Find Templates You Can Trust

We are dedicated to helping you with the "MUST HAVE " to get started and grow your BIZ. These tools allow you to test your business model and move out of fire-fighting to a structured execution of your strategy

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Business Plan

Do You Have Full Belief in Your BIZ?

Is it articulated to get the buy-in from your stakeholders?

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Licensing Options

Is Your Legal, Geographical Tax Structure Optimal?

Have you considered IP Protection in your structure?

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Strategic Road Map Year 1

Are you Laser Focused on Your Goals?

Do you have clarity as to where you need to get by Year 1?

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Shareholder Engagement Plan

Have you Defined Who Can Make your BIZ Fly?

Are you talking to the crew that will promote your BIZ?

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Your Pitch Deck

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Is Your Pitch Focused on Growth & Scalibility?

Is your Value Proposition established and sustainable?

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Non Disclosure Agreement

What are Threats and Risks to your Business?

Are you protecting your BIZ confidentiality?

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Join urBIZassist Founder Round Table

Others have gone through what you might be experiencing right now. Build the right network so you can exchange notes, learn from experience, get
answers. Join our Founder Round Table & Speed Networking
Sessions. Meet other venture builders and be a part of
a supportive community for free!

Struggling with Your Pitch, Projections Financial
Build & more

Fundamentals to Get it Right

Competition & Market

Have You Identified Your competition Short Comings

Where is your sweet spot, your niche within the sea of offerings?

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Customer Pain Point

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Are you Zooming In Into Your Customer Pain Point?

Have you defined and tested the "Real Problem to Solve"?

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Buyer Persona

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Before You Shoot, Are Your Aiming at Right Audience?

Is your persona wants, needs & motivations identified, validated?

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Freelance Agreement

I Can't Do It All Alone! How To Engage with Freelancers?

How do you go about drafting scope of work, deliverables, remuneration?

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Incentive Scheme

What is Your Customer Referral Mechanism?

Do you have a Scheme to reward, motivate & increase sales?

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Branding Your BIZ

Is the Emotional Connection Established?

How do you differentiate your BIZ, your value proposition?

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Basic Numbers & Cap Table

Simple P&L

What is Your Current Cash Burnout Rate?

Have you established the basics for your Finances?

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Balance Sheet

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Do you Have Funds to Meet your Financial Obligations?

What is your current equity and capital position?

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Financial Ratio Analysis

What is Your BIZ Performance & Overall Financial Health?

Have you established the key metrics to monitor?

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Business Budget

What are Your Expected Sources and Uses of Funds?

Are you tracking forecasted versus actual revenue and expenses?

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Capitalization Table

Who Controls Your BIZ, Now? Post Funding?

Do you understand stock options and ownership structure?

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Valuation Basics

How much is your business worth?

Have you deciding on the amount of ownership interest to give up?

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Basic Numbers & More

Legal To Get Started

Articles of Association

Legal Formation

Have you established the internal functioning, rights, responsibilities, and obligations for your BIZ?

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Website Terms & Conditions

Including IP Protection

Is your BIZ protected by terms, guidelines and conditions for users to understand before using your website.

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Customer Terms & Conditions

Subscription Model

Are you letting customers know terms, rules and guidelines for purchasing your goods or services?

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Service Agreement

Customer Agreement

Are your customers clear on the terms of engagement, scope of work, payment terms and responsibilities?

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Advisor Agreement

Advisory Mechanism

Have you considered retaining a professional to provide your BIZ key direction & advisory services?

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Employment Agreement

Terms and Conditions

Are you binding key terms and conditions of employment (promises, deliverables, incentive scheme etc.)?

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For entrepreneurs with passion...

urBIZassist Pro-bono

Are you starting a Business? is your business idea ready? Have you factored AI capabilities in your business? Have an initial 1-on-1 chat about licensing, markets, growth, startup funding and everything in between. Filter BIZassist database of world class frameworks, models, "how-to" for entrepreneurs, to help you focus on what matters.

We have a particular soft spot for impact-driven ventures, solving social and environmental challenges. If you are in this space check out our Pro-bono offering.

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