Executive Summary Template - DOC - DOC

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					                                                                                                                                 [Company Name]
                                                                                                                            Executive Summary Template
                          Contact Information                                                                                    INTRO
                          Address                                                                                                [Provide a short description of the investment opportunity you are presenting in
                          Phone/Email]                                                                                           the form of vision and/or mission statement]

                          mailto:Industry                                                                                        DESCRIBE THE NEED YOU’RE FILLING
                          [General Industry]
                          [Specific Industry/Segment]                                                                            [Describe your target buyer’s need or desire. Avoid technical terms and only focus
                                                                                                                                 on explaining the opportunity. Include the profile of target customers]
                          Development stage
                          [Startup/Revenue/Profitable]                                                                           SOLUTION/PRODUCT

                          Year founded                                                                                           [Describe how you want to address the need or opportunity. Concentrate on
                          [2005]                                                                                                 essential value proposition and customer benefits]

                          Number of Employees                                                                                    POTENTIAL REVENUE MODEL
                                                                                                                                 [Explain the potential profit from this project and provide supporting data such as
                          Funding Need                                                                                           market size, market share and growth rate. Describe your revenue model and
                          [$100,000]                                                                                             expected profit margin]

                          Use of Funds                                                                                           COMPETITION
                          0% Product Development
                          0% Marketing/Sales                                                                                     [Describe your current & future competitors and any other external risks that the
                          0% Operation/Inventory                                                                                 investment may be exposed to. Demonstrate knowledge of the landscape and
                          0% Existing Debt                                                                                       your competitive advantage]
                          0% Legal/Other ...
                                                                                                                                 EXECUTION PLAN/GO TO MARKET STRATEGY
                          Projected Monthly Revenue
                          [$0]                                                                                                   [Describe how you plan to pull it off. Summarize your sales, marketing,
                                                                                                                                 development and partnership plans. Highlight milestones achieved to date and
                          Existing Debt                                                                                          planned for future]
                          Existing Investors
                          [Equity ratio/Amount]                                                                                  [Describe the financial resources that you have or need to make the plan
                                                                                                                                 successful. Include available and projected cash, burn rate and revenue. Explain
                                                                                                                                 how far will the investment take you and how do you plan to continue from

                                                                                                                                 THE TEAM/RELEVANT EXPERIENCE

                                                                                                                                 [Introduce your team and emphasize on what YOU bring to the table. Explain the
                                                                                                                                 role and responsibility of each member and any other human resources that you
                                                                                                                                 would need to execute the plan.]

Material Materials, services or products offered by providers to SBDC clients are available as a resource for you to locate professionals who can assist you with business concerns. Making these sources available to you does not imply or constitute a recommendation or endorsement by the SBDC, but is only intended to be a convenience for you.
You must perform your “due diligence” by interviewing the individuals or companies to determine if they meet your needs. If you do retain their services, be sure to obtain your agreement in writing: who is responsible for what; what work is to be performed; what is not included; what is the cost.

A partnership program of the U.S. Small Business Administration and the Bill Priest Campus of El Centro College, a division of the Dallas County Community College District. Funded in part through Cooperative Agreement # 9-603001-0046-22 with the U.S. Small Business Administration. All opinions, conclusions, or recommendations
expressed are those of the authors and do not necessarily reflect the views of the SBA. It is the policy of the Dallas County Community College District and Collin College that all persons have equal opportunity and access to its educational programs, services, activities, and facilities without regard to race, religion, color, sex, age, national origin,
or ancestry, marital status, parental status, sexual orientation, disability or status as a veteran.

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