Executive Summary Template
[Sender.Company] is a (describe the nature of your business (i.e., manufacturing business, marketing agency, etc.)founded as of (MM.DD.YYYY) to (talk about the ultimate goal of your company – the “big idea” – here.)
1. The problem
The problem of (state brief description of the problem) that [Sender.Company] is solving is critical and on a large scale. In fact, it affects (number of people/businesses affected) today.
2. The solution
[Sender.Company] provides/makes/produces/serves (as applicable) the following: (Share details on the product or service your company provides. Or you can share what the product or service will be if it’s still in development.)
Our target customers include (If your company is business-to-consumer, state the demographic, (e.g., homeowners), whereas if it’s business-to-business, your demographic will be the type of business you’re serving (e.g., auto shops).).
The total addressable market is (insert dollar amount, if known, or audience size). [Sender.Company] is pre-revenue/revenue-generating (as applicable)but/and (as applicable)is gaining meaningful traction with customers.
Based on this plan, [Sender.Company] projects that it will be able to capture at least (number) percent of this market over the next (number)years.
Our competition is comprised of (generally state the other businesses that are competing for your audience). [Sender.Company]’s competitive advantage lies in (explain what helps your company stand apart from the competition).
[CEO.FirstName][CEO.LastName], CEO of [Sender.Company] is tailor-made for this opportunity because (describe the CEO’s experience and background in a paragraph or two. Did they start the company? Have they run other companies of a similar nature? Do they have extensive schooling? Include details such as these.). Other members of the management team include:
[CEO.FirstName][CEO.LastName] – (No more than a paragraph describing the experience & education of this person).
6. Funding needed
[Sender.Company] is seeking (dollar amount) for (describe the intended use of this capital), which will enable us to (describe the tangible results investors should expect from this). Our ultimate goal is an exit (if applicable)within (number) years by way of (an IPO, acquisition, etc.).
7. Financial projections
[Sender.Company] is pre-revenue/revenue-generating (as applicable), but/and (as applicable) we have (number) (Letters of Intent, POs, etc.) that should help us generate meaningful revenues in a relatively short period of time.
8. Final thoughts
Management believes that [Sender.Company] is an attractive opportunity for investors to get involved in (state industry is located) and to see a positive return on their investment. (Add some detail on any near-term catalysts that position the company for imminent success and that will excite readers).