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8+ Startup Investment Proposal Templates – PDF, Word, Apple Pages, Google Docs

Getting an investor to invest in your startup business may not be as easy as it appears. To be able to convince an investor, you need to come up with a professionally designed and well-curated investment proposal document. This proposal document in Word will help the potential investor to get to know your company better along with its objectives and how it can benefit the investor.

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

While making an investment proposal from the scratch can be daunting and time-consuming, our collection of startup investment sample proposal templates make your job way easier for you. Editable and customizable in various file formats, they can be downloaded at your convenience.

Startup Investment Proposal Template

File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US


Get your potential investor to invest in your startup business idea with the help of our “Startup Investment Proposal” template. In this proposal document, you can explain to investors your goals or target for the business in detail. Be it for consulting, restaurant, or any other kind of business, one can use this sample business proposal in a word conveniently in any available file format.

Small Business Investment Proposal

File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US


Procure this small business investment template so that you can get the management to approve of your business expansion plan. It is specifically designed with useful content that will be perfectly suitable for your investment proposal needs. By customizing and editing the contents, you can make this template your own. Download it now! If you are seeking investment for your restaurant business, you can take a look at investment proposals for restaurants.

Convincing Investors to Invest in Your Startup Business

Gaining investors is better said than done. A startup businessman often makes mistakes in trying to convince investors to invest in their business because they practically say the wrong things at first the first meeting or two. This part of the article will show you the necessary things you should include and not include in your pitch to the investors. Please do take note of the following as these things will be of importance at the beginning of your startup business and moving forward. You may also see simple investment templates.

Do’s and Don’ts:


  1. Include graphics that give a visual appeal to the viewers.
  2. Convince viewers why your product or business is important and not a copy of another product.
  3. Have a demo of your product as part of your meeting.
  4. Tell a story that is compelling, interesting and memorable that relates to the importance of your product or service.
  5. Show that your idea is something more than the ordinary.
  6. In sending your pitch, put it in a PDF.
  7. Have your power-point presentation in an orderly manner.
  8. Be knowledgeable about your product and provide statistics or resources that would support your product’s purpose.
  9. Do not sound weird and have a pleasing personality when you would meet potential investors.
  10. Do not try to overstate things.


  1. In presenting, limit your slides to 15 to 20 more slideshows and make sure each slide has a few words in it.
  2. Use of words that may be hard to understand by some investors or if there is an unfamiliar word try to make them understand it.
  3. Belittle or underestimate the competition that is present in the market.
  4. Stutter always. It is okay to be nervous but doesn’t let it reach the point where you automatically forget about what you will be presenting to them. They might perceive you as unsure about your own product and that loses their confidence in you.
  5. Have poor graphics or layouts. Be creative. If you are in the field of construction, you might as well take a look at construction proposal templates.

The best way to actually prepare for your pitch to your investors is to prepare. All the things like enhancing the layout for your presentation and having enough knowledge of your product and services would help you. You also have to prepare yourself for questions that might come and provide an answer to it. Think of the possible questions that they might ask that can be based on potential fallacies that they might see in your report or in the demonstration of your product or service.

Investment Proposal Template

File Format
  • PDF

Size: 63 KB


Startup Investment Proposal Sample

File Format
  • PDF

Size: 87 KB


What is an Investment Proposal?

An investment is a process of putting in money to purchase goods that will not be consumed in the present day but will be used for the future to produce wealth. Investment is done for the purpose that the asset would provide future income especially if the startup would turn out to be successful which should be expected.

If one is investing in a startup company or business, he or she is recognized as an angel investor. The angel investor participates in the first round of investing as the seed round. The seed round is commonly known as the early phase of the execution when the startup’s products are still in the prototype stage or simply in the beginning. It needs money to function and by the necessary materials in order for it to function well at first and hopefully succeed.

So if you put the terms startup and investment proposal together, it means that a businessman is proposing to investors to invest in his or her startup business and would promise success by the end. The investors can be as many as long as they support your startup idea because they also believe in your vision or goal.

Investment Proposal for Startup

File Format
  • PDF

Size: 74 KB


In this article, we will be explaining to you what a startup is and what an investment proposal is. After which, we will be explaining to you how a startup can give a good pitch to the investors that could convince them to invest in your startup business.

