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Investment Proposal Template

Prepared by: ​[Sender.FirstName][Sender.LastName] ​[Sender.Company]​

Prepared for: ​[Client.FirstName][Client.LastName]​ ​[Client.Company]​

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Once you’ve successfully secured investment interest and are ready to finalize the deal, our Investment Contract Template is a crucial document to ensure all parties are legally protected.

​[Sender.Company]​

At the start of your investment proposal, make sure you lure the investor in with a short elevator pitch. The elevator pitch could end up being the only thing an investor reads – that is, if it fails to grab their attention! Below is a sample elevator pitch you can use.

Proven, proprietary tools & services that serve to DESCRIBE SOLUTION for TARGET MARKET.

Business Overview

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, and (4) the benefits of your solution.

Problem

What problem does your product and/or service solve?

The process of DESCRIBE is decades old and relies heavily on manual data transfer, which results in erroneous data and mispayments to the tune of millions of dollars.  

Barriers to Entry

What are the things that will keep others from competing?  Do you have any patents, trade secrets or exclusive customers or suppliers?  That is the sort of thing you would elaborate on here.

Competitive Landscape

Describe the competitive landscape and your competitors’ strengths and weaknesses.

When it’s time to pitch your investment idea to a group of potential investors or stakeholders, our Investment Presentation Template is your go-to resource.

Current State

In this section of the investment proposal, describe where the business is today. How far along are you?

Revenue –

Development Stage –

For example, not started, alpha, beta, etc.

Funding Requirements

In this section, let investors know how much funding you need, and what you will use the money for. You may also want to share what valuation you put on the business since that will tell the investor how much of the company you are willing to part with for the capital requested.

Exit strategy

In this section, describe your exit strategy. In other words, how will you get your investors their money back? Do you envision being acquired, finding a financial buyer, or perhaps an IPO? What is the timeframe for this, and if you envision an acquisition, who are some potential acquirers?

Should this opportunity fall within your investing interests, please don’t hesitate to contact the undersigned at PHONE or EMAIL.

Thank you for your consideration

​[Sender.Company]

​

Signature
MM / DD / YYYY

​[Sender.FirstName][Sender.LastName]​

​[Client.Company]

​

Signature
MM / DD / YYYY

​[Client.FirstName][Client.LastName]​

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  • The concept of an investment proposal is to represent your brand services/goods/ideas in order to make them worthy in the eyes of third parties. In general, it is a self-advertising presentation of your business goals and intentions, which require third-party investments. This project integrates not only important details about its management but also expected benefits for potential contributors.

  • The most spread way to represent your business idea is by creating a written file, prepared for each potential investor separately. Depending on the format of negotiations with investors, your proposal can be backed up by a video presentation with infographics, charts, etc. The mentioned details aren’t characteristic for a simple investment proposal — it is a brief but precise advertisement to allow third parties to evaluate your business merits.

  • Interested parties are subjected to list their business overview, purpose, and barriers to entry into the desired market niche. Apart from listing their project pros and cons in terms of its profitability and reliability, it is necessary to entice investors with true-to-life ways to get and multiple their investment back. Your investment proposal has to describe your competitive value as well.

  • Depending on your final objectives, several types of investment proposals are defined. All the proposals will be unique in terms of the business guidelines they describe, but there is a pretty defined suite of exit strategies, which differentiate these contracts from one another. Each project possesses its own payback period, defined by profitability index, accounting rate of return, as well as by net present value and other methods.

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Investment Proposal Template

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