Executive Summary
One-page overview of the opportunity, traction, funding requested, and intended use of proceeds. Keep it quantitative and focused on investor outcomes and timing.
A concise proposal clarifies your ask and reduces investor friction by consolidating key facts, risks, and financials in a single, reproducible record.
Who prepares or receives these documents varies by role and organization.
Recipients typically include accredited investors, corporate partners, internal approval committees, and external advisors such as counsel or accountants.
The founder or CEO usually prepares the content and signs the funding request; they must ensure figures and representations are accurate and coordinate supporting exhibits and investor disclosures.
The CFO or finance lead typically prepares financial projections, validates assumptions, and signs the fiscal sections; their review reduces the risk of material misstatements in investor-facing numbers.
One-page overview of the opportunity, traction, funding requested, and intended use of proceeds. Keep it quantitative and focused on investor outcomes and timing.
Describe the market size, target customer, and the specific pain point being solved. Use TAM/SAM/SOM metrics and cite sources or assumptions used.
Explain the product, differentiators, IP, and go-to-market plan. Include brief product roadmap highlights and any regulatory or adoption constraints.
Outline revenue streams, pricing, customer acquisition costs, and unit economics. Show key metrics like LTV, CAC, churn assumptions, and break-even timing.
Provide 3–5 year projections, historic results if available, and a one-page use-of-proceeds chart tied to the funding request and valuation assumptions.
Summarize the management team, advisers, and proposed deal terms (amount, instrument, ownership impact). Include signature blocks and signatory authority.
| Field | Configuration |
|---|---|
| Template | Create reusable template with signature/date fields and required disclosures. |
| Signers | Set role-based order and define authorized signers only. |
| Reminders | Enable automatic reminders at 3, 7, and 14 days for outstanding signatures. |
| Authentication | Use email verification or SMS code; increase to KBA for high-value rounds. |
Choose a platform that accepts common formats and integrates with your storage and CRM systems.
Confirm platform compliance requirements for data protection and retention before sending investor materials.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |
| Criteria | Pitch Deck Proposal | Term Sheet |
|---|---|---|
| Primary Use | present opportunity | summarize deal terms |
| Level of Detail | broad with exhibits | focused on economics |
| Binding Effect | generally informational | often outlines binding clauses |
| Typical Audience | investors and partners | legal and finance teams |