--- name: sales-prometai description: "PrometAI (prometai.app) platform help — an AI business-plan generator whose edge is a connected financial model: DCF valuation, stress testing, and scenario analysis that recalculate as inputs change, plus a 50+ tool \"Entrepreneur Journey\" and strategy frameworks (SWOT, VRIO). Subscription tiers (free Explore, Basic, investor-grade Pro), unlike the one-time/credit siblings. Use when generating or editing a plan in PrometAI, interpreting its DCF valuation or auto-updating financial projections, fixing exports that lose formatting or limited real-time collaboration, choosing between its Explore/Basic/Pro tiers, or asking whether it has an API to export or automate plans (it does not — UI-only; ERP integrations are Enterprise-only). Do NOT use for the tool-agnostic validate-before-building method or ranking business-plan tools across the market (use /sales-idea-validation), or building the smoke-test landing page (use /sales-funnel)." argument-hint: "[describe what you need help with in PrometAI]" license: MIT version: 1.0.0 tags: [sales, validation, pre-launch, platform] --- # PrometAI Platform Help PrometAI (**prometai.app**) is an **AI business-plan generator and planning suite** for founders and small businesses. A questionnaire produces a **full investor-oriented plan** — executive summary, market analysis, strategy frameworks (SWOT, VRIO) — in minutes. Its distinguishing edge over the rest of the AI-plan cluster is a **connected financial model**: financial projections, a **DCF valuation**, **stress testing**, and **scenario analysis** that **recalculate together when you change an input** (reviewers call it the tool whose financials stay "grounded, consistent, and connected end-to-end"). Around the generator sits a **50+ tool "Entrepreneur Journey"** (idea generation, branding, founder profiles, risk assessment, valuation). Unlike the one-time/credit siblings it's a **subscription** (free **Explore** → **Application-Ready/Basic** → investor-grade **Pro** → **Enterprise**). It's **UI-only — no public API**; the advertised **ERP integrations and FP&A analytics are Enterprise-only, sales-gated** custom deployments, not a documented developer API. ## Step 1 — Gather context If `references/learnings.md` exists, read it first for accumulated platform knowledge. Ask only what you can't infer: 1. **What do you want from PrometAI?** - A) Generate/edit a plan or a section (market analysis, SWOT/VRIO) and interpret the output - B) Work with the **financial model** — projections, **DCF valuation**, **stress testing**, scenario analysis — and read it critically for a lender/investor - C) Pick a **subscription tier** (Explore vs Basic vs Pro) by what's gated (export format, DCF, plan count) - D) Fix a **broken export** (formatting lost) or work around **limited real-time collaboration** - E) Export or automate plan generation (the API reality) / use the Enterprise ERP + FP&A angle 2. **What's the real question — "is this idea worth building?" or "how do I use this tool?"** If it's the go/no-go decision itself, that's `/sales-idea-validation` (a generated plan, and PrometAI's own score, are not demand) — route in Step 2. Skip-ahead: if the user already gave enough context, or wants to compare business-plan tools across the market to pick one, go straight to Step 2. ## Step 2 — Route or answer directly | If the user's question is about… | Route to | |---|---| | The validate-before-building **method**, or the go/no-go decision itself | `/sales-idea-validation {question}` | | A **cross-market ranking** of business-plan/validator tools (Upmetrics, VentureKit, Bizplanr… to pick one) — but answer a quick PrometAI-vs-X *how-they-differ* inline first (Step 4) | `/sales-idea-validation {question}` | | Building the smoke-test / fake-door **landing page** to test real demand | `/sales-funnel {question}` | | Growing a pre-launch **waitlist** / capturing real demand | `/sales-audience-growth {question}` | When routing, give the exact command: "This is a {domain} question — run: `/sales-idea-validation {original question}`" Otherwise, answer PrometAI-specific questions using Step 3. ## Step 3 — PrometAI platform reference **Read `references/platform-guide.md`** for the full reference — the module set (plan generator, connected financial model with DCF valuation / stress testing / scenario analysis, SWOT/VRIO frameworks, the 50+ tool "Entrepreneur Journey", NDA/term-sheet templates), the subscription tiers and what each gates (plan count, AI requests, export format, DCF, translations), the no-public-API reality and manual export, the Enterprise ERP/FP&A angle, and how to feed rich input to avoid generic output. Answer using only the relevant section — don't dump the full reference. ## Step 4 — Actionable guidance You no longer need the platform guide — focus on the user's specific situation. - **Treat the financials — DCF valuation included — as AI estimates, and verify every market figure.** The connected model is PrometAI's best feature, but reviewers found it **invents market sizes and cites vague reports**; the DCF and projections are the model's guesses calibrated to an industry, not your business. Keep the structure and the fact that everything recalculates together, then **replace every projection, market-size figure, and valuation assumption with your own real numbers and cite sources** — a lender/investor probes the financials first, and PrometAI's own reviewers say most lenders still want a **separate financial review**. - **The DCF valuation needs real inputs — it isn't a beginner "what's my company worth" button.