How to Write an Investment Summary

Last Updated: May 24, 2024

How to Write an Investment Summary

Getting an investor to say yes to your proposition is not a walk in the park. You can’t charm your way to a yes or use your innate persuasive ability to get an affirmative response. You need a reliable investment summary. An investment summary is your trusted companion when presenting your ideas to a financier. Not only does this contain a detailed account of your plans, but this will also help assure your prospective investors that it works with the inclusion of research-based results and strategies. You may have the most impressive business idea, but without the presentation of facts, you might not get the support that you need. This is why executive summaries are an integral requirement when coveting for an investment.

Investment Summary Examples

What Is an Investment Summary?

An investment summary is a document that details a business idea description and how it can be transformed into a venture worth an investor’s support. It can be an asset, a property, a new product or services, or any potential business opportunities that need funding.

How to Make an Investment Summary

If you’re an investor, you wouldn’t risk your money on an unknown local shop. Business itself is already risky, and taking a chance on small enterprises makes it even riskier. However, The Balance sees many money-making opportunities when you invest in a small business. Among these is a local business potential to grow even further and being the one to pioneer its progress. You also have a higher chance of owning it, compared to remaining as an investor in huge brand names. And for sure, you’ll only do so when you’re presented with a sound business proposal or investment summary.

Learn how to make an efficient executive summary with the following steps:

1. Write a Striking Executive Summary

If you want to gain your investor’s interest, hold their attention hostage on your executive summary. They won’t probably take in every single detail of your document, but they will surely read into your executive summary. This will contain your content’s main points and presents the entirety of your ideas in a nutshell. This includes the introduction to your project, its benefits, and the projected results once implemented. Keep it concise yet informative and engaging. 

2. Specify Project Details

Your summary can’t be without the highlight of your presentation: the project. It’s your summary’s highlight and, therefore, should receive ample emphasis to convince investors to support it. Avoid the monotonous way of merely describing what your project plan is all about. Stir their emotions. Make them want to see your project come true. Write a compelling description of how it will operate and how it can significantly provide you with benefits. Make them understand how it will all work and result in a profitable venture.

3. Describe Your Market

What’s a business without its audience? Show your potential investors and partners who will be your project’s audience. Do an analysis and describe how its market environment will contribute to the success of the business. Establishing an entrepreneurial idea requires you not to serve the best goods and services, but also to have an in-depth understanding of your target market’s needs. When you begin to understand their preferences and demands, only then can you offer the right products and services that work for them perfectly well. This gains you not only customers but a loyal and permanent clientele. Your investors won’t be interested in a business that’s impersonal to its market.

4. Include a Financial Report

Your investors might be equally passionate about your business idea, but their approval of your project is not a guarantee of their affirmation. Among their major concerns would be how it will cost them and when they’ll expect their return of investment (ROI) to come in. You need to back up your project with a solid financial plan. Through product research and market analysis, show an estimated capital and the list of expenditures to fulfill the plan. And then, demonstrate your projection of its growth during a certain timeline. As an example, an unused commercial property might grow into a prominent business area once an investor utilizes the space as a business location.


Who typically reviews an investment summary?

Here are some of the entities who commonly browse, review, and assess an investment summary:

What is an angel investor?

An angel investor is the one who gives support to business startups.

What are the different types of investment?

Here are some of the types of investment:



Mutual funds

Stocks Exchange

Traded Funds (ETF)

Alternative Investments

An effective investment summary can help you get not only your investor’s approval but also a successful and well-funded business venture. This can lead to more successes and as you move along and continually prove that you are worth your investor’s support, this can help you expand to greater heights. This all starts with a making a good investment summary. It’s important to note that magnificent things starts with doing your best even on meager tasks. You might be worried about making an impressive investment presentation now but soon, you’ll be working hard for your effort’s successful outcome.

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