SDEVM.ca
SDEVM.ca
  • Who are we?
    • Business Background
    • Mission
    • Territory
    • Key staff
    • Frequently asked questions
    • Confidentiality policy
  • Programs
    • Local Investment Fund
    • S.I.J. loan guarantee program
    • Social Economy
    • SOLIDE
    • Young Promoters
  • Partnerships
    • Women in Business
    • Start-up
    • Business financing
    • Venture Capital
    • Marketing
    • Exports
    • Training
    • Recruiting
    • Foundations
    • Research
    • Information
    • Social Economy/Non-Profit Organizations
  • Business tools
    • The business plan
    • Income estimates
    • Executive Summary
    • Marketing
    • Be practical
    • Proposals
  • Blog
  • Contact us
  • Office space
  • English
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Éligibilité

  • Who are we?
    • Business Background
    • Mission
    • Territory
    • Key staff
    • Frequently asked questions
    • Confidentiality policy
  • Programs
    • Local Investment Fund
    • S.I.J. loan guarantee program
    • Social Economy
    • SOLIDE
    • Young Promoters
  • Partnerships
    • Women in Business
    • Start-up
    • Business financing
    • Venture Capital
    • Marketing
    • Exports
    • Training
    • Recruiting
    • Foundations
    • Research
    • Information
    • Social Economy/Non-Profit Organizations
  • Business tools
    • The business plan
    • Income estimates
    • Executive Summary
    • Marketing
    • Be practical
    • Proposals
  • Blog
  • Contact us
  • Office space

Executive Summary

The executive summary is a brief document that summarizes your project in two pages and is intended for your financial and strategic partners.  Below is an example of an executive summary that can be adapted to your needs according to your business goals and project.

Company name Address

Web site

Founder A

Founder B

Founder C

Products & services

Provide a short description of your products and services.

Company Mission

Brief description of your company and its corporate mission.

Team

List your key team members and briefly describe their area of expertise

Business Opportunities

Explain what you believe creates the opportunity to start your business. Describe what opportunity you wish to exploit.

Business Models

How do you intend to generate income?

Example of billing at an hourly rate (for consulting services).

Example of revenues from product sales.

Example of revenues from sale of licenses.

Financing Required

The following table will assist financial practitioners in determining your financial needs:

Use of Funds Source of Funds
Working capital $ Personal investment $
$ Investors (names) $
R & D $ Line of credit (Financial institution) $
Marketing $ Long-term loan

(Financial institution)

$
Total * Total *

* Your totals must balance.

Industry

Describe the industry, its trends and its growth potential.

Targeted Markets

What niche market are you hoping to serve?

Explain briefly.

Competition

Who are your main competitors and how do they distinguish themselves?

Marketing Plan

Describe your plan and/or strategy to market your products and services.

Financial Results

Provide an overview of projected results for the next three fiscal years.  This is a summary so avoid details.

Summary of Financial results
Year 1 Year 2 Year 3
Income
Cost of sales
Gross profits
Operating expenses
Profit before taxes and depreciation
Profits before taxes
Net profits

Success Factors

Describe the major factors that will make your project a success.

Risk Management

Illustrate that you are aware of the risks associated with your project and how you plan to respond to them.

Contact

  • 615, boul. René-Lévesque Ouest, bureau 720 Montréal (Québec) H3B 1P5
  • info@sdevm.ca
  • (514) 879-0555

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