Welcome to The Angel Roundtable
The Angel Network of the Appalachian Highlands
Executive Summary Guidelines
Following is an outline of items that should be considered for inclusion in the entrepreneur's executive summary of his / her company. All executive summaries should also include the company's logo, company name, and contact information.
The Company Overview
Business description
What company does
Overview of product or service
Accomplishments
Paying customers
Strategic partnerships
Technology
Profitability
Value proposition
Capital sought and uses of proceeds
Management
Brief backgrounds of management and key individuals
Initial organizational structure.
Identification of immediate and future personnel needs
The Product or Service
Description of the product or service
Customer problem
Differentiating features, benefits and technology
Proprietary assets – Trademarks, patents, trade secrets, special production
skills, processes
The Market
Market size .
Market analysis
Distribution and Marketing
Attracting customers
Direct sales methods,
Potential channel partners
Existing customer relationships
Competitive Analysis
Competitors
Market Share
Comparative pricing
Points of competitive differentiation
Business Model
Unit level economics
Economies of scale achievable
Impact of market trends
Impact of governmental regulations
Financial Summary
Projected income statement for a 5 year period
Balance sheet, Statement of Cash Flows
(Summary financials are sufficient for an executive summary)
Major assumptions in your projections
Exit strategy
Interested in learning more?
The Angel Roundtable - P.O. Box 8935, Johnson City, TN 37615
