Setting up a new company

Each Company in Upmetrics is dedicated to one business, helping you keep your business plan, financials, and other planning activities organized in one place.

You can create multiple Companies for different businesses or projects and switch between them whenever needed.

When you create a new Company, Upmetrics guides you through an AI-powered setup. You can describe your business in your own words, attach existing documents, or add a website link. Upmetrics then reads the information you provide and automatically builds your initial Business Profile.

How to add and set up a new Company?

1

After logging in to your Upmetrics account, go to the Companies option from the left sidebar and click Create Company.

2

Enter your Company name and click Create Company.

3

You'll be redirected to the Company setup screen. Enter the information you already know about your business in the text box.

You can include details such as your industry, products or services, location, team, customers, business stage, and company background.

You can also use the following options to provide more context:

• Attach files to upload an existing business plan, pitch deck, notes, or other business documents.
• Add a link to share your website or another relevant online source.

Once you've added the available information, click Start building.

4

Upmetrics will read the information you provided and automatically identify relevant details about your business.

As your information is processed, you'll see the details being added to your business profile.

5

Once the information has been processed, you'll see the Here's what I found screen.

On the right side, Upmetrics organizes the information it identified into sections such as Identity, What you do, Team & products, Strategy, and Operations.

Review these details to make sure Upmetrics has correctly understood your business.

6

Under What do you want to walk out with?, you can choose what you'd like to work on next.

Depending on the information you've provided, you may see options such as:

• Create your professional business plan
• Build a pitch deck
• Build your financial forecast

If you want to complete your business information before starting one of these, click Add more details first.

TIP: The more information you provide during the initial setup, the more context Upmetrics has to personalize your Business Profile and planning content.

NOTE: You don't need to have every business detail ready before creating a Company. You can start with the information you already have and add more details later.

How to complete your Business Profile?

After clicking Add more details first, you'll be redirected to your Business Profile.

The Business Profile stores important information about your business. Upmetrics uses this information to provide relevant context while helping you create your business plan, financial forecast, pitch deck, and other planning content.

1

On the Business Profile page, review the information Upmetrics has already collected from the details you provided during the initial Company setup.

The chat on the left shows what you shared and the information Upmetrics identified from it.

2

The right side of the page displays your business information in organized sections.

These may include:

• Identity — business name, industry, business type, stage, tagline, and website.
• What you do — your business description, problem, and related information.
• Team & products — team members and the products or services you offer.
• Strategy — revenue model, goals, milestones, and other strategic information.
• Operations — channels, partnerships, and other operational details.

3

Continue the conversation in the Business Profile chat to provide any missing information.

Type your response in the field at the bottom of the chat and send it. Upmetrics will use your answers to automatically update the relevant areas of your Business Profile.

4

You can also review the information shown on the right and add details directly wherever an + Add option is available.

This lets you manually fill in or update specific information in your Business Profile.

5

Use the completion indicator in the upper-right corner to track your Business Profile progress.

You don't need to complete every field before moving forward. However, providing more relevant information gives Upmetrics additional context when helping you with your business planning.

6

When you're ready to continue, click What's next? in the upper-right corner. 

From there, you can move on to the next stage of your planning process, such as creating your business plan, preparing a financial forecast, or working on another available planning tool.

TIP: You don't have to complete your Business Profile in one sitting. You can return later and continue adding or updating your business information as your plans evolve.

How to invite someone to set up the Company?

If you're creating the Company for a business partner, client, or another team member, you can invite them during the initial setup.

1

On the Company setup screen, click Invite someone next to Setting this company up for someone else?

2

Enter the email address of the person you want to invite.

You can enter multiple email addresses by separating them with a comma, space, or new line.

Click Send Invite to send the invitation.

NOTE: A person invited during Company setup joins as an admin so they can help set up the Company. After setup, you can invite additional team members and manage what they can access.

Once you've added the available information to your Business Profile, you're ready to use Upmetrics to create a more personalized business plan, financial forecast, pitch deck, and other business planning content.