Example Summary Guidelines: The Company Where / When / For what purpose The Products What problem does product or service solve? What is unique and or different about product and opportunity? The Market and Marketing Strategy What is compelling about the market opportunity? What is the size of the market? How fast will the market develop? What are the industry trends? What is your strategy to reach market? (marketing plan) Who are the customers and why they absolutely need product or service? The Competition /Barriers to Entry Competitors: features and benefits of competition How does the company differentiate themselves from the competition? Does your company have a competitive advantage? Accomplishments List of accomplishments to date (patents/contracts/strategic partners, etc.) Brief company history Management Who’s on the team? Have they worked together before? Do you have an advisory board? Business strategy How will you use the money? Milestones Financial Summary Financials: current + 5 year future projections, Exit Strategy, ROI Summary of Investment Opportunity Features and Benefits Importance to investors/marketplace (customers)