Executive Summary Template

Create a modern executive summary around any venture you are a part of.

What is an Executive Summary?

An executive summary provides an overview of your company, product, service or new venture idea. It's usually given to an investor, shared internally or shared with a partner. The executive summary can help with raising funds, partnerships and getting approvals from stakeholders.

Why is an Executive Summary Important?

An executive summary is an important document that provides an overview of a company, it's goals, audience, competition, risks and opportunity. It helps provide a snapshot of where a company is and what it's current needs and next steps are. It's helpful for management internally and external investors and partners to be on the same page.

What You Should Include in an Executive Summary?


Overview: Introduce the company and its mission,

Objective: What problem is it solving?

Target Audience: Who is the target audience

Competition: What does the competition look like?

Risk/Opportunity: What are the risks involved and what is the opportunity?

Conclusions: Add a call to action depending on who the audience is for the executive summary.

Key Benefits of Making Your Executive Summary on Bit.ai

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the main benefits of using Bit:

  1. Collaborate in real-time
  2. Interlink executive summary and other documents
  3. Create fully responsive documents
  4. Create private executive summary documents only visible to yourself or your team
  5. Track engagement on shared executive summary documents with investors, partners, etc.

How to Make Your Executive Summary Interactive?

Recommended power links and files you can add to your Bit document executive summary:

  • Web links
  • Google Sheets, OneDrive Excel, Airtable
  • PDFs, PowerPoint in Google Drive/OneDrive
  • YouTube, Vimeo
  • Draw.io, Lucidcharts
  • Sketchfab, Figma, Marvel
Rich media embed

Executive Summary Template

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
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