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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 a differentiated investment bank that empowers Capital Participants with the right tools to ensure transparent, smooth, and efficient direct capital markets outreach. Since our founding, we have successfully transacted over $5 billion in capital, through Deer Isle Capital, LLC (our FINRA registered broker/dealer), for companies and funds in a wide variety of security types, sectors, and geographies.  

The foundation of our approach is innovative unbundled capital capabilities, expertise, and guidance that are customizable depending upon our client’s requirements.  

Our services, available on an “as needed” basis include:

Strategic Capital ConsultingTM (“Deer Isle Bootcamp”) to prepare for a capital or M&A transaction including Strategic Capital PositioningTM, Strategic Capital Modeling, Due Diligence Preparation and Capital Markets Landscaping.

Beacon (“Proprietary Technology”) offers “Direct Issuance/Contact” capabilities, as well as Capital Markets Brand Building, which helps ensure capital markets success today and in the future from a relevant universe of 10,000+ institutional (fiduciary) capital markets organizations/45,000+ institutional capital markets people. 

Closing Advisory/Guidance (including “Shepherding”) expertise, through Deer Isle Capital, for structuring, negotiating, and completing a successful capital/M&A transaction.