Built by the ATANA team
CopilotPlan
AI business planning copilot for founders and operators—draft every section, model linked financials, build pitch decks, and share investor-ready plans from one focused workspace.
01 — Challenge
The problem
Founders lose weeks switching between documents, spreadsheets, and slide decks. Numbers drift from the narrative, exports go stale, and generic templates never match how operators actually plan and fundraise.
02 — Approach
Our solution
The ATANA team designed and built CopilotPlan as a production SaaS platform: a context-aware planning copilot, eight-section plan builder with industry templates, integrity-enforced financial statements, pitch deck creator, plan-vs-actual tracking, tiered subscriptions, and multilingual SEO—shipped on a Flask + React stack with Docker and Coolify.
03 — Outcomes
Results
- Context-aware copilot across plan sections, financials, and execution milestones
- Eight-section business plan builder with nine industry templates
- Linked P&L, cash flow, and balance sheet with scenario modeling
- Pitch deck creator with multiple structures, slide types, and presentation themes
- Investor share links, PDF/DOCX/XLSX export, and twelve-language public SEO
Product pillars
One workspace, end to end
CopilotPlan is built for operators who need speed without sacrificing rigor—plan narrative, financial model, pitch deck, and delivery stay connected as the product evolves.
01 — Copilot workspace
Draft every plan section with context that stays aligned to your brief, financials, and milestones as you iterate.
02 — Linked financials
P&L, cash flow, and balance sheet stay connected to your narrative—scenarios, VAT, payroll, and multi-currency built in.
03 — Investor-ready output
Pitch decks, secure share links, and exports to PDF, DOCX, and XLSX—without rebuilding the story in three tools.
Studio credit
The ATANA team
CopilotPlan was designed and built by the ATANA team—the same studio behind Clinit, Fneno, and Mrfqy. The platform ships on a production Flask + React architecture with Docker, Coolify, and GitHub Actions—built for long-term maintainability and clear UX under real fundraising pressure.
04 — Stack