Adding an additional company, pitch, or plan

Each time you create a new business plan or Pitch in LivePlan, you are creating a new company. A Company is a container that holds all of these documents and tools:

  • Guide
  • Plan
  • Forecast
  • Pitch
  • Benchmarks*
  • Schedule*
  • Dashboard*

* - This feature is available in LivePlan Premium

You can create as many companies in your LivePlan as you like, but only one of them can be active at a time, which means it can be edited and shared with others. All non-active companies are stored in your archive. It's easy to restore any of your archived companies to active status at any time.

If you need more than one active company in your account, you can purchase an upgrade to include more, but this isn't a requirement.

Adding another company

  1. Click the company name, located near the top-left of your LivePlan window:
    company name highlighted.png

  2. Click "Ok, Got It" to archive your current company and create a new one.
    company limit reached notification.png

  3. Provide a name and brief description for your business and select the options for your new company. For more details, read Setting up a new company:
    Company setup.png

    Note: These options can be adjusted later in the Options menu.

More on managing your companies:

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