Lastly, we will be teaching you how to write an investment proposal letter. You will be guided by some templates that we have provided here. The purpose of these templates is to basically give you additional information in this kind of investment proposal sample. Please do take note of the following as this will be an essential thing every businessman should know.

Startup Investment Proposal Example

File Format
  • PDF

Size: 67 KB


What is a Startup Business?

Everything has a beginning. Strong companies always have a story of struggles and fulfillment in them that can be told to inspire and motivate young entrepreneurs. Those stories led entrepreneurs into creating their very own startup business or company. The next paragraph would explain to you what a startup is.

A startup is basically a newly created business started by an entrepreneur that aims to meet the demands of the marketplace by producing and distributing products or services. It starts with an idea that comes from someone whose goal is to change the world with something he has come to an awareness that no one has realized yet or if someone had, decided not to make it grow or see the other parts that could actually help the community. You can also view some of our real estate business proposal templates.

So that basically sums up what a startup business is. But that just starts with an idea and has the ideals of what passion and determination can bring when it comes to formulating ways that can attribute greatly to the community. Let us now go to the practicality of things.

Investment Proposal Example

File Format
  • PDF

Size: 26 KB


Write an Investment Proposal Letter in 4 Simple Steps

Now that we are finished in how one can do good in giving out their pitches to the investors, we will now be introducing to you the necessary things or steps to do in writing your investment proposal letter sample to potential investors, Since this is the last part of the article, we encourage you to take note of the following as this will be important if ever you get to decide to have a startup business in the future.

Here are the necessary steps that you should take note of:

1. Be sure that you would understand investment solicitation laws and regulations. In doing this you would know what information to be included in an investor letter. You would also know the limited amount of investors for your type of startup business.

2. Establish your businesses or your own credibility. You can do this by creating an executive summary which practically makes up of the vision and mission of your business and its individual goals. Just simply continue to explain who you are as a company.

3. Request the monetary assistance that you need. In order to do this, you have to be specific in how much funds you really do need for your business to run at the moment. Investors tend to want you to tell them the exact figures. Be straight to the point. After this, state how you will be able to repay the investor specifically. Explain how you will exactly use the money or investment being given.

4. Be able to provide a risk disclosure statement. Be upfront of the risks that would be involved and do not be scared to tell them that. An investor does not like finding out a risk later in the process of the growth of the business.

These are the steps on how you can approach writing your investment proposal letter. Just understand that you should also know the format of a business letter so that you can easily know what to put in your letter.

Sample Investment Proposal

File Format
  • PDF

Size: 47 KB



These above-shown proposal templates will help you come up with a convincing proposal. They are ready-made in content and one can freely edit or make changes to it once downloaded. You can also take a look at some of our budget proposal templates.

So you should be able to answer those potential questions with ease and in the calmest and composed manner. This shows that you are actually confident about the work you do. Do not overdo the proposal, but just show them that you believe in your own idea and business. Keep the positive and eagerness attitude intact and you would face your problems without losing your edge in front of the investors. We also have landscaping proposals in business templates so you can check them out.

General FAQs:

1. What is a startup investment proposal?

A startup investment proposal can be defined as a proposal that is mainly used for startups who are in search of investors to invest in the company, in return for benefits. It is a document prepared by the sponsor of a new investment project or the management of an already existing firm.

2. How to write a startup proposal?

To write the perfect startup proposal, you need to follow the following steps:

  • Have a clear objective Identify your target audience
  • Analyze your competition
  • Identify your goals
  • Define your power structure
  • Discuss your marketing plan
  • Give a budget
  • Keep it short and professional

3. What should a startup plan include?

Designing a startup plan can be a tough job to do. Here are a few points that you can include in your investment plan to make the best one for your entity:

  • An executive summary
  • Business overview
  • An operations plan
  • Market Analysis
  • Products and services
  • Sales and marketing plan
  • Competitive analysis

4. Who needs a startup investment proposal?

A startup investment proposal can be used by business owners, entrepreneurs, and others related to business. This plan helps them keep a note on all the investments they get and what they can do to satisfy their clients and investors in return, as the company grows.

5. What are the elements of an investment startup proposal?

The elements of an investment startup proposal include:

  • A brief description of the project
  • Sponsorship, management, and technical assistance
  • Marketing and sales
  • Technical feasibility, workforce, and environment
  • Raw material used
  • Investment requirements
  • Budget for the plan
  • Returns and benefits, etc.

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