Top 10 Business Investment Proposal Templates With Samples and Examples (Free PDF Attached)

The story behind the Elevator pitch is as intriguing as it is witty. Michael Caruso, a senior journalist at the Vanity Fair magazine, pioneered the concept while attempting to pitch his story idea to the then Editor-In-Chief during a one-two minute ride. 

 

As you might have guessed, Caruso got approval and left behind a legacy that would become the founding philosophy of all business proposals. If you can’t turn your business investment proposal into an elevator pitch, it is not ready yet.

 

via GIPHY

 

Another lesson we ought to take from this historical act of improvisation is that while pitching, an aspiring entrepreneur or ideator must make the most of resources at hand. Time, background study, and the luxury of having your stakeholder’s attention should be enough to make them interested in your undertaking. Once you start speaking, you can unfurl the magic that your business can bring about. What are the other things that an entrepreneur must take into account while seeking out investors? What should represent the essence of your business investment proposal template?

 

Let’s first understand what a business investment proposal entails...

 

What is a Business Investment Proposal?

 

A business investment proposal is the hoard of answers to the what, why, and how of the investors. 

 

What is it that you want to discuss with us?

 

Why should we invest in your business?

 

How can your business idea benefit us?

 

Once you have satisfactorily answered these questions, you should then project the funds you need. Entrepreneurs and established business people looking to expand, need to convince the investors with partnerships and equity offers. Keep your performance reports in handy. If your idea