Investment Proposal Template


An investment proposal is presented when any company or an organization is proposed to bring a new project in the market or wants to sell some new services or objects. Such a proposal is presented in order to give a complete snapshot of the future objectives and business investment details. The advantage of the investment proposal is that it harmonizes the efforts of the sales team of any organization giving them a target objective designed within the constricted investment budgets. The investment proposal actually

  • Helps to build up reasonable expectation for the objectives and guidelines of your investment plans.
  • Helps to set forth the investment strategies and structure
  • Encourages an effective communication between market, clients and investment structures

The preliminary details that should be embedded in one valid investment proposal are;

Information about the presenter:

In this section all the details about the person who is interested to present a particular proposal are given. It should enlist in detail the company details, the executive details, the financial data of the company till the present year, and CV’s of the key influencing partners or executives of the company.

Here is preview of a sample Investment Proposal Template created using Microsoft Word,

Investment Proposal Template

The project description:

In the next section the details about the project are given for the respective investment. It should briefly address the purpose of the project, its objectives, any sponsors and the stepwise investment plans and breakdown structure for the investment.

Information about sponsorships, technical assistance and financial assistance:

In this section the details are given about all the historical background of sponsorship, financial data and business details. It should also enlist the details of any technical arrangements and external support in form of the management, and production terms.

The value of market and sales:

It should provide all the details about the production projections, the sales value and market position for that project or product. It also addresses the proposed users of the product as well as the distribution channels need to be activated for that product. Additionally all the critical factors which can be effective on the sales process of that particular product should also be given.

Details of technical feasibility, manpower, raw materials sources and their management:

The proposal should briefly comment on the technical complexities and details of the manpower, resources and the management of all the required resources for the project that is to be invested for.

Investment structure, project requirements and the financing returns:

In this section all the important details about the investment plans are addressed with the complete structure and breakdown of the whole project into small steps along with the investment details.

Government rules and Regulations:

The details of the government rules and regulations are also given. It should address if any Government support or incentives are applicable to the project.

Timeline for the investment project and proposal:

All the details about the time period for which the object is going to be completed are mentioned along with the investment details and payment proposals for each step involved in the project completion.

Here is download link for this Investment Proposal Template,

blue_download_button

Related Word Templates

  • Real Estate Proposal TemplateReal Estate Proposal Template In the present day,  the property market is quite competitive by coming more commercial and retail properties. As a matter of fact both tenants and buyers can choose and pick properties from the available market. Brokers and Real Estate Agents are playing a good role in the market of property. Since they have a significant record of database of qualified prospects on their […]
  • Grant Proposal TemplateGrant Proposal Template In the business world, grant proposals are common things about people all the time are talking. Governments of different countries including U.S government, a number of specific projects with millions of dollars are offered to individuals, firms and organizations. The funding for different projects offered by government is termed as grant and the offer is called a proposal. […]
  • Project Proposal TemplateProject Proposal Template The project proposal is given to present the idea and details for the implementation of a new project. Usually these project proposals are common for the business orientations but in scientific field of research the project proposals are also used to identify the exact research plans and its projections. A project proposal is a document to provide each and every detail of […]
  • Sales Proposal TemplateSales Proposal Template It is a universal fact that your company’s success or failure depends upon creating a great sales proposal. This article will focus on a few tips as regards the sales proposal. In the first part of the article here are three things to be discussed to prepare an attractive sales proposal. In order to create a proposal, the first thing you keep in mind, is to educate your client. You […]
  • Research Proposal TemplateResearch Proposal Template // // A research proposal is a document written to present the details of the research work or study. It is actually an outline which depicts the theme of the proposed work or upcoming research of a researcher. Nowadays the research proposal is written for various certifications, for obtaining funds for the research projects and also an important requirement for obtaining […]
  • Grant Proposal TemplateGrant Proposal Template In the business world, grant proposals are common things about people all the time are talking. Governments of different countries including U.S government, a number of specific projects with millions of dollars are offered to individuals, firms and organizations. The funding for different projects offered by government is termed as grant and the offer is called a proposal. […]
  • Business Proposal TemplateBusiness Proposal Template // // A business proposal is presented to place an official business deal for a specific solution. Business Proposals play very important part during sales process of any product or services. In any business proposal it includes requirements of clients and services of partner against these requirements. After successful deal business proposal will be made in which both partner […]
  • IT Proposal TemplateIT Proposal Template IT proposal is a proposed research study plan that is written to illustrate IT related work or study approach. Usually IT proposals are presented for some network solutions with business orientations.  For a successful IT project to be addressed via proposal pure scientific technique is applied. In the very start of the proposal there should be given the abstract or […]
  • Construction Proposal TemplateConstruction Proposal Template // // Another name of construction proposal is a bid response. When a builder intends to bid on a contract for a construction project, then this document is created. A construction proposal may include five different items; detailed specifications, blueprints, tender documents, and pricing. Regardless of the industry or the size of the project, these items are required to prepare a […]
  • Bid Proposal TemplateBid Proposal Template // // A bid proposal is a document that is based on an explanation of the product(s) or services with an estimation of cost on which it is offered to a company. Along with cost estimation, the bid proposal also contains information about that particular product(s) or services. Bid proposals are offered by companies to other entities in order to sign them as a customer. Bid […]