Angel investor · Angel Networks

Good investment brief template?

Robin Alter Creating Strategic Partnerships and Leading Product Managment

April 4th, 2015

I have just started the fund raising process for my P2P Marketplace platform. We have users, traction, revenues, 3 products and industry partherships. Potential Angel investors have asked for an Investment Brief. Does anyone have a good format for this?

Mike Moyer

April 4th, 2015

Here is a term sheet template...

Chris Carruth VP/Director. Strategy | Business Development | Operations | Product | Solutions

April 4th, 2015

The truth is that you will find investment briefs vary according to the preferences of the funding source you are working with. My own personal opinion is a preliminary brief should hit all the key points and do so in one page. I use the same template each time, just vary the content and adjust for specifics of the opportunity being presented. 

BUT I have also seen investment briefs that are more than one page. I think it boils down to something similar to the often used theory that "If you can explain your business in one or two sentences you don't know your business". If you can't explain in a single page you....

My two cents..others will have theirs.

Abhinav Somani Working towards making sports and fitness activities flexible, accessible and affordable

April 5th, 2015

Hi Mike...could you please share the term sheet template over email (abhinav.somani@Gmail.com).

Ataur MBA Founder of Hiron Solutions

April 5th, 2015

Hello Mike, thanks for sharing it. I don't see the template link posted over here. I wanted to have a peek at it and compare to others as I needed one pretty soon for my company.


Ali I Experienced Retail Maven, Marketing Pioneer, Mobile Specialist. Mobile Loyalty = $ales INCREASE! www.massmobileapps.com

February 7th, 2016

Hi
I would to get a copy of the term sheet template as well.
Thank you

Diane Bernard Chief Digital Marketing & Growth Officer For Hire, CEO, Virtual CMO for Technology, Healthcare, Pharmaceutical, Consumer

February 6th, 2016

love to get a copy of the template. Thanks Diane 

Marlon Green Passionate Entrepreneur, Experienced SharePoint and IT solutions Specialist, Inventor of THE MUWS, Innovator and Business Analyst

February 7th, 2016

I don't believe that there is any one template that can be used for investment purposes. All investors have different things that they are looking for and the time you have to present (If you are lucky enough to present in their presence) is very important. I would suggest create your own template based on the top ten that you get from the net. Create a universal template that can be pitched in 2 minutes, read and understood in 2 minutes and have a backup presentation with the details. 
Remember the magic WHO, WHAT, WHY, WHEN and HOW. 

Corey Schwartz President at Loanatik.com

February 8th, 2016

Thought this was a good summary: https://polarisvc.wordpress.com/2016/01/12/no-pain-no-gain/

Diane Bernard Chief Digital Marketing & Growth Officer For Hire, CEO, Virtual CMO for Technology, Healthcare, Pharmaceutical, Consumer

February 6th, 2016

diane@flm.tv