The success of a venture happens when several different factors work together in order to create an environment where the business can thrive. These factors can range from logistics, marketing, operations, technical, manufacturing, production, and probably one of the most important, money, or in business terms, investment capital. Not everybody can immediately gather the resources that they need in order to kickstart the business that they have in mind, much less money to make sure that the business thrives in the market. That is why a lot of ventures fall short early on due to the lack of capital or investments. But, if you really are serious about starting your own business venture, and would typically want the venture to succeed, then first you need to be able to create a comprehensive and effective investment proposal.

An investment is an asset or an item acquired with the goal of generating income or appreciation over time. It simply refers to an increase in the value of an asset when an individual purchases a good as an investment. With the intent of using the goods in the future to create wealth. The act of investing is important in the business and corporate world because it is such a good way to secure assets and additional budget early on. While at the same time, it’s also a very viable way to secure and generate income over time.

In the world of IT, investment can be one of those factors that are very valuable, especially when you want your venture to succeed in the market. IT, or information technology, is the use of any computers, storage, networking, and other physical devices, infrastructure and processes to usher change, process, store, secure, and exchange all forms of electronic data. In a rapidly developing world, IT is only becoming more and more valuable in the market. That is why in order to make sure that you stay on top of it, you need to be able to secure the investments that you need for your business.

Investment proposals are not simple documents to write or draft. Since you are trying to present your venture to your prospective investors, you have to make sure that the document covers everything that it needs to cover. Write a compelling and effective investment proposal by first checking out these IT investment proposal samples that we have listed for you down below. Once you have acquainted yourself with the document, with what it looks like and how it works, feel free to use these samples as guides or maybe even as templates that you can follow when you decide to write the document on your own.

10+ IT Investment Proposal Samples

1. IT Investment Proposal Template

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  • MS Word
  • Google Docs
  • Apple Pages

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2. IT Investment Managed Services Proposal

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  • PDF

Size: 363 KB

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3. IT Investment Infrastructure Upgrade Proposal

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  • PDF

Size: 582 KB

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4. IT Investment Request for Proposal

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  • PDF

Size: 343 KB

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5. IT Investment Support Service Proposal

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  • PDF

Size: 760 KB

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6. IT Investment Proposal Form

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  • PDF

Size: 563 KB

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7. IT Investment Cost Efficiencies Proposal

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  • PDF

Size: 435 KB

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8. IT Investment Air Agency Proposal

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  • PDF

Size: 370 KB

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9. IT Investment Consultant Proposal

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  • PDF

Size: 831 KB

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10. IT Investment Service Proposal for Change

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  • PDF

Size: 1 MB

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11. IT Investment Strategic Plan Proposal

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  • PDF

Size: 290 KB

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What Is an IT Investment Proposal?

An investment proposal is a document that presents your startup business or venture with the purpose of raising its capital.  The document appeals best to people who have the money and are interested to supporting your business venture. Essentially, it’s the type of document that is prepared with the overall goal of motivating potential investors to enter into a mutually beneficial business relationship with you. They support the initial capital of your business, and in turn, they get a share of the profits that you have agreed to. The idea of the venture is included in the body of the proposal to help potential investors see the value of the project that you are proposing, understand the potential benefits that they can get from investing, and provide the necessary information they need to address and resolve any reservations that they may have about this partnership. An investment proposal may be prepared as a generic document intended to address a wide range of investors, or drafted in a way that addresses a specific investor and attract their attention. The use of the document is common for a wide range of industries and investment opportunities. A startup company may prepare the document to support the launching of their business, while already established firms may use it to support an expansion of their existing services.

How to Write an IT Investment Proposal

A well written investment proposal is a document that accurately and comprehensively informs the potential investors what benefits they can expect from this partnership if they decide to go through with it. To make sure that your investment proposal achieves these characteristics, we have listed some most basic elements of the document right below. Elements that you need to remember and keep in mind for the entire writing process.

  1. Description of the project
    Investment proposals should always begin with a brief description of the business or project that they are putting forward. It’s in the introductory part of your proposal that you get to present your idea to your investors. Remember that this section of your document is the first thing that will be read by your audience, so make sure that this section is written well.
  2. Company performance and financial report
    Another section that must be included in your proposal is the company performance and financial report section. If you have an already established company, then you can easily present a snapshot of your business records and the milestones that you have achieved in this section. On the other hand, if you are a startup business, then you can instead present in this section how you came up with the idea and what you want to achieve with the overall venture.
  3. Planned marketing and sales method
    One of the more important sections of your investment proposal is the market analysis. Proper market analysis will give you an insight of how you can better dominate your market. It should also be able to give you an idea of who or what the competition is in your industry. After you’ve thoroughly analyzed your market, you then need to be able to come up with different methods and strategies that you can take in order to take advantage of the market.
  4. Business technical operations management
    Investors would typically want to know everything about the venture that you are proposing to them before actually investing. That is why you need to be able to present all the technical and operational components of the business that you are proposing. For example, the people that you plan to hire for the business, the location of the business, operating costs, the equipment suppliers, source of raw materials, manpower, and other expenditures.
  5. Project financing
    Investment proposals will not be complete without a whole section dedicated to the financial aspect of the project. A well laid out financial plan is very appealing for investors because it will show if the venture will be able to return a good investment in a specified amount of time. Information like the source of funds, the possible return on investment, projected gains and losses, the profitability of the business, possible loans, and other financial documents and options should be presented clearly within this section of the document.
  6. Project timetable
    A timetable for the business should be included in the investment plan to let the investors know how long the agreement or the partnership will be. This is also important for the business owners themselves because it should allow them to keep track of their own business goals.
  7. Exit plan
    Finally, a proper investment exit plan is yet another important component of the investment proposal. As the name suggests, an exit plan should include information on how investors can control their expectations and investments with your company. Exit plans should also be able to include information on how your business will deal with potential failure.

FAQs

What are the other types of investments?

  • Growth investments
  • Shares
  • Property
  • Defensive investments
  • Cash
  • Fixed Interest

What is investment?

An investment is a payment made to acquire certain securities of other entities with the objective of earning a return on investment. This includes bonds, common stock, and preferred stock. It may also involve other purchases like assets and property from which payments can be generated.

Why should a person invest?

An investment allows you to be independent and not rely on the money and efforts of others in the event of any financial hardship. It makes sure that you have enough money and resources to pay for your needs and wants for the future.

Investments are important for the success of the venture and the business that you are working on. It’s a component that can either make or break the project that you are working on, especially in industries that typically have a lot of competition within it. With the tips and the templates that we have provided you in this article, you should now be more than able to create a compelling and winning investment proposal of your own.

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