Executive Summery

Sample Executive Summary

January 1, 200x
John Dough
Global Financial, Inc.
999 Broad St.
Baltimore, MD 99999
Description of Business:

The Company produces and markets a unique model that details the data requirements of the entire global financial industry. The system details the business processes of a fully functioning securities processing software system. All products use the latest client/server, relational database, and software development technologies. The company has spent the last 2-3 years in development and is now bringing products to market.
Although the Company’s product prices are comparable to those of competitors, the Company offers the only comprehensive financial industry data model. The software is technology-independent and works on any technology regardless of hardware, operating system, relational database or file handler. In addition, the computer code can automatically be regenerated if the technology changes and the software is designed to allow customers to update and maintain their own systems.
1993, Early Stage
Prior Financing:
$250K from founders, 1993
$300K from venture capital firm of Smith Brothers, 1994
$200K from Bank of England, 1994
Services Sought:
The Company is seeking executive management assistance in the areas of Sales and Marketing.
Financing Sought:
The Company is seeking $1.8 M in equity investment. 50% of this will be used for technical operations and support (i.e. to expand product enhancement and development activities). 40% will be used for marketing and sales in an aggressive expansion of sales staff into the North American market. 10% will be used for G &A.
Key Principals:
• John Dough, President/CEO: MS Electrical Engineering. Over 15 years experience in management and marketing/sales of high-technology companies. High-level international bank contacts. He manages all operations for the Company.
• Paul Johnson, Vice President, Marketing/Sales: MBA, 22...