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Funderly guides

Clear walkthroughs for setup, editing, billing, exports, and the core workflows inside Funderly.

Getting Started

How to Use Funderly

Learn how Funderly takes your idea from a short concept to a working analysis, brand direction, editable plan, and export-ready documents.

6 min read

Brand & Positioning

How to Use the Brand Workspace

Shape your business name, slogan, and color system inside Funderly’s Brand workspace, and understand which parts are live today versus still coming soon.

5 min read

Billing

How to Subscribe

Choose the right tier, complete checkout, and understand what happens after your plan activates in Funderly.

4 min read

How Plan Upgrades Work

Understand what changes immediately after an upgrade, what stays intact in your workspace, and which areas may still need a manual step.

4 min read

How to Manage Your Subscription

Review your active plan, check billing dates and receipt history, and use the in-app change-plan flow when you need a different tier.

4 min read

How Manual Payment Review Works

Understand what happens after you pay by bank transfer or BML Swipe, how receipt review works, and where to check the status afterward.

4 min read

Editing & Planning

How to Edit Your Analysis

Use regenerate and prompt-guided regeneration to improve analysis sections without losing the rest of your workspace.

4 min read

How to Edit Your Financial Plan

Understand how financial inputs, assumptions, and generated projections work together in Funderly’s financial workflow.

5 min read

How to Edit Your Business Plan

Edit the generated document directly, improve selected passages with AI, and understand when to recompile from your latest sections.

5 min read

When to Use Regenerate, Improve with AI, and Recompile

Choose the right editing action in Funderly so you improve the exact layer that needs work without disrupting the rest of the workspace.

4 min read

Exports

How Exports Work

Learn where exports are available in Funderly, which formats belong to which surfaces, and how plan entitlements affect downloads.

5 min read

How to Troubleshoot Exports

Use this guide when an export format is locked, a download is missing, or the file does not reflect the latest state of the workspace.

4 min read