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Investment Overview

Overview of the Investment Overview Service

Investment Overview Template

Are you seeking funding from an Angel Investor, Venture Capital or Investment Group? Tap the experience of Frank Goley, the ABC business consultant, who has extensive experience in the private equity funding world. He will help ensure you have the very best chance to receive the right investment with a well developed, proven format Investment Overview. Investors are looking for certain things. Why guess and put your funding chances in peril? ABC will customize each overview to the exact parameters of each investor or investment group you target. This package includes unlimited consulting and updates so ABC is there with you every step of the way in your quest for funding.

What’s Included

The Investment Overview is comprehensive and has the following sections (customized to the client). It is accompanied by a one page summary.

I. Company

  • Company Name
  • Location
  • Business Type and Industry
  • Business Stage
  • Business Form
  • Business Formation Date
  • Company and Venture Overview

II. Product and Service

  • Product and Service Description
  • How the Product and Service is Unique
  • Proprietary Characteristics
  • Patents, Trademarks and Service Marks

III. Experience

  • Business History Summary
  • Founders / Directors / Principals
  • Managers / Key Employees
  • Track Record
  • Previous Venture Capital / Investment Deals
  • Key Experience

IV. Market and Competitive Edge

  • Current and Projected Market Penetration
  • Market Niche
  • Competitive Edge

V. Financial Overview

  • Investment to Date
  • Principals’ Equity Contribution
  • Company Net Worth
  • Principals’ Net Worth
  • Investment Required
  • Terms
  • Proposed Structure
  • Exit Strategy
  • Investment Stage
  • Liquidity Options
  • Valuation Pre-Investment and Post Investment
  • Current and Projected Debt to Equity Ratio
  • Current Ratio
  • Acid Test Ratio
  • Collateral
  • Current Liens, Loans and Terms
  • Year to Date Profit (Loss)
  • Projected 1st to 3rd Year Profit (Loss)
  • Current and Projected Net Profit Margin (%)
  • Appraised Values / Methods
  • Return on Equity
  • Return on Investment
  • Risks (Management, Market, Technology, Investment)
  • Funds Disbursement Schedule

VI. Due Diligence

  • Litigation
  • References

VII. Five Key Questions and Answers on this Deal

  • Customized to the opportunity

Why Our Investment Overview is Better

  • Highly Customized – Completely Customized Plan to Your Needs and Specific Objectives. All Plans are Custom and Original. The plan is targeted for specific funding sources- up to five different renditions.
  • Substance & Flair – Our Plan is both Highly Substantive and has Full Color Charts, Graphics and Tables.
  • Sophisticated Financial Analysis – We use Sophisticated Financial Software to Produce High Quality Financial Projections.
  • Unlimited Consulting – We offer Unlimited Plan Consulting via Phone & Email for THREE Months.
  • Implementation Support – Includes Plan Implementation, Results Tracking, Re-Works and Updates for THREE Months.
  • The Plan is Yours – You will receive all Work Copy and a Finished Plan in Word, Excel, and PDF Formats.

Pricing, Timing and Terms



Development Time:

2 to 4 weeks or less. This time frame can be shortened or lengthened, depending on how quickly we receive information back from clients and the complexity of the plan.

Payment Options

  • Make Payments – One-half to commence plan and One-half at planning process completion.


  • Pay In Full Discount – 10% off the total package price when paid for in full at commencement of service.

Get Started Today

We will get started on your business success service within mere hours of hiring us! Please choose your payment option below and click the PayPal “Buy Now” button to pay securely using your Credit Card. We look forward to working with you…

Investment Overview- Please Choose a Payment Option