Executive Summary / INVESTMENT PRESENTATION Guidelines

  • Executive Summary – Maximum of five pages including any tables, graphs, photos and financial projections
  • Investment Presentation – PowerPoint format, 12 Slides Max
  • Cover page listing the following: Company Name, Contact Person, Address, Telephone, E-Mail Address, and Social Media accounts. Cover page is NOT counted in the five-page limit.

The following criteria weights for selecting the presenting companies indicate what emphasis investors place on various parts of the Executive Summary. The summary should highlight the most important points of your business that will convince potential investors your venture will succeed.

The Company (10% Weight)

  • Define business purpose.
  • Provide summary of your company’s history and current status, publicly or privately held.
  • 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 and Services (20% Weight)

  • Describe important features and benefits, relate to market needs and to competition.
  • Describe existing products and status of new projects (release dates, expected product life, and potential revenues, etc.)
  • Discuss pricing and margins for both your products and competitor’s products.
  • Explain proprietary position-trademarks, patents, trade secrets, special production skills, process, etc.
  • Articulate any relevant regulatory or environmental issues.

The Market and Market Strategies (30% Weight)

  • Market analysis – size, anticipated growth, key changes, trends, etc.
  • Market strategy – How are you going to reach the market? What are your channels and costs of distribution, promotion, pricing, etc?
  • Product/Service – What makes you different? What gives you a special advantage?
  • Evaluate competition – Who are they? How much of the market do they control? What are their advantages/disadvantages?
  • Discuss the issues or circumstances that “drive” or create the market – What compels people to buy?

Management (30% Weight)

  • Include brief backgrounds of key individuals, why they add value to the company, their past successes and achievements, etc.
  • History of working together as a team.
  • Identification of immediate and future personnel needs and initial organizational structure.

Financial Summary (10% Weight)

  • Provide revenues, income and expenses projected over 3-5 year period. Justify your financial assumptions. Include any past financial history.
  • Define funding requirements – How much is needed at each stage of development within the next five years.
    Describe history of previous investments.
  • Indicate an exit strategy (i.e., mergers, acquisition, or initial public offerings). Compare with similar businesses and their results.

Submission Information

The Executive Summary and Investment Presentation must be submitted by e-mail attachment to our e-mail address at Elements that must be included are company information, products and services, market & market strategy, management, and a financial summary.

View Printer Friendly Version of the Executive Summary Requirements

To Present Your Business at the Venture Pitch:

A portion of the afternoon will be devoted to a series of presentations by companies selected by the screening committee.

What You Need to Apply:

Investment Presentation (PowerPoint Format)
Executive Summary

How to Apply:

Submit your Executive Summary and Investment Presentation by e-mail attachment to our e-mail address at

Deadline to Apply:

September 2nd, 2016

Additional Application Information:

Companies will be screened and selected by the screening committee based on the quality and experience of the management team, the proprietary nature of their products or services, market opportunity, and financials. Selected companies will be responsible for a short presentation on the day of the conference. Presenters will receive guidelines and direction to ensure a professional presentation. An opportunity for potential investors to have individual meetings with the presenting companies will be provided. Selected companies will be required to pay a $500 presentation fee.