** A DCF is only as good as its assumptions (discount rate, cash-flow forecast, terminal value); PrometAI will produce a confident number from thin input. Tell the user to sanity-check the inputs, not just accept the output, and to treat the valuation as a modelling exercise, not an appraisal. - **Pick the tier by what's gated, not the headline price.** Best-effort: **Explore (free)** = 1 plan, 25 AI requests/mo, **view-only sharing, no export**; **Application-Ready/Basic** (~$55/mo, ~$25 annual) = 3 plans, **PDF export**, financial dashboards; **Investor-Grade/Pro** (~$145/mo, ~$65 annual) = 8 plans, **PowerPoint export**, **DCF valuation + stress testing**, NDA/term-sheet templates, 10 translations. The two gates that usually decide it: **can you export at all** (not on free) and **do you need DCF/stress-testing** (Pro only). Confirm live — annual discounts are steep and pricing moves. - **Plan around limited collaboration and lossy exports.** Reviewers flag **very limited collaboration (no real-time co-editing)** and **exports that sometimes lose formatting**. For a team plan, have one owner drive and share a view-only link; after export, **re-check formatting in the target app** (PDF/PowerPoint) and fix layout there rather than expecting a clean round-trip. - **There's no usable public API — don't plan an integration around it.** State plainly that PrometAI is **UI-only: no public API, no webhooks, no Zapier/Make, no MCP**. The only export is the plan itself (PDF/PowerPoint on paid tiers), downloaded manually. The advertised **"ERP integrations" and "FP&A analytics" are Enterprise-only, sales-gated** custom deployments — not a self-serve developer API. For programmatic plan generation, **call an LLM API directly** instead. - **Present all pricing/tier limits as best-effort and point to prometai.app.** Plan counts, AI-request caps, and export gates move; tell the user to confirm on the live pricing page rather than trusting a review's numbers. - **A polished, investor-grade plan is still not validated demand.** PrometAI's strength is making output *look* fundable (DCF, term sheets, consultant-style SWOT/VRIO); that is a document, not evidence anyone will pay. Settle the go/no-go with a **real behavior test — a smoke test or a pre-sale** — routed to `/sales-idea-validation`. If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there. ## Gotchas *Best-effort from research (2026-07) — PrometAI is a fast-moving tool; tiers, prices, AI-request caps, and export gates move. Verify at prometai.app.* - **The financials are AI estimates — DCF and all.** The connected model recalculates consistently, but the underlying projections, market sizes, and valuation are the model's guesses; reviewers caught it inventing market figures. Replace the numbers with real ones and cite sources before funding — most lenders still want a separate financial review. - **The DCF valuation isn't beginner-friendly.** It needs real assumptions (discount rate, forecast, terminal value) to mean anything; a confident number from thin input is not an appraisal. Sanity-check the inputs. - **No export on the free tier.** Explore is **view-only** (link sharing only). PDF export starts on Basic; PowerPoint + DCF + stress testing are **Pro-only**. Pick the tier by the export/DCF gate, not the price. - **Collaboration is very limited.** No real-time co-editing — reviewers call this a weak spot. Have one owner drive and share a view-only link for a team plan. - **Exports can lose formatting.** Re-check the exported PDF/PowerPoint in the target app and fix layout there; don't expect a clean round-trip. - **No public API / no automation.** UI-only: no API, webhooks, Zapier/Make, or MCP. The advertised ERP integrations + FP&A analytics are **Enterprise-only, sales-gated**, not a developer API. Export is a manual download. Automate with an LLM API instead. - **Subscription, and on the pricey end.** Unlike the one-time/credit siblings (Bizplanr, BizPlanner AI, BizPlan AI Pro), PrometAI is a **monthly/quarterly/annual subscription** — Pro is ~$145/mo (~$65 annual). Factor the recurring cost against one-time alternatives if you only need one plan. - **A generated plan is not validated demand.** It will produce a confident, investor-grade plan (and a valuation) for an unwanted idea — settle the go/no-go with a real behavior test, not the plan. ## Related skills - `/sales-idea-validation` — The tool-agnostic validate-before-building method + the full business-plan/validator landscape (use this to actually decide build-or-not; a generated plan and an AI score are not demand) - `/sales-upmetrics` — Upmetrics platform help (the closest peer on financial depth — deep multi-year forecasting, plan-vs-actuals, QuickBooks/Xero import, real-time collaboration, white-label consultant tier; UI-only/no API) - `/sales-venturekit` — VentureKit platform help (AI business-planning software angled at lender/SBA-ready funding docs + a built-in LLC-formation service; generous free tier; UI-only/no API) - `/sales-bizplanr` — Bizplanr platform help (a *free* AI business-plan generator with standalone SWOT/competitor tools and mobile