Investment Proposal Template

By | July 23, 2016

If you intend to run a successful business, you need to understand that it normally takes money, in order to make money. Businesses, which have very little capital, will need to seek out funding to expand their business and increase their revenue. Reaching out to investors and asking for their investments is something that much be done. Using the investment proposal template will give you the ability to communicate your needs and goals to investors in a clear, straightforward manner. A well written proposal may very well encourage investors to place their trust in your business and hand over their money.

What It Does

The investment proposal is exactly what it sounds like. It lays out your company’s proposal to the investor and attempts to convince them to hand over their money. In order to ensure your proposal is effective, it is essential to include a handful of key details. First and foremost, you should include the name of the investing company. Who are you addressing? It is also essential to provide the potential investor with a rundown of your goals and what you will attempt to achieve with their money.

You should also let these individuals know where you’ve collected funding in the past and present. Finally, you should suggest a date for the investments to be completed by the company in question. A thorough proposal may very well make the difference between receiving no funding and receiving a substantial amount.

Required Information

It is essential to know that the SEC sets forth regulations regarding the solicitation of donations. Investment solicitations need to obtain specific information regarding the investment, sales prices, deal terms and intend use. Even if you’re running a private company, it will be essential to inform the investor that they will be acquiring restricted securities for their investment. These shares cannot be resold for a period of 6 months after the purchase date.

Who To Target

Once you’ve printed off and have completed your investment proposal template, you’ll likely feel the urge to begin sending the proposal to everyone and anyone with a little bit of money. Unfortunately, this isn’t allowed. Depending on the circumstances, it is pertinent that only accredited investors are given access to these specific types of securities. Before accepting an investment, you should take the time to confirm that the investor is accredited. These are individuals, who are considered to be highly knowledge regarding the financial markets. It may also be possible to seek out investments from other businesses, nonprofit organization, and even institutions.

Explain Yourself

Finally, you need to make sure your proposal clearly defines who you are, what your business does, and what you believe you can achieve. Provide the potential investors with information regarding your achievements and accreditations, as well as your past business experiences. Let them know that you’re more than capable of running the business and utilizing their investments in a worthwhile manner. Remember that these individuals are not giving out charity. They expect a return on their investments, so you’ll need to convince them that you’ll be able to deliver!


Investment Proposal Template