How to Make an Investment Proposal [10+ Templates to Download]

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As reports of Herman Cain withdrawing from being nominated in the seven-seat Federal Reserve board dominates today’s headlines, many businessmen and investors continue to strategize and try to widen investment opportunities. For you, this means more competition and there’s only one way to deal with it. If you want to get your business off the ground by attracting investors, you’ll have to learn how to write a winning investment proposal sample.

5 Steps To Make An Investment Proposal

Step 1: Describe Your Project

An investment proposal should always begin with a short but clear description of the business idea or project being proposed. This is your chance to present your business idea to the potential investor so you have to make it count. Tell them what the business is all about, to get them interested.

Step 2: Provide A Financial Report

An important part of your proposal will be a report of the company’s financial standing, background, and performance. This is easier for established businesses since you can just attach a snapshot of your financial records to the document as well as a shortlist of business milestones. Otherwise, you can explain how the funds can help in launching your project.

Step 3: Discuss Your Market

You can’t propose a business idea without knowing who your market is and analyzing it. Aside from a financial report, it’s also important to include a market research study while making sure that it is evidence-based, thorough and accurate. You can do this by providing data through charts and graphs. Don’t forget to interpret and explain your data.

Step 4: Explain Market Strategies

A well-written proposal should explain marketing plans and strategies. What are your methods of marketing and how would you go about promotional efforts? What about processes for operations? Also include information on vendors, manufacturers or sources for products you will be selling and subcontractors when it’s necessary if you’re a service provider.

Step 5: Wrap Up With A Financial Projection

You won’t have an assurance that your business plan, project or idea is going to be foolproof. However, it’s important that you also write projected profit gains and losses including possible loans because investors need to know that they will have a return on their investment and the proposal should be able to offer and convince them of nothing less than exactly that.

10+ Investment Proposal Templates

1. Investment Proposal Template

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

Size: A4, US

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Raise your capital by showing potential investors that you can and you will make your business idea or project profitable by downloading this investment proposal template. Get this document and run it in Google Docs, MS Word, or Pages then print it out in any compatible device!

2. Sample Investment Proposal Template

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

Size: A4, US

Download

Do you think your business plan will work enough for you to compete with the rest of the market? If so, download this sample investment proposal which is professionally-designed to highlight your business idea and attract the right investors. Hurry up and get this template now!

3. Startup Investment Proposal Template

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

Size: A4, US

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Launch your new business securely by not missing out on submitting a well-written investment proposal. Convince potential investors to fund your venture by taking advantage of this startup investment proposal template. Download it in all versions of Pages, MS Word and Google Docs!

4. Stock Investment Proposal

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

Size: A4, US

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Do you have a tangible business project that you think will give you profitable results? In that case, you’ll need investors to fund it. However, you also need to present them with a quality pitch and you can do that by downloading this investment proposal sample in any of its flexible formats.

5. Venture Investment Proposal Template

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

Size: A4, US

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Present potential clients with a proposal that contains all the elements of a promising business deal. Have any doubts? Don’t worry, you can download this venture investment proposal to do the job for you. The file can be printed in any of MS Word, Pages and Google Docs.

6. Business Investment Proposal Template

business investment proposal
Details
File Format
  • Pages
  • MS Word

Size: A4, US

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Did you think it was easy to write an investment proposal? You thought wrong. If you want to complete a convincing proposal to your future investors, you’ll need this sample business investment proposal and customize it according to the needs of your proposed venture. Click on the download button and you’re all set!

7. Real Estate Investment Proposal Template

real estate investment proposal template
Details
File Format
  • MS Word
  • Pages

Size: A4, US

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When it comes to raising capital or asking for funds on a real estate project, there’s nothing more challenging than completing a great proposal. Make yours stand out by using this real estate investment proposal template and download it on any mobile or computer device for your convenience.

8. Investment Proposal Template

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

Size: A4, US

Download

 

Are you hoping to get the best document that can impress future investors? You’ve come to the right place. With this sample investment proposal, you’ll have everything you need to make future partners and investors believe that your business idea is tangible enough to be profitable. That said, get this template now!

9. Free Business Investment Proposal Template

free business investment proposal template 440x570 1
Details
File Format
  • InDesign
  • MS Word
  • Pages
  • Publisher

Size: 8.5×11 inches + Bleed

Free Download

Writing proposals can be intimidating for aspiring entrepreneurs and even to some extent, experienced businessmen. Fortunately, you’ll be able to use ready-made templates such as this business investment proposal sample designed with the best quality to highlight your target operational results. You just have to edit and print the file right away!

10. Sample Investment Proposal

Details
File Format
  • PDF

Size: 127KB

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Attract the right investors by making sure to write a winning investment proposal. Present the value of your business or your idea with this very useful investment proposal sample which you’re free to modify according to the needs of your business. Just click on the download link and you’re all set!

11. Investment Proposal Template

Details
File Format
  • PDF

Size: 26KB

Download

Have you been looking for ways to increase the chances of raising business capital? Your search can end here because we’ve got just the tool for you. By downloading this professionally-written investment proposal template, you don’t have to worry about starting from scratch in writing a great proposal. Print and customize the template as you see fit!

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