9+ Small Business Investment Proposal Templates – PDF

Whether you consider yourself a seasoned businessman or someone fairly new who is still trying to learn the ropes and his way around, especially when it comes to the financial side of it, raising your investment capital would also mean creating a sound business proposal to attract the right investors, in the hopes of eventually making your business grow.

You don’t have to be the next New York Times bestselling author to develop a well-written funding proposal. You just have to know how to write one properly since it’s one of the things that can make or break your business plan and strategy before you can even hit the ground running or be good enough to compete.

Business Investment Proposal Sample

Business Investment Proposal Sample

 

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Business Investment Proposal Template

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Business Investment Funding Proposal Sample

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If it’s in your every intention to get your business off the ground and make it enjoy the things that businesses ahead of you in the pecking order, you will need a business investment proposal that would win you those things and more, so your first job would be to write one that has the power to impress investors. It’s important to properly set the goals for your sample proposal, in which case you should have finished off with a good structure.

According to Entrepreneur Magazine, your proposal should: “Be structured; be persuasive; be technically correct; be brief and to the point.” Remember you’re writing it to get investors’ interested, so it would be best to tell rather than to sound like you’re selling. The use of facts and figures rather than just baseless assumptions and projections will make potential business partners a feeling of trust and confidence that you know what you’re pitching.

Startup Small Business Investment Proposal

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Small Business Investment Proposal Guidelines

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Investment Proposal for a Private Equity Fund

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For a business to grow, it needs more than its startup capital, and it has to have enough partners or investors for it to realize the growth it is aiming for. When you need financial help or backing for a certain business endeavor, project or enterprise if you want to go for a big target, investors are your best chance. However, attracting and winning them over to your side may take more than just a few meetings and introductions. You need a proposal that would get you the funds you need, from investors who can give them. This means your investment business proposal template should have:

1. Executive Summary

One or two paragraphs describing an overview of what the proposal is, written in concise, basic bullet point or a list format for easy reading, meant to grab the reader’s attention, early on.

2. Company Summary

This would include all the vital details of the company such as its name, address, type of industry, products, and services, subsidiaries and legal structure, which an investor has to know first, before considering investing. You may also see investment proposals for restaurants.

3. Products and Services

You need to get into more detail for this part and also mention inventory, selling prices, production budget, projected sales running two to four years and credit terms with suppliers.

4. Facilities

Where is your office located? What type of construction is the property? Are you renting your commercial space or is it yours? You also need to provide information about both owned and leased equipment. Write down details of any costs for facilities and equipment used, including maintenance and value of equipment and facilities you own.

5. Purpose or Use of Funds

What do you intend to use the investment for? Is this for a specific product like a new product development? Do you want to increase inventory, working capital, marketing areas, etc? You should be able to define your purpose to the potential investor so that they also know just where their investment would be going to.

6. Marketing

How do you currently go about your product marketing? How is the investment help in your marketing efforts to get your product promoted more effectively and gain more customers? These are some important details which you need to properly define, so it’s better to include sales figures, sales data, competition or any other equivalent business analysis, market research, etc.

7. Management/Ownership

Name the owner, founder, CEO, the current manager, the person considered to hold the highest position in the company. Describe the management structure and list all the employees with their positions and titles in the company. If you can provide an organizational chart, then that would be better. You also have t include their foretasted wages for the next two to four years. You may also see real estate business proposal templates.

8. Financials

Numbers and figures are very important because an investors has every right to know exactly what he is investing in and so naturally, he will want to see a cash flow forecast, schedule of inventory, statement of profit and loss, sales forecast, balance sheet and everything else that would make him understand and get a general idea of the financial standing and financial side of your company.

9. Strategy for Investment Exit

No business relationship is ever going to start, go on and end on perfect terms, so it’s better to have a plan set, should the investing party decide that their investment isn’t paying off enough for them to stay. This would warrant an exit plan, which is actually a must for any simple investment proposal as it gives the investors an assurance that they have the option and a way out when things don’t work out in their favor, as their fail-safe.

Small Business Investment Proposal

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Developing Business Plan & Funding Proposal

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What to Ask for

When you’re writing an investor proposal, you have to ensure that your paper is as solid as possible. Ask only for the amount that you need. Nothing less, nothing more. Although it is obviously tempting to request for more than what you really require, investors just don’t go around handing money just because you’re asking for it, no matter how much they believe in your personal business plan. Most of the time, investors only invest the amount they think would suffice to get them earning the return you have been offering. Investors have experience in dealing with proposals so if you inflate yours, they will most likely be able to see through it and you would look very unprofessional in the process.

3 Tips for Writing a Killer Proposal

1. Make it about what they can make

Investors would always have one favorite question, and that’s “What’s in it for me?” Your proposal should, therefore, have information that would prove you have every intention to back your offer and that you would be able to do it, assuring them that what you are asking for, from them, will pay off. This is your first pitch and you better make it good. Make them see what you are able to offer in return. You may also see music business proposal templates.

2. Keep it simple

Provide only the relevant data in your proposal. Keep it as simple as possible and don’t forget that your investors are busy people. Put technical terms and business jargon to the limit. No matter how seasoned they are in business investments, some investors don’t really spend that much time learning the specifics, so lay it out in an easy-to-read format, so it will be easily scanned by the investors. You may also see sample proposal templates.

3. Research and Do your homework

Make sure that you know enough about the industry your company belongs in, what the total market share is like, as well as what you are able to achieve realistically. Don’t paint a picture that’s not there. Keep it as accurate as possible, so if you think there are some vague areas, do your homework, learn what they are, so that the information you provide would only be what’s true and correct. You may also see restaurant business proposals.

Business Investment Proposal Example

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Apparel Sector Investment Proposal Example

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Make Your Offer

It is important to tell the investors upfront what you want from them and what they will be getting in return. Interested investors would want to know how much money they have to pull out and put into your company, what you’re planning to use it on, how and when they would be able to get their initial investment returned and what type of return they can expect after everything has been gained and if the plan, as well as strategies, had proved to be effective. Let them know whether or not they’ll be entitled to having partial control of the business, profit percentage or some other type of trade-off. You may also see sample business proposals in a word.

Writing the perfect business investment proposal is a crucial part of developing a business and expanding its plans into something larger and more tangible to survive and rise above the competition. Your ability to attract investors can also make or break your present and future business projects, so if you just follow a proper structure and draft an initial proposal, check errors and which part needs to be improved, then you’ll be able to make that proposal works like a charm and expect great possibilities for your business’ future.

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