How To Write An Investment Proposal: A Guide + Free Template

Most startups look for funding. To get one, you’ll have to know how to draft an investment proposal. This is because this business presentation can help you reach financial support for your startup.

So, what exactly do you need to include in an investment proposal? Here’s what you need to know.

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Investment Proposal

How to Write an Investment Proposal

An investment proposal is a vital tool for any startup. It’s what will help you land a meeting with potential investors. Through the document, you can present critical information about your company, product, or project and potentially attract investors to fund it.

Before you get started in writing an investment proposal, you will need to do the following:

Know your market and competition

Also known as the discovery or pre-development phase, you gather important data from a market analysis. The information you collect from this will help you eliminate risks that may arise from a lack of market demand, unexpected expenses, and other issues.

Assess your product

If you already have an early version of your product, you can start drafting investment proposal to send out to potential investors. This way, you can figure out what your business goals are.

Research your potential investors

You should also research what investors you wish to attract at this stage. Are they angel investors/groups? Or are you more interested in getting a bank or a venture capital firm to support you financially?

By preparing these things, you can make your investment proposal custom fit to who you are pitching to.

Free Investment Proposal Template

Knowing how to write investment proposals can greatly benefit you as a startup owner. But it’s also wise to use an investment proposal template to understand where to start.