Get Nys Esd Sbtif Company Executive Summary Template - Esd Ny

This guide provides a step-by-step approach to effectively filling out the NYS ESD SBTIF Company Executive Summary Template online. By following these instructions, users can create a comprehensive and compelling executive summary for their business.

Follow the steps to successfully complete the executive summary template.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the company name and contact information, including the street address, town, state, zip, phone number, email, fax, and web address. Ensure all information is accurate and current.
3. Outline the management team and the percentage of time each member will dedicate to this endeavor. Include titles such as CEO, VP Sales/Marketing, VP Product Development, CTO, and CFO.
4. Identify the industry your company operates within (e.g., Productivity Software) and provide a concise business description that emphasizes the uniqueness of your offerings and the relevant market dynamics.
5. Discuss critical factors for your success, your revenue generation model, and present a compelling value proposition that highlights how your business stands out.
6. Provide a brief company background, including the NAICS code, number of employees, bank, auditor/accountant, and law firms associated with your business.
7. State the amount of financing sought, detailing how these funds will be utilized for product development, marketing, distribution, and other purposes.
8. List current investors, detailing the amount invested and their respective contributions, including funds from founders and stockholders, venture capitalists, and private investors.
9. Enumerate senior management along with their relevant prior experiences, highlighting the strengths of your management team and any gaps that may exist.
10. Describe your products/services, emphasizing how they meet an unmet market need, identify your competitive advantage, and articulate a typical user's experience.
11. Outline the technologies or special know-how that differentiate your products, including any aspects protected under intellectual property laws.
12. Detail your target market, market segments, potential market size, growth rate, and revenue model. Discuss whether you are targeting a large and fast-growing market.
13. Define your distribution channels, specifying how you will deliver your products/services to your target markets.
14. Identify your competition, both direct and indirect, and summarize the competitive landscape relevant to your business.
15. Clearly outline your exit strategy along with the necessary milestones to achieve your business objectives, including expected timelines for each phase.
16. Complete the financial information section, breaking out sales by category, listing operating expenses, and providing pro forma numbers as required.
17. Once all fields are populated and reviewed for accuracy, save changes, download, print, or share the completed form as needed.

Start filling out your NYS ESD SBTIF Company Executive Summary Template online today to take the next step for your business.