2006 Executive Summary Guidelines Due July 20, 2006
2006 AVF Executive Summary Guidelines
Arkansas Venture Forum
For consideration to present to investors and entrepreneurs at the Arkansas Venture Forum on November 16 and 17, 2006, companies must submit by e-mail an Executive Summary, which should be a maximum of five (5) pages, in 12 point font size, including any tables, graphs, photos and financial projections. The Executive Summary should highlight the most important points of your business that will convince potential investors that your venture will succeed. The criteria weights below were developed by sophisticated investors from around the country and indicate what emphasis investors place on various parts of your Executive Summary.
The Company (10% Weight)
o Define business purpose
o Provide summary of your company's history and current status, including whether the company is publicly or privately held.
o State overall corporate strategy and objectives (i.e. to go public, to command a certain market share or reach a given level of sales in an established time frame, etc.)
The Products or Services (20% Weight)
o Describe important features and benefits - relate to market needs and to the competition.
o Describe existing products and status of new products (project release dates, expected product life, potential revenues etc.)
o Discuss pricing and margins for both your products and your competitors products
o Explain proprietary position - trademarks, patents, trade secrets, special production skills, process etc.
o Articulate any relevant regulatory or environmental issues
The Market and Marketing Strategy (30% Weight)
o Market analysis - size, anticipated growth, key changes, trends, etc.
o Market strategy - How are you going to reach the market? What are your channels and costs of distribution, promotion, pricing etc?
o Product/service - what makes you different? What gives you a special advantage?
o Evaluate competition - Who are they? How much of the market do they control? What are their advantages/disadvantages?
o Discuss the issues or circumstances that drive or create the market - What compels people to buy?
Management (30% Weight)
o Give brief backgrounds of key individuals - specifically why they add value to the company, their past successes and achievements, etc.
o History of working together as a team.
o Identification of immediate and future personnel needs and initial organizational structure.
Financial Summary (10% Weight)
o Provide revenues, income and expenses projected over 3-5 year period. Justify your financial assumptions. Include any past financial history.
o Define funding requirements - how much is needed at each stage of development within the next five years.
o Describe the history of previous investments
o Indicate an exit strategy (i.e., mergers, acquisitions or initial public offerings). Compare with similar businesses and their results.
A Cover Page should also be prepared to list the following (this will not be counted against the five (5) page limit):
o Company Name
o Contact person
o Address
o Telephone numbers - fax number and e-mail address
Finally, if you have questions or would like to participate in a workshop to help prepare your Executive Summary, contact Tim McFarland at 800-705-9295 in Fayetteville, Sam Walls III or Leslie Lane in Little Rock at 800-216-7237 or email tmcfarland@arcapital.com, cs3@arcapital.com, or llane@arcapital.com.
Please submit the Executive Summary by e-mail to: Slayton Fry (sdeefry@sbcglobal.com).
Arkansas Venture Forum
For consideration to present to investors and entrepreneurs at the Arkansas Venture Forum on November 16 and 17, 2006, companies must submit by e-mail an Executive Summary, which should be a maximum of five (5) pages, in 12 point font size, including any tables, graphs, photos and financial projections. The Executive Summary should highlight the most important points of your business that will convince potential investors that your venture will succeed. The criteria weights below were developed by sophisticated investors from around the country and indicate what emphasis investors place on various parts of your Executive Summary.
The Company (10% Weight)
o Define business purpose
o Provide summary of your company's history and current status, including whether the company is publicly or privately held.
o State overall corporate strategy and objectives (i.e. to go public, to command a certain market share or reach a given level of sales in an established time frame, etc.)
The Products or Services (20% Weight)
o Describe important features and benefits - relate to market needs and to the competition.
o Describe existing products and status of new products (project release dates, expected product life, potential revenues etc.)
o Discuss pricing and margins for both your products and your competitors products
o Explain proprietary position - trademarks, patents, trade secrets, special production skills, process etc.
o Articulate any relevant regulatory or environmental issues
The Market and Marketing Strategy (30% Weight)
o Market analysis - size, anticipated growth, key changes, trends, etc.
o Market strategy - How are you going to reach the market? What are your channels and costs of distribution, promotion, pricing etc?
o Product/service - what makes you different? What gives you a special advantage?
o Evaluate competition - Who are they? How much of the market do they control? What are their advantages/disadvantages?
o Discuss the issues or circumstances that drive or create the market - What compels people to buy?
Management (30% Weight)
o Give brief backgrounds of key individuals - specifically why they add value to the company, their past successes and achievements, etc.
o History of working together as a team.
o Identification of immediate and future personnel needs and initial organizational structure.
Financial Summary (10% Weight)
o Provide revenues, income and expenses projected over 3-5 year period. Justify your financial assumptions. Include any past financial history.
o Define funding requirements - how much is needed at each stage of development within the next five years.
o Describe the history of previous investments
o Indicate an exit strategy (i.e., mergers, acquisitions or initial public offerings). Compare with similar businesses and their results.
A Cover Page should also be prepared to list the following (this will not be counted against the five (5) page limit):
o Company Name
o Contact person
o Address
o Telephone numbers - fax number and e-mail address
Finally, if you have questions or would like to participate in a workshop to help prepare your Executive Summary, contact Tim McFarland at 800-705-9295 in Fayetteville, Sam Walls III or Leslie Lane in Little Rock at 800-216-7237 or email tmcfarland@arcapital.com, cs3@arcapital.com, or llane@arcapital.com.
Please submit the Executive Summary by e-mail to: Slayton Fry (sdeefry@sbcglobal.com).
posted by Professional Women's Network at 7/17/2006 08:07:00 AM
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