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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.

Summary 101
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Generative AI – The End of Empty Textboxes

TechEmpower

Drop-off on the first page of an application is bad news. During signup, the professional is prompted to enter their profile into a form, with an upload box for a resume, fields for awards, skills and certifications, and then a textbox - 500 characters max - for their professional summary. Are you a founder or CEO or head of product?

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5 Tips For New Entrepreneurs Needing Investor Funding

Startup Professionals Musings

Executive summary glossy. For the more traditional investor, or for that chance meeting in a real elevator or meeting, you need a two-page brochure (two-sided page). I’ve seen a lot of startup presentations, and I’ve never seen one that was too short - maybe short on content, but not short on pages. Written business plan.

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10 Tips For Crafting An Investment Grade Venture Plan

Startup Professionals Musings

You can cover everything you need to convey in 20 pages of text. The one-page Oprah plan is a good executive summary, but it’s not enough to get the investment. Use page breaks to separate sections. When in doubt, go to the next page. Nobody worries about having to turn to the next page. It won’t work.

Invest 135
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10 Key Business Plan Elements Not In A Product Spec

Startup Professionals Musings

For the rest of us, we need a business plan, as well as a product plan. Some of you may be convinced that your product specification communicates the product message even better than a business plan, so why be redundant? Professional investors and even customers invest in people, rather than just a product.

Product 169
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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.

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10 Quotes You Should Never Use Around A Business Plan

Startup Professionals Musings

The first page of the business plan better be an executive summary which gives the investor a taste of the financials, as well as opportunity, competition, and key executives. “I Investors are buying part of the business, not the product or service. Too much detail at first contact is just as much of a turnoff as no information.