Pitching SV Angel: The Executive Summary

This post will give a small glimpse into how we evaluate opportunities. It’s more about process than substance (i.e., what we look for).

When we receive an email from a referral source introducing us to a founder, we typically ask the founder if they have an executive summary. This may sound tedious and old-school. But it is a quick and easy way for us to decide if a call or meeting is a good use of both parties’ time as a next step. It’s also a decent way to evaluate the founder(s). The ability to communicate your idea concisely and articulately is essential. It not only shows a potential to persuade (i.e., sell) but also shows clarity of thought and priorities.

Below are some tips on how to create a good executive summary. There is no generic template or “one size fits all.” The goal is to simply persuade your reader that taking a next step is worth everyone’s time.

The best framework for pitching your company is here. I know that there are other posts that are just as good if not better but that post basically covers everything for me, and I don’t want to reinvent the wheel. You could basically stop reading if you just used that. But here are are some thoughts that I would add.

I can’t emphasize enough that each executive summary will be different. There’s no need to rigidly follow any template including the ones I mentioned above. But you just want to organize your thoughts so you clearly tell your story to make anyone - an investor, future employee, customer - interested in your company.


Now read this

What is the business model of SV Angel?

My answer to that Quora question reprinted here: SV Angel invests in and advises startups. We make money when these startups have a “liquidity event,” which is historically an acquisition or public offering. We invest other people’s... Continue →

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