Overview / Description
Plansera AI is an AI E-2 visa business plan tool that drafts submission-ready E-2 treaty-investor business plans for U.S. immigration attorneys. It interviews the client in plain language, reads uploaded evidence (bank statements, leases, invoices), and checks the case against the five core E-2 eligibility standards: substantial investment, capital at risk, traceable funds, a non-marginal enterprise, and the investor's directing role. The output is a professionally designed PDF plus an editable Word document that includes 5-year financial projections, cash-flow and break-even analysis, charts, and a categorized use-of-funds breakdown. Where outside vendors charge roughly $2,000 and paralegals spend about a week on this work, Plansera aims to produce a strong first draft to review in about 30 minutes. Pricing is a flat $100 per plan billed through Stripe, with no seats and no subscription. The workflow is: enter basic company information, complete a chat-based Q&A, upload supporting documents, review the eligibility assessment, then generate and download the plan. It is purpose-built for E-2 filings rather than general business planning.
Used For
U.S. immigration attorneys use Plansera AI to draft submission-ready E-2 visa business plans with 5-year financials in about 30 minutes.
Pricing
Per plan
Flat $100 per plan billed through Stripe, with no seats and no subscription.
Pros & Cons
Pros
• Drafts submission-ready E-2 treaty-investor business plans purpose-built for U.S. immigration attorneys • Interviews the client in plain language and reads uploaded evidence such as bank statements, leases and invoices • Checks the case against the five core E-2 eligibility standards, from substantial investment to the investor's directing role • Outputs a designed PDF plus editable Word doc with 5-year projections, cash-flow, break-even analysis and use-of-funds breakdown • Flat $100 per plan with no seats and no subscription
Cons
• Purpose-built for E-2 filings only, not general business planning • Produces a first draft that attorneys still need to review and refine • Focused on U.S. immigration, so no value outside that use case • Output quality depends on the completeness of uploaded client evidence
Questions & Answers
Alternatives
Upmetrics, LivePlan
Reviews & Ratings
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