Deer Isle Group has published an executive summary checklist in its toolkit to help capital seekers who are thinking about a capital raise prepare for their capital raise. A well-crafted executive summary will hopefully engage a potential investor to proactively learn more about the opportunity. This typically results in a request for more information via a call or meeting, which could lead to a successful capital raise.
The Executive Summary lets an investor know why they should be excited about an opportunity and typically covers information such as:
- Raise Type, Amount
- Summary Company Info/Background
- Summary Selling Points
- Macro or background supporting investment opportunity
- Competitive Advantage
- High-level visibility into information / pipeline that supports investment thesis
- Simple performance: track record/pro forma
- Team/Bio Summary
- Summary Terms
Having well-constructed and complete information and graphics on these topics can help to generate interest in an investor which helps build a pipeline to a successful capital raise.
About Deer Isle Group:
Deer Isle Group (“Deer Isle”) with its subsidiaries, Deer Isle Capital, a registered broker/dealer, and Deer Isle Financial, is a differentiated investment bank that provides financial/strategy and closing advisory as well as proprietary technology solutions in order to help ensure a successful sale or private placement capital raise. Our business is built upon providing investors and capital seekers/issuers the right tools in order to ensure a transparent, smooth and efficient capital solution.
Our successful track record includes having raised over $5 billion in private placement capital since our founding in 2007.
Deer Isle’s capabilities and expertise provides value-add for both investors and capital seekers/issuers by understanding investor requirements and helping capital seekers achieve an institutional-quality sales process or capital raise.
Our fundamental strength is our institutional-quality advice combined with our proprietary technology solutions. Our success in these factors has helped drive our proven execution capabilities.