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17+ Investment Proposal Templates

When you have planned everything about your project plans and you are all set to release your product, but you have no such investors! What will you do without having financers and investors to keep their shares in your business? You will need to project your ideas and need to provide the details about the outcome. To make a good proposal you need to have a great plan and marketing ideas. Investment proposals should be bold and effective.

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

5 Steps to Make Your Investment Proposal

Step 1: Describe Your Project

Your project details should be given to your investors. If they are unable to know what you have planned to do, they are surely not going to invest.

Step 2: Your Project Should be Technically Feasible

Unless you make your project visible and technically if that’s not working, it won’t get much acceptance. Everyone wants a blueprint of the project you have planned to execute.

Step 3: Keep Investment Returns Policy

Suppose you face deflation in the market, will you keep all your investors at stake? Instead, keep investment return policy. At least try to give a percentage of their shares so that they make future investments too.

Step 4: Make Sure You Have Enough Raw Material Resources

You have to keep plenty of resources so that your investors understand your necessity of the project. You have to keep your ideas and plans very precise yet broad in aspect.

Step 5: Keep the E-Payment Method

It’s no more a trend for investors to send cheques or carry cash. Instead, keep e-payment mode on and accept payments faster to avoid any kind of fuss.

17+ Investment Proposal Templates

1. Investment Proposal Template

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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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Investment proposals are the centrifugal force for your business. When you make a huge plan and try to execute the project, it will require funds. Try our template which has been specially crafted for this purpose and will let you get a good deal of investors to process with your project outcomes. Since it’s available in various kinds of formats, you should not worry anymore.

2. Property Investment Proposal Template

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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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Suppose you want to build up your company or take a lease of any property. What do you need to do? You need to make a capital investment proposal of why you are choosing to buy or take a lease on that property. You should not carry any fraud motives or else you won’t get hold of the area. Prepare a bombarding proposal with the template we have for you!

3. Startup Investment Proposal Template

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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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We understand that you want to create something on your own but you are confused about how to make a startup investment proposal! Why don’t you try out a start-up proposal template which will guide you the most about plans and procedures of the process? It’s available in various formats as you want so that you need not think or be worried anymore.

4. Stock Investment Proposal Template

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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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So many companies sell their stocks and also have a mutual relationship with stock investors. That not only maintains a balance on the economy but sometimes, huge profits lead to inflation. Keep this proposal in Word ready for welcoming various kinds of investors and this template will make your organization fly high!

5. Sample Investment Proposal Template

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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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We understand that creating something all on your own can be difficult so we have prepared various kinds of investment proposals for you on various domains. You can implement this template whenever you want. It’s so easy to access that you have never though about. So don’t wait for too long before it runs away from the trend.

6. Investment Proposal Example

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  • PDF

Size: 19.0 KB

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You might be keen to know what various questions are asked by investors when they decide to invest their shares in your business. Read this template and ensure your investors the best. You can easily understand why and how you are supposed to make your investors get convinced. Find this template to be an effective plan for you to leap.

7. Basic Investment Proposal Template

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  • PDF

Size: 130.3 KB

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With project aim and description, prepare a document which you will be able to present it to your team as well as your investor team. Make sure that you discuss all your project ideas with every team member of yours. It might be happening that you are taking some wrong decisions and you can modify them after you read this template.

8. Investment Proposal Submission Template

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  • PDF

Size: 872.0 KB

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We all follow various kinds of procedures on anything we try to do. Whether the task is easy or whether it’s difficult until we follow the process, it becomes very difficult for us to handle it. So you must make sure to submit your proposal form to process with further steps. You should download this to answer all your self queries.

9. Initial Investment Proposal Form Template

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  • PDF

Size: 91.6 KB

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When we are about to start our investment, we remain worried about things which are not known to us. Such is the case that happens to various kinds of start-up companies. You can get hold of this tally sheet and make your preliminary investment format ready. This template has been designed in PDF format to ease half of your stress.

10. Cleaner Production Investment Proposal Checklist Template

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  • PDF

Size: 45.2 KB

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There are so many innumerable grounds on the cleaning production investment proposal that it can be very messy to remember all in one go. Instead, you must take this template as your gift to reduce your efforts. Instead, focus on your other works to make your proposal firm since this template will already help you to make the cleaning proposal ready.

11. Real Estate Investment Proposal Template

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  • PDF

Size: 1.2 MB

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Isn’t it a time taking process to get your real estate investment proposal ready? You have to talk about the project with the government officials, then you have to take the project, talk to the investors so why don’t you take our real estate proposal already made for you? It can reduce your workload and then the time saved, will be all yours.

12. Simple Investment Proposal Template

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  • PDF

Size: 253.9 KB

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With this small business investment proposal template now you can win over any simple plan for your business. All you need to do is just understand the types of strategies on finance, sales, and marketing. Do spread your hands with various kinds of people and make a growth in your business with this template made for you.

13. Student Investment Proposal Template

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  • PDF

Size: 353.4 KB

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For graduate students who continue their academic career, it is not possible to study on own finance. You have to ensure your students with an amount of stipend to get output on their research-based work. Make sure you do this by asking investment for your academic institution from various investors using this template.

14. Project Investment Proposal Template

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  • PDF

Size: 690.3 KB

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If you are up for any project you can first approach your investors now with your property investment proposal! All you have to do is go through the template so that you don’t require to go to the bank for loans. It can be a tedious process as well as a worry that will always affect your work. Make sure you don’t get into any such trouble.

15. Dairy Investment Proposal Template

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  • PDF

Size: 158.0 KB

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If you have a huge farm and you are looking for investors to invest in your dairy business then this template is apt for you. Take help from this PDF to write and mention all your investors about your growing potentials and the strength of your farm. Do mention the regular output your farm produces. Now you can also try making your own Proposal in Publisher.

16. Poultry Investment Proposal Template

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  • PDF

Size: 227.4 KB

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Poultry investment is a running business. Nobody will start becoming vegetarian that your business will reduce its effect. All you need to do is promote your business ideas and be popular in the market. If you are worried about how to do it, then we have the solution ready with this template specially designed for that purpose.

17. Formal Investment Proposal Template

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  • PDF

Size: 87.9 KB

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18. Investment Proposal Format

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  • PDF

Size: 328.0 KB

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