan goes live for investors who match their industry. Per-section view counters tell you exactly which parts of the plan are pulling investor attention this week.
Three tiers. Try the full experience free for seven days first.
Every new account starts on a 7-day preview tier — no card required. Generate a plan, explore every section, then choose the tier that fits when the preview ends.
Plan + roadmap + watermarked PDF. Solo founders piloting an idea.
- AI plan draft
- Launch board
- Watermarked PDF export
Everything in Basic plus budget tracking, compliance, CRM, documents, lender package, benchmarks, and the investor marketplace.
- Budget & burn-rate
- QuickBooks & Xero sync
- Compliance tracker
- Native CRM & pipeline
- Document Library
- Lender-ready financial package
- Industry benchmarks + snapshot PDF
- Investor marketplace listing
- Clean PDF + customizable Pitch Deck
Everything in Standard plus driver-based forecasting, what-if scenarios, investor scenarios, and Email & SMS campaigns.
- Driver-based forecasting (36-mo CSV)
- What-if scenario planner
- Investor scenarios (equity / income / hybrid)
- Email & SMS campaigns
- Unlimited business plans
- Priority support
White-label the platform for your clients.
Pay one seat fee, invite your founders, and they get the platform branded with your logo + colors — at no extra cost to them. Their PDFs, share cards and invite landing pages all carry your brand.
White-label the whole platform for up to 10 client founders.
- Your logo + colors on client PDFs, decks & share cards
- Co-branded client login & invite landing pages
- Cohort dashboard with per-client health scores
- Email-invite onboarding (auto-copy link, 14-day expiry)
- Full Standard features on every client seat
- 10 AI logo generations across client brands
Up to 25 clients — plus investor scenarios, what-if & campaigns.
- Everything in Advisor Starter, for 25 client seats
- Investor scenarios, what-if planner & Email/SMS campaigns
- Driver-based forecasting on every client plan
- 25 AI logo generations across client brands
| Feature | Basic $15/mo | Standard $25/mo | Advanced $35/mo | Advisor Advisor Starter $149/mo | Advisor Advisor Pro $299/mo |
|---|---|---|---|---|---|
| Core — every tier | |||||
| Business plans | 5 | 20 | Unlimited | 5 | 5 |
| AI-generated plan + launch board | |||||
| Business Plan Examples — browse & clone 50 plans | |||||
| SMART goals & weekly focus | |||||
| Founder profile + AI voice | |||||
| Plan PDF export | Watermarked | Clean | Clean + Brand Kit | Clean + Brand Kit | Clean + Brand Kit |
| Launch OS — Standard & up | |||||
| Budget, burn-rate & runway (+ receipt OCR) | |||||
| Compliance & regulation tracker | |||||
| Grants finder & application wizard | |||||
| Plan Health Check | |||||
| AI Founder Mentor | |||||
| In-app Service Agents | |||||
| Roadmap templates marketplace | Browse-only | Apply | Apply | Apply | Apply |
| Team collaborators (editor / viewer) | |||||
| Industry benchmarks + snapshot PDF | |||||
| Lender-ready financial package | |||||
| Product & service feasibility analyzer (unit economics + AI go/no-go) | |||||
| Business optimization recommendations (cost / price / margin) | |||||
| Continuous process improvement tracker | |||||
| Native CRM + Document Library | |||||
| QuickBooks & Xero sync | |||||
| Customizable Pitch Deck (Investor/Banker presets) | |||||
| Funding Strategy module | |||||
| Scale — Advanced & Advisor Pro | |||||
| Driver-based forecasting (3-yr monthly P&L, 36-mo CSV) | |||||
| What-if scenario planner (layered, side-by-side) | |||||
| Investor scenarios (equity / income / hybrid) | |||||
| Email & SMS campaigns | |||||
| Advisor & white-label — for agencies | |||||
| Client seats included | 10 | 25 | |||
| White-label branding (your logo + colors) | |||||
| Co-branded client login & invite pages | |||||
| Cohort dashboard with per-client health scores | |||||
| Email-invite onboarding (auto-copy link, 14-day expiry) | |||||
| Full Standard features on every client seat | |||||
| AI logo generations (lifetime pool) | 2 | 2 | 10 | 25 | |
Everything LivePlan does — plus an execution OS, for less.
