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How To Write An Investment Proposal: A Guide + Free Template

Investment Proposal

Most startups look for funding . To get one, you’ll have to know how to draft an investment proposal . This is because this business presentation can help you reach financial support for your startup. 

So, what exactly do you need to include in an investment proposal? Here’s what you need to know. 

Table of Contents

How to Write an Investment Proposal

An investment proposal is a vital tool for any startup. It’s what will help you land a meeting with potential investors . Through the document, you can present critical information about your company, product, or project and potentially attract investors to fund it. 

Before you get started in writing an investment proposal, you will need to do the following:

Know your market and competition

Also known as the discovery or pre-development phase, you gather important data from a market analysis. The information you collect from this will help you eliminate risks that may arise from a lack of market demand, unexpected expenses, and other issues. 

Assess your product

If you already have an early version of your product, you can start drafting investment proposal to send out to potential investors. This way, you can figure out what your business goals are. 

Research your potential investors

You should also research what investors you wish to attract at this stage. Are they angel investors/groups? Or are you more interested in getting a bank or a venture capital firm to support you financially?

By preparing these things, you can make your investment proposal custom fit to who you are pitching to. 

Free Investment Proposal Template

Knowing how to write investment proposals can greatly benefit you as a startup owner. But it’s also wise to use an investment proposal template to understand where to start. 

business investment proposal template

Investment Proposal

What to Include When Writing an Investment Proposal

A winning proposal includes these key elements:

Company Introduction

Start your proposal with your company’s name and a brief description of your startup. You can also include information on what you do and your company’s current status. 

This lets the reader know who you are and what your business is about.

Identify the problem

In the next section of the proposal, state the problem you are trying to solve. Describe what it is that your customers need or try to achieve. Also, add information on your pain points and how your current status cannot meet your customers’ needs. 

Present a solution

Present a solution to the problems you previously identified. Since investors will be most interested in this part of the proposal, you have to ensure that it is written in a way they can easily understand. So, try to edit this part as much as possible if you can. 

A good tip: You can usually write this part last so you already have the information available to use.

Show your market research

It’s also a good idea to include the results of your  market research  in your investment proposal creation. This is your way of showing potential investors how knowledgeable you are about your product and its market. 

Show how your product can be profitable and how you intend to make that happen. 

Reveal your traction

Use a graph to show off your product’s traction in the market. This way, you can make this information visually interesting to potential investors. 

If you do not have any traction to present, it may be best to work on it before seeking funding . 

Investment Proposal

Identify your goals

Be open about your goals and how much funding you’re hoping to raise. It’s also wise to share how much of the budget will be used to reach your goals. 

At the same time, be realistic. Give your audience have a realistic figure instead of an estimate.

Present your team

Potential investors will also need to know who your team is. They need to know who they are working with, especially since they will fund your vision.

Make sure to present your key team members’ accomplishments in your company. 

Disclose your financials

Be open about your financials, especially if your legal and financial team recommends doing so. The information you need to include is your projected gains and losses, intended sources for funds, loans, and many more. 

You should also be clear about your project’s timeline. This will allow them to track how long you plan to accomplish each stage of your goal. 

Have an exit strategy

When writing an investment proposal, you should include information on how investors will get their return. You can also include information on potential plans for an acquisition, going for an IPO, or selling out to a buyer. 

Identify your monetization plans

Also, remember to include your monetization plans in the proposal. Remember to include your operating margins so you can be clear about your plans for your investors.

Know your challenges and risks

Every venture has its own challenges and risks. It’s important that you acknowledge what these are early on so you can prepare for competitive strategies to overcome them. 

Use Fill for Your Investment Proposal

Having knowledge on how to create investment proposal can be a big help to any startup owner. But if you’re pressed for time, you can use Fill’s investment proposal template. The site also allows you to collaborate with other members of your team without needing to be in one location.

Check out our template gallery by registering for a free account. You’ll easily find the template you need for your startup.

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Free Investment Proposal Template to Win More Clients

An effective investment proposal is critical to seeking financial backing to ignite a new venture or inject life into an existing one.

This detailed guide and our free investment proposal template can serve as your roadmap to crafting an attention-grabbing pitch that potential investors find irresistible.

