7 Keys To A Compelling Investor Executive Summary

Startup Professionals Musings

Few investors these days have the time or patience to read a full business plan, so a better way to catch their eye is with a tightly written and well formatted two-page executive summary. I see too many executive summaries that are simply heavy-duty customer pitches, or lightweight visions of the future. The summary must cover all the key topics in a full business plan, including the following, in this order: Lead with a painful customer problem and how you solve it.

Nimble Launches New Contact Summary Feature

socalTECH

Santa Monica-based Nimble , the developer of cloud-based, contact and relationship tracking software, said this morning that it has launched a new feature to provide a "smart summary" feature providing a detailed background summary on any contact.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Pull Investors to Your Business Plan With a Summary

Startup Professionals Musings

Modern investors love to first read a two-page summary of your business plan, formatted like a glossy marketing collateral sheet, with text well laid out in columns and sidebars, and a couple of relevant graphics. You may have already found several articles, web pages, or books about writing the perfect executive summary. Take a look at my website for the Sample Executive Summary , which shows what can be done in one page (both sides).

Give Investors an Executive Summary That Rocks

Startup Professionals Musings

Modern investors love to first read a two-page summary of your business plan, formatted like a glossy marketing collateral sheet, with text well laid out in columns and sidebars, and a couple of relevant graphics. You may have already found several articles, web pages, or books about writing the perfect executive summary. Take a look at my website for the Sample Executive Summary , which shows what can be done in one page (both sides).

5 Mistakes to Avoid Making With Your Executive Summary

Tech Zulu Event

I get questions from startup founders about executive summaries all the time. I answered some of those questions in a previous post, Crafting Your Executive Summary , so I won’t rehash them here. Here’s what not to do when crafting your executive summary. While it may be tempting, with everything that you have to do, to try to find someone else to write your executive summary, you really need to do this yourself.

Investors Love a Concise Executive Summary

Startup Professionals Musings

Modern investors love to first read a two-page summary of your business plan, formatted like a glossy marketing collateral sheet, with text well laid out in columns and sidebars, and a couple of relevant graphics. You may have already found several articles, web pages, or books about writing the perfect executive summary. You need to show your summary revenue and expense projections for three to five years. Tags: executive summary entrepreneur startup business plan

MP3tunes Asks for Summary Judgement In EMI Battle

socalTECH

District Court for a summary judgement. San Diego-based MP3Tunes , the online music locker service headed by Michael Robertson, is hoping to avoid a jury trial and end its three year long battle with record label EMI , and has asked the U.S. According to Robertsons, the move is similar to those taken by Napster, Grokster, Youtube, Veoh, and others, and centers around its compliance with the Digital Millennium Copyright Act (DMCA).

Framework Benchmarks Round 19

TechEmpower

In summary: Updated database platforms: MySQL to v8.0 , MongoDB to v4.2 , and Postgres to v12. Round 19 of the TechEmpower Framework Benchmarks project is now available!

Friday Tech Video Roundup For May 17, 2013

socalTECH

video summary privlo splashio splash melon steam blankspaces What''s the latest batch of videos coming out of Silicon Beach''s startups? Here are some of the highlights from this week from socalTECH''s video section , where we''re currently featuring community videos from and about local startups: What is Privlo''s private mortgage marketplace about? Privlo video explains how the company is launching its own private mortgage marketplace. Splash''s social sharing app.

What You Missed On Your Holiday Vacation, SoCal Technology Edition

socalTECH

feature articles 2012 roundup summary vacationIt's a new year and it's time to get back to work. For those who've been relaxing on a tropical beach for the last two weeks (or visiting friends in family, shopping, or otherwise doing other stuff), we present our guide to "What Happened On Your Holiday vacation, Southern California Technology Edition": In the "big news" category (what little happened over the last two weeks): Hulu CEO Jason Kilar is leaving the company.

