Are you thinking about or beginning a capital raise for your business?
One of the most important aspects of positioning your capital raise is creating an effective Executive Summary. The Executive Summary will be the first piece of introductory material that is sent to a potential investor and should provide a snapshot overview of the investment opportunity/your business.
GOAL: The Executive Summary goal is to provide enough detail about the investment opportunity such that the potential capital provider is interested in further engaging with a meeting or phone call to learn more.
KEEP IT SHORT: The typical investor does not have a lot of time to spend on an initial review of an investment opportunity and really wants a summary so they can decide if they want to see more information. Usually a capital seeker is passionate about their business and wants fully explain the business opportunity. The full business explanation is typically in a business plan. The summary of the investment opportunity is in the Executive Summary – should be a maximum of 2 pages.
TOPICS: The investor wants to understand the investment opportunity rather than understand the business opportunity in their initial introduction to the investment. This means that the information presented in the Executive Summary includes information on the business as well as information on market dynamics and team. Some topics to include:
- Summary Company Info/Background
- Summary Selling Points for the Investment Opportunity
- Macro or background information supporting growth thesis
- Competitive Advantages
- Summary Track Record, Pro Forma, Pipeline info
- Team Capabilities/Bios
Here is a link for a FREE Executive Summary Template: https://www.deerislegroup.com/wp-content/uploads/2019/02/Deer-Isle_Exec-Summary-Outline-_02-14-18-1.pdf
Should you want more information on your capital raise, contact us!