EXECUTIVE SUMMARY TEMPLATE
SAMPLE OUTLINE
MAKE AN IMPACT
Purpose
The goal of an Executive Summary or 2 Pager (see Sample Outline here) is to crystallize important information about the investment opportunity such that a potential investor can easily understand the investment’s relevant advantages. A well-constructed Executive Summary will hopefully engage the potential investor such that they will want to proactively learn more about the opportunity. This typically leads to a request for further information including a meeting or call which could result in a successful capital raise.
A well-constructed Executive Summary typically includes standard information which is relevant to a yes/no high-level investor screen.
Covered Topics
It’s important that the Executive Summary is easy to read and conveys information in a format that is easy to understand. The potential investor will be quickly reading it in order to determine if they want to see more information/engage in a discussion. They need to be able to understand quickly the investment thesis/reasons to invest since they usually have many investment options and will only spend minimal amount of time assessing any single opportunity.
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
Result
The result of well-constructed Executive Summary is that an investor will understand the investment opportunity and will be interested in engaging with the capital seeker. This means that a capital seeker’s time and effort will be targeted towards those potential investors who have a basic understanding of the investment opportunity, thereby increasing the likelihood of a successful capital raise.
About Deer Isle Group:
Deer Isle Group (“Deer Isle”) empowers investors and capital seekers with the right tools to ensure a transparent, smooth and efficient capital solution. Our proprietary technology offers fast access to capital markets beyond your network, and our expertise provides ‘as-needed’ closing expertise/guidance for a more successful capital solution.
Founded in 2007, Deer Isle with its subsidiaries, Deer Isle Capital, a registered broker/dealer, and Deer Isle Financial, is an innovative investment bank that provides “as needed” financial/strategy and closing advisory as well as proprietary technology solutions that give curated access to 10,000+ institutional investors.
Our successful track record includes having raised over $5 billion in private placement capital since our founding. 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.
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