SoCal 145

Friday Tech Video Roundup for November 16th, 2012

socalTECH

video summary feature streaming startupSome of the highlights from this week from socalTECH's video section , where we're currently featuring community videos from and about local startups: Peter Pham of Science Inc. with Mario Andretti. Peter Pham, of Los Angeles technology studio/incubator Science Inc., apparently likes not just his startups to move fast, but also his cars. Introducing the PublishThis Content Cloud. An explanation of PublishThis and its content curation software.

March Forum FastPitch Winner: Stephen Meade, My Wet Rock, LLC

Tech Coast Venture Network

Awards TCVN News awards Ciaran Foley Dr Is In event fastpitch my wet rock new prize summary Congratulations to Stephen Meade of My Wet Rock, LLC, winner of our March Forum FastPitch $100 prize! We had a terrific program in March with The Dr. Is In. Ciaran Foley presented The Power of Random, a look at our serendipity can be harnessed in our everyday business lives for the positive.

TCVN 109

Raising money? Find your champion.

Berkonomics

And in all cases, simply sending in an executive summary of the business plan via email or filling in an application for funding on a website lowers the chance of success to near nil. Increasing your chances of success.

Everything about Java 8

TechEmpower

The following post is a comprehensive summary of the developer-facing changes coming in Java 8. Package summary: java.util.function. Package summary: java.util.stream. Summary of proposal: JEP 101: Generalized Target-Type Inference. Package summary: java.time. Summary of proposal: JEP 174: Nashorn JavaScript Engine. This next iteration of the JDK is currently scheduled for general availability in September 2013.

Java 440

How You Can Achieve a Step Change in Your Fitness Before Summer

Both Sides of the Table

Summary If you want to get fit there is a straightforward plan: Commit yourself mentally and don’t make excuses Set realistic goals for yourself and measure progress Plan your workout routines in advance so you build around them and don’t flake.

Is it your brilliant plan or your execution?

Berkonomics

My experience personally reviewing over three hundred executive summaries each year, all sent to me unsolicited, seems to bear out the truth in Tyson’s statement. Mike Tyson: brilliant business savant.

Please map your goal and USE that map!

Berkonomics

As a professional investor in early stage companies, I have long discounted long, detailed business plans in favor of a concise “executive summary” followed by a believable spreadsheet-based financial forecast projecting three to five years into the future. It’s time to speak of some sort of business plan.

Framework Benchmarks Round 18

TechEmpower

In summary: Thanks to An Tao ( @an-tao ), we clarified that the "Date" header in HTTP Responses must be accurate. Round 18 of the TechEmpower Framework Benchmarks project is now available! When we posted the previous round in late 2018, the project had processed about 3,250 pull requests. Today, with Round 18 just concluded, the project is closing in on 4,000 pull requests. We are repeatedly surprised and delighted by the contributions and interest from the community.

Learn to never handle a paper or email twice

Berkonomics

The exception is an email with an attachment that appears long and involved, such as an executive summary of a business plan. Close. We all do it… to our own detriment. So, let’s make a pact that we will try, if not succeed, to handle our incoming messages more efficiently. Personal time management helps immensely to make a better manager of you and me. All of us have time management tips and tricks to help us get through the day.

Email 191

Here’s How You Get A VC To Pull Out Their Checkbook

InfoChachkie

Most sophisticated investors ignore them, focusing their attention on an entrepreneur's pitch and presentation materials, financial forecast and executive summary. As such, the primary goal of your executive summary is to open the door to an in-person meeting. Entrepreneurs routinely seek my advice regarding their executive summaries. Apply the Flesch-Kincaid Readability Test to your executive summary to ensure the average 5th grader can understand it.

Find your champion.

Berkonomics

And in all cases, simply sending in an executive summary of the business plan via email or filling in an application for funding on a website lowers the chance of success to near nil. I receive three hundred unsolicited executive summaries a year, and my investment group, Tech Coast Angeles, sees over one thousand.

Here Are the Details About Upfront Ventures’ Newest EIR – @Chamillionaire

Both Sides of the Table

If you want to get schooled by a guy who’s done it all I suggest watching this video interview I did with him that has already been watched 55,000 times or if you prefer a summary version in writing it’s here. Five-and-a-half years ago I first met Chamillionaire at a tech conference in LA. I saw him on stage at the event talking about how he used social media to engage audiences.

