High level deal summary template

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October 08, 2019

by a searcher from Cornell University - SC Johnson College of Business in Denver, CO, USA

Hi all, does anyone have a short and sweet template for a deal summary for preliminary discussions with investors? Thanks in advance.

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commentor profile
Reply by a searcher
from University of Vermont in New York, NY, USA
I am going to flip this, and questions like it, on its head. Why don't you think about the key facts and information YOU would want to know if you were an investor? Ask yourself why you would want to know such and such? What else would you want to know? What's extraneous and not necessary to know at any particular time, i.e. at a preliminary stage?
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Reply by a searcher
from Northwestern University in Denver, CO, USA
Hi all - I just saw all of these since the post-author and I were corresponding via email. @KarenSpencer - is there a good way to send templates to be shared with everyone on the resources page? Thanks!
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