Adding an additional company, pitch, or plan Follow

In LivePlan, a Company is a container that holds all of these documents and tools:

  • Pitch
  • Plan
  • Benchmarks
  • Schedule*
  • Dashboard*

* - This feature is available in LivePlan Premium

Each time you create a new business plan or Pitch in LivePlan, you are creating a new company.

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 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 on the + symbol immediately to the right of your current company name:
    create new company forecast.png
  2. Click "Ok, Got It" to archive your current company and create a new one.
    company limit reached.png
  3. Follow the steps for setting up a new company. For more details, read Setting up a new company:
    Company setup.png

 

More on managing your companies:

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