Fillable Printable Sample Executive Summary Example
Fillable Printable Sample Executive Summary Example
Sample Executive Summary Example
Executive Summary Example
Big Roller
One Line Pitch: A new experience in moving.
Business Summary: We have invented a revolutionary piece of
technology that allows things to be moved quickly and over long distances.
We plan to use this technology to create products that we will sell to people
who need to move anything larger than things that they can carry.
Management: My business partner and CTO Grok has a secret where he
uses a hard sharp rock to shape other rocks. We have already used this
technique to manufacture arrowheads. We spend our time making things
for other people in exchange for food. We also made a large stone club for
our CFO Buba to make sure we get paid.
Customer Problem: Zok in the next cave over tried to move a rock so his
family could sit around it, but it was too heavy to drag and didn't roll well.
Olf once scored so big on the hunt that he couldn't drag his prize home.
Product/Services: We are going to shape stones into disks and put a hole
in the middle. In the hole we are going to put large sticks and we will
connect these with other sticks to make a flat surface that will support
whatever heavy object you want to move.
Target Market: Anyone who needs to move heavy objects, like Zok and
Olf, would be customers. Zok wanted to move to another cave once, but
changed his mind when he tried to pick up the rocks that his family sits on.
Customers: Zok and Olf so far.
Sales/Marketing Strategy: We are going to build a prototype that we can
roll to the caves down the river because we think that other people will
have the same problem as Zok and Olf and will therefore be customers.
Business Model: We will manufacture stone disks and build rolling
platforms that we will sell. We can also sell the stone disks by themselves
for other people to build things with them.
Competitors: We don't know of any other competitors. We saw someone
dragging rocks on big sticks once, but our solution is better.
Competitive Advantage: We have been working with stones and know
where the best ones are for making our disks. If anyone finds the place
with good stones, we will make more clubs for Buba and his friends to keep
people away.
Company Profile
URL:
www.big-roller.com
Industry:
Industrial/Energy
Employees:
3
Founded:
4500 BC
Contact
ork bork
Work:
212-555-1234
Fax:
Financial Information (USD)
Company Stage:
Product In
Development
Previous Capital:
0
Monthly Net Burn: 1
Pre-money Valuation:
100
Capital Seeking:
10
Additional Information
Management
Ork, CEO
Grok, CTO
Buba, CFO
Advisors
Lawyer:
Accountant:
Investors
Big Roller
30 E. 23rd Street
New York , NY
10010
United States
Financials* (USD)
2009 2010 2011P 2012P 2013P 2014P
Revenues
$1.3 $2.5 $5.5 $9.9 $16.0 $25.0
% Change
140.0% 92.3% 120.0% 80.0% 61.6% 56.3%
Gross Margin %
38.2% 41.0% 41.3% 41.4% 41.4% 41.5%
EBITDA
($1.0) ($0.8) ($0.2) $0.2 $1.5 $3.0
Cash Flow**
($1.4) ($1.3) ($0.8) ($0.9) $0.5 $1.4
* In Millions (000,000) **Not including financing
Executive Summary Instructions
One Line Pitch: Summarize your company as succinctly as possible,
giving investors a reason to find out more.
Business Summary: Investors fund businesses, not ideas. Tell them
about the business you are building. Use this to summarize your
whole plan. Don't include specific financial information here, or repeat
what's said in any other field.
Management: It is important that your management team has a
proven track record in leadership and performance. Give specifics.
Experience in the target business segment is key.
Customer Problem: Investors fund pain killers, not vitamin pills.
What critical customer need does your company address? If you are
a web company, you may need to make a hard decision here on
whether to talk about your audience or the people who will ultimately
pay you (like your advertisers).
Product/Services: How does your product solve the customer pain
you have described above?
Target Market: Define your SPECIFIC market. "Males between the
ages of 18-30" is not specific enough and shows a lack of analysis.
Include market size data, growth rate, customer segmentation, and
market structure where applicable. Also, keep in mind that Angel
Investors are unlikely to fund ventures unless they can demonstrate
scalability to at least $20 million in revenues in five years, and VCs
look for $100 million over the same period.
Customers: Investors are more likely to invest after talking to
customers who will purchase your products. List several current or
potential customers for your solutions.
Sales/Marketing Strategy: How are you going to acquire and
maintain customers? Direct sales? Sales representatives or
distributors? What is your distribution model? How will customers find
you?
Business Model: How do you plan to make money? Are you selling
products or services? Are you giving away razors in order to sell razor
blades? If you are an Internet property, how will you monetize those
who visit your site?
Competitors: Every product has competitors (typewriters replaced
pencils). What products are your customers now using as pain killers?
Who is providing these products to your potential customers? Are
these competitors small companies or large public companies?
Competitive Advantage: Do you have patents or other proprietary
technology? How will you keep your competitors from quickly copying
your products and selling them to your customers? Describe the
difficulties your competitors will have in duplicating your solutions.
Company Profile
Industry:
e.g. Food and Beverage,
Farming, Food Distribution
Contact
Person investors should call first
Financial Information (USD)
Company Stage:
e.g. Concept Only,
Product in Development,
Prototype Ready, Full Product
Ready, $X Revenue (trailing 12
months). Investors typically
invest at the Prototype Ready
stage or later. They are looking
for businesses, not ideas.
Previous Capital:
The total amount
that has been invested in your
business including your own
money and investments from
friends and family. Investors like
entrepreneurs that "have skin in
the game". They typically like to
see around $100,000 already
invested.
Monthly Net Burn:
Total monthly
expenditures minus current
monthly revenues.
Pre-money Valuation:
The value of
your company before receiving
any additional investment. Angel
Investors typically look for
valuations in the $1-3 million
range. Entering a value gives
investors a better sense of what
you're looking for and how well
you understand your business.
Capital Seeking:
The total amount
your company is looking to raise
this round.
Additional Information
Other pertinent information such
as key company advisors, joint
venture partners, etc.
