business plan front page template

How to Write Your Business Plan Cover Page + Template

6 min. read

Updated August 1, 2024

The cover page of a business plan is likely the last thing you’ll consider when writing a business plan . 

While it’s not the most vital part of your business plan, a well-formatted business plan cover page can be a nice touch when pitching to investors , banks , or business partners. 

In this article, we’ll cover what to include and how to format your business plan cover page so you can assemble an impressive page in just a few minutes.

• What is a business plan cover page?

The business plan cover page – or title page – is the introduction to your business plan document. It should be simple and straightforward—only providing logistical information about your business for stakeholders to reference.

Unlike your executive summary , a summarized version of your business plan, the cover page is strictly meant to provide contact information and set the tone for what they are about to read. The quality, formatting, and readability can all impact a stakeholder’s expectations for your plan and business.

Why do you need a cover page for a business plan?

To be clear, the cover page is not a required section of your business plan. 

It’s a largely decorative addition meant to grab the attention of a stakeholder. It should introduce you, your business, and the planning document and make it easy for the reader to find your contact information.

If you’re writing a business plan purely for internal purposes , you probably don’t need to spend time on a cover page.

But if you pitch to investors , apply for a loan , or approach a potential partner—a cover page for your business plan can be a nice touch that makes you (and your business) look more professional.

What to include in your business plan cover page

It’s best to keep your business plan cover page simple. The page should only include:

• Company logo
• Business name
• Value proposition (optional)
• Business plan title
• Completion and/or update date
• Address and contact information
• Confidentiality statement

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How to create your business plan cover page

Creating a cover page for your business plan shouldn’t take too long. Gather all the information listed above, and then fine-tune the formatting. Here’s how we recommend you organize the information:

1. Start with your logo

Including your logo should help your business be more memorable. Just be sure it’s memorable for the right reasons.

That means adding a reasonably sized, high-resolution image at the top of your cover page. Just don’t make it so large that it takes attention away from other information on the page.

2. Add your business name 

You want readers to connect your business name to your logo. So, add some space (2-3 lines) and drop your name front and center. Consider using a large and bold font option to ensure it’s easy to read and immediately noticeable.

3. Include your value proposition (optional)

While optional, including your value proposition can be useful if it effectively describes your business purpose. 

4. Craft a title

Now you need to describe the document’s purpose. Don’t overthink it – start by adding “Business Plan” to the center of the page. Keep the bold font, but apply a slightly smaller font size than with your business name. 

From there, you can apply a title that frames the type of business plan you’re creating: “ One-page ,” “ 5-year ,” “Merger,” “ Growth plan ,” etc. 

Expanding the title is optional and should only be done if you believe it will benefit the reader.

5. Add the completion date

Including the completion date shows how fresh and up-to-date your plan is. Ideally, you’re revisiting your plan regularly (especially the financial projections in your plan). So the date should be relatively recent.

This information alone can show how focused and dedicated you are to running a successful business. 

As far as formatting is concerned, keep it simple. Include the month, day, and year – either numerically (9/15/2023) or spelled out (September 15, 2023).

6. List your contact information

This is the true purpose of your business plan cover page. The last thing you want is for an investor or lender to love your pitch only to have to scrounge around for your email or phone number.

Add a header that states “Contact Information” centered near the bottom of the page. Then, on separate lines, add your name (or other points of contact for your business), email address, phone number, business website, and physical address. 

Tip: If you’re sending your plan digitally, add links to your email address and website so they can reach you quickly.

7. Include a confidentiality statement

The confidentiality statement is meant to help legally protect your information and ensure that no one shares or copies portions of your business plan. 

You can include a simple “Confidential” watermark near the top of the page or write a more thorough statement to sit at the bottom.

Here’s an example:

“This document contains confidential and proprietary information created by [your business]. It is exclusively designed for informational purposes and should not be disclosed, shared, or copied without the consent of [your business].”

Don’t worry too much about emphasizing this information. It can sit as smaller text in the footer of your cover page. 

• Tips to make your business plan cover page memorable

Adding the information should be quick. Now, spend some time on these best practices to get your business plan title page ready to share.

Apply consistent formatting

Inconsistent formatting looks unprofessional and can make a document more difficult to read. So check that your character and line spacing, font choices, and text alignment are consistent to ensure they are identical. 

