Executive Summary

This document is one of several important  papers needed when you are out looking for funding. Below you will find a Definition, which we always try to present, a Template where the wording can be useful as a guide,  a Table of Contents, References and a printable sample.

An Executive Summary, sometimes known as a Management Summary, is a short document or section of a document, produced for business purposes, that summarizes a longer report, the Business Plan or proposal, the Investment Memorandum or a group of related reports, in such a way that readers can rapidly become acquainted with a large body of material without having to read it all. It will usually contain a brief statement of the problem or proposal covered in the major document(s), background information, concise analysis and main conclusions. It is intended as an aid to decision making by managers and has been described as possibly the most important part of an Integrated Business Plan.

An Executive Summary differs from an abstract in that an abstract will usually be shorter and is intended to provide a neutral overview or orientation rather than being a condensed version of the full document. Abstracts are extensively used in academic research where the concept of the executive summary would be meaningless. “An abstract is a brief summarizing statement [which]… must be able to stand alone”, while “an executive summary, unlike an abstract, is a document in miniature that may be read in place of the longer document.

Typical Structure

There is wide general agreement on the structure of a “typical” executive summary – books and training courses emphasise similar points. Typically, an executive summary will

  • be possibly 10% or so of the length of the main report
  • be written in language appropriate for the target audience
  • consist of short and concise paragraphs
  • start with a summary
  • be written in the same order as the main report
  • only include material present in the main report
  • make recommendations
  • provide a justification
  • have a conclusion
  • be able to be read separately from the main report
  • sometimes summarize more than one document

Our Template

Executive Summary

Template International Ltd is the developer and owner of a new, unique, and proprietary technology and related solutions, which can be applied to a variety of domestic, commercial, and industrial uses.

Following the success of an early pilot, the company has contracts with four significant organisations for targeted commercial installations in the market. The success of these pilots will result in the profitable roll-out of the solutions throughout these organisations, and will allow for the full commercialisation of our solutions.

On completion of the installations the business has a number of additional and immediate opportunities in Scandinavia, Main Land Europe, and the UK, which will be addressed through its planned roll-out strategy, with ultimately distribution scheduled in the rest of the world.

Investment Opportunity Pre-Pilot

The Company has previously secured early funding to evolve the technology from a laboratory project in to a fully executable solution. Further to this success Template International Ltd is now looking to raise a further £ 750.000 through a second tranche lacing. These funds will be used to execute the delivery of the four installations and initial roll-out of the solutions in the organisations. For this Template International Ltd is offering 25% of its share capital.

Investment Opportunity Post Pilot

In order to complete the full commercial roll-out in each pilot organisation and more specifically address the immediate expansion opportunities in the UK and the planned international expansion activities, Template International Ltd will seek to raise additional funds of circa £5.0 million through a third tranche in Q2/Q3 2012, with an expected market capitalisation of £ 0-000.000.

This unique, highly profitable, ‘clean- tech’ investment opportunity offers:

  • Multi-billion dollar business opportunity – several huge addressable markets
  • Strong, unique (patent pending) technology underpinning proprietary solutions
  • Unique and ongoing R & D lead by world class experts in the field of water and waste water research.
  • Significant ongoing scope for both product and market diversification.
  • A high margin, highly profitable recurring revenue business model.
  • Strong and highly experienced management team.

The Company

Template International Ltd is a privately held limited liability corporation, incorporated in London, UK, on 15.10.2009, company registration no. 1234 5678, with issued share capital of £ 0.000.000. The Company has representative offices in London and Stockholm. The founder is very well known for his entrepreneurial work and strategic management.

He is supported by NN as Head of Technology. He is famous for his comprehensive knowledge on water purification, where he holding a professorship. Lars Johan Myrtroen is joining as CEO and with a wealth of experience in funding and globalisation.

The Technology

Template International Ltd owns new and proprietary technologies and solutions (patent pending). The underlying scientific principles for Template International Ltd’s technologies have been known for some time. Template International Ltd has improved on and innovated around these underlying scientific principles, resulting in Template International Ltd’s own proprietary and unique technologies and solutions.

Template International Ltd’s solutions match requirements in several huge addressable markets – including potable water (drinking water) and pool water disinfection. These two markets both represent multi-billion dollar opportunities, and pool water is Template International Ltd’s commercial focus going forward in 2011.

Template International Ltd’s R&D – predominantly carried out at Template International Ltd’s R&D HQ in Oxford, involves experts at ABC – the largest independent research organization in Scandinavia – and experts at the University of Natural Sciences and Technology. Template International Ltd’s plan is to expand this cooperation going forward, as well as establish cooperation with other research institutions and corporations internationally.

The Products

Template International Ltd’s solutions are based on Template International Ltd’s proprietary and patent pending technology.

Corporate Strategy

Pilot sales confirm that our strategy will be successful. There are five key elements to our strategy;

Financial Projections

Net profits are projected at ……..Cashflow will turn positive by month XY and the potential surplus will reach ………Funding requirements peak at ………. On a realistic appraisal…………pushing the potential return on equity to……….. in 2015, giving itself five years of successful business plan execution in order to develop and scale up a global business leading up to a higher valuation IPO – the preferable exit strategy for Template International Ltd’s founders and investors.

The management team driving Template International Ltd forward consists of proven and experienced entrepreneurs and experts.

Exit

We see several options for our future financial strategy, internal expansion and exit strategies. Potential candidates for the acquisition model are:

  • International competitors
  • New Entry
  • Listing

As written above, an executive summary should be a part of a bigger document, normally the company’s Business Plan. In the example below we have kept the page numbering in order to indicate that this is chapter four.

Executive Summary

Table of Contents

4.0      Executive Summary
4.1       Management
4.2      Executive Management Team
4.3       Board of Directors
4.4       Advisory Board
4.5       Joint Ventures
4.6       Official Partners & Memberships
4.7       Product
4.8       Patent
4.9       Market
4.10     Commercial Considerations
4.11     Development Cost
4.12     Financial Forecast
4.13     Investment
4.14     Use of Funds
4.15     Company Valuation
4.16     Why ABC will become a Successful Company

References

These are a few of the references used together with more than 30 years of experience working in funding.

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