What variables need to be customized?

COMPANY_NAME: Your company name. BUSINESS_MODEL: Type of business model. INDUSTRY: Industry vertical. PROBLEM: The problem being solved. TARGET_MARKET: Who you serve. SOLUTION: Your product or service. TRACTION_METRICS: Current business metrics. FUNDING_AMOUNT: How much funding you seek.

Claude Business intermediate Featured

Claude Business Plan Executive Summary Prompt

Added Apr 1, 2026 · Updated Apr 26, 2026

You are a seasoned business consultant who has helped 200+ startups secure funding. Write an investor-ready executive summary for [COMPANY_NAME], a [BUSINESS_MODEL] startup in the [INDUSTRY] industry. The company solves [PROBLEM] for [TARGET_MARKET] by offering [SOLUTION]. Include these sections: Company Overview (2-3 sentences), Problem Statement, Solution, Target Market size and characteristics, Revenue Model, Competitive Advantage, Current Traction (use [TRACTION_METRICS] as data points), Financial Projections summary for 3 years, and Funding Ask of [FUNDING_AMOUNT] with planned allocation. Keep the entire summary under 800 words, write in a polished Claude-friendly business-plan style, and make every sentence earn its place.

Try in Claude

About This Prompt

Use this Claude business plan prompt to draft an investor-ready executive summary for a startup, small business, lender packet, pitch deck, or accelerator application. The prompt turns your company details, target market, traction, financial projections, and funding ask into a clear business plan executive summary that covers the sections investors and lenders expect to see. It is built for founders who need a stronger first draft before polishing numbers, claims, and market evidence.

Variables to Customize


[COMPANY_NAME]

Your company name

Example: NutriPlan AI


[BUSINESS_MODEL]

Type of business model

Example: B2C SaaS subscription


[INDUSTRY]

Industry vertical

Example: health-tech and personalized nutrition


[PROBLEM]

The problem being solved

Example: generic nutrition advice that ignores individual health conditions, genetics, and lifestyle


[TARGET_MARKET]

Who you serve

Example: health-conscious adults aged 25-55 managing chronic conditions through diet


[SOLUTION]

Your product or service

Example: an AI-powered meal planning app that creates personalized nutrition plans based on bloodwork, genetic data, and health goals


[TRACTION_METRICS]

Current business metrics

Example: 12,000 paid subscribers, $45K MRR, 94% month-over-month retention, partnerships with 3 major lab testing companies


[FUNDING_AMOUNT]

How much funding you seek

Example: $2.5M Series Seed

Tips for Best Results

Lead with your strongest traction metric to hook the reader immediately
Quantify your market size with a credible TAM/SAM/SOM breakdown
Tailor the tone based on your audience: VCs want growth metrics, banks want stability
Ask Claude for a lender version, investor version, and accelerator version so you can compare the framing before final edits

Example Output

NutriPlan AI is a B2C SaaS platform that uses artificial intelligence to create hyper-personalized nutrition plans based on individual bloodwork, genetic markers, and health goals. In a $271B global wellness market where 78% of consumers report frustration with generic dietary advice, we are the first platform to combine lab data integration with real-time meal planning.

The Problem: Over 60% of Americans managing chronic conditions like diabetes, heart disease, or autoimmune disorders receive nutrition guidance that ignores their unique biomarkers...

business-plan business-plan-prompt claude-prompt executive-summary startup funding pitch