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5.8 Action Items
In this Step you've looked at the importance of the executive summary,
the key sections of the investment proposal, and the type of information
to include in each section. You've also considered how the overall appearance
and presentation of your proposal can affect an investor's impression
about your company.
The following checklist will help you to:
- assess your understanding of the ideas covered in this Step;
- gauge your progress; and
- plan your company's approach.
| Have you... |
Status? |
Target Date? |
Responsibility? |
| assigned an Editor-in-Chief to take charge of the
overall production and quality of the proposal? |
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| assigned your most knowledgeable team members to
prepare the appropriate key components of the proposal? |
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| considered how you will gain and keep investors'
attention with your proposal? |
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| thought about how you can draw on the written company
information you already have to build your investment proposal? |
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| prepared an executive summary that provides a
compelling, attractive snapshot of the rest of your proposal? |
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| included the key components that a successful
investment proposal should have? |
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| ensured the proposal is written in attractive,
straightforward language? |
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| paid attention to the details of appearance and
presentation that will make your proposal look like a highly professional
effort? |
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