Company Overview Template: Free, With 4 Examples

Every example was made with MakeOnepagers. The companies and figures are samples, and each one opens as a template you can edit for free.

What is a company overview?

A company overview is a short description of a business: what it does, who it serves, what it believes and the numbers that show its size. It is the first thing a buyer, partner, investor or new employee reads about you, often before they have spoken to anyone.

It is different from an annual report, which reports on a year, and from a company profile, which leans on services and past clients to win work. The overview answers a simpler question: who is this company?

The 6 parts of a company overview

1. Who we are, in two sentences. What you make or do, who buys it and where. "We make baked snacks from whole grains, sold in 45 countries."
2. Mission, vision and values. Why you exist, where you are going and how you behave, one line each.
3. What sets you apart. Three facts a rival cannot claim, each with a number if you can.
4. What you do, in parts. Your business lines, services or customer groups, with their share of the business.
5. In numbers. Three or four figures that show your size: countries, customers, people, sites.
6. Your story. Four dates on a line, from the first day to today.

Add a seventh if the overview goes to investors: revenue and the ask.

A free company overview template

Copy this into a document, or open one of the examples below and edit it.

4 company overview examples

1. Company overview for a product business

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A food company introduced in four parts: who we are, what drives us, the numbers and the story.

What to copy:

• Who we are as two plain sentences, with the product, the markets and the founding year.
• Mission, vision and purpose with a small label each: why we exist, where we are going, what we owe. Readers stop mixing them up.
• The story as four dates on a line. It shows a track record in one glance.

Edit for free: company overview template.

2. Company overview with vision, mission and values

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A property company that earns money in several ways, showing each segment and its share of rent.

What to copy:

• "What sets us apart" as three checkable facts: tenants reach a named manager in one call, every building energy rated, 96% of leases renewed.
• Business segments as four numbered boxes, each with its size: 22 buildings, 58% of rent.
• Rent by segment as one ring, so a reader sees where the money comes from.

Edit for free: company overview with vision and mission template.

3. Company overview with a photo

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A design firm that wants to be seen, not only read about: the studio photo does half the introducing.

What to copy:

• One real photo of your place or your work. It replaces a paragraph about culture.
• Where the work comes from, by share: schools 38%, health 27%, homes 21%, offices 14%.
• A number that is the company's promise: 52% less energy than a standard building.

Edit for free: company overview with photo template.

4. Company overview for investors

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The same overview, turned for investors: revenue, margin, the raise and how the business works.

What to copy:

• The raise and what it pays for in one line: "$3M for 3 new sites", with how it is repaid.
• Who you serve, by share: new food brands 48%, food trucks 34%, caterers 18%.
• How a customer works with you in four steps: join, book, cook, grow.

Edit for free: company overview for investors template.

PowerPoint, Word or a One-Pager?

Searches for this template often add "ppt", "word" or "slide". Each format fits a different moment.

You can use the same words in all three. Write the One-Pager first, because it forces you to choose the two sentences, three facts and four numbers that matter. One-Pagers made on MakeOnepagers download as a PDF that drops into a deck or an email.

How to write a company overview in 5 steps

1. Write who you are in two sentences: what you do, for whom, where and since when.
2. Write mission, vision and values in one line each. If a line could belong to any company, rewrite it.
3. Pick three facts that set you apart, each one checkable.
4. Pick three or four numbers that show your size.
5. Put four dates on a line from your start to today.

Already have a long "about us" page or a company deck? Drop it into the free AI One-Pager generator and get it back as a designed company overview.

Company overview mistakes

• Opening with the mission statement. A stranger needs to know what you do before why you do it.
• Values any company could claim. "Integrity, excellence, teamwork" says nothing. "Answer fast, fix it properly, tell the truth on cost" says how you work.
• No numbers. Size and track record are what make a reader trust the rest.
• Too much history. Four dates are enough. The rest belongs on your website.

Make your company overview

Open the free company overview template and put in your story and numbers, or drop your "about us" page into the free AI One-Pager generator and get a finished overview back.