Slides 330

Why Has Seed Investing Declined? And What Does this Mean for the Future?

Both Sides of the Table

Seed investments are down by any measure (funds, deals, dollars) over the past 3 years in deals < $1 million AND in deals between $1–5 million. What gives? Over the past month a colleague ( Chang Xu ) and I sifted through data on the venture capital industry (as we do every year) and made a bunch of calls to VCs and LPs to confirm our hypotheses.

Invest 310

Managing Your Startup Board?—?A Short Presentation

Both Sides of the Table

Summary Boards are organizations that need managing just as you would do for your management team. Managing Your Startup Board?—?A A Short Presentation I was invited to do a keynote presentation at the Khosla Ventures CEO Summit this week in Sausalito. It was an amazing gathering of some of the most ambitious early-stage CEO’s looking to make a dent in fields related to healthcare, biology, AI and other transformative fields.

Slides 252

High Functioning vs. Low Functioning Startup Boards

Both Sides of the Table

Summary: Making Your Board More Effective Chose the right members. I’ve sat on many boards over the past 2 decades and seen my share of high-functioning boards and low-functioning boards. Here are some observations I have from this exposure: If a company moves from strength-to-strength with predictable outcomes, easy financings, low staff turn-over, limited competitive threats then the composition of the board probably doesn’t matter as much.

10 Key Business Plan Elements Not In A Product Spec

Startup Professionals Musings

To be clear, I define a product specification as the technical definition of your product, to be used for development and testing purposes, with a quick business summary for context. Summarize all of the above in an executive summary.

It’s mostly in the execution.

Berkonomics

My experience personally reviewing over three hundred executive summaries each year, all sent to me unsolicited, seems to bear out the truth in Tyson’s statement. “Everybody’s got a plan – until they are punched in the face,” stated boxer Mike Tyson. Anyone can build a good – or great – plan.

Oh, go ahead and ask for a five-million-dollar investment in your startup.

Berkonomics

I cannot tell you how many times I have seen executive summaries of business plans in which the entrepreneur seeks $5,000,000 to build the business. Four reasons you should reconsider. First, few startups can use that much money today with all the virtual services available and increasingly inexpensive methods of development, prototyping and marketing.

Bevy is Emerging as a Leader in Software for Building Virtual Communities???with $15 million to?

Both Sides of the Table

If you want to watch my interview from 7 years ago it’s here or you can read the summary notes I wrote up ) Derek built Startup Grind from 2011 with 20 people in one room for a conference into a global phenomenon with 600 chapters all over the world and more than 2 million members.

The Pivot You Need to Read About

Both Sides of the Table

Please read Greg’s summary of the GOAT story for a better understanding of entrepreneurial grit, stick-to-it-ness, pursuit of one’s passions and second chances. GOAT just announced it raised $5 million in venture capital led by our friends at Matrix Partners. On the surface that sounds unremarkable — fundings happen daily. But this isn’t just any funding.

A Deep Dive into What Has Really Changed in Venture Capital

Both Sides of the Table

If you want the whole deck you can find it on SlideShare but I’ve written up a short summary with commentary below. I’ve heard a lot of people question whether there is too much money in venture capital chasing too few great deals. “We’re We’re in a new tech bubble!” some have pronounced. Valuations are out of control” is the mantra of others. Others believe that new business models are emerging that could replace venture capital all together.

How to Improve Your Odds of Getting to Yes with a VC — “Land and Expand”

Both Sides of the Table

Summary Every VC firm is different and the decision-processes vary; however, they all form the basis sponsor / supporting staff structure and the more people you know when the investment committee happens the higher the probability of success. If you’ve read any of my ongoing series on fund raising from venture capitalist (episode 1?— ?controlling controlling your psychology ) you no doubt have heard me say that raising capital is a sales & marketing process.

Update: Bird buys more scooters

TechCrunch LA

In summary, it seems like Xiaomi and Ninebot are screwing someone over. Update: This story has been updated to indicate that the deal is worth tens of millions not hundreds of millions and includes comment from other manufacturers. It seems like all is fair in love and scooter wars.

