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Executive Summary Template

Prepared for:

[Client.FirstName][Client.LastName]
[Client.Company]

Created by:

[Sender.FirstName][Sender.LastName]
[Sender.Company]

[Sender. Company] is a founded as of [Company.Business] to [Foundation.Date] (Talk about the ultimate goal of your company – the “big idea.” This first sentence is all about capturing the reader’s attention, in terms they will understand).

Product

[Sender. Company] provides/makes/produces/serves (as applicable) the following:

Market

Our target customers include (who). The total addressable market is $10 mln. [Sender. Company] is pre-revenue but is gaining meaningful traction with customers. Based on this plan, [Sender. Company] projects that it will be able to capture at least 20% percent of this market over the next 2 years.

Competition

Our competition is comprised of [Competitor]. [Sender. Company]’s competitive advantage lies in (Explain your competitive advantage and differentiation in the market).

Management

[CEO.Name], CEO of [Company], is tailor-made for this opportunity because (description). Other members of the management team include:

Funding needed

[Sender. Company] is seeking $10 mln for (Describe how you will use the capital), which will enable us to (Describe the results investors should expect from this). Our ultimate goal is an exit within 2 years by way of (An IPO (highly unlikely, but possible) / an acquisition (more likely, but not easy), something else).

Financial projections

[Sender. Company] is pre-revenue, but we have 10 (Letters of Intent, POs) that should help us generate meaningful revenues in a relatively short period of time. Our 5 year projections based on our extensive market research and a detailed knowledge of what is needed to scale the business are shown in the graph below.

Should this opportunity fall within your investing interests, please don’t hesitate to contact the undersigned at [Sender.Phone] or [Sender.Email].

Thank you for your consideration.

Signature
MM / DD / YYYY

[Sender.FirstName]
[Sender.LastName][Sender.Company]

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