Sample Investment Proposal Template

What is investment proposal?

The investment proposal is used by businessmen and financial advisors in order to offer their services to their potential clients. Presentations of the portfolio and different types of investment plans are represented through investment portfolio.

An investment proposal is designed by an organization and a company interested to motivate prospective investors to have a strong business relationship with the corporation. The proposal has great importance; therefore, it should contain all important details while highlighting the mutual benefits for the investors and the investing company in a convincing manner.

The proposal should outline all important details to reveal the value and the worth of the project. A well-written investment proposal will help you to get a right investor.


What are the benefits of using proposals?

  1. These proposals are basically very effective in explaining the objectives of the financial advisor to his clients.
  2. If you have your own successful financial strategies, you can share them with your clients.
  3. The template contains readymade investment strategies and proposals which the user can customize according to his needs.
  4. These readymade investment strategies are useful for those people who don’t know how to write their business strategies
  5. There are different sections in the investment proposal template where the details about the fee, income and asset location can be written.
  6. The template is completely customizable that allows the user to add the details in it. If there is any section missing in the template, the user can add it to the template to make it more appropriate to be used.
  7. The template also allows the user to change the design of the proposal such as editing the background image, copying the text, changing the format of the document and a lot more.

It becomes tough when you have a lot of proposals to manage. In such a situation, the template for investment proposal helps you. These templates allow the user to decide what to add in it later. If there is a strategy which is successful, the user can enter that into the investment proposal template.

The investment proposal templates are intended to make the proposal of the user attractive to clients. The success of the proposal depends on how effective you have written the proposal. If you don’t know how to write a successful proposal, the investment proposal template is the best choice for you.

Even if you want to design the proposal yourself, you can get the idea about the format and structure of the proposal with the help of a template.

Investment Proposal Preview & Download options

Sample Investment Proposal Template

File Format: Microsoft Word 2007 & 2007+
Download Format Extensions: Word(.doc) and iPad

Download: Microsoft Word(.doc)  version
DownloadOpenOffice(.odt) Writer [Writer]

Total size on disk: 482 Kb