Executive Summary — Where to Write It (Venture OS)

Venture OS has no separate Executive Summary plan. Your summary lives in three places: Business Plan → Executive Overview, the Executive Summary field of the Go-to-Market Plan, and the Investor Teaser for investors.

What it is

Venture OS doesn't have a standalone Executive Summary plan, and there is no card for it on the Plans page. The summary you need depends on who reads it, and each version already has a home in another plan. This guide shows you where.

Where to write each summary

| You need… | Write it in | What you get | |---|---|---| | A summary of the whole business (for banks, programmes, partners) | Business Plan → Executive Overview: Business Summary, Mission & Vision, Key Objectives | The opening of your business plan | | A summary of how you'll win customers | Go-to-Market Plan → Executive Summary | One paragraph: who you sell to, how you reach them, why it works | | A one-page story for investors | Investor Teaser | A teaser you can share with investors by link |

Before you start

Each of these plans has its own unlock rule:

• Business Plan opens first. It needs the key fields of Problem Discovery, Market Landscape, Value Proposition Canvas (Offer Title) and Business Model Canvas in your Idea Book.
• Investor Teaser needs 10 Idea Book sections fully complete (through Pricing Engine) plus Product Roadmap.
• Go-to-Market Plan needs your Go-to-Market Strategy at 100%.

The Plans page shows which ones are open for your venture and what is still missing.

How to use it

• Go to Plans and open Business Plan.
• Write Business Summary yourself in 2–3 sentences: what you do, for whom, and why it matters now.
• Add Mission & Vision and 3–5 measurable Key Objectives.
• Later, reuse the same core sentences in the Go-to-Market Plan summary and the Investor Teaser, adjusted for each reader.

What the AI does

Each of those plans has Generate and per-field AI that drafts from your Idea Book. The AI doesn't copy text between plans, so keep the three summaries consistent yourself.

Tips

• Write the summary last, once the numbers in your Idea Book are settled.
• Lead with the problem and a number: "Clinics in Dubai lose 18% of appointments to no-shows."
• One summary, three lengths: two sentences for the Business Plan, one paragraph for the GTM Plan, one page for investors.

Getting started

Open the Business Plan and write the Business Summary in two sentences.

Open Plans