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Table of Contents

  1. Proposal Template Bundle
  2. 10+ Investor Proposal Templates in Google Docs | Word | Pages | PDF
  3. 1. Investor Proposal Template
  4. 2. Business Proposal for Investors Template
  5. 3. Sample Investment Proposal Template
  6. 4. Startup Investment Proposal Template
  7. 5. Restaurant Investment Proposal Template
  8. 6. Business Investment Proposal Template
  9. 7. Investment Proposal Template
  10. 8. Project Investment Proposal Template
  11. 9. Free Business Investment Proposal Template
  12. 10. Apparel Investment Proposal
  13. 11. Greater London Authority Investment Proposal
  14. 5 Steps in Making an Investor Proposal

10+ Investor Proposal Templates in Google Docs | Word | Pages | PDF

Private individuals and affluent people seek for potential projects where they can invest their money on for future benefits. Many small and starting businesses pitch their ideas to these firms hoping that they can gather enough budget to improve the current status of their business. While it is a common practice for small companies to reach out first, some investors express their interest in particular projects. Whether you are on either side of the spectrum, this article provides proposal templates that can jump-start the development of your business.

Proposal Template Bundle

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10+ Investor Proposal Templates in Google Docs | Word | Pages | PDF

1. Investor Proposal Template

investor proposal
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Size: Available in A4 & US Letter Sizes

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Investments are not easy to come by. Potential investors need to be persuaded and convinced by the capacity of the company to eventually return their capital investment with additional interest. And the best way to attract them is with a carefully formulated Investor Proposal. This template already has suggestive and original content that you can easily edit.

2. Business Proposal for Investors Template

business proposal for investors
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Business plans and investor proposals go hand in hand. Despite the presence of the financial projection in the business proposal, the in-depth explanation and more detailed version are in the investor proposal. So, make sure that both these proposals are well-organized and professionally written to include all your needs.

3. Sample Investment Proposal Template

sample investment proposal
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People who invest are expecting something in return. Either they get more than the initial amount or a breakeven amount of their capital. On the receiving end, you have the responsibility to give these results to your investors. Assure them that you can deliver what they want through this proposal template. Take advantage of this template and its original content now.

4. Startup Investment Proposal Template

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There is a high demand for investors in start-up companies. The funding from private firms and companies run the daily operations of the business until it can stabilize and generate their own money. But before all that, you need to win the trust of your investors. Make sure to present a compelling proposal that showcases the competence of your company.

5. Restaurant Investment Proposal Template

restaurant investment proposal
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Size: Available in A4 & US Letter Sizes

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Investments are not only for starting businesses, but it is also for established companies who wish to expand their enterprise. Restaurants need to upgrade their equipment, such as industrial stoves and ovens, to provide better service. Charm your way to your potential investors by proving that you can return their capital with the use of this Restaurant Investment Proposal.

6. Business Investment Proposal Template

business investment proposal
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Size: A4, US

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First impressions are not only vital when meeting new people, but they are also crucial when presenting investment proposals. At first glance, it should spark the interest of the investors. The document should have proper formatting and organization to attract their attention. This template can lessen your worries in having a clean-cut material.

7. Investment Proposal Template

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Before putting in anything to your company, the investors want to know who you are. The introduction includes an overview of the company, financial activity since establishment, and descriptions of products and services. With a professionally written template, you will have fewer troubles in coming up with these descriptions because it already includes original content that you can easily edit and fit your company nature.

8. Project Investment Proposal Template

project investment proposal mockup
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Companies are not the only recipients of investments. Individual projects can also receive funding from interested firms even if they do not fund the company that organized the project. Specify and customize your current investment proposal to fit this circumstance.

9. Free Business Investment Proposal Template

free business investment proposal template
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Size: Available in (US) 8.5×11 inches + Bleed

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Previous balance sheets and future projections are essential documents that need to be part of the investment proposal. Aside from the compelling content regarding the strategies, the investors need to see facts through the numbers. These sheets will be the dealbreaker for some investors because it shows the capacity of the business to produce.

10. Apparel Investment Proposal

000https://www.occrp.org
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If your business is in the line of fashion, garments, and apparel, then this sample plan is perfect reference material for you. Your investment proposal should embody and present the nature of our business. You can use this material as a guide as you come up with your investment proposal for future expansion.

11. Greater London Authority Investment Proposal

000https://www.london.gov.uk
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Size: 127 KB

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Investment proposal summaries are considered to be the most vital part of the plan because this is the part that is first read by the investor. This sample investment proposal presents a comprehensive executive summary that sums up the entirety of the paper, which can also be helpful when pitching the idea and in making the pitch deck.

5 Steps in Making an Investor Proposal

Step 1: Provide a Clear Description

Start your proposal with a straightforward yet comprehensive background of your company or project. This part alone should be appealing and compelling to make sure that your investors will continue reading your proposal. The description may contain a short history of the company, the need for new investors, and the financial track record. These pieces of information can help make investors make the decision.

Step 2: Indicate the Strategies and Methods

After establishing the background, follow it up with your strategies to achieve the goals presented in the first part. These strategies and methods need to be specific. Being specific includes mentioning the required materials and workforce for the implementation. Including detailed descriptions of these strategies builds security and assurance for your investors.

Step 3: Include a Financial Projection

The investors need to bank their decision on facts. The primary factual data that should be in an investment proposal is financial activity. It should include the past balance sheets and forecasts, usually for the next three to five years. The investors can conclude if your company can produce what you promise for the upcoming years.

Step 4: Have a Timetable

Plans and proposals should present a specific timetable which shows the implementation of the various tasks to achieve the set goals. The schedule should be achievable and believable. Particular tasks should have corresponding detailed time schedules to show how these activities affect each other over time. The timetable goes hand in hand with the presentation of the specific methods and steps of the strategies.

Step 5: Introduce the Team

Introduce the team that will be working on the project to close the proposal formally. In the presentation of the members, make sure to include their position in the company and their specialty. You can also add their educational attainment and achievements that can also boost the credibility of the company.

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