How to Write a Business Investment Proposal [7+ Templates to Download]

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When it comes to writing proposals for investors to believe in your idea enough for them to fund it, you can bet it’s so much better to tell your venture story rather than sell it. Backing up your pitch with facts and figures as opposed to unfounded conclusions isn’t going to help you win over the right investors.

While it takes real work, writing a phenomenal business investment proposal is a skill that any entrepreneur can learn. Read on to find out more.

6 Steps to Write a Business Investment Proposal

Step 1: Mind The Facts

As what has been stated at the beginning of the article, you need to show actual figures and explain the facts you’ve gathered regarding your business, the industry and your target market among others. Incorrect financial projections wouldn’t fool investors. Instead it would make them throw your proposal away and would never want to do business with you.

Step 2: Write Your Executive Summary

A business proposal’s executive summary should be made up of no more than one or two paragraphs providing an overview of your business idea. Whatever’s in your proposal, summarize it on a bullet-point format to get the investor’s attention. This needs to be written in a way that makes the reader get the “gist” of the whole proposal.

Step 3: Provide A Company Summary

This part of the proposal should be able to describe your business or company identity from the most basic details such as LLC, name, business address and which industry you belong in. Write down the services or products you’re trying to sell, stakeholders and subsidiaries, operations and current industry position as well as any other relevant information.

Step 4: Talk About Milestones

Your proposal is the perfect opportunity to get your business idea off the ground especially if you’ve been doing well even as a startup. Talk about recent milestones and the goals you have reached or anything that’s noteworthy. This also gives you a perfect chance to highlight your management team and how important their individual roles are.

Step 5: Include An Industry Analysis

Investors will only pay attention to your pitch if your proposal comes with a business plan. Your business plan in turn should have a section where you present and convince the audience that there is a real demand for your idea, whether it’s a product, a service or both. Research will come in handy since you’ll need to back your claims up when discussing the market.

Step 6: Make It Unique

Writing a business proposition shouldn’t end up as a copy of what another business is about. Be careful in writing your proposal because it can’t be an upgraded version of a proposal from your previous ventures. Uniform proposals won’t offer anything new to investors as every venture has to be unique for them to sell.

7+ Business Investment Proposal Templates

1. Small Business Investment Proposal Template

small business investment proposal 2
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Letter Sizes

Download

looking for ways where you can expand your small business? You don’t need to look far because you can use this very accessible business investment proposal template which is available in all versions of Google Docs, Pages, and MS Word. Download this template and start writing a great proposal to get the attention of potential investors!

2. Startup Investment Proposal Template

startup investment proposal
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Letter Sizes

Download

Getting the right investors to support your business venture calls for writing a great proposal. Fortunately, our website provides professionally written documents such as this startup investment proposal template which you can easily edit and customize any way you want. What are you waiting for? Click on the download button now!

3. Business Investment Proposal Template

business investment proposal
Details
File Format
  • Pages
  • MS Word

Size: A4, US

Download

Do you have plans of getting reliable investors to fund your business? You’ll need a convincing proposal to get them to say yes, and this sample business investment proposal is the perfect tool for that. Go ahead and download the template in either of MS Word and Pages then print it anywhere you are!

4. Business Proposal for Investors Template

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Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

If you think you’re ready for business growth, you could be right but you can’t do it without getting people to invest. It also means you have to be very detailed in writing your proposal. To make sure you don’t miss any crucial components of what a business proposition should include, get this template in its flexible formats.

5. Investment Proposal Template

investment proposal template jpg
Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

Want to raise enough money for a startup business capital? Go right ahead and download this very helpful investment proposal sample to ensure you end up with a well-written pitch that wins the attention of the right investors. You only have to print the file then customize it according to the demand of your business investment proposal.

6. Sample Investment Proposal Template

sample investment proposal jpg
Details
File Format
  • MS Word
  • Pages

Size: US, A4

Download

Deciding to start a business is no easy feat. Getting the sources or investors to fund it so that you can have a proper head start is even harder. Make your task easier by downloading this easy-to-access sample investment proposal and modify it to fit what you’re proposing to potential investors. Print the document in any compatible device!

7. Free Business Investment Proposal Template

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Details
File Format
  • InDesign
  • MS Word
  • Pages
  • Publisher

Size: Available in (US) 8.5×11 inches + Bleed

Download

Struggling to complete a well-written proposal for the business you have just started? We’ve got you covered with this business investment proposal template. Designed with the best quality, you can download this proposal template in InDesign, MS Word, Pages and Publisher.

8. Investment Proposal Template

Details
File Format
  • PDF

Size: 127KB

Download

Present an organized overview of your proposal to get investment by downloading this investment proposal template. Guess what? You can also edit the file easily for you to use it in any type of startup business. Get your business pitch noticed and win investors by making sure to only submit a phenomenal but realistic proposal!

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