I will prepare a business investment summary

5.0
5.0

United States

I speak English

568 orders completed

I’m a “Kuntry Boy” from Camden, Arkansas and a U.S. Army Retired (Disabled) Veteran. As CEO of Spirtex LLC, I help businesses turn ideas into structured, fundable, and scalable operations. With expert...
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Vetted for

  • Market Research

About this Gig

The investment summary allows for quick assessment of your company by providing a snapshot of your product, your plans, your financials, and your team. It contains pertinent information about an asset, corporate business idea, property, or money-making simple strategy, and how it can be funded to make more money.


It can be used in lieu of the pitch deck (unless the investor absolutely insists, the pitch deck should only be delivered when the presenter is there to present it). The investment summary can be sent to a prospective investor to try to arrange a meeting. It can also be provided as companion document when one is doing the pitch or used as the leave behind after pitch is concluded.


What we need:

-Completed Investment Summary Questionnaire (provided upon request) or

-Investor Pitch Deck

-POC/Position Title

-Logo in JPG or PNG Format


What you get a Business Investment Summary that includes:

-Business Summary

-Customer Pain Point

-Product/Services

-Target Market

-Customers

-Sales/Marketing Strategy

-Business Model

-Competitors

-Competitive Advantages

-P&L Summary

-High Resolution Images

**Source Files (JPG, PDF, PSD)

*MS Word Source Files Additional

Language:

English

Clients I’ve worked with
Cedars-Sinai

Cedars-Sinai

Health Care & Medical Center

Completed a One Page Strategic Plan for Cedars Sinai Medical Center: Simulation Strategic Plan. Utilized the Hub & Spoke Approach in order for the implementation of success across the entire system.

Apr 2024-May 2024

My Portfolio

Reviews

7 reviews for this Gig
5.0

(7)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Recommend to a friend
    5
  • Service as described
    5
Sort By
Most relevant
  • K
    image-docs

    kd2020

    US

    United States

    5

    Nice work, and the Word format is very helpful.

    $100-$200

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • A
    image-docs

    abelmg

    US

    United States

    5

    Excellent work on time delivery

    $200-$400

    Price

    10 days

    Duration

    Worksample image
    Helpful?
    Yes
    No
  • T

    troyburgett

    US

    United States

    5

    Great work and communication. I’ll be back!

    Helpful?
    Yes
    No
  • M

    malekcraw

    US

    United States

    5

    More than expected. Top quality service.

    Helpful?
    Yes
    No
  • L
    image-docs

    longee3

    US

    United States

    5

    Seller was excellent! The work was amazing!

    Helpful?
    Yes
    No
Reviews

7 reviews for this Gig
5.0

(7)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Recommend to a friend
    5
  • Service as described
    5
Sort By
Most relevant
  • K
    image-docs

    kd2020

    US

    United States

    5

    Nice work, and the Word format is very helpful.

    $100-$200

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • A
    image-docs

    abelmg

    US

    United States

    5

    Excellent work on time delivery

    $200-$400

    Price

    10 days

    Duration

    Worksample image
    Helpful?
    Yes
    No
  • T

    troyburgett

    US

    United States

    5

    Great work and communication. I’ll be back!

    Helpful?
    Yes
    No
  • M

    malekcraw

    US

    United States

    5

    More than expected. Top quality service.

    Helpful?
    Yes
    No
  • L
    image-docs

    longee3

    US

    United States

    5

    Seller was excellent! The work was amazing!

    Helpful?
    Yes
    No