Get Your Investor Ready Executive Summary

Ever wondered why it is called an ‘executive’ summary and not just a summary? Well, the reason is that it is intended for the ‘executives’ of a company. And when you are writing a business plan, you are usually targeting an investor. It is then referred to as an investor ready executive summary. It is the part of the business plan that restates the purpose of the plan itself in a precise and comprehensive manner. This summary serves as the most important section of any business document, let alone the business plan. So, if you are willing to get an executive summary that can sum it all up as the investors want, then this is the right place. Oak Business Consultant brings you the best investor ready documents services.

Executive summary
excutive summary

Let Your Executive Summary Do The Talking

An effective summary is one that doesn’t leave the gaps that you later need to cover with other sections. It is the part that should be enough to convey the critical information to the concerned person. These concerned people may be the CEOs, Executives, Leaders, Managers, or other people who have to analyze your business plan. We produce an executive summary that is ready from every aspect. You will not need to include anything more to it once we finalize it for you.

Why Are We So Confident About
Investor Ready Executive Summary?

Since we are business consultants and have been providing expert consultancy to several small businesses for more than a decade, we know the financial industry inside out. We know the critical points that often people make mistakes with. Our experts have been fixing these mistakes for a long time now. Also, when we create business plans, we have the highest expectations in mind. We aim for the moon and don’t settle landing among the stars. That is the reason behind our confidence in executive summaries. And that is the reason we are not only good at creating summaries but also all the relevant investor ready documents.

executive summary by professionals

Turn The Red Flags To Green With Our
Investor Due Diligence

When setting out for raising capital through investors, there are certain processes that need a thorough inspection. As a matter of fact, the entire process needs to go through proper due diligence in order to identify any red flags. Oak Business Consultant reviews all documentation for you and performs the required due diligence. That is to convert the red flags every step of the way to the green. So that you can always be sure that the investment is coming from a legitimate source. Or the investment is coming in the first place or not. We ensure that due diligence is performed for loans, venture capitals, SBA lending institutions, Commercial or Corporate banks. If you are a start up, this service is ideal for you. And if you are a small business looking forward to expanding further, you are just in the right place.

Bring In Your Ordinary Summary And Get A Professional 'Investor Ready' Executive Summary Right Here!

Yes, you heard that right. Whether or not you had considered the investor perspective before, we ensure that your document does when we work on it. Our expertise in drafting professional documentation is enhanced due to many factors. One of them is working with several complicated financial markets. We have handled some really intricate scenarios, and we are always ready to solve even the most difficult financial problems for you. All you need to do is provide us with your ordinary summary, and one of our experts will make it into a professional ‘investor ready’ executive summary.

Get Your Customized
Investor Ready Executive Summary


An executive summary should summarize the key points of the entire document, such as a business plan. It should state the critical purpose and define the main points of the plan. We know and understand the key to creating an executive summary that will win the reader for you. Our typical summary includes the following contents.

Highlights Of The Report



Approach Used


content of executive summary

Our Requirements For Executive Summary

The only two things that we need to get started on your investor ready executive summary are your business plan and financial model. The interesting part is that we provide professional financial modelling and business planning services as well. It means we can create your business plan right from scratch. Or, if you already have the business plan, but there are some uncertainties there, we can give it a professional review. The same goes for your financial model. If you are unsure about it, we have the experts to review that as well. Finally, when everything is fully reviewed and ready to go, we create a state-of-the-art executive summary for you. Fee: $250

Get The Expert Consultancy For Free

Oak Business Consultant is the place where you can find the solutions to all your financial problems. We provide expert online consultancy service – free of cost. Too good to believe, right? But this is what we have been doing for our customers, and this is what sets us apart from the competition. Whether you need full financial consultancy or expert opinion, Oak Business Consultant is always your number one preference. You can book a meeting with one of our experts today and they can check the viability and sustainability of your project.


Guidelines Compliance And Formatting
In Executive Summary

Although there is no such universal format for an executive summary, sometimes there are guidelines from the investors that need strict compliance. These guidelines may require specific sections or sequences. Whatever the requirements there may be, we always ensure that they are met with full integrity in order to provide you with a stable position in front of your investors.

Get Your Customized
Investor Ready Executive Summary


You can find a lot of business solutions and services providers on the internet easily. But if you are looking for a service that stands out from the rest, Oak Business Consultant is the one for you. Our business solutions come with a decade-long experience and hard-earned skills. We have financial experts that also have specific expertise suitable for many small businesses. And all of this comes at a very reasonable price. The best part about our business solutions is that we can customize them as per your requirements while also being easily affordable for you. Here are a few things that really draw a line between our competitors and us.

Value For Money

The real value for money comes when the service you utilized can actually benefit you. We make sure that the service that you choose from our website, aligns with your needs perfectly. Only then we proceed with it so that you can save some extra costs and enjoy the value for money.

Result-Oriented Approach

A professional service is one that can actually produce some results. We don’t consider a project successful until we see the results ourselves. We follow a result-oriented approach and that is what sets us apart from others.

Extended Customer Support

Not every business solutions provider gives you extended customer support. What we do with our customers is we provide the complete guide and support even after we finish their project. We can also assign a trainer or a financial expert that can take care of your future queries as well.

Dedicated Teams

Although we have people in our team that can do multiple jobs and still do great, we still prefer them to be focused on one specific area. All our experts are bound to be performing the tasks that they are really experts at. This is what makes our teams dedicated and our customers get to enjoy the benefits from their expertise.

Experienced Business And Financial Consultants

Business consultancy and financial consultancy are the two things that cannot be handed over to non-experienced people. You always need someone who knows the financial industry inside out. Luckily, we have these experts ready for you. We have a proven track record in financial consultancy. Our biggest success lies in retention. We have retained not only the customers for a long time but also our employees. We believe in the value that people bring forward to work.

Incredible Work Ethic

To do the job as instructed by the client is a simple task. But to excel at your service is not always that easy. We are at that position in the Finance industry that business owners and entrepreneurs recognize us by our work ethic. We deliver not only the best consulting and business services but also the way we deliver them is worth your time and money.

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