You should also print out the document (as a Word Document and PDF) to check if the format changes.

Use your brand color scheme

Adding your brand colors to text, borders, and other design elements can strengthen the presence of your brand identity in your business plan. It also better connects non-visual elements to your logo. 

Just don’t force adding color to your plan. If it takes away from the text or takes too much time to get right, it’s best to avoid it.

Check your business plan’s cover page from top to bottom for spelling errors and mistakes (you should do this for your entire business plan). If possible, have someone else proofread it to ensure you didn’t miss anything.

Business plan cover page examples

To help you visualize your cover page design, here is an example from our free business plan template :

We recommend you avoid creating an overly designed business plan. However, if you believe a more visual cover page will grab your reader’s attention—check out these other examples.

Spend more time on the rest of your business plan

We’ve already emphasized that you shouldn’t spend too much time creating a business plan cover page. While it can be a nice addition, it’s often quickly skipped over and only referenced again if the reader needs your contact information. 

And it’s unnecessary altogether if you’re not planning to share your plan with anyone. If that’s the case, focus your time and effort on writing the rest of your business plan. 

Check out our full plan writing guide for step-by-step walkthroughs for every section. 

You can also download a free business plan template (that includes a cover page) to ensure you cover everything about your business.

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Why do you need a cover page?
• What to include
• How to create a cover page
• Cover page examples
• Focus on the rest of your business plan

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How to Write a Business Plan Cover Page Complete Guide with Examples

Fill the form to download business plan cover page examples.

A business plan cover page may not come to mind when you think of writing your business plan. Although it’s traditionally one of the last sections of a business plan, it’s one of the most crucial.

Your business plan only has one chance to make a good impression on your reader. The cover page of a book or business plan can easily make a person make a decision.

In this article, we will explain the importance of business plan cover pages and provide a step-by-step guide to help you create your own cover page for your business plan. See our real world business plan examples to see what should be included in the other sections of your business plan.

What is a business plan cover page?

The cover page of a business plan summarizes all the important aspects of the business and serves as an introduction to the full business plan. Bankers and investors can quickly determine the purpose of a business plan by viewing the cover page.

You should include the name of your company, your logo, addresses, and other information that identifies your business. This is the first page of your plan, so it should look professional, visually pleasing, and informative.

What is the purpose of a cover page?

The purpose of the cover page is to communicate what the document enclosed is and to provide information that enables a reader to contact you about your business.

Make sure your business plan’s cover page is visually appealing, free of errors, and concise to set the tone for its content.

A strong business plan cover page should be simple, clean, and powerful. Don’t clutter your cover page with details about how your business will operate. Save those details for the executive summary .

Whether you are writing a business plan , marketing plan, or proposal, the business plan cover page is an essential part of your plan. Read on to find out which elements your business plan cover page should contain and how to design it for maximum impact.

What to Include in the Business Plan Cover Page?

Although there are no specific rules regarding what should be included on your business plan cover page, we have prepared some essential information that you should not overlook.

Company logo

• Business name
• Document title
• Tagline (optional)
• Contact information and address
• Completion date
• Confidentiality statement

Now let’s look at each of these elements in greater detail so you know what you need to include on your business plan cover page.

1. Company Logo

Use a neat, clean, high-quality logo to make your business plan cover page look professional. The logo should be placed at the top of the page.

The image should be large enough to see details, but not so large that it becomes a distraction. Brand identity begins with your logo. The company logo is the first and most significant section that will capture your readers’ attention immediately.

People are 90% more likely to remember your logo if you place it in the top left corner.

2. Business Name

After the company logo, your company name is the second most important section of your cover page as you want your reader to remember your company name as they read the document.

To make your company name stand out from the rest of the information on the business plan cover page, you should use a readable, bold font that is the largest font on the page.

Please keep in mind that if your company logo includes your company name, you can remove either your company logo or name from the cover page.

You can download 50+ Free Business Plan Templates here that include not only pre-built cover pages but also provide step-by-step guidance in the creation of your entire business plan.

3. Document Title

Plan titles tell the reader immediately what the document is about, whether it is a business plan , marketing plan, expansion plan, recovery plan, or anything else.