We match the planning and forecasting tools founders switch for — then add the roadmap, CRM, campaigns, grants and AI mentor that take you all the way to launch.
| Feature | Three Little Birds You are here | LivePlan |
|---|---|---|
| Plan & financials — we match LivePlan | ||
| AI business-plan writing | ||
| Example-plan library to clone & customize | 50 plans | |
| Lender-ready 3-statement financials | ||
| Driver-based forecasting (3-yr monthly P&L, CSV) | Premium only | |
| What-if scenario planner | Premium only | |
| Industry benchmarks with assumption flags | Premium only | |
| Investor pitch deck builder | ||
| Plan-vs-actual + AI Monthly Review | Premium only | |
| Editable .docx + email-to-banker export | ||
| An execution OS LivePlan doesn't have | ||
| Launch board + Gantt roadmap with critical path | ||
| Built-in CRM + deal pipeline → goals & runway | ||
| Loan modeler + bank-ready PDF package | ||
| Email & SMS campaigns | ||
| Grants finder + application wizard | ||
| Investor marketplace listing | ||
| AI Founder Mentor + real-time collaboration | ||
| Compliance tracker + launch-readiness score | ||
| Document vault + receipt OCR | ||
| Product & service feasibility analyzer (go / no-go) | ||
| Business optimization recommendations | ||
| Continuous process improvement tracker | ||
| Brand Kit — fully branded PDF & deck exports | ||
| White-label + advisor / referral tools | ||
| Pricing & access | ||
| Starting price | $15/mo | $20/mo |
| Full suite (top tier) | $35/mo | $40/mo |
| Free preview — no card required | Trial only | |
| One tool from idea to launch to growth | ||
The straight answers, in plain English.
- What is Three Little Birds?
- Three Little Birds is an all-in-one “business launch and operate OS” for first-time founders and small businesses. It pairs AI business-plan writing and lender-grade financial modeling with a full execution layer — roadmap, CRM, campaigns, grants, compliance, and an AI mentor — so you go from idea to launch to growth in one tool.
- Who is it for?
- First-time founders, small-business owners, and the advisors and accelerators who serve them — anyone who wants a guided, structured path instead of a blank document.
- How much does it cost?
- Every new account gets a free 7-day full preview (no credit card). Paid plans are Basic $15/mo, Standard $25/mo, and Advanced $35/mo, with Advisor / white-label tiers for firms serving multiple clients.
- What can I create with it?
- A complete AI-drafted business plan, lender-ready 3-statement financials with a driver-based 3-year monthly forecast and what-if scenarios, a drag-and-drop launch board (with a Gantt view for the critical path), a built-in CRM and deal pipeline, AI-drafted ad copy for Meta / Google / TikTok / LinkedIn with server-side conversion tracking + CRM attribution, an investor pitch deck (PDF & PowerPoint), SBA-compliant lending documents, live-cited market research, and reporting dashboards.
- How is it different from a template or plan-only tools like LivePlan?
- Three Little Birds matches the plan-writing and forecasting of plan-only tools, then adds an execution OS they don’t have — roadmap, CRM, campaigns, grants, compliance, an investor marketplace, and an AI founder mentor — usually at a lower starting price.
- Is Three Little Birds good for first-time founders?
- Yes — it’s built for them. Instead of a blank document, you get a guided, step-by-step path: the AI drafts your plan, builds the financials, and lays out a launch roadmap, while a built-in AI mentor explains every step in plain English so non-financial founders can move with confidence.
- Can I create an investor pitch deck and SBA loan documents?
- Yes. You can generate an investor-ready pitch deck as both PDF and PowerPoint, plus SBA-compliant lending documents and a lender-ready 3-statement financial model — so you can approach investors and banks with a complete, professional package.
- Is my plan private?
- Yes. Your plan is private to your account, and you choose exactly what to share — for example, a read-only investor link or a lender document bundle.
More questions? Visit the Help & FAQ or start your free preview.
Stop noodling. Start shipping.
Seven-day preview tier on every new account, no card required. Generate your plan, see every section, decide later.