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Investment Proposal

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Prepared for:
[Client Name]

Prepared by:
[Sender Name]

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Investment Proposal

Introduction

Running a business requires investment. It helps in the growth of an organization. While bringing in financial stability, it ensures the best way to achieve a high level of efficiency and profitability in business operations. Our corporation generates diverse investment options. Attached herein is a brief overview of our organization.

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About Us

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[Company Name] is a known name in the [Company Industry]. Our Headquarters are in [Location] and is founded by [Name of Founder].

The [Industry Name] Market is currently valued at [Net Worth of Market]. Since [Year of Establishment] we have serviced over [No. of Clients]. 

We have our expertise in [Mention Expertise] and aim to be the [Target Market Goal in Future]. 

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Mission

A commitment to providing customized solutions, which [Mention the Benefits].  [Describe the broader spectra and principles that your company works with]

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Vision

Realizing the full potential of the [Product Name] and sky-rocket the client's organization aligning goals. [Describe the major long term goals and objectives of your company]

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Our Team

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[Name]
[Designation]
[Qualification/Special Mentions]

[Name]
[Designation]
[Qualification/Special Mentions]

[Name]
[Designation]
[Qualification/Special Mentions]

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Statement of Need

Our Company provides Investment Services that could be necessary to find solutions such as [State the possible solutions] to the problems such as [State the problems]

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Client Testimonials

Have a look at the feedback we recieved from our past clients:

[Client Testimonials]

[Client Testimonials]

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Organization Approach

Below mentioned is the approach we adhere to:
[Add details]

Phase	Details
1. [Mention Approach]	[Mention Details]
2. [Mention Approach]	[Mention Details]

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Scope of Work

  1. Outsourced Chief Investment Officer (OCIO)

We simplify complexity. Complex terms such as Fiduciary management, Implemented consulting, Outsourced CIO, Investment outsourcing, OCIO, may just be a lot to process. Hence, one basic solution is to delegate day-to-day management responsibilities to a trusted provider. 

  2. Accumulation

Your portfolio will be assessed on the return ratio, meaning the growth of value through interest, capital gains, and dividends proportionate to your brand risk tolerance.
For investors whose primary investment objective is to increase portfolio value for the long term. [Company Name] builds balanced, global portfolios with the help of [Mention Procedure]. We are known for our [Mention Expertise]. We hence, employ a consistent portfolio management process that allows flexibility and customization to your specific accumulation goals.

  3.Investment Consultants

We employ some of the world's best money managers while eliminating the distractions, risk, and expense of conducting searches and monitoring investment managers on your own.

   4. Evaluation of ROI

Return on Investment (ROI) is a performance measure used to evaluate an investment's efficiency or compare several different investments' efficiency. The [Company Name] tries to directly measure the amount of return on a particular investment, relative to the investors' cost.

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Benefits

Company] is a [one liner descripton]. With [Product Name] we aim to address [Painpoint] by helping the users to
[Key Feature 1]
[Key Feature 2]
[Key Feature 3]

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Service Charges

Given below is the breakdown of all charges and prices:

Services	Amount
[Funds and Strategies]	$ [0.00]
[Accumulation]	$ [0.00]
[Estimating Return Potential]	$ [0.00]

[Tip: Connect your google sheet and edit directly. Visit this link to know more: https://help.revvsales.com/docs/how-do-i-link-a-google-sheet-to-a-document]

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Terms and Conditions

Risks: By using the Company's services in any capacity, you acknowledge and agree that you have read and understood the following risks and warnings. It is advisable to take constructive advice from an unbiased and independent financial advisor, solicitor, or similar qualified professional before using the company's services. The following list contains what we believe to be the main risk factors of your investment. Any decision made regarding investing in the Company's services is upon your own discretion.
Market risk includes, but is not limited to, Equity risk, Currency risk, and Interest rate risk.
Liquidity risk
[Add other risks involved]
Pre-Investment: After registration for our Services, the client will be asked to provide certain information about the client as part of the client's Site profile. The information you provide in your profile is the basis on which the Company and the Custodian identify you for purposes of communicating with you, fulfilling any reporting obligations that the Company has to with any regulatory or governmental authorities, and conducting any anti-money laundering or other checks. As part of your registration process, the Client will be required to answer self-declaration questions. The Client must answer such questions truthfully and in a factually correct way to the best of its knowledge.
Confidentiality: An Investor shall not use the Company's information except to consider an investment in the Company. Without limitation, each Investor agrees with the Company that it will not directly or indirectly seek to use the information to enter into competition with the Company or to solicit employees, customers, or suppliers of the Company.
Funding: 
If at the end of the Period (extended if necessary), investors apply to invest on the aggregate for more than the Maximum Target Amount, then application through the investors could be considered on a ‘first come, first served’ basis. 
If any investor's application does not satisfy completely (as it partially exceeds the Maximum Target Amount), then the Company will communicate via email with such Investor, requesting the Investor to confirm their investment for the part of their investment that is not more than the Maximum Target Amount.
Cancellation: After the acceptance (which starts as soon as investor accepts the contract and pay the amount they want to invest), the Investor(s) has the right, within [Insert Number] calendar days starting from the date of the Commencement, to cancel its subscription for the shares. The Investor has to notify the Company following the notice provisions set out in these terms. The company will issue the relevant instructions to the Agent, on behalf of the Investor, to credit the amount so invested.
Notice: Any notices required or permitted by this proposal shall be in writing and shall be given to the Company by personal delivery or certified mail, or any such delivery service provided at the mentioned address.
Termination: In case of breach of the terms and conditions herein by any Party, either party may terminate this agreement at any time upon [Insert Number] day notice. Upon termination, the Company shall be entitled to receive compensation and reimbursement for any work accrued but not paid by the Client. 

