Case Study: Rise to Purpose helps entrepreneurs turn side hustles into full-time businesses with Upmetrics

Rise to Purpose helps clients secure $175K SBA loans with Upmetrics

David Rachal III of Rise to Purpose, a business consultant, faced a challenge when traditional business planning methods overwhelmed his entrepreneur clients, paralyzing their execution. He needed a more comprehensive and cost-effective tool than his previous solution, Business Plan Pro, to help clients turn side hustles into full-time businesses. He turned to Upmetrics for its business planning platform.

Upmetrics provided a guided, drag-and-drop business plan builder with templates and financial forecasting tools. The solution enabled David to coach clients directly within the platform, streamlining collaboration and the planning process. The measurable impact included significant time savings and helped clients secure funding, such as a $175,000 SBA loan and $90,000 from angel investors, empowering them to launch their ventures confidently.

Rise to Purpose