LivePlan vs OpenVC CRM
LivePlan
liveplan.comOpenVC CRM
openvc.appSide by side
| Figure | LivePlan | OpenVC CRM |
|---|---|---|
| Price from | $15/mo | Free |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 6 | 1 |
| Spec score · Startup Founder Tools | 8.5 (#3) | 7.4 (#11) |
| Collaboration | Accounts support up to five contributors, guest access controls and simultaneous work with section-level editing locks. | The CRM supports team collaboration, and OpenVC says founders can have unlimited team seats at no extra cost. |
| Founded | 2011 | 2021 |
| Privacy | The company says employees cannot view plan content unless a customer expressly grants access for support and that it does not sell or rent private information. | OpenVC says data access is limited to its team for service operations such as support, analytics, and deal screening. |
| Purpose | LivePlan is a web-based service for writing and managing business plans and tracking financial performance. | OpenVC CRM is a fundraising pipeline for startup founders to manage investor interactions. |
| Security | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. | OpenVC says it uses reasonable technical and organizational safeguards and notes that it cannot guarantee absolute security. |
| Support | LivePlan provides weekday live chat and email support plus group onboarding and a help center. | OpenVC lists [email protected] as its support contact. |
Plans
LivePlan
- Standard$15 a month
- Premium$30 a month
- LivePlan Expert$30 a month
- LivePlan Expert (add-on)$30 a month
- Standard$180 a year
- Premium$360 a year
In their own words
LivePlan
LivePlan is a web-based service for creating business plans and monitoring financial performance. Its income statement, cash flow, and balance sheet forecasts are connected, so changing an assumption updates them together. The service includes AI-based idea validation and geography-specific market research that LivePlan says draws on more than 50 verified sources. Users can turn plans into presentations, edit them in LivePlan, and export them as PDF or PowerPoint files. QuickBooks Online and Xero connections bring accounting data into forecasts and dashboards, and the service includes more than 550 sample plans. Standard and Premium each list one active company, five contributors, and unlimited guests; only one company may be active at a time. LivePlan works on Android, iOS, macOS, web, and Windows, but requires an internet connection for all functions and has no mobile app. It lists chat and weekday email support. There is no free trial; LivePlan advertises a 35-day money-back guarantee. Standard is $20 a month and Premium is $40 a month, both billed monthly.
OpenVC CRM
OpenVC CRM is a web-based fundraising pipeline for early-stage startup founders managing investor interactions. Founders can add investors from OpenVC’s list or enter them manually, then move contacts from outreach through to close. Investor lists, introduction pathways, and pitch deck tracking are built into the workflow. The CRM can show when investors open shared decks and how long they view them. Teams can collaborate, and the free plan includes unlimited CRM use, team members, and deck analytics, with no additional cost for team seats. The plan is free, billed free forever. Founders can import up to 50 external investors at a time and export data as CSV or XLSX. Exports omit emails for investors contacted through the Submit deck action and omit investor LinkedIn profiles. Records cannot currently be deleted in bulk, and a record cannot be deleted if a credit has been used for it. OpenVC says data access is limited to its team for service operations and that it uses safeguards but cannot guarantee absolute security.