apps, monetized by a one-time paid workspace — the low-cost contrast to PrometAI's subscription) - `/sales-venturusai` — VenturusAI platform help (framework-driven validator — SWOT/PESTEL/Porter's/VRIO + TAM/SAM/SOM, personas, financials, pitch deck; pure-LLM, scores skew encouraging; API Enterprise-only) - `/sales-funnel` — Build the smoke-test / fake-door landing page the real demand test runs on - `/sales-audience-growth` — Grow a pre-launch waitlist and capture real demand - `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do -a claude-code` ## Examples ### Example 1: "PrometAI gave me a DCF valuation and a full plan — can I take it to an investor as-is?" **User says**: "It generated an investor-grade plan with a DCF valuation and 5-year projections. Is it fundable straight away?" **Skill does**: Credits the **connected financial model** (its real edge — everything recalculates together) but flags that the **projections, market sizes, and the DCF valuation are AI estimates**, that reviewers caught it **inventing market figures**, and that a DCF is only as good as its assumptions (so it's a modelling exercise, not an appraisal). Tells the user to keep the structure but **replace every number with real figures and cite sources**, and notes most lenders still want a **separate financial review**. Adds that a fundable-looking plan is a document, not demand — if the go/no-go is open, route it to `/sales-idea-validation`. **Result**: The founder presents a plan grounded in defensible numbers instead of an AI-padded valuation. ### Example 2: "Can I call PrometAI's API to export plans into my app?" (developer/automation) **User says**: "I want to script PrometAI to generate plans for a list of ideas and pull each out via the API or a webhook." **Skill does**: States plainly that PrometAI is **UI-only — no public API, no webhooks, no Zapier/Make, no MCP** — so there's no supported way to batch-generate or export programmatically; the only export is a **manual PDF/PowerPoint download** on paid tiers. Notes the advertised **ERP integrations + FP&A analytics are Enterprise-only, sales-gated** custom deployments, not a self-serve developer API, and that for programmatic plan generation the user should **call an LLM API directly**. Points out the thing worth automating for a go/no-go is a real demand signal (landing-page analytics), not a generated plan — routing that to `/sales-funnel`. **Result**: The user avoids building an integration around a nonexistent API and picks a workable path. ### Example 3: "Which PrometAI tier do I need, and is the free plan enough?" **User says**: "I'm on the free Explore plan but can't export. Do I need Basic or Pro?" **Skill does**: Explains the **tier gates**: **Explore (free)** is **view-only, no export**; **Basic** adds **PDF export** + financial dashboards; **Pro** adds **PowerPoint export, the DCF valuation, and stress testing** plus NDA/term-sheet templates and translations. Frames the choice on the two gates that actually decide it — **can you export at all** (needs Basic) and **do you need DCF/stress-testing** (needs Pro) — and flags that PrometAI is a **subscription** (Pro ~$145/mo, ~$65 annual), pricier than one-time siblings, so confirm current prices on prometai.app and weigh the recurring cost if you only need one plan. **Result**: The user picks the tier by the export/DCF gate rather than overpaying or hitting the free-tier wall. ## Troubleshooting ### "My PrometAI plan reads generic — it could describe any business" **Symptom**: The plan is vague and not specific to the niche or idea. **Cause**: A thin, one-line input — the generator writes over whatever you give it, so a short description yields a short, cookie-cutter plan, and AI plan tools lack depth for specialized verticals. **Solution**: Feed a **detailed** description — target customer, the exact problem, how people solve it today, business model and pricing — then **edit the draft heavily**, especially the competitive and operations sections. Replace the AI projections and the DCF inputs with real numbers. Settle the go/no-go with a real demand test via `/sales-idea-validation`. ### "My export lost its formatting / I can't co-edit with my team" **Symptom**: The exported PDF/PowerPoint looks broken, or teammates can't edit the plan live. **Cause**: Two known PrometAI limits — **exports sometimes lose formatting** and **collaboration is very limited (no real-time co-editing)**. **Solution**: For exports, re-check the file in the target app (PDF viewer / PowerPoint) and fix layout there rather than expecting a clean round-trip. For teams, have **one owner drive** the plan and share a **view-only link**; merge feedback manually instead of relying on live co-editing. ### "Is PrometAI's DCF valuation my real company valuation?" **Symptom**: The founder wants to quote PrometAI's valuation number to an investor. **Cause**: A DCF is a **model** whose output depends entirely on its assumptions (discount rate, cash-flow forecast, terminal value); PrometAI produces a confident figure from whatever inputs it's given. **Solution**: Treat it as a **modelling exercise, not an appraisal**. Sanity-check the inputs, replace AI-guessed cash flows with real projections, and — for anything high-stakes — get an independent valuation. Present the number as "an illustrative DCF at these assumptions," not a market valuation.