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Investment Overview Template

An Example Format for Our Investment Overview

Investment Overview Template

Below you will find an example of our Investment Overview template which can be used to attract angel investors, private investors and venture capital. It works well when combined with an Executive Summary or Business Plan. We customize the investment overview to a client’s particular needs and the intended audience.

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