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Executive Summary: Sample Template

by Deer Isle Group Jan 07, 2023

EXECUTIVE SUMMARY TEMPLATE
SAMPLE OUTLINE
MAKE AN IMPACT

Purpose

The goal of an Executive Summary or 2 Pager (see Sample Outline here) is to crystallize important information about the investment opportunity such that a potential investor can easily understand the investment’s relevant advantages. A well-constructed Executive Summary will hopefully engage the potential investor such that they will want to proactively learn more about the opportunity. This typically leads to a request for further information including a meeting or call which could result in a successful capital raise.

A well-constructed Executive Summary typically includes standard information which is relevant to a yes/no high-level investor screen.

Covered Topics

It’s important that the Executive Summary is easy to read and conveys information in a format that is easy to understand. The potential investor will be quickly reading it in order to determine if they want to see more information/engage in a discussion. They need to be able to understand quickly the investment thesis/reasons to invest since they usually have many investment options and will only spend minimal amount of time assessing any single opportunity.

The Executive Summary lets an investor know why they should be excited about an opportunity and typically covers information such as:

  • Raise Type, Amount
  • Summary Company Info/Background
  • Summary Selling Points
  • Macro or background supporting investment opportunity
  • Competitive Advantage
  • High-level visibility into information/pipeline that supports investment thesis
  • Simple performance: track record/pro forma
  • Team/Bio Summary
  • Summary Terms

Result

The result of well-constructed Executive Summary is that an investor will understand the investment opportunity and will be interested in engaging with the capital seeker. This means that a capital seeker’s time and effort will be targeted towards those potential investors who have a basic understanding of the investment opportunity, thereby increasing the likelihood of a successful capital raise.

Contact Us:

Deer Isle Group

info@deerislegroup.com

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Founded in 2007, Deer Isle is an innovative investment bank that equips capital market participants with the tools they need for transparent, seamless, and efficient capital markets transaction success.

Since our inception, we have facilitated over $5 billion in capital transactions through Deer Isle Capital, LLC—our FINRA-registered broker-dealer—for companies and funds across various security types, sectors, and geographies.

At the core of our approach are effective, unbundled capital solutions, offering expertise and guidance that can be customized to meet each client’s unique needs. Our services, available on an "as-needed" basis, include:

  • Strategic Capital ConsultingTM (“Outsourced Strategic CFO services, Deer Isle Executive Management/Board Bootcamp or Sprint”) to prepare for a capital or M&A transaction leveraging the Deer Isle proprietary AI enhanced 4 pillar capital framework and real-world experience.
  • Beacon (“Proprietary Technology”) offers White-label and Turnkey Capital Provider engagementwith customized content and data analyticsfrom a relevant subset from a universe of 17,000+ institutional (fiduciary) capital markets organizations/50,000+ institutional capital market people.
  • Closing Advisory/Guidance (including “Shepherding”) expertise, through Deer Isle Capital, for structuring, negotiating, and completing a successful capital/M&A transaction.