How to Make/Create an Investment Summary [Templates + Examples] 2023

Jun 17, 2024

An investment summary is a comprehensive documentation of an asset, corporate business idea, property, or product and how it can be funded to make more money. It is a type of report that allows potential investors to determine if a certain product, service, project, or company is worth investing in.

Build an Investment Summary– Step-by-Step Instructions

An investment summary is a critical document that is needed by investors to gauge and determine whether it is viable to invest in a company or not. That said, the following steps below should be able to help you create an investment summary. For a wider selection of executive summary templates, check out more options here.

Step 1: Think of an Overview

Provide an overview of the project or the company. You need to include a clear yet brief explanation of the business idea. This portion of the investment summary should be written in a compelling way that will make any potential investor want to find out more about your investment proposal. Other information that needs to be included in this section are pricing strategies, proposed locations, employee hiring strategies, etc.

Step 2: Market Research

Another important part of any investment summary is market research. As the business idea proponent, you should have already conducted a thorough and accurate market research study. This is because investors will ask you questions about your proposal’s potential, its competitors, how to market or niche where your project operates looks like, the target customer and etc. Find more investment plan templates by visiting this link.

Step 3: Financial Report

More importantly, you need to provide a clear financial report or plan that should include all the necessary information regarding revenue, costs, and expenses.

Step 4: Look for a Template

Head over to Template.net and look for a summary template. Since we are about to create an investment summary, you can use a business summary as it has a basic structure that can help you fill in the details.

Step 5: Select a File Format

Select what type of format you want to use as these represent word-processing applications where you can edit the document. Then click on the download button.

Step 6: Open the File

After you have downloaded the file you may now begin editing.

Step 7: Change the Title

To start editing, first, you need to change the title or the header to ‘Investment Summary’.

Step 8: Company Details

Then add the company details such as the address, and contact information such as email address, contact number, and website address. You can opt to add this information to the upper portion of the last section of the document.

Step 9: Write Down the Overview

Investors would like to know a bit more about the company, so it is important to add these details to the document. This is particularly important especially when the investment is geared toward the organization itself. 

Step 10: Edit the Main Content

The main content of the document is how you will be able to convince investors in a brief yet concise way. Unlike a business proposal which is much longer and more detailed in nature, an investment summary should be able to highlight key factors that should help convince investors in terms of revenue, sales, market strategies and etc. So in this section, you will need to summarize everything you have initially brainstormed about.

Step 11: Save the Document

Right after you have edited the document, do not forget to save the file. This is important because you may need to edit the file in the future.

Investment Summary Templates & Examples

To help you prepare this comprehensive document, here are several investment summary templates or anything of similar nature that you can use as a reference.

Sample Investment Summary Template

cnp.benfranklin.org

One-page Investment Summary Template

hban.org

Investment Property Summary Template

homefixers.com

Flip Investment Summary Template

kw.com

Simple Investment Summary Template

velocity.uwaterloo.ca

Listed above are a few examples of investment agreement templates that any individual or professional business entity can use and customize for their own organizations. If you found this article helpful, do not hesitate to share it with others or bookmark this link for future reference.

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