LivePlan Access Program

The Providence Revolving Fund (PRF) is Rhode Island’s only homegrown CDFI. The mission of PRF is to preserve historic buildings and places of cultural significance by providing lending and services to promote equitable neighborhood revitalization. Our mission transcends the preservation of brick and mortar, touching the very lives of the people in our communities. Our approach is broad and dynamic, targeting neighborhoods that have been underinvested across Rhode Island. our work is designed to create a ripple effect of positive change. Through our lending programs and services, we are committed to being more than just a fund; we are a catalyst for enduring change, making a lasting impact on the lives of individuals, families, and entire neighborhoods.

LivePlan is an online business planning and financial performance platform that helps entrepreneurs build business plans, create financial forecasts, design pitch decks, conduct market research, and track actual business performance by integrating directly with accounting tools like QuickBooks and Xero

Is your business located in Rhode Island?

This LivePlan access program is for businesses with their headquarters in Rhode Island. If your business operates in other states as well, that is not disqualifying. However, to be eligible for this software access program, the main location of your business must be in Rhode Island.

What best describes your current situation?

Name

First NameLast Name

Email

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

How did you hear about this program?

Have you worked with a business advisor or technical assistance provider?

Business Name

Or proposed name if your business is pre-launch

Industry

Ex. Food & Beverage, Retail, Health & Wellness, Technology, Arts & Creative, Transportation, Home Builder, etc.

Business Legal Structure

Ex. Sole proprietorship, LLC, S-Corp, Partnership, Not yet formed

Number of Employees?

Estimated annual revenue (current or projected)

Briefly describe what your business does.

Are you seeking financing?

If so, much would you want to borrow?

Which sections of your business plan most need work?

What is your biggest challenge in completing a business plan?

Is there anything else you would like us to know?

By submitting this application, you agree to: (1) complete a brief check-in call with a PRF program advisor within 30 days of receiving access; (2) notify PRF if your business plan goals change significantly during the program; and (3) share a summary of your completed or in-progress business plan with PRF at the end of the 6-month period (for program reporting purposes only — your plan remains confidential). PRF collects this information solely to administer the LivePlan Access Program and improve our services.

Program Agreement

Optional: Stay Connected

Signature

LivePlan Access Program

Application for 6 Months of Free Access to LivePlan

Section 1: Eligibility

Section 2: About You

Section 3: About Your Business

Section 4: Your Business Plan Goals

Section 5: Agreement and Signature