Skip to main content

One-Page Plan

Can the entire business fit on one page? If not, you don't understand it yet.

Business Alignment

QuestionAnswer
Venture name[name]
All upstream templates complete? (1-14)YES / NO -- which is missing?
What conviction level is this plan?HIGH / MEDIUM / LOW / NONE
Who is the audience?Self / Co-founder / Investor / Partner

Procedure

  1. Do not write this from scratch. Pull from completed templates.
  2. Each section is one sentence or one number. Resist the urge to explain.
  3. The plan must fit on a single printed A4 page. If it spills, cut.
  4. Test: hand it to someone with zero context. Can they explain your business back to you in 60 seconds?

The One Page

[Venture Name]

The Problem [One sentence: who has it, what it costs them, from ICP template 3]

The Solution [One sentence: what you do differently, from Idea Capture template 2]

The Customer [One sentence: ICP identity + top pain, from ICP template 3]

The Market [TAM / SAM / SOM in one line, from GTM template 11]

The Model [How money flows in one sentence, from Model Selection template 5]

The Numbers

MetricValueSource Template
Price per unit$Unit Economics (#6)
Cost per unit$Unit Economics (#6)
Margin%Unit Economics (#6)
CAC$Unit Economics (#6)
LTV:CAC:1Unit Economics (#6)
Break-evenmonth [X]Cash Flow (#7)
12-month revenue$Cash Flow (#7)
Total investment needed$ROI Analysis (#8)
3-year ROI%ROI Analysis (#8)

The Position [Positioning statement from template 9]

The Edge [One sentence: why you, why now, from Pitch Compression template 13]

The Ask [One sentence: what you need, what you'll do with it, what the investor gets]

The Kill Signal [One sentence: what would make you stop, from Scorecard template 17]

Country/Jurisdiction [Where you operate, link to country page for legal/compliance context]


Sentence Test

The entire plan in one sentence:

"[Venture] helps [ICP] solve [problem] using [solution] at [price], breaking even in [X] months with [X]:1 LTV:CAC. We need $[X] to reach [milestone]. Kill signal: [criteria]."

Gold Standard

TradeBooks

The Problem NZ trade business owners with 5-20 staff lose a full working day every month on bookkeeping because generic tools don't understand trade transactions.

The Solution AI bookkeeper trained on trade-specific bank patterns -- reads the feed, codes transactions, flags anomalies, exports to Xero.

The Customer Owner-operators of plumbing, electrical, and building firms in NZ who currently do their own books or pay $500+/month for a bookkeeper.

The Market 38,000 NZ trade businesses (TAM), 12,000 with 5-20 staff using Xero (SAM), 1,200 reachable via trade associations (SOM).

The Model SaaS subscription. $99/month per business. No setup fee. 14-day free trial.

The Numbers

MetricValue
Price per unit$99/mo
Cost per unit$12/mo
Margin88%
CAC$180
LTV:CAC8.2:1
Break-evenMonth 9
12-month revenue$142K
Total investment needed$85K
3-year ROI340%

The Position The only AI bookkeeper built exclusively for NZ trades -- knows the difference between Placemakers and Bunnings on day one.

The Edge Trade businesses are underserved because they're too small for enterprise and too specific for horizontal SaaS. We are trades people who code.

The Ask $85K for 9 months of runway. First 50 customers via trade association partnerships. Investor gets 15% equity.

The Kill Signal Fewer than 20 paying customers after 6 months of active sales.

Country/Jurisdiction New Zealand -- NZ Financial Reporting standards, IRD compliance, Privacy Act 2020.


That example pulls every number from upstream templates. Nothing is invented on this page. The one-page plan is assembly, not creation.

Questions

If every number on this page came from an upstream template, which template produced the number you trust least?

  • Can someone read this page in 60 seconds and decide whether to take a meeting?
  • Which section would you cut if you had to fit this on a business card?
  • If the kill signal triggered tomorrow, would you actually stop -- or would you move the goalposts?