InvestPlanner
Project:


LiTaS, obrt za projektno savjetovanje, vl. Teo Vuksan
Business and management consulting:
- preparation of project proposals for EU funds and national tax incentives
- preparation of project and investment documentation for loans
- management and monitoring of projects
- preparation of business plans, investment studies and strategies
- management consulting
Size:
Micro company (< 10 employees and/or turnover or balance sheet total ≤ EUR 2 million)
Sector:
Other
Country:

Croatia
Region:
Osijek-Baranja

TERA Tehnopolis
TERA Tehnopolis is a regional centre for technology transfer supporting innovation, offers services in business planning, internationalisation, digitalisation, and IP management. It has supported over 160 startups and 250 SMEs and leads initiatives like the “Be the Role Model™” exhibition.
Sector:
Circular Economy
Country:

Croatia
Region:
Osijek-Baranja

LiTaS is a consulting business specialised in project preparation, EU funding, national incentives, subsidised credit lines and investment documentation. After starting operations in 2024, the business achieved strong revenue growth in 2025, confirming demand for its services but also creating a need to plan future development more systematically. The main challenge was to structure the service portfolio, market potential, growth assumptions and financial logic into a clear business plan. For a one-person consulting business, this is important because further growth depends on balancing client demand, available working capacity, low fixed costs and realistic revenue planning.
The challenge was addressed by piloting InvestPlanner as an AI-supported tool for business definition, business analysis and financial analysis. LiTaS used the solution to structure its consulting service portfolio, describe target clients from the private and public sector, analyse market demand linked to EU funds, national incentives and subsidised credit lines, and review the financial logic of future growth.
B2GreenHub supported the process by enabling access to the piloted solution and knowledge transfer on how AI-based planning tools can support consulting businesses. InvestPlanner helped transform business inputs into a structured business plan, including market analysis, development opportunities and financial sections.
Concrete results included a clearer business plan draft and financial overview based on previous performance: revenues increased from EUR 26,430.00 in 2024 to EUR 59,078.92 in 2025. The pilot helped connect this growth with future planning, capacity assumptions and realistic development options.
For consulting businesses, start by defining the service portfolio, target clients and growth goals before using AI tools. In the case of LiTaS, this means linking project preparation, EU funding support, investment documentation and business planning with realistic assumptions about demand, pricing and available working capacity. Use InvestPlanner to structure the plan, test the business logic and identify weak sections, but always compare AI outputs with previous financial results and expert judgement. For similar businesses, a good next step is to use one real business case, validate the generated plan and then reuse the best structure for future planning.
Name & surname - Teo Vuksan
Position in company - Owner
Company name - LiTaS, obrt za projektno savjetovanje
Statement - I have been following TERA Tehnopolis for many years, and their updates/news are among the ones I regularly open every Monday. That is how I learned about their participation in the project, as well as the invitation for interested stakeholders to get involved.
From the initial application to the online meeting, everything went excellently, including their communication. Through InvestPlanner, I worked on my own project and it helped me to structure the idea more clearly, develop the financial aspects, and consider opportunities for future growth.