Executive Summary Checklist
To be considered for funding, a company should initially provide to Heartland Angels a non-confidential executive summary of the business plan. The executive summary should be a brief (no longer than 4 pages), credible, and readable overview of the business plan.
The summary should include, as appropriate, the following:
Mission or Charter
Description of the business
Ownership structure and equity
Description of the product and/or service
The market for the product or service
Description of the industry and trends
Marketing strategy
Marketing plan
Sales plan
Operations, R & D strategies, and plans
Management, organization, personnel and information systems
Objectives and milestones
Financial projections, (the first year should be broken down by months)
If the Investment Screening Committee believes that further evaluation is warranted, Heartland Angels will request a full, non-confidential business plan.
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