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Investor Summary Template

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Lights

0. One-line positioning statement

Purpose: Quickly convey what the company does, in plain English, and what space it plays in.

Best practice

Keep this as a high-impact headline — not marketing fluff. If relevant, include your commercial model or industry category.

1. Summary

A concise overview of:

What the business is
Why it exists (problem + opportunity)
How it works (model + proposition)
Why it matters now (timing + traction)

 

Best practice:

  1. Focus on clarity, not hype
  2. Include signals of traction (users, contracts, validation)
  3. Explain why this business model makes sense now
  4. Use metrics and timelines to create investor confidence
Lights
Lights

2. The Problem

Define the pain point(s) clearly. How big is the problem? Who feels it? How urgent is it?

Best practice:

  1. Quantify the pain if possible (costs, waste, inefficiency, harm)
  2. Show how current solutions fall short (status quo vs. your offer)
  3. Avoid vague or generic problem statements

3. The Technology / Solution

Explain what you’ve built — and why it’s differentiated or defensible.

Best practice:

  1. Be simple but precise (avoid jargon)
  2. Clarify if it’s IP-driven, hard to replicate, or unique in some way
  3. Include key milestones (MVP, deployment, patents, validation)
Lights
Lights

4. Project / Business Model Details

Explain how you make money or how the asset is structured (if infra/project-based).

Best practice:

  1. Describe unit economics or recurring revenue logic
  2. Break down revenue sources (e.g. SaaS, offtake, licensing, gate fees)
  3. Include deal structure (if applicable: SPV, TopCo, debt/equity)

5. Financial Model & Upside

Show the topline numbers and the scale of opportunity. A five year horizon should be minimum forecast timeframe

Best practice:

  1. Headline revenue, EBITDA, IRR (where relevant)
  2. Sensitivities or scenarios can be helpful
  3. Be transparent: if early-stage, show traction metrics + pathway
  4. Do not dwell on exit scenario planning – Investors will have a view
Lights
Lights

6. Investment Structure / Round

What’s on offer, how much you’re raising, and what you’re offering in return.

Best practice:

  1. Include round size, valuation (pre-money), instrument (equity, SAFE, debt)
  2. Clarify SEIS/EIS or other incentives
  3. If relevant, include both TopCo + ProjectCo options

7. Team

Highlight the core team and their credibility.

Best practice:

  1. Focus on founder-market fit and relevant past success
  2. Add key advisors only if they’re strategic or notable
  3. Keep it brief but impressive
Lights
Lights

8. Outlook / Next Steps

Show what’s coming next — and why now is the moment to engage.

Best practice:

  1. Include near-term milestones (e.g. launch, pilots, revenue ramp)
  2. Use language that suggests momentum: “We’re ready to scale”, “Partner discussions live”, etc.
  3. Invite investors to act — “ideal entry point”, “pre-raise round”, “co-investors welcome”

9. ESG & Impact (if applicable)

If this is a mission-aligned or sustainability-focused business, describe your impact.

Best practice:

  1. Use measurable indicators (emissions reduced, biodiversity protected, etc.)
  2. Avoid generic ESG language—focus on substance
  3. Show alignment with UN SDGs or relevant policies
Lights

Meet the team

subash tavares ben c misselbrook charles l manuel nigel greenhalgh catharine symington innes muir hugo kimber Stephane Mortier

Capital raising & advisory services

  • Fundraising Strategy
  • Investor Outreach
  • Pitch Decks & Materials
  • Deal Execution
  • Market Insight & Feedback
  • Governance & Board Support
  • Contact

Programme Management

  • Integrated Programme Control (IPC)
  • Reporting
  • Benefits Management & Realisation
  • Business Change & Transformation
  • Organisational Development
  • Governance
  • Carbon Emissions | ESG
  • Stakeholder Management
  • Systems Engineering 
  • Our Philosophy
  • Our Process
  • Contact

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