Are you on the verge of initiating a brand new project that will put your company on the map? Or maybe the establishment of your company is the project you want to get off the ground. What’s certain is that oftentimes we will need a bit of help from investors, lenders, or even financial institutions. An investment proposal is going to come in handy during these times, so it pays to learn more about these documents. In this article, you’ll discover more about what this is, how you can make one, and more. Before anything else, let’s take a look at our list of templates. After all, who wouldn’t want to get their hands on a free investment proposal template or a startup investment proposal template?

20+ Investment Proposal Samples

1. Investment Proposal Template

investment proposal template

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Size: A4, US

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2. Sample Investment Proposal Template

sample investment proposal template

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3. Small Business Investment Proposal

small business investment proposal template1

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4. Property Investment Proposal Template

property investment proposal template1

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5. Startup Investment Proposal Template

startup investment proposal template1

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6. Construction Investment Proposal Template

construction investment proposal template

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7. Restaurant Investment Proposal Template

restaurant investment proposal template

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8. Business Investment Proposal Template

business investment proposal template

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9. Investor Proposal Template

investor proposal template

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An excellent proposal will definitely get the attention of different clients. It is essential for any business, no matter what industry, to be able to create and produce and exemplary proposal. In this article, we will be learning about business investment proposal. We have included useful business investment proposal samples and templates that will serve as your reference. Check them out below!

10. Business Partnership Proposal Template

business partnership proposal template1

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Size: A4, US

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11. Apparel Sector Study and Investment Proposal

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  • PDF

Size: 1.5 MB

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12. Simple Investment Proposal Template

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Size: 21.6 KB

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13. Cosmetics Investment Proposal

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Size: 431.4 KB

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14. Shipping Investment Proposal Sample

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  • PDF

Size: 709.4 KB

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15. Apartment and Hotel Investment Proposal

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  • PDF

Size: 723.1 KB

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16. Villa and Hotel Development Investment Proposal

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  • PDF

Size: 2.8 MB

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17. Business Program Investment Proposal Sample

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  • PDF

Size: 160.5 KB

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18. Comprehensive Investment Proposal Sample

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  • PDF

Size: 1.6 MB

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19. Technology Investment Proposal Sample

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Size: 2.5 MB

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20. Food Product Investment Proposal

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  • PDF

Size: 1.4 MB

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21. Investment Proposal in MS Word

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  • MS Word

Size: 11 KB

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What Is an Investment Proposal?

An investment proposal is a commonly used document in the entrepreneurial world that is created for the purpose of attracting the aid of investors. It includes detailed suggestions, in addition to an action plan for an individual or a company to adhere to. That is necessary so that it becomes possible to achieve a specific task or goal. There are numerous variations of investment proposals, with notable ones being the startup investment proposal, a restaurant investment proposal, and a real estate investment proposal, among others.

How to Write an Investment Proposal

This section is for those who prefer to create a business project or investment proposals on their own as opposed to downloading an investment proposal template from our varied list. Regardless if you’re going for a general investment proposal or a one-page investment proposal, the following steps will still apply.

Step 1: Describe the Proposed Investment

Every sample investment proposal starts with a concise description of the project or concept. This will give investors a clue as to what you are trying to accomplish and can be integral in convincing them to give you a chance. It is also a common part of any project proposal.

Step 2: Discuss the Company’s Finances and Performance

Regardless of what your goal planning entails, the next step would be to detail how your company is doing. Particularly, this step focuses on your organization’s recent performances and how it is doing in regard to its finances. Take as much time as you need to discuss both at length.

Step 3: Discuss the Business Operations and Marketing

Once the finances and the recent performances are over and done with, the next aspect of your company to talk about will be its operations management and its marketing. Talk not just about the present, but what your short-term and long-term plans are.

Step 4: Describe the Exit Plan

The last step will be the description of your exit plan. This alone can come in various forms; this may be suggestions on how investors can profit and part ways with your project or company or perhaps it can be a detailed plan on how your company intends to deal with potential failure.

FAQ’s

What do investors look for in a proposal?

There are key five things that any good investor looks for before making the decision to invest after being approached with a proposal. First, there’s the company’s financial performance, the owners’ industry experience, the niche of the company, the market’s size, and their business model.

What are the necessary documents that investors look for?

The most sought out documents that any investor would look for include the income statement, balance sheet, capital requirements, statement of stockholders’ equity. A full business plan also won’t hurt.

How are investors repaid?

There are multiple ways for investors to get their return on investment. For one thing, they can receive payment on what’s called a ‘straight schedule,’ which may be stipulated in the investors contract. Then there’s repayment based on their ownership percentage. Lastly, there’s repayment at their ‘preferred rate.’

An investment proposal can be thought of as a gateway to your dreams, that is if you pull it off properly. Now that you’ve read what we have to say, you should now be better prepared to make one or choose the best simple proposal template for your needs. Don’t waste any more time and use what you’ve learned to plan for a better tomorrow today!

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