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Executive Summary Outline
Resources for Trident Growth Fund
 

The executive summary should be 2-5 pages and include the following:

General

• Company name
• Location
• Amount of funds seeking
• Reason for funds (i.e. buyout, expansion, etc.)

The Company

• History of company
• Describe business
• Describe revenue model & products

Market Opportunity and Background

• Define size of market and quote source
• Describe Problem in market and your solution
• Discuss scalability
• Barriers to entry

Competition

• Brief description of closest competitors
• Strengths and weaknesses of competitors.
• Describe competitive advantage.

Management and Board of Directors

• Brief bio

Financial Information

• Summary of prior three years

 
2000
 
2001
 
2002
Revenue          
           
Operating expenses          
           
Operating income          
           
Net (loss)/income          
           
EBITDA          

• Three year projections

 
2003
 
2004
 
2005
Revenue          
           
Operating expenses          
           
Operating income          
           
Net (loss)/income          
           
EBITDA          


Use of Proceeds

• Provide table breaking out the use of proceeds

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