It is commonly referred to as a “Business Plan,” but you can also customize it by saying “Five-Year Business Plan” or “Merger Business Plan” if you want to outline more specific objectives.

The title of the plan should be large and prominent on the cover page. Readers should know the purpose of the document immediately.

Increase readability by using a clear, bold font, such as Times New Roman, Garamond, or Arial. It may be difficult to read script lettering and doesn’t appear professional.

Please Note: Make sure your name isn’t more prominent than your business plan title cover page.

4. Tagline (optional)

Business owners sometimes use taglines to describe what they do and how they’re different. It’s optional, but you can also include a catchy slogan or motto describing your business.

A tagline becomes an essential part of your cover page if you want your reader to immediately understand what you do.

Generally, your business plan will be more interesting to investors or readers if the tagline is memorable. A business tagline is a short catchy marketing slogan that signifies your brand or company name, as well as other important aspects of your business.

Create a tagline by describing what you do in a few words. Put your tagline under your company logo on your cover page so readers understand what you do immediately.

5. Contact Information and Address

“Prepared By” contains contact information the reader can use to contact the person. It includes information about the company’s mailing address, phone number, e-mail address, and website.

To make investors aware of where to direct their inquiries, include your name as the business owner as well as the names of any partners or executives.

Try to center this information on the page to maintain consistency in formatting. As long as the information is clearly visible and readable, you may use a smaller font size than you used for the company name and title.

6. Completion Date

When was this plan written? The date is important to readers, so include it (month and year are sufficient).

Under the contact information, write the year (or the year and month) in which the business plan was finalized and published. It’s a good idea to update your business plan throughout the year if you’re including the month, so readers don’t think it’s old.

It is important to note that your company name should appear more prominently than your title and date. Depending on your business plan’s writing style, you may spell out the date, like Jan 20, 2023, or write it numerically, like 20/1/23.

Dates should be formatted consistently throughout the document. To maintain consistency, center the text and use the same font size as your address and contact information.

7. Confidentiality Statement

Adding a confidentiality statement to your cover page protects your idea from being disclosed. It is not required, but you may want to include a confidentiality statement on the cover page, or just text “Confidential” to emphasize that this is a confidential document such as the following:

Example of Confidentiality Statement

It is understood that the information provided in this [Company’s Name] Business Plan is totally confidential, and the reader undertakes not to disclose any aspect of it without the express written consent of the business owner.

How to write a business plan cover page that captures investors' attention?

• Keep it concise and to the point: Investors are busy people, so they don’t want to read a long and rambling cover page. Keep your cover page brief and to the point, highlighting your key business strengths and unique selling points.
• Use clear and concise language: Avoid using jargon or technical language that your target audience may not understand. Use clear and concise language to communicate your business vision and goals.
• Highlight your key business strengths and unique selling points: What makes your business unique and different from the competition? What are your key strengths? Highlight these things on your cover page to grab investors’ attention.
• Make sure your cover page is visually appealing and professional: Your cover page is the first thing that potential investors will see, so it’s important to make a good impression. Use a professional design and layout, and avoid using too many colors or fonts.
• Proofread carefully for any errors: Typos and grammatical errors on your cover page will make you look unprofessional. Proofread your cover page carefully before submitting it to any potential investors.

What are some creative business plan cover page design ideas?

• Use high-quality images or graphics that are relevant to your business: Images and graphics can be a great way to add visual interest to your cover page and make it more engaging for potential investors. Choose high-quality images or graphics that are relevant to your business and that will help to communicate your brand message.
• Use a unique and eye-catching font scheme: Your cover page should stand out from the crowd, so use a unique and eye-catching font scheme. Avoid using overused or generic fonts.
• Use your company colors and branding to create a cohesive look: Your cover page should be consistent with your overall branding. Use your company colors and fonts to create a cohesive look and feel.
• Keep your design simple and elegant: A simple and elegant design is often the most effective. Avoid cluttering your cover page with too much text or too many images and graphics.

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What makes a great cover page for a business plan

Formatting should be consistent.

Messy or unprofessional cover pages can create negative perceptions in your readers’ minds before they even open your business plan.

The cover page of your business plan is the first impression of your company, so your logo, fonts, and brand colors should all work together to capture the reader’s attention.

