Purpose: Used to succinctly present your business opportunity to investors or strategic partners.

Key Attributes: High-level overview of the business and opportunity, typically no more than 3 pages. Document should present the entire business, but with only the minimal level of detail necessary. Writing must be extremely crisp and tight. Typically includes descriptions of the market opportunity, business/products, competitive differentiation, management, funding needs and uses, financial projections, marketing, sales, and operating plans, and progress to-date. Generally created after the development of a business plan and financial model, though occasionally an "expanded executive summary" is written in lieu of a full plan.

Who Needs It:

» Entrepreneurs seeking partners, advisors, and key hires
» Entrepreneurs and startups seeking seed, angel, and venture capital investment
» Established companies seeking follow-on rounds of financing.

What It Does:

» Favorably positions the company to raise investment capital or to form partnerships
» Serves as the introductory piece to investors or partners; Works "behind the scene" to communicate
   the opportunity to others in the firm
» Leads to a meeting or to a request for more information.

Contact us today to learn how we can help. We look forward to working with you.

Back to Pitch and Presentation Overview. Back to Business Plan Overview.