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Investment Proposal
Free investment proposal template for presenting an investment opportunity to potential investors.
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This free investment proposal covers Opportunity, The Business, Financials, Terms, Return Potential with 8 clearly marked [placeholder] fields to fill in — built for small businesses and individuals documenting a loan or expense putting financial terms in writing so both sides have a clear, shared record. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.
Investment Proposal: [Company/Project Name]
Prepared for: [Investor Name] · Date: [Date]
Opportunity
[What you're raising money for, and why now.]
The Business
[What the company/project does, and its current stage.]
Financials
[Key numbers — revenue, growth, projections. Use only real, defensible figures.]
Terms
Amount sought: [Amount] Instrument: [Equity / convertible note / revenue share — specify] Use of funds: [How the money will be used]
Return Potential
[Realistic basis for expected returns — comparable exits, growth trajectory — avoid guaranteeing returns, which is both misleading and often illegal for unregistered securities.]
Risks
[Honest disclosure of key risks an investor should know about.]
Next Steps
[What you're asking the reader to do — a follow-up call, term sheet, etc.]
*Never promise or guarantee a specific investment return — beyond being dishonest, doing so can violate securities law. Present the opportunity and the real numbers, and let the investor draw their own conclusion.*
Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.
What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 7 standard sections: Opportunity, The Business, Financials, Terms, Return Potential, Risks, …
- 8 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Fixed docstoc.io footer on every PDF (not removable)
Who this template is for
Freelancers & solo founders
Handling routine business paperwork without commissioning custom legal drafting for every document.
Small businesses
Standardizing recurring documents — leases, agreements, notices — across a growing operation.
Anyone reviewing before signing
Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.
Informal lending & reimbursements
Money changing hands between people or a business and its team, without a bank's paperwork.
FAQ
Is this investment proposal template really free?
Yes, completely free — view, edit, and download this investment proposal as a PDF without creating an account.
What does this investment proposal cover?
This finance template includes Opportunity, The Business, Financials, Terms. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.
Is this legal advice?
No. This covers the standard structure, not the interest-rate limits, disclosure requirements, or tax implications that can apply depending on your state and the amount involved. Check those specifics with an accountant or financial attorney before you rely on it.
Can I edit the wording?
Yes. All 8 placeholder fields and every clause are editable right on the page — change what doesn't fit, then download an updated PDF anytime.
Where can I find more free templates like this?
Browse more free finance and related document templates in the docstoc library at /document-templates/.
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Why use this instead of a generic template
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Legality
Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.
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Speed
Copy the subject and body directly — no form to fill in, no export step, no waiting on a download link.
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