Follow these best practices to create a cover page that stands out:

Keeping your cover page neat and consistent will allow your reader to perceive your organization and professionalism. Use consistent formatting through

• Maintaining equal spacing between characters and lines
• Choosing fonts that are similar or identical
• Make sure each line of your cover page is centered

When it comes to fonts, it’s best practice to stick to one type of typeface, such as serif or sans serif. It’s also important to choose fonts that are simple, easy to read, and represent your brand.

It is important to ensure your business plan’s cover page is free of spelling and grammatical errors. Make sure you proofread your document several times before publishing the final version, and ask others to review it as well.

The less the better

In your business plan executive summary , you will summarize its contents. The cover page should not do the same. It is also unwise to create a business plan cover that is graphically complicated because the information will be difficult to discern. A strong business plan cover page should be simple, clean, and powerful.

Make use of the color scheme of your company

Color plays a crucial role in establishing your brand’s credibility and trustworthiness. Choosing the right brand color will reveal more about your business than you could ever imagine.

In addition, using the right colors can enhance your brand value by creating a strong visual identity. To make your business plan more appealing, your brand color should be incorporated everywhere, such as titles, subtitles, features, images, etc.

Ensure the colors don’t distract from the important information and consider coordinating them with your company’s brand or logo.

Colors represent 90% of your brand’s personality and elicit the right emotions from your customers, so choose colors that represent your brand’s personality and evoke the right emotions.

When it comes to choosing a logo, simplicity is key. Try to create something that represents your brand and speaks to your audience without being too busy (in other words: white space is your friend).

It’s also important to remember to be practical: your logo should look good in any medium, size, color, and even time period. Beyond your business plan cover page, you’ll need it for your social media, marketing material, or labels.

Download Pack of 6 Business Plan Cover Page Examples

We will show you some real-world business plan cover page examples so you may know how to design your own.

Download Business Plan Cover Page Templates

Here are a few business plan cover examples to illustrate the structure and format. Download and customize it according to your needs.

Business Plan Cover Page Example 1

Business Plan Cover Page Example 2

Business Plan Cover Page Example 3

Business Plan Cover Page Example 4

Business Plan Cover Page Example 5

Business Plan Cover Page Example 6

If you’re not confident in your ability to create a business plan on your own, or if you simply don’t have the time to do so, Wise Business Plans can help.

Our expert business plan writers have years of experience crafting comprehensive plans for businesses of all sizes and industries. We’ll work with you to understand your unique vision and goals, and we’ll create a customized plan that outlines your marketing strategy, target market, financial projections, and more.

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How to Design a Cover Page for a Business Plan?

Business Plan Cover Pages

• April 12, 2024

Many entrepreneurs spend hours preparing and writing their business plans. However, do not pay much attention to the cover page. This is a big mistake.

The business plan cover page can create a strong first impact. It sets the platform for how investors or readers will engage with your document.

In this article, we will understand the importance of a cover page and how you can design one yourself.

What is a Business Plan Cover Page & Why is it Necessary to Design it?

The cover page is an integral part of the business plan. It is the first page of your business plan that highlights the key information of your company like a company logo, company name, address, and other key information.

By looking at the business plan cover page, a banker or investor can get a quick idea about the purpose of the presented document.

Your business plan cover should be neat, clean, attractive, and professional enough to draw your reader’s attention.

Whether you are writing a business plan, marketing plan, or business proposal , the cover page is an essential part of all.

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What to include in the Business Plan Cover Page?

There is no specific rule about what to include and what not on your cover page. But we have prepared some essential information that you should not miss including in it.

1. Company Logo

Your company logo will be the first and most essential section that will draw your reader’s attention immediately, so you must include your company logo on your cover page.

A neat-clean, high-quality logo should be used to make your business plan cover page look like a professional cover page. It should be placed at the top of your business plan cover page.

Placing the logo on the business plan cover page sets a strong brand association that focuses a reader’s attention throughout the document.

2. Company Name

The second most important section of the cover page after the company logo is your company name. You will always want your reader to remember your company name through the document reading process.

Your company name font should be readably bold and should be the largest font on the page so that it stands out from the rest of the information on the business plan cover page.

3. Business Tagline or Motto

A business tagline is a short catchy marketing slogan that is usually written with a company name or brand and is also sometimes used to indicate key features of your business. Some businesses use a tagline to show what they do and how they are different from the competition.

