Executive Summary Template

(Company Name) (Contact Name) (Address: Street, Town, State, Zip) Phone: Fax: Email:

Web Address: (if appropriate)

Management: (brief bio’s should be attached on separate page) CEO VP Sale/Mktg. CTO CFO Etc...

Business Description: Briefly describe the general nature of your company. From this section the investor must be convinced of the uniqueness of the business and gain a clear idea of the market in which the company will operate.

Industry: i.e. Internet software, Clean Tech etc... Number of Employees: # Bank: i.e. Silicon Valley, Comercia, BofA etc…

Summary of Business Strategy: Provide a short summary of your company's strategy for bringing your product/service to market. Indicate specific steps that will be undertaken in this process. Also, mention your revenue model in this section.

Products/Services: Convey to the investor that the company and product truly fill an unmet need in the marketplace. The characteristics that set the product and company apart from the competition need to be identified (competitive advantage). Testimonials from your addressable target market, Industry Analysts etc. should be attached on a separate page.

Auditor: i.e.PricewaterhouseCoopers, etc.. Law Firm(s): If currently have attorneys for corporate and IP work note here and add “working informally with DLA Piper’s Venture Pipeline Group”

Technologies/Special Know-how: In this section, highlight whatever aspects of your product that may be protected by current IP or patent law. Provide evidence of how your offerings are different and will be able to develop a barrier to entry for potential competitors. Target Markets: Provide a clear description of your target market, and any

Amount of Financing Sought: i.e. $2M equity Use of Funds: i.e. Product development, marketing/sales, distribution, etc

market segments that may exist within that market. Include potential market size and growth rate.

Current Investors: ($Amt. Invested) Any Venture Capitalists, Private Investors, Investment Banks, or Personal Funds

Distribution Channels: Indicate which channels will be used to deliver your products/service to your target markets (i.e. website, direct sales force,VARs, channel partners, etc.). Competition: List any current or potential direct and indirect competition. Briefly describe the competitive outlook and dynamics of the relevant market in which you will operate. After reviewing this document, it should be clear to the reader why your offering is superior to your target market. Outlook: Describe the major events that will take place in the short and long-term future (i.e. product launch, acquisition of first customer, milestones for customer base growth or sales growth, analysts' predictions for your industry or market segment, or anything that could be of interest to a potential investor. Present exit strategy regarding likely acquirers or similar companies going public. Financial Projections: 2007 Revenue: Cost of Goods Sold Gross Margin $ BOST1\485132.1

Selli ng and Gen eral

Ad min. Exp : Prof

it/L oss: (doll ars in

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2009

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2010

2011

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Key Management Team, Advisory Board and Board of Directors Biographies/Market and/or Industry Testimonials