Frank Addantes FounderBlog: Startup 5.0 – I’m just going to chill out for a bit… (OK, for a month…)

Frank Addante

– Digital Messaging Infrastructure Company (incubated by Addante and Associates, LLC) Age: 25 - 29 (present) Time Period: 2002 - present My Role: Founder High Point: TBD Here is a summary of my experiences to-date with StrongMail: 1. About Frank Addante > (from the Silicon Valley Business Journal) Twitter Updates follow me on Twitter Blog Archive ► 2010 (2) ► June (1) Part II: Optimized for Profitability ► February (1) Get Out of the Office!

I Know Everybody Told You to Send Your Fund-Raising Decks as a Link.

Both Sides of the Table

Summary: Send the Deck Pitch decks are sales & marketing decks and like in any sales activity, any great sales person assumes his or her competition will eventually get their deck. I Know Everybody Told You to Send Your Fund-Raising Decks as a Link. Here’s Why You Should Just Send the Deck I know you have your document sending tool to send your fund-raising deck to VCs and track who read your deck, which pages they read and how much time they spend on each page.

Startup Boards

Both Sides of the Table

For this summary post I will outline the following objectives: The role of management is to run the day-to-day business and make key decisions within the framework agreed between management and the board The role of a board is to agree an annual operating plan (budget) and strategy and to periodically (usually quarterly) review progress and make adjustments when necessary.

Monzo: What do you need to know?

Tech.Co

This is according to the UK Payment Markets Summary 2019 report published by UK Finance, a collective representing the banking and finance industry in the UK. Summary. In June 2019, banking start-up Monzo announced its plans to launch in the US.

What To Do When Your Competitor Gets Funded?

Both Sides of the Table

” In summary: The competitors are the incumbents. This morning Clutter.io announced they raised $9 million from Sequoia , arguably the best venture capital firm that exists. Congratulations. Sincerely. Conventional wisdom says I shouldn’t tell you this because I invested in their main competitor, MakeSpace. I know my MakeSpace friends will forgive me because I just don’t believe the conventional wisdom is right. And it’s part of what can go wrong in startup land.

Boy! If I had only learned this before spending a million!

Berkonomics

When I listen to a pitch from an enthusiastic entrepreneur or read the summary of a business plan, one of the first questions I ask is about the strength of the competition. Know your market and competition, or don’t spend a dime on anything else. I love absolutes – statements with no wiggle room for gray-area responses. Well, here is one of those, and it deals with market research first and foremost. Close. Let me tell you a short story at my own expense.

Accelerators: a recent and positive trend

Berkonomics

Often I see executive summaries from entrepreneurs who have never managed any form of business, or even managed employees in their past life, and who don’t know the first thing about business formation and managing for growth. I used to tell them to find a partner with knowledge in business creation and management. Although that is still a good idea in many cases, there is a recent alternative available to some entrepreneurs on a competitive basis that seems most attractive and positive.

Coach 206

7 Key Startup Activities Where Follow-Up Is Critical

Startup Professionals Musings

Serious investors expect founders to have their homework done before the first interaction – documented executive summary, business plan, and financial model. When someone introduces me to an “idea person,” I automatically jump to the down-side conclusion that this person doesn’t do follow-up.

How Do VCs Choose Their Investors (and should entrepreneurs care?)

Both Sides of the Table

Summary Should entrepreneurs care that we have Sapphire as an LP? I recently read a blog post by Beezer Clarkson, Managing Director of Sapphire Ventures about why entrepreneurs should care about from whom their VC funds raise their capital. I spent a bunch of time thinking about this position — especially since Beezer is an investor in Upfront Ventures. There are a lot of things I think entrepreneurs should care about when raising from a VC: How big or small their fund is?

Here Is When Your New Business Needs A Written Plan

Startup Professionals Musings

If you sold your last startup for $800 million, you probably already know how to build a business, and even conservative investors won’t worry about the quality of your next business plan.