If you want your readers to understand your business, then a tagline plays a crucial role. Usually, a memorable tagline can excite an investor or reader that they will take a special interest while reading your business plan.

4. Branding Color

Brand color is most important in establishing trust and confidence in your customers. Your brand color will speak more than you can think about your business. Also, the right use of colors can increase your brand value by creating a strong visual identity in the industry.

Most successful companies have a strong association with their logos and brand colors. Their colors always tend to reflect their branding, even when they don’t include any text on them.

Brand color can help in establishing trust and familiarity by evoking the right emotions in your reader’s brains and sending the right message to them. Also, your brand color should be integrated into your business plan everywhere, like titles, subtitles, features, images, etc to make your business plan template more attractive.

5. Plan Title and Plan Year

The plan title will give a clear idea about what the presented document is about, whether it is a business plan, marketing plan, business expansion plan, recovery plan, or anything else.

The plan title is the notable feature of the cover page and should be in large font size. Immediately, the reader should know the purpose of the presented document.

There is no rule about which should be of the largest font size, “Company Name” or “Plan Title” as both have their benefits. It is the owner’s choice to decide what they want to highlight on the cover page for their document.

Also, readers will want to learn about what is the business plan creation time or what will be the execution time for the presented document. Thus it is important to specify the plan year on your cover page.

It should be written relatively in a smaller size and frequently below the plan title.

6. Prepared By

The “Prepared By” section is used to specify who is presenting the document and it should be the name of the company CEO, President, Owner, or sometimes another key person.

This information will help the reader to know about the key person in the company and whom they should contact in the case for more information.

7. Contact Information

Contact information contains the information reader can use to contact the person specified in the “Prepared By” section. This information includes the company’s physical address, phone number, email address, and company website .

Contact information should always be on the business plan cover page. It lets the reader learn who is presenting the document and how to contact that person.

8. Confidentiality Statement

While it is not required, you may want to include a confidentiality statement on the cover page. Or just state “Confidential” to let the reader know that this document is confidential and not directed to share with others without the owner’s consent.

The confidentiality statement on your cover page will look like this:

Example of Confidentiality Statement

Tips to make a cover page remarkable.

Now, that you know what to include in a cover page of the business plan, let’s see how to make it memorable:

Check the formatting

Before presenting or submitting your business plan to the readers, make sure the formatting (spacing, fonts, size, color) everything is consistent. This will increase the readability and help your audience to understand the things you want to deliver.

Keep it all simple

Keep your cover page for a business plan free from any clutters. The design should be classy and elegant. It should sync with the goals of your business. Ensure consistency by using the same brand color for both your business’ branding and cover page.

Review—Re-review

Double-check the cover page for any typos or grammatical errors. The better option is to have another person review it. This way, he/she will find the mistakes that you might be missing out on.

How to Design a Business Plan Cover Page?

Upmetrics gives you a beautifully designed business plan cover page template with no work on your side. Industry experts recommend our cover pages. Thus, you can trust us for your cover page without any doubts.

You can use a cover page theme that suits the personality of you and your business. Upmetrics comes with professionally designed cover pages that immediately transform the reader’s plain business plan reading experience into an interesting opening.

Upmetrics provides a feature where you can control which information and section you want to highlight on the cover page. Also, you can remove any section that you feel is not necessary for your cover page.

We also allow you to upload your own custom cover page design, so you can personalize your business plan with the cover page of your choice. So, wait no more, and start designing your cover page!

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Frequently Asked Questions

Does a business proposal have a cover page.

Yes, a business proposal includes a cover page. The cover page is the first impression of your proposal and should include key information, such as the title, company name, date, and logo.

The cover page can make your business proposal look more professional as it sets the tone for the proposal. 

What three aspects must be included in the cover page?

The three main things to include in a cover page of a business plan are:

• Clear title: It should be focused on the main topic of the plan & business idea.
• Contact information: Include the name of your company and the ways to contact you.
• Date: Readers would want to know the execution time and the timeline of the business plan.

What is the best format for a cover page?

A business plan cover page is the first thing that your potential investors will see. So, the best format for a cover page is to keep it simple & clean so that it draws your audience’s attention to read the whole business plan.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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