A proposal is a type of document provided by one party to another. It contains a plan or suggestion for the purpose of discussion or consideration by the other party. A proposal can be used for research, business, engineering, etc. In business, writing a proposal is an important step to getting a client.

A research proposal, which is a type of proposal, is used for science and also for business. A research proposal requires you to gather relevant information to present the need for research. If you are looking for an investment proposal, we have samples and formats available for download below.

Real Estate Investment Proposal

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  • PDF

Size: 1 MB

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Investment Project Proposal

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  • PDF

Size: 94 KB

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Proposal for Business Investment

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  • PDF

Size: 2 MB

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Property Investment Proposal

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  • PDF

Size: 4 MB

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Proposal for Capital Investment

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  • PDF

Size: 180 KB

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What Is an Investment Proposal?

An investment proposal is an important document used in businesses. The purpose of an investment proposal is to attract potential investors to invest in the company in order to secure funds for the business. A company provides the potential investor with an investment proposal since the investor will base his decision on the proposal. The proposal contains information regarding the background of the company, which will help the investor understand if it is wise to invest.

How to Write an Investment Proposal

An investment proposal is divided into two important parts, the cover page and the content page. Here are the steps on how to write your own investment proposal.

  • Write an executive summary on your proposal. This contains an overview of the company’s goals as well as its achievements.
  • Gather all the necessary information that you will need in your proposal. Investors usually focus on a company’s financial records and a list of their assets and liabilities.
  • Explain how an investor will benefit from his or her investment. Specify what your company will be getting and what your company needs.
  • In addition, you will also be able to download sample project proposals and sample research proposals should you need them.

Investment Funding Proposal

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  • PDF

Size: 42 KB

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Company Investment Proposal

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  • PDF

Size: 381 KB

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Proposal for Investment Management

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  • PDF

Size: 209 KB

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Asset Investment Proposal

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  • PDF

Size: 97 KB

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Key Elements of an Investment Proposal

Below is a list of the key components that is essential in every investment proposal. For a different type of proposal, you may check on our construction proposals if you need them specifically.

  • Executive Summary – an executive summary contains a brief overview of the proposal that you are writing. It should contain the name, address, and contact number of the business as well as the purpose and the amount needed.
  • The Company – write a detailed background of the company such as the name, the current and previous owners, acquisitions, etc.
  • Products and Services – write about the products and the services that your company offers. Include details such as the productions costs, selling price, inventories, suppliers, etc.
  • Marketing – this section is where you will write about the marketing and sales plan for the products and services that you offer and provide to your clients. Writing this helps the potential investor understand how you market your products.
  • Management and Staff – write about the tasks and responsibilities of the staff in your company as well as a description of its management.
  • Ownership – since a big company usually has several owners, include the names of the owners of the company as well as their roles.

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