9+ Small Business Investment Templates

investment

For a small business to grow, its owner needs to have entrepreneurial qualities such as not having the fear of making investments. But most likely, business owners already have that trait due to the fact that starting a business is already a form of investment on its own. If a small business owner pursues investments, he/she must comply to several documents to seal the deal. These documents are called small business investment documents. In this short guide, we will show you a few steps on how to create them.

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5 Steps in Creating Small Business Investment Documents

Step 1: Start with the basic items.

Any form of formal document should contain important names, mailing addresses, contact numbers, company names, and other necessary info. This part of an investment document will showcase all of the entities involved in the transaction.

Step 2: State the terms of investment.

This part of the document will mainly provide clarity on how much an investor is willing to invest. When it comes to investments, it doesn’t always mean that what the investor invested is money. Sometimes it could be a tangible asset, which must be described thoroughly in this part of the document. Moreover, this part should also include some descriptions on how the investor will make his investment.

Step 3: Elaborate the return on investment.

An investor would certainly want to have knowledge about what he/she will get out of his/her investment. So in this part of the investment document, explain thoroughly about the assets that the investor will receive. Will he/she receive tangible assets? Will he/she receive an upfront payment? Questions such as these will be answered on this part of the document.

Step 4: Formulate contingency plans.

Formulating contingency plans is always an important inclusion in every business transaction. If ever disputes between two business parties arise, contingency plans will compensate the situation. This is most important for the investor’s side of the bargain since he/she is the one who has something on the line. As a contingency plan, an investor can cite some grounds that can allow him/her to withdraw the investment, such as not being able to receive any form of return of investment.

Step 5: Review everything.

Before making the investment document official, review it first from start to finish. Make it certain that every information on it is accurate and relevant to avoid possible conflicts between the two parties.

9+ Small Business Investment Templates

1. Small Business Investment Proposal Template

small business investment proposal template
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 & US Letter Sizes

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The Small Business Investment Proposal Template is a template you should use if you’re a small business owner that’s about to pitch an investment to make your business bigger. It provides you with everything that an investment proposal should cover. All you have to do with it is fill in the blanks using Google Docs, MS Word, or Pages.

2. Business Investment Proposal Template

business investment proposal template
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 & US Letter Sizes

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The Business Investment Proposal Template is also a template you should consider using if you’re about to make an investment for your young business. All of the things that you might want to say out of an investment proposal is already provided by this template. But you can make changes with it to make it more in-line with your own unique thoughts. You can own this template in just a few steps, starting by clicking on its ‘download’ button.

3. Business Investment Agreement Template

business investment agreement template1
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 & US Letter Sizes

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If you’re about to seal an investment, then you should consider using the Business Investment Agreement Template. This template includes given statements about the nature of an investment, which is in fact an essential part when it comes to agreement documents. And it continues on elaborating about several legal terms and conditions.

4. Property Investment Business Plan Template

property investment business plan template
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 & US Letter Sizes

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If you’re planning to make an investment on a property for business uses, then you should make use of the Property Investment Business Plan Template. There are a lot of points of consideration that needs to be put into account when making investments on a property, and this template covers all of that.

5. Business Investment Proposal

business investment proposal
Details
File Format
  • Pages
  • MS Word

Size: A4, US

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The Business Investment Proposal is yet another proposal template on this list. So this is one template you should own in case you want to pitch major business investments. Plus this template meets every standard that a high-quality formal document should possess, such as having no unnecessary artistic design, having readable fonts, and observing proper spacing and formatting.

6. Business Investment Agreement

business investment agreement1
Details
File Format
  • MS Word
  • Pages

Size: A4, US

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The Business Investment Agreement has the perfect outline for you to make an investment agreement document. Hence, with this template, you’ll save yourself some time in trying to put things in its proper order. So why not own this template now by clicking its ‘download’ button.

7. Investment Agreement Template

investment agreement template1
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File Format
  • MS Word
  • Pages

Size: A4, US

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This template with the name Investment Agreement Template has similar attributes with the Business Investment Agreement. It’s main highlight is that it has a great outline which saves you the hassle of placing every information in its proper place. Plus, this template is 11 pages long. Therefore, you can expect it has great attention to detail.  

8. Free Business Investment Proposal Template

free business investment proposal template
Details
File Format
  • InDesign
  • MS Word
  • Pages
  • Publisher

Size: (US) 8.5×11 inches + Bleed

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The Free Business Investment Proposal Template enables you to make a highly presentable investment proposal. It efficiently balances artistic design and functionality, not overshadowing one over the other. The best thing about this template is that it can be yours without spending a single penny from your pockets.

9. Sample Investment Proposal

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File Format
  • PDF

Size: 1.4 MB

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The Sample Investment Proposal is a good example on how an investment proposal should look like. It starts off with an introduction letter, which gives its entire content a proper acquaintance with the reader. And as it goes on, you’ll notice that all the statements are comprehensive and informative. You should keep this sample in your computer files and use it as a reference.

10. Sample Business Investment Agreement

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File Format
  • PDF

Size: 283.5 KB

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The Sample Business Investment Agreement is a great model on how an investment agreement’s flow should go on as it progresses. You can also use this sample as a template aside from just merely using it as a reference. You can even own it instantly by giving its ‘download’ button a single click.

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