Investment Proposal

What is an Investment Proposal?

At its core, an investment proposal is a meticulously crafted document created with one goal in mind – to convince potential investors that your business or project is a viable and profitable investment opportunity. It’s a persuasive tool utilized by startups, entrepreneurs, and existing businesses when they need financial support to kick-start or expand their operations.

The investment proposal is written by those seeking investment – from the inspired entrepreneur with a groundbreaking business idea to the established business looking to scale. Conversely, it’s presented to potential investors, individuals, or financial institutions with the capital to provide the financial backing these businesses need.

An investment proposal template isn’t just a bland list of facts and figures. It’s a story that paints a vivid picture of your business’s past, present, and future. It demonstrates your understanding of the market, showcases your unique value proposition, outlines the financial projections, and details the returns investors can expect. In essence, a successful investment proposal instills confidence in potential investors about the viability of your business idea.

When to Use an Investment Proposal Template

While there’s no universally perfect moment to use an investment proposal, specific scenarios naturally lend themselves to creating this business document . 

When starting a new business and securing funding, an investment proposal is a must. It’s also vital when planning to expand current operations, introduce a new product, or explore new markets, and you need financial backing to do so.

If you’re courting prospective investors or attending meetings with financial institutions, a well-crafted investment proposal template can also serve as your comprehensive reference document and effective sales tool.

An investment proposal template can be a lifesaver. It provides a tried-and-tested structure, ensuring that you include all the necessary information in an organized manner, thus helping you build a professional proposal to attract investors to your cause.

DISCLAIMER : We are not lawyers or a law firm and we do not provide legal, business or tax advice. We recommend you consult a lawyer or other appropriate professional before using any templates or agreements from this website.

What to Include in an Investment Proposal

The content of an investment proposal template is as crucial as the pitch itself. The proposal must tell a compelling story while presenting concrete details that boost your credibility. Here are some of the key elements to include in your investment proposal:

Company Background

First impressions matter; therefore your investment proposal template should start with a comprehensive company overview. This section should include your business’s name, location, type of legal entity, and the nature of your business. Give a brief history of your company, outlining significant milestones, achievements, or challenges overcome. Mention any patents, proprietary technology, or competitive advantages that set you apart from the competition.

Also, introduce your team. Investors often place significant emphasis on the quality of the management team, as a strong team can often lead a company to success, even if the original business idea changes along the way. Highlight key team members, their roles, experience, and how they contribute to the company’s success. This part could be make or break.

Project Details

Now that your potential investor knows about your company, it’s time to present the specific project for which you seek investment. Be as detailed and transparent as possible. Discuss the problem your project or product aims to solve and how it does so uniquely. Explain the project’s current stage, be it an idea, in development, or a market-ready product.

It’s also critical to outline your sales methods and revenue model. How do you plan to make money? Whether through direct sales, a subscription model, licensing fees, or something else, provide a clear picture of your business’s cash flow prospects.

Market Research

Market research is the heart of your business proposal. It shows that you understand your industry, target market, and competitors. You’ll want to include details like the size of your target market, your ideal customer’s demographic and psychographic profile, and how much market share you aim to capture.

An analysis of your competitors is also essential. Who are they, what are their strengths and weaknesses, and how do you differentiate from them? This research helps instill confidence in your target audience that you understand your business landscape and have a solid strategy to stand out.

Current Traction

In this section, you’ll share your current business performance or traction. This could include sales figures, growth metrics, significant clients, or notable milestones. If you have testimonials from satisfied customers or industry recognitions, this is a great place to include them.

For startups without much trading history, it could be evidence of market testing, a working prototype, or user engagement from beta testing. Showing traction is vital because it proves to potential investors that there’s a market for your product or service and that your business has the potential to scale.

Financing Requirements

In the financing requirements section, outline the specifics of your funding request. Begin by stating how much capital you need, followed by a detailed account of how you intend to use it. Whether it’s for research and development, marketing , hiring new staff, or improving infrastructure, be clear and specific.

Break down the costs and justify each one with a brief explanation. These details help prospective investors understand why the funds are necessary and how their investment will be used.

Don’t forget to include your financial projections for the next three to five years, detailing your expected revenue, profit margins, and cash flow. These projections should be realistic yet optimistic, backed by solid market research and sound business strategies.

Exit Strategy

You might wonder, “Why should I discuss the end when I’m just at the beginning?” The answer is simple. Your prospects will want to know how to recoup their investment and earn a return.

In this section, explain your exit strategy, whether it involves selling the company, going public through an IPO, or perhaps seeking acquisition by a larger entity. Detail the conditions and timeline that could trigger these exit opportunities.

Remember, investors are looking for a return on their investment. An exit strategy gives them a clear understanding of how that might happen and instills confidence in your strategic planning.

Finally, all parties involved should sign the investment proposal. A signed business proposal indicates that all parties agree with the terms and conditions outlined.

In our digital age, getting a signature doesn’t necessarily mean a face-to-face meeting or sending documents through snail mail. Online signature solutions, like Signaturely, offer a convenient and secure method for getting proposals signed quickly and efficiently. This saves time, decreases the chance of document loss, and speeds up the negotiation and agreement process.

Download our free example Investment Proposal Template

We’ve got your back here at Signaturely, and we’re ready to help make stress-free proposals a reality. Forget the confusing paperwork and overwhelming legal jargon – get easy, breezy p roposal templates for your customers in minutes with our free template.

How Do You Write an Investment Proposal?

Crafting an investment proposal template might seem like an overwhelming task, but with the right approach, it’s manageable. Identify your audience and tailor your message to address their interests and concerns. Using an investment proposal template is an efficient way to get started, ensuring you cover all the necessary elements.

Customization is key here. While a template provides a great starting point, remember to tweak and modify it to reflect your specific project and business needs. Reflect on your company’s personality and values in your writing style, and include the details mentioned above. 

Tips for Using an Investment Proposal Template

Below are handy tips that can help you leverage an investment proposal template effectively:

  • Use Digital Signatures with Signaturely: Speed up the agreement process with an e-signature solution. Digital signatures are legal, secure, and easy to use. With Signaturely, you can secure the necessary signatures from all parties involved, accelerating the negotiation and agreement process , no matter where they are.

Using these tips can help you create a compelling investment proposal that not only presents your business in the best light but also catches the eye of high-impact investors, increasing the chances of securing the much-needed funding for your venture.

FAQs About Investment Proposal Templates

Below are some common questions about investment proposal templates.

What is the difference between a business plan and an investment proposal?

While both are essential documents for any business, they serve distinct purposes. A business plan outlines your business’s overall operation, goals, and strategies. In contrast, an investment proposal is a persuasive document presented to potential investors, detailing why they should invest in your business and how they’ll benefit from it.

What is a defined investment proposal?

A defined investment proposal outlines a clear value proposition, illustrating the project’s details, the required investment, projected returns, exit strategies, and more. It’s tailored to meet the interests and needs of investors.

What makes a good investment proposal?

An effective investment proposal template is comprehensive, clear, and persuasive. It includes a compelling executive summary, your company background, project details, market research, financial projections, and an exit strategy. It instills confidence in potential investors about the viability and possible success of the investment.

What is a proposal for investors?

An investment proposal is a document presented to potential investors that provides detailed information about a business opportunity aiming to secure financial support.

What You Need to Remember About an Investor Proposal Template

An investor proposal template is a valuable tool to streamline the proposal creation process. It serves as a structured guideline, but it’s crucial to customize it to reflect your unique business needs and value proposition. Remember, clarity, specificity, and persuasion are key in investment proposals. Moreover, an innovative tool like Signaturely can propel your investment strategy forward.

Investment Proposal Template

Investment proposal.

PREPARED BY

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

PREPARED FOR

Date_____________________ Address_____________________

Dear_____________________,

My name is _____________________and I am delighted to submit our investment proposal for you.

Our mission is to ensure to provide you with a lifetime investment opportunity! 

Our Company has _____________________years history of providing investment opportunities where we have established a strong reputation in the market based on our international experience. 

We have been providing investment opportunities since _____________________with a vast range and variety of options!

With us, you ensure a confident investment and an everlasting opportunity. 

Please do not hesitate to contact us should you have any inquiries on the matter. 

Contacts us on 

_____________________ _____________________ _____________________

We look forward to hear from you! 

Sincerely yours,

Investment Packages

Our Investment Team

Our team is made up from multinational and experienced individuals who have more than ten years of experience in the industry. 

Investment Strategies

  • Our team has studied variant investment strategies over the years and together we have built and provided three main options that are currently available for our clients. 

Investment Options and Payment

Thank you and Sincerely yours,

_______________________________

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Download Our Free Investment Proposal Template Today

Don’t waste any more time trying to craft the perfect investment proposal. Our free investment proposal template is ready and ready to download in one quick, convenient click—no more complicated documents for you or your clients to fill out. Just download, customize, and off you go!

Don’t wait – get your free investment proposal template today and get geared up for business growth.

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Investment Proposal Template To Close Deals

Investment and financial advisors can pitch investment plans, portfolio presentations, and services to potential clients with our investment proposal template. Explain your objectives to potential clients, your strategy for learning their goals, and how you plan customized investments and financial strategies. This investment proposal sample also provides sections for proposed asset allocation, income projection, and fees. Missing a section you need? Add it in. All of our proposal templates are 100% customizable, so you can edit the copy, design, images, and layout to fit your business, brand, and projects. Get client approval 60% faster with our online signature feature.

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All Proposify proposal templates are 100% customizable.

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Learn why over 10,000 businesses love Proposify

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Drag & drop library sections

Managing proposals is a breeze in Proposify. Save all your case studies, fees, images and team bios all in one central library.

Tag them, search them and drop them into your layout. Proposals just got... dare we say... fun?

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Online previews & signatures

No more emailing big PDFs, printing and shipping proposals or faxing back signatures (ugh). Your client gets a branded, interactive proposal they can sign off electronically. No need for extra software or logins. Oh, and we tell you as soon as your client opens it.

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Track everything

Keep a pulse on your the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter.

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Sync up your other apps

Proposals are just one part of your agency sales process. We tie together your other software, so you can import contacts from your CRM, auto create deals and generate invoices in your accounting software. We are regularly adding new integrations.

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Customer Support to the Rescue

We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.

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We Keep Your Data Safe and Private

When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.

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  1. FREE 24+ Sample Investment Proposals in PDF

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  2. FREE 11+ Small Business Investment Proposal Samples and Templates in

    business investment proposal template

  3. 13 Free Sample Investment Proposal Templates

    business investment proposal template

  4. FREE 24+ Sample Investment Proposals in PDF

    business investment proposal template

  5. 13 Free Sample Investment Proposal Templates

    business investment proposal template

  6. FREE 24+ Sample Investment Proposals in PDF

    business investment proposal template

COMMENTS

  1. How To Write An Investment Proposal: A Guide + Free Template

    Use Fill for Your Investment Proposal. Having knowledge on how to create investment proposal can be a big help to any startup owner. But if you’re pressed for time, you can use Fill’s investment proposal template. The site also allows you to collaborate with other members of your team without needing to be in one location.

  2. Free Investment Proposal Template to Win More Clients -

    The investment proposal is written by those seeking investment – from the inspired entrepreneur with a groundbreaking business idea to the established business looking to scale. Conversely, it’s presented to potential investors, individuals, or financial institutions with the capital to provide the financial backing these businesses need.

  3. Investment Proposal Letter Template for Free

    In this section of the investment proposal template, provide a business overview to help investors evaluate the merits of your business. You may choose to incorporate your value proposition here as well. A value proposition is a short statement that clearly conveys (1) who the target customer is, (2) what their problem is, (3) your solution ...

  4. Investment Proposal Template

    Investment and financial advisors can pitch investment plans, portfolio presentations, and services to potential clients with our investment proposal template. Explain your objectives to potential clients, your strategy for learning their goals, and how you plan customized investments and financial strategies.

  5. Investment Proposal Template

    With these proposal templates, that is officially easier than ever. Each business proposal template is colorful, visually attractive and easy to use right from your web browser. Just choose the best proposal template that fits your needs, populate it with all of the specific information you have, and choose from a number of compelling free ...