Beyond the Pitch

TOOL: Executive Summary Template


How to write an executive summary

The executive summary is like the cliff’s notes version of your business plan. It is your chance to draw in a potential investor so that they are eager to learn more about you and your business. This one to two-page document should highlight your accomplishments and be the lead-in to your full business plan.

Investors receive multiple business plans every day. If you want to earn serious consideration, the story you tell in your executive summary must be compelling. This is your opportunity to show credibility and stand out and demonstrate the long-term vision for your business.

The executive summary is the all-important first impression for raising money, forming partnerships and promoting your company. Writing one is not as daunting as it may seem. Our team has helped a number of startups over the years and have learned what works and what doesn’t. We created a template that provides a starting point for you to create a plan that gets attention.

Use this template to create the first piece of your comprehensive business plan.

Pro Tip: Don’t forget to include your contact information!

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