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Executive Summary/One Pager


Show off your expertise to groups of prospective Investors with a professional designed educational PowerPoint Presentation. 

We’ll help you announce your offering in a one-page stylish page designed to announce your Investment Opportunity to prospective investors – whether you send it by email or use it as a flyer.

The Executive Summary or One Pager is a short, but vital one-page summary of your offering including the most relevant facts about your offering – in a way that’s designed to excite your investors.  

One Pagers are delivered electronically in PDF format with text also provided in Word in case you want to use your own campaign builder software to convey it to your investors. 

Anticipated timeframe from start to finish: 1 week


Note that this is a non-legal service purchased from Syndication Attorneys, PLLC. Thus, this product is not subject to Attorney-Client privilege or confidentiality. However, as an internal policy, we do not share work we do for you with others. Each marketing piece we draft is unique and customized to each of our clients and their specific businesses. That being said, there may be commonalities between your plan and one we have created for others. This is unavoidable simply because there is only so much that can be said about certain types of offerings, and there is specific information that investors need that is common to all such marketing materials. 

Download Our Investor Marketing Plan Template!

Whether you are starting out as a Syndicator or have a new Securities Offering you need to market to prospective investors, you should start with an Investor Marketing Plan.

Our easy-to-complete Investor Marketing Plan template will have you up and running in no time. It includes a 3-page outline with descriptions of what you should be including for each phase of your Investment Company’s marketing program. It’s delivered in Microsoft Word so that you can easily add your own content for each section.