| 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:
- 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
- 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.
- 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.
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.
