Plansera AI

Plansera AI is a specialized tool built for U.S. immigration attorneys and paralegals who prepare E-2 treaty-investor visa filings. It conducts an AI-driven intake interview, reads uploaded documents, checks eligibility against adjudication standards, and delivers a professionally designed business plan as both PDF and Word — for a flat per-plan fee with no subscription. The product was built by Daniel Aydın, who leads LegalTech at Plansera AI and holds an LLB with over a year of experience as a LegalTech & Growth Manager at a U.S.-based immigration law firm.

What It Is

Plansera AI is a document-generation tool purpose-built for E-2 treaty-investor business plans. Unlike generic business-plan generators, every component is designed around the specific questions a consular officer or USCIS adjudicator evaluates: whether the investment is substantial and at risk, whether the source of funds is traceable, whether the enterprise is non-marginal, and whether the applicant will develop and direct it. The output is a submission-ready plan with real 5-year financial projections, charts, and a categorized use-of-funds breakdown.

How the Workflow Operates

The process runs in three steps:

• Start a plan — Enter company and investor basics and pay the flat per-plan fee. No subscription is required.
• Chat & upload — An AI paralegal interviews the client in plain language and ingests bank statements, leases, and invoices, extracting figures, source-of-funds, and use-of-funds automatically.
• Generate & download — Review the eligibility check, generate the plan, and download the finished PDF and editable Word document.

A sample plan is available in the dashboard before any payment, allowing attorneys to evaluate the output format before committing.

E-2 Eligibility Checks Built In

Plansera checks five core E-2 adjudication criteria before generating the plan: substantial investment, capital at risk, traceable source of funds, non-marginal enterprise, and the applicant's directing role. The product's About page states it is "an E-2 specialist by design" and grounds its eligibility logic in primary sources — the Foreign Affairs Manual (9 FAM 402.9), 8 CFR 214.2(e), and USCIS guidance.

Output and Document Quality

The generated plan includes:

• Deterministic 5-year revenue projections, cash flow, and break-even analysis rendered as clean tables and graphs
• A categorized investment breakdown reviewed and approved by the client before generation
• A professionally designed PDF suitable for consulate submission
• An editable Word document for attorney review and customization

Audience and Positioning

Plansera AI targets U.S. immigration attorneys and paralegals, not end applicants directly. The product page describes its intended users as professionals "preparing E-2 treaty-investor filings who want a faster, more defensible drafting process." The site also publishes an E-2 knowledge base of guides grounded in primary legal sources, covering topics such as substantial investment, source of funds, treaty nationality, and marginality — all authored by Daniel Aydın and dated for accuracy.