Executive Summary Template
Executive Summary Template
EXECUTIVE SUMMARY
CONTATCT Y PITCH
INFORMATION [Provide a short description of the investment opportunity you are
StartupName Inc presenting in the form of vision and/or mission statement]
o via Giolitti 34, Rome, Italy
5 +39 358.246.7876 ] PROBLEM/OPPORTUNITY
Ç www.startup.com [Describe your target buyer’s need or desire. Avoid technical terms and
Ñ [email protected] only focus on explaining the opportunity. Include the profile of target
customers]
I FINANCIAL
INFORMATION X SOLUTION/PRODUCT
[Describe how you want to address the need or opportunity. Concentrate
Company Stage: Beta ready
on essential value proposition and customer benefits]
Previous Capital: €60.000
Monthly Net Burn: €4.000
Y BUSINESS MODEL
Capital Seeking: €485.000
[Explain the potential profit from this project. Describe your revenue
model and expected profit margin]
F USE OF FUND
25% Product Development E MARKET
35% Marketing/Sales [Describe the market scenario and give supporting data like market size,
20% Operation/Inventory market share and growth rate]
20% Legal/Other ...
á COMPETITORS
[Describe your current & future competitors and any other external risks
s MANAGEMENT TEAM
that the investment may be exposed to. Demonstrate knowledge of the
• CEO & Co-Founder: Marco
landscape]
Rossi. 15 years in sales and
marketing at Pippo S COMPETITIVE ADVANTAGE
International, Topolino inc, [Describe your current & future competitive advantage and explain barriers
and Paperino Group. Co- to entry]
founder of Pizza&co.
• CMO & Co-Founder: Albert 4 EXECUTION PLAN/GO TO MARKET STRATEGY
Verdi. Co-founder of [Describe how you plan to pull it off. Summarize your sales, marketing,
Devition. Previously at development and partnership plans. Highlight milestones planned for
Microsoft and Oracle. future]
Author of books on digital
marketing.
• CTO: Peter Pan. CTO at eTRACTION
Neverland; 5 years senior [Describe the achievement of your startup, highlight milestones achieved
program manager at ATI; 10 to date and results you have: sales, users, CAC, …]
years senior project
manager at Oracle.
a ADVISORS
• Pino Palazzi, founder of
Palazzi Inc FINANCIALS (000 2014 2015 2016
• John Lamb, CEO of Fast $)
Automotive Inc REVENUES 4.690 21.280 68.350
EXPENSES 3.700 8.680 12.290
EBITDA 985 12.600 56.060