FREE 7+ Sample Investment Proposal Forms in PDF | MS Word

An investment proposal is a document that includes information that allows investors or lenders see the value of a business or project and its potential in generating profits and other rewards associated with the investment. Proposal Forms are prepared by the management of a business or a new investment project for a wide range of investors or lenders.

The use of an investment proposal is essential in acquiring investment interests and opportunities. Its ultimate purpose is to gain enough investors to provide sufficient resources to make projects successful. Therefore, the details to be shown in the proposal should be clear and concise for more chances of earning the support of investors.

Capital Investment Proposal Form

Investment Managers Insurance Proposal Form

Investment Fund Project Proposal Form in Word Format

Free Investment Proposal Form

Uses of an Investment Proposal

• For a Start-up Company
  Small businesses or a start-ups don’t usually fund themselves. They use Business Proposal Forms and letters to attract investors and obtain enough funds to jump-start a business idea, as well as sustain the business and keep it going until it starts to make revenues from sales.

• For Established Firms
  Even though established and running firms may already gain profit from their current businesses, they also need to use investment proposals not just to attract investors to support the expansion of a current project, but also to engage them in the launching of a new product.

• For Government Causes
  Government projects cannot be funded by people’s taxes alone, so they prepare investment proposals to attract investors as well and show them the advantages of investing in a bond that will help raise funds for building projects and make improvements to the community.

Investment Proposal Form Example

Generic Investment Proposal Form

Investment Manager Proposal Form

Investment Proposal Form in PDF

Details in an Investment Proposal

• Nature of the Project or Business
  The proposal usually begins with data on the nature of the investment opportunity. As any other documents, it should specify the name of the business and the industry it belongs.

• History of the Business
  An investment proposal also provides some background and history about how the opportunity came about. This will show investors the value of the project’s goal and increase the chances of approval.

• Growth Potential
  It should also present the mechanics on how the opportunity is structured, providing information on how profits are generated from the business and how much a return can be made from the venture.

• Objectives and Amount of Finance Required
  There should also be a timeline of events to occur in the proposal that detail when objectives are to be met and the amount needed to reach the objectives indicated.

• Promised Collateral or Security
  Like LIC Proposal Forms, investment proposals should also specify the nature of security measures that will be taken to protect the investor’s holdings in case the business or project fails.

• Plan for Timely Repayment
  A schedule that focuses on how the principal investment will be repaid and when each interest payment can be expected should also be indicated in the investment proposal.