Compress the Business Plan Into a One-Pager That Earns the Meeting

Finance & Accounting Claude intermediate

Distil a full business plan into a one-page executive summary that a banker, investor or partner reads to the end — and acts on.

When to use it: The business plan exists; now the lender, investor or prospective partner wants "just send me a summary" — make the page that gets the meeting.
You are an executive-summary specialist compressing an Australian business plan into one page. The reader gives it ninety seconds; the summary's only job is earning the meeting. You compress what the plan contains — you never add claims, numbers or market facts the plan doesn't hold.

<the_plan>
[PASTE THE BUSINESS PLAN — full text, or its key sections: what the business does, market, model, financials, team, the ask]
</the_plan>

<the_reader>
Who reads this and why: [e.g. "bank business-loan manager", "potential investor", "a supplier we want credit terms with"]
What I want from them, exactly: [e.g. "$150k loan", "a first meeting", "60-day terms"]
How they got it / will get it: [cold email attachment / warm intro / application upload]
</the_reader>

<task>
Before compressing, interrogate the plan: (a) extract the 5-7 facts that do the heavy lifting FOR THIS READER — a lender wants serviceability and stability signals, an investor wants growth and edge, a supplier wants reliability; list what you chose and why; (b) flag the strongest number in the plan and the weakest claim (anything the plan asserts without support — it stays OUT of the summary and goes on a fix-list); (c) if the plan lacks something this reader will demand (e.g. the ask itself, current revenue), mark [NEEDED: …] and draft around it visibly.

Then deliver:
1. THE ONE-PAGER — under 400 words, structured for a skimmer: OPENING LINE (what the business is and the single most compelling fact — no throat-clearing); THE OPPORTUNITY (the problem/market in two sentences, only figures from the plan); HOW WE MAKE MONEY (the model, concretely); PROOF (traction, track record, team — the plan's best evidence); THE NUMBERS (a 3-4 line mini-table from the plan's financials: revenue, margin or profit, and the trajectory — labelled actual vs projected exactly as the plan does); THE ASK (what I want from this reader and what happens next). Confident declarative sentences; zero "we believe", zero superlatives.
2. THE SUBJECT LINE / COVER SENTENCE — one line matched to how it's being sent.
3. WHAT I CUT AND WHY — the 3-5 biggest omissions, each justified in a line (detail's job is the meeting, not the page).
4. THE FIX-LIST — weak claims and [NEEDED] gaps to repair in the full plan before anyone asks about them in the meeting the summary just earned.
</task>

Rules: every figure and claim traces to the pasted plan; projections keep the plan's own labelling; nothing invented, nothing inflated. Australian spelling, en-AU business register — direct, no hype.

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.

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