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10+ Investor Proposal in Google Docs | MS Word | Pages | InDesign | Publisher | PDF

Too often we have heard them saying that investing is quite a risk. And the risk usually comes from not knowing what we are doing. As businessmen, our main goal in writing investment proposals is to get some monetary help from lenders, investors, and other financial institutions who would be willing to support us to begin a business or continue the business that’s almost been bankrupt. Clearly, an investor proposal (also known as investment proposal) is all about seeking and gaining financial help from investors for your business to either thrive or survive. This can be really hard, more so with drafting one. Hence, we made these investor templates available for you.

27+ FREE & Premium Investor Proposal Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

10+ Investor Proposal – Google Docs, MS Word, Pages InDesign, Publisher, PDF

1. Investor Proposal Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Pitch your investment proposal effectively to your prospect investors using this Investor Proposal Template. It makes use of the standard investment proposal format and content. Edit with ease as you personalize and download the template right away.

2. Business Proposal for Investors Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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This Business Proposal for Investors Template is a useful material for you to customize. Impress your investors to help you run your business, build a project, and continue your business firms using this template. You can easily make a proposal outline and edit the template in Google Docs, Apple Pages, and MS Word file formats. Download to startup!

3. One Page Business Proposal Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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One page business proposals are often required by investors to lessen the burden of reading a lengthy business proposal. If this One Page Business Proposal Template is what you are currently looking for, you can download and print it easily in A4 and US letter sizes.

4. Bid Proposal Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Bid Proposal Template can be used to produce professionally written business document to be sent to potential contractors. This bid proposal is sent to encourage the contractors to agree in completing the project in an alloted time. Do you need one for the completion of your on-going project? Download the template today.

5. Sample Investment Proposal Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Create a well-written and carefully drafted investment proposal using this Sample Investment Proposal Template. It has the original content you need to guide you draft one for your business. Simply follow the format and personalize the template as you download it now.

6. Real Estate Investment Proposal Template

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  • MS Word
  • Pages

Size: A4, US

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Encourage your investors to invest in your real estate business with our ready-made Real Estate Investment Proposal Template. Available in A4 and US letter sizes. You can also edit this template in MS Word and Pages file formats. Want to try it? Download now.

7. Private Equity Investment Proposal Template

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  • MS Word
  • Pages

Size: A4, US

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Currently running private equity firms and planning to raise funds to buy and sell businesses? This Private Equity Investment Proposal Template is what you need to download, then. Attract financial institutions and wealthy individuals using this proposal template. Download to start editing the file!

8. Stock Investment Proposal Template

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  • MS Word
  • Pages

Size: A4, US

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Get your investors’ attention to invest in your stocks using this Stock Investment Proposal Template. Create a proposal which uses professionally drafted content and layout, and start giving your investors the impression they need to get a funding for your business. Start downloading it to personalize and input the appropriate information.

9. Free Business Investment Proposal Template

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File Format
  • InDesign
  • MS Word
  • Pages
  • Publisher

Size: (US) 8.5×11 inches + Bleed

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Looking for a Free Business Investment Proposal Template? Search no more for you have found the right template for you. Make use of the preformatted content, layout, and design it offers, to give you the best business investment proposal output. Download the template for free!

10. Investment Proposal – Template

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  • PDF

Size: 19KB

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With this sample of Investment Proposal Template, you will be guided in your entire proposal writing. It has instructions to help you make every part of the proposal correctly. Downloadable in portable document file format.

11. First Draft Template of Investment Agreement

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  • PDF

Size: 443KB

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Be guided accordingly as you download this First Draft Template of Investment Agreement in PDF file format. Follow the format and keep in mind the way it was written by the author. Take advantage of the instructions and strictly follow them.

Steps in Making Investor Proposals

Step 1: Choose an Investor Template

Just as much as we want to write a proposal content engaging for the investors, we also have to keep in mind the standard proposal format. Generally, your proposal should contain two major divisions: the cover page and the content page. The cover page can sometimes be overlooked, but it’s important to note that this is where you make your first impression to the investors. Make your cover page eye-catching. The latter is all about your content, yet it covers almost 80% of your proposal. The crucial part comes not on identifying the elements, but on giving the right content to every part to attract them. It has to begin with a precise executive summary. In here, you need to summarize the entire content. Explain your business project, the recent as well as the documented successes, projected revenues and profits, the amount you need, and the potential return for the investors. In writing all of these, the rule is simple: do not defend, justify, or explain your numbers. You can freely do that in the rest of your proposal. With this, you need a proposal template wherein you only have to edit and customize the appropriate details. From our list of investor templates, choose one to utilize to get your pitching done in a standard proposal format.

Step 2: Research About Your Prospective Investors

Proposals are written to pitch our proposed idea of a particular project to get financial help. In doing so, you have to research about who you will be presenting to. Research more about them, their business, and what they would possibly or usually ask in return. Do they like to get involved in their investments or not? Because sometimes, investors would choose companies they want to be involved with. Also, they might want a seat from your boardroom table in exchange for their monetary support. While others, they would choose to be hands-off and ask only to receive quarterly reports from your office.

Step 3: Tell a Story About Your Proposed Project

People tell stories to get what they want. They want others to understand their needs and struggles. The same thing goes for business proposals. You need to be detailed in telling your investors about your project. What is the project is all about? How much does it cost? What it will do to them in return?

Step 4: Make it Interesting

In telling your story, you have to make it interesting. While some accounts require a certain degree of facts to attract the readers, investment proposals need to get backed up by data, too. Make sure the data you’re presenting are realistic. Present it in connection with the project you’re proposing. Otherwise, it would be worth nothing to your proposal and even to them.

Step 5: It’s Okay to Brag Your Achievement Sometimes

While it may sound boastful for us to brag our achievements, the business world needs those achievements to show credibility and gain trust. Lay all the necessary and applicable business achievements you get in the past. It can help you attract your investors more.

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