Executive Summary Template
[The Company] was founded in [date] and [describe what your business does]. Our principal offices are
located at [x].
Business/Product or Service
[The Company] makes [describe your product/service line].
The Company produces/provides the following products/services: [list products here in order of
Presently, our [main product] is in the [introductory, growth, maturity] stage. We plan to follow this
product with extensions to include [x, y, and z].
Critical factors in our business are [x, y, and z]. [Main product] is unique because [u and v] and/or we have
an advantage in the marketplace because of our [patent, speed to market, brand name, etc.].
We define our market as [manufacture and sale of writing and drawing instruments, low fat cheese, oral
care products…]. This market was approximately [$x] last [period available], and is expected to grow to
[$x]. Our key customers include [list those that would lend credibility].
We compete directly with [x and y] and alternatives to our product include [u and v]. Our product is
unique/superior because of [x]. We have a competitive advantage because of our [speed to market,
established brand name, low cost producer status].
The greatest risks associated with our business today are [x, y, and z]. We feel we can overcome these risks
because of [x]. We have the opportunity to [x] if we can [x].
Our team consists of [John Doe] most recently with [Big Company A] as its [National Marketing Manager]
who presently owns [x% of the company]; of …, and of …
We seek [$] which will enable us to [describe what you will accomplish with the funds] by [describe how
the funds will be spent]. We expect to provide an exit within [x] years by [a dividend of excess profits, re-
capitalization, sale of company, or public offering].
In [the most recent quarter/month], our company had sales of [x], and