Writing an effective investment report for a startup business requires covering key details on the company, industry, financials, risks, and growth potential. This allows potential investors to conduct proper due diligence. A good startup investment report template should contain sections summarizing executive summary, business description, market analysis, competitive landscape, management team, business model, go-to-market strategy, traction/metrics, financial projections, investment requirements, proposed deal terms, exits, and risks. The report needs to strike a balance between being comprehensive while also being concise and visually impactful.
Executive Summary
The executive summary briefly outlines the key details about the startup business and the proposed investment. It should include an overview of the company, product/service, market opportunity, business model, financial projections, funding needs, and investment highlights.
Business Description
This section provides a detailed overview of the startup business, covering details like founding history, physical location, legal structure, number of employees, mission statement, products/services offered, intellectual property, and any regulatory oversight.
Market Analysis
The market analysis section discusses the target customers, market size and trends, major customer segments, competition, barriers to entry, risks, and how the product uniquely serves customer needs.
Management Team
This part outlines details on the founders, key management team members, board of directors, and advisory board. It highlights prior entrepreneurial/leadership experience, relevant domain expertise, and why the team is qualified to execute the proposed business model.
The above covers some of the key sections that a startup business investment report template should contain. The goal is crafting a document that allows investors to fully assess the merits and risks of funding the business.