Always know your next step. Always be ready when someone asks.
Investors, grant funders, customers and partners all want the story of your business. Navaris helps you build it as you go, so the right version is ready the moment you need it — and everything underneath it is genuinely true.
Works from day zero — before the company exists.
Commercial & GTM
Live summary — generated from your journey, documents and connected tools
2 pilots signed
£12k ARR from paid pilots
4 open deals
Pipeline synced from your CRM
Pricing. Pilots at £6,000/year, anchored to the cost of the problem — accepted without negotiation.
Market validation. 5 discovery calls logged, themes extracted.
Momentum in the day-to-day, credibility when it counts
Building a company means a hundred decisions nobody trained you for. Navaris gives you the order to take them in, the confidence they are done properly, and something to show for it at every turn.
Move forward every week
One clear next step, always. The journey sequences your work so foundations come before growth, and every step you complete makes the next one obvious.
Build on solid ground
Incorporation, IP, insurance, filings and security, handled early while they are cheap and simple. The things that stall deals get sorted long before anyone asks.
Be ready for any conversation
An investor, a grant panel, an enterprise customer, a partner. Whoever asks, the right version of your story is already there — built from facts, not from memory at midnight.
The same truth, told the way each audience needs to hear it
Investors want traction and use of funds. Grant panels want impact and match funding. Enterprise customers want security. Partners want fit. You maintain one live plan, and Navaris shapes it for whoever is asking.
Investor update
Leads with traction and use of fundsGenerated from your live plan — the same facts, shaped for this reader.
Traction. Two paid pilots signed at £6,000/year, both accepted without negotiation. 11 weekly active users across both customers.
Use of funds. £500k SEIS funds 18 months to £120k ARR and a repeatable sales motion.
Team and equity. Two founders, equity documented with four-year vesting and a one-year cliff.
Diligence. IP assigned across all contributors; SEIS advance assurance secured.
Pitch deck, data room and cap table attached
Three habits, and the plan takes care of itself
Navaris meets you wherever you are — even before the company exists — and starts with the simplest questions first.
Answer simple questions
Each area is a journey of plain-English steps. Say yes and connect it. Say not yet and get clear, priced recommendations for exactly your stage.
“Do you have a business bank account?”
Connect what you already use
Bank, bookkeeping, CRM, Companies House, Google Drive. Navaris reads from your own systems and reviews the documents you link, so your plan reflects reality on its own.
Cash, pipeline and filings, kept current for you
Use it everywhere
Every answer becomes part of a live summary of each area — and together, a plan you can shape for any audience, export in a click, and trust to be current.
Written once, ready for everyone
Every area a growing business needs to get right
Eight areas, each with a guided journey, a task list, its documents and its own specialist guide. Together, the whole picture.
Strategy & Market
Mission, the problem in customers' words, honest market sizing, competition.
Commercial & GTM
Discovery, your first customer by name, pricing that has been tested, a real pipeline.
Finance & Reporting
Bank, bookkeeping, costs and runway — live from your accounts.
Legal & Risk
Incorporation, founder agreements, IP assignments, contracts and insurance.
Compliance & Certification
ICO, statutory filings, Cyber Essentials — obligations met, credentials earned.
People & Organisation
Founder equity with vesting, written agreements for everyone, payroll done right.
Product & Operations
An honest stage, an evidence-led roadmap, and the security basics customers value.
Investor Readiness
Raise or bootstrap, decided deliberately — SEIS, pitch and data room ready either way.
Built like a guide, not a form
Plain questions, one at a time, each explaining why it matters. Answer yes and connect what you have. Answer not yet and get specific, priced recommendations that suit your stage.
- Ordered so the foundations come first
- Specific to where you are: Companies House, HMRC, SEIS, ICO
- Completing a step closes its tasks and updates the plan
Do you have a business bank account?
Separating business and personal money is the first practical step.
Starling Business
No monthly fee, FSCS-protected.
Tide
Fastest setup, invoicing built in.
Mettle
Bookkeeping bundled in.
One action, everything updates
Connect your bank and your runway goes live, the matching task closes, and your finance summary refreshes — instantly, and every day after.
- Documents reviewed when you link them, with key terms extracted
- Every fact carries its source: a step, a file, or a live feed
- Filing deadlines and renewals tracked, and flagged ahead of time
- A specialist agent in each area that knows your numbers and your stage
Finance guide: I can see your cash position now — burn and runway stay current from here without you touching a spreadsheet.
Ready for the ask, whenever it comes
Because the plan is live, what people request already exists — and every claim in it traces back to a step you completed, a document you linked or a feed you connected.
Business plan
Generated live from your whole journey
Cap table
Verified against Companies House filings
Data room
Built from your linked documents, always current
SEIS materials
Advance assurance pack drafted from your plan
Bootstrapping instead? Nothing here assumes you will raise. The investor readiness area starts by asking whether raising is even right for you, and everything else — the journeys, live finances, deadline tracking, customer and partner materials — matters either way.
Fair questions, straight answers
The things founders ask before connecting their business.
I haven't even incorporated yet — is it too early?+
That is the ideal moment. The journeys begin before the company exists: incorporation, first bank account, first customer conversation. Navaris is most valuable when it is shaping decisions rather than recording them.
How does tailoring to different audiences work?+
Your plan is a set of facts, each with a source. When you need something for an investor, a grant panel, a customer or a partner, Navaris selects the relevant facts, orders them the way that audience expects, and matches the level of detail. You review and export — and because every version draws on the same live plan, they stay consistent with each other.
Is this a business plan template?+
There is nothing to fill in. The plan is generated from the steps you complete, the documents you link and the tools you connect — which is exactly why it stays trustworthy. Every statement traces to a source, and updating reality updates the plan.
What do the guides know about my business?+
Everything you have given them: your journey answers, your linked documents, and live data from connected tools. That is why the answers are about your runway, your pricing and your stage rather than start-up advice in general.
Is it giving me legal or financial advice?+
It gives guidance and information grounded in your situation, and it is explicit about the line. For consequential decisions — tax structuring, disputes, regulated activity — it recommends a solicitor or accountant, and prepares a brief so the paid hour goes further.
How does Navaris connect to my bank and tools?+
Read-only connections: open banking for your bank, and secure authorisation for tools like Xero, your CRM, Companies House and Google Drive. Navaris reads in order to keep your plan current. It never moves money or changes records in your systems.
Start building the business, and the plan builds itself
Join the private beta, answer your first question, and watch your plan take shape from day one.
Join the private beta