FREE TEMPLATES
Best Company Fact Sheet Template
Use this customizable Company Fact Sheet Template for free to display important information about your company in a professional, organized, and engaging manner. A company fact sheet is a comprehensive, one-stop reference document that conveys your mission, history, key metrics, leadership, and more. Whether you’re pitching to investors, onboarding new clients, or updating media partners, this template ensures your company story is told clearly and consistently.
What is a Company Fact Sheet?
A Company Fact Sheet is a one-page or short document that provides a snapshot of the most essential information about your organization. It streamlines complex information into a clear, visually appealing presentation designed to be easily shared with stakeholders. Think of it as the business card for your organization—it is just a more expansive form of a profile.
Benefits of Using a Company Fact Sheet
- It's simple to read quickly and understand your company.
- It helps build validity with clients, investors, and the media.
- Provides quick answers to common stakeholder questions.
- Enhances brand storytelling with mission, vision, and milestones.
- Acts as a professional handout for events, meetings, or pitches.
What should be included in the Company Fact Sheet?
A well-prepared company fact sheet captures your company’s identity, purpose, and achievements. It needs to be short while containing the most relevant information to help others make informed assessment and understanding of your organization.
Key Elements of Company Fact Sheet
- Company Basics: Name, headquarters, founding year, locations, employee count.
- Mission & Vision: Short statement identifying company goals and vision.
- Company Story: Backstory, Origination, Purpose and Journey.
- Core Values: The guiding principles that shape company culture.
- Products & Services: An overview of what you offer and who you serve.
- Major Milestones: Key achievements such as growth, client base, and revenue.
- Key Metrics: Quantifiable performance indicators (KPI’s).
- Customer Segments: A look at your primary clients or audiences.
- Awards & Recognition: Notable honors, certifications, or press coverage.
- Leadership: Quotes, bios, or insights from top executives.
- Contact Information: Website, email, and phone details.
How to use this Company Fact Sheet
The template is meant to be adaptable, so it can be applied to your work, regardless of whether you are a startup, SME or large global organization. As you fill out each section, you will be building a resource that you can use across marketing, sales and corporate communications.
Steps to Use the Company Fact Sheet
Step 1: Add your company’s name, headquarters, and basic details.
Step 2: Write a compelling mission and vision statement.
Step 3: Share your founding story to humanize your brand.
Step 4: Create a listing of your products or services that highlight value and distinguishing factors.
Step 5: Indicate key milestones and impressive metrics.
Step 6: Present awards and honors that build credibility and legitimacy.
Step 7: Include information on customer segments, testimonials, or examples of clients.
Step 8: Share quotes or short bios about leadership.
Step 9: Finish the profile with updated contact information to make it easy to contact you.
What’s Inside This Company Fact Sheet
This customizable template includes a mix of structured sections and open areas so you can balance hard facts with storytelling.
This Customizable Company Fact Sheet Layout Includes
- Company Information: Name, year established, headquarters, and global locations.
- Mission & Vision: Such statements express your company's reason for being and direction.
- Our Story: Founding narrative and adventure of the company.
- Core Values: A set of principles that guide your company culture.
- Products & Services: The company's main offerings, along with what distinguishes them.
- Major Milestones: A timeline of growth, achievements, and expansions of the company.
- Key Metrics: KPIs such as revenue, client numbers, or satisfaction rates.
- Customer Segments: Overview of your ideal audience and customer base.
- Awards & Recognition: Industry accolades and external validations.
- Leadership Insights: Quotes or vision statements from top management.
- Contact Us: Website, phone, and email.
Why You Need a Company Fact Sheet
A company fact sheet makes an excellent tool for branding and communication. Without it, stakeholders often have to piece information together from various sources, diminishing your brand story. A polished fact sheet makes sure that your business is presented consistently and professionally in multiple forums.
How to Fill Out a Company Fact Sheet
To begin with, collect company information including the founding year, location, and employee count. Secondly, create mission and vision statements that are short and inspirational. Develop a company story and values to add personalization. Supplement all of this with the main performance measures so that you can share progress and milestones. Finally, wrap up with the leadership preferences, awards, and entire contact details.
Who can use this Company Fact Sheet
This template is ideal for:
- Startups wanting to impress investors and early clients.
- SMEs needing a professional handout for events or meetings.
- Corporates presenting brand overviews to media and stakeholders.
- Consultants or Agencies summarizing client businesses in clear formats.
FAQs
Q.1 What is the primary purpose of a company fact sheet?
It provides a quick, professional overview of your business, covering everything from mission and products to metrics and milestones.
Q.2 How long should a company fact sheet be?
Most fact sheets fit on one page, but depending on your business, you can expand them to two pages if needed.
Q.3 Can I use a company fact sheet for investors?
Yes, absolutely. Fact sheets are commonly used in investor decks, proposals, and presentations to showcase key highlights.
Q.4 How often should I update my company fact sheet?
Ideally, please review and update it quarterly to ensure all milestones, metrics, and achievements remain current.
