PlanAI free trial
Explore the workspace, one feature at a time.
Review the product flow from market discovery to AI-assisted planning, knowledge management, collaboration, document creation, presentation development, and operational execution.
01 / Discover
Market intelligence for better planning decisions.
The trial begins with market context. Review funding activity, startup news, category movement, and research prompts in one place so planning decisions are grounded in current signals.
Begin with a searchable feed of source material that can be saved, reviewed, and converted into strategy work.
02 / AI Assistant
Strategic guidance, directly in your workflow.
PlanAI Assistant lives beside the workspace, so research, strategy, and execution questions stay connected to the business you are building. Use it to pressure-test ideas, create outlines, and turn scattered context into usable next steps.
The experience is designed as an embedded planning partner, keeping analysis and output in the same environment.
03 / Knowledge
A private knowledge base for company-specific analysis.
Upload source documents, investor notes, research files, and operating materials into a private knowledge base. The trial becomes more useful as your own documents shape the answers.
This is where generic AI becomes company-specific: your files, your terminology, your constraints, your evidence.
04 / Notes
Keep working notes connected to final outputs.
Planning is rarely linear. Notes give you a place to capture interviews, research takeaways, positioning ideas, investor feedback, and open questions before they are polished into formal documents.
Use the trial to keep early analysis visible, searchable, and ready to become structured work.
05 / Collaboration
Turn strategy into ownership.
Invite collaborators, create tasks, assign owners, set priorities, and track status from the same workspace where the plan is being shaped.
The free trial is not just for writing. It is for seeing how a founder, operator, advisor, or teammate can move from discussion to execution.
06 / Files
Give every asset a home.
Store pitch materials, exported plans, research PDFs, source files, financial attachments, and folders in the same operating workspace.
A trial workspace should not disappear into downloads and email threads. Files keep the supporting evidence attached to the work.
07 / Documents
Move from outline to investor-ready narrative.
Open guided templates for one-page planners, discovery memos, founder updates, launch checklists, and strategic documents, then refine the language with AI assistance.
Documents are where the trial starts to feel tangible: the thinking becomes something you can send, review, and improve.
08 / Decks
Shape the pitch while the business story changes.
Build investor decks, sales narratives, demo decks, and strategy presentations without separating the pitch from the plan behind it.
As assumptions change, the presentation can change with them. The trial shows how planning and storytelling stay connected.
09 / Operations
Move from planning to operational execution.
Use the operations tracker to keep work moving after the plan is drafted. Owners, statuses, priorities, due dates, and notes become the bridge between strategy and action.
This final step is the difference between a planning exercise and a business system you can keep using.
Start with market context. Continue with execution.
The free trial is structured to show the workflow from discovery through execution. Open the workspace and follow the same path when you are ready to evaluate it.
Start free trial