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Acceptance and Signature

You can provide your acceptance by signing below:

CLIENT

COMPANY

Signature

Assign signer 1

Name

Assign signer 1

Date

Assign signer 1

Signature

Assign signer 2

Name

Assign signer 2

Date

Assign signer 2

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Thank You

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DISCLAIMER: Revvsales, Inc is not a law firm. The content provided herein is for general information purposes only, and does not constitute legal advice. Revvsales, Inc and its partners make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information mentioned hereunder. The use or reliance of any information contained herein is for your personal use and solely at your own risk. You agree to fully release and indemnify Revvsales, Inc from any liability associated with the use of this content. You are advised to obtain independent legal advice before taking or refraining from any action on the basis of the content provided here. 

DISCLAIMER: Revvsales, Inc is not a law firm. The content provided herein is for general information purposes only, and does not constitute legal advice. Revvsales, Inc and its partners make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information mentioned hereunder. The use or reliance of any information contained herein is for your personal use and solely at your own risk. You agree to fully release and indemnify Revvsales, Inc from any liability associated with the use of this content. You are advised to obtain independent legal advice before taking or refraining from any action on the basis of the content provided here.

Free Investment Proposal Template

Looking for investors? Get started with Revv’s Investment Proposal Template to deliver a top-notch elevator pitch to your investors and receive funding for your business without any trouble.

Get started with this template

Banking and Finance

Corporate and Commercial

Financial Planning

Investing

Startup

Introduction to an Investment Proposal

An investment proposal is a carefully crafted and detailed presentation for potential investors that showcases your company’s goals and boosts your brand value. This document is primarily a strategy to look out for investors or partners who are willing to provide financial support to your business (product or service), project, or venture.

The finest business investment proposal provides information in terms of ROI. Additionally, it outlines the tactics and strategies a business would employ to obtain that funds from investors.

Benefits of an Investment Proposal

An investment proposal, if developed correctly, acts as a powerful document that grabs the attention of prospective investors such as individuals, venture capitalists, and financial organizations.

Investment proposals give you a chance to explain your company goals and project plan to your clients, and how money plays a crucial role in achieving them.

You can also give an overview to your investor about all the things you bring to the table as a company. For example, your products or services, resources utilized, research plan, marketing solutions, and account management. With this, your client can get an idea of why you deserve the funds you are asking for.

Further, you can also seek advice from investment or financial advisors before you propose portfolios, services, and investment plans to your potential customers. Potential clients should understand your aims, how you find out their business objectives, and how you create specialized investments and financial strategies.

Important components in an Investment Proposal

When your target is to secure money via funding from your investor, the tiniest details play a big role. Hence, investment proposals must include crucial information about your business. It is not difficult to create a proposal if you include the important components listed below.

Introduction

The cover of the proposal must always have an introduction. Here you can provide an executive summary of your business, project plan, the intent of the proposal, and your strategy description to achieve the set goals and objectives.

About Us

In this part, talk about your business and amp up your brand value. You can include details about your founder, your net worth, describe your professional experience, and your market goal. Your clients might take this into account and you can get one step closer to the funding support you wished for.

Mission

Every company will have a mission. It is vital to include it in the investment proposal and talk about it in a detailed manner. You can also describe the business solutions you have followed in problematic situations.

Vision

Give an overview of your vision as a company and as a business. For example, where do you see your company in the next ten years, the yearly sales target, pricing changes, selling or expansion plans, etc.

Our Team

A highly efficient team is the backbone of every business. Your customer must get an idea of how much you value your co-workers (sales, marketing, etc.,) and their services to your company, and this section will do that trick.

Statement of Need

In this section, state the problems present and how your investment services are needed to tackle them and find solutions. This section will provide a clear picture to your investor in terms of where and why they are investing their money.

Client Testimonials

Writing about your previous customers and their feedback adds a lot of value and respect to your brand in the market. Hence, mention the different testimonials you have received, along with the client name and designation.

Organization approach

Mention the different approaches (online and offline) you have planned to reach the specified solution. Describe your plan, different phases, respective milestones, and other details.

Scope of Work

Provide a detailed presentation of how you will work with the team and the different tasks for each team member. If you are considering outsourcing some resources or consulting other suppliers, mention it in this section.

Benefits

Talk about the different benefits of the current project and how it would help users. This is also another add-on that can boost your return potential, and bring in the funding you aimed for.

Service Charges

All proposals must include pricing-related information. Mention the services like strategies, accumulation, returns, and the amount you will charge respectively.

Terms and Conditions

Here in this section, you can include other terms and conditions such as risks involved, pre-investment details, confidentiality, cancellation, termination information, and more.

Acceptance and Signature

Lastly, you can create a section to record the signature of both you and the investor. You can also opt for an online signature for this scenario. This will help you to close the transaction and initiate the project smoothly.

Use Revv’s Investment Proposal Template to boost your process

To create a professional proposal, the key is to use an investment proposal template. This will give you more time to expand your business, whether you want to establish one from scratch or scale it up.

A good investment proposal template gives you a pre-defined and structured format and paves the way to write a standout proposal. Using the outline provided in the template, you can add and update the content, customize it and tailor the proposal to cover everything your client needs to know.

Take a look at Revv’s advanced document automation features that enhance your proposal templates

Rich Editor

Customize your investment proposal template according to your needs with Revv’s easy-to-use Rich Editor. With a seamless drag-and-drop action, you can add different blocks like text, tables, eSignature tags, etc. It is a user-friendly feature that allows you to link Google Sheets and import company data within the investment proposal.

Form Fields

An investment proposal template is a wordy document and will contain redundant information. Writing these details every time you create a proposal consumes time. Hence, the solution is you can convert these repetitive fields to fillable placeholders called Form Fields. When you take this feature into account, wasting resources like time is off the table. All you have to do is fill the repeated field only once in the investment proposal and notice that all the other fields are automatically filled out for you without any delay. You can also connect to external apps and bring in data to your proposal with the help of Data Studio, Revv’s no-code data mapping feature.

Approval Workflows

Investment proposal templates normally revolve around pricing, charges, funding, and money. Hence, it is vital to get it reviewed and approved before presenting it to the investor. In Revv’s investment proposal template, you can attach an approval workflow to any section. Whenever any modification is done to that section, it will immediately trigger the workflow and send the investment proposal to the approvers.

Payments

If you wish to receive a pre-investment amount for your business from your investor, you can do the same from Revv’s investment proposal template.

If your grantor wishes to transfer a partial amount in the initial stages of the project, they can do so from within the proposal. You can collect the amount from your client directly by integrating with payment platforms such as Stripe and provide payment facilities in the proposal.

eSignatures

Revv provides a bank-grade eSignature facility that is secure, legally valid, and fast. With this, it is easy to record signatures and close the proposal templates in a jiffy. It also complies with the local and global eSignature laws including ESIGN Act, UETA, and eIDAS Regulation.

Revv also generates an Evidence Summary, a legally admissible audit trail that records all the actions taken during the signing process.

Notifications

With Revv’s investment proposal template, you can also keep a track of your proposal’s status through automated email notifications. Whenever proposals are sent for review, acceptance, or eSignatures, Revv automatically creates and sends notification emails to both the sender and the recipient. The recipient receives a notification when they need to take an action while the sender receives an email when an action is taken on the document.

Find the right investors with top-class proposals and pave your way into the market! Sign up with Revv for free and use this investment proposal template to create error-free proposals in no time.

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Frequently asked questions

How do you write an investment proposal?

You can write an investment proposal to your investors in a hassle-free manner with the help of a sample investment proposal template. It will include the following sections - Introduction, About Us, Mission, Vision, Our Team, Statement of Need, Client Testimonials, Organization approach, Scope of Work, Benefits, Service Charges, and Terms and Conditions.

Revv’s templates act as a format. You can take the above-mentioned sections in the proposals into account, but also customize them to your needs.

What is an investment proposal called?

An investment proposal is also known as an investor's pitch deck. It should describe a market issue or opportunity, present your company's solution, give background information on the industry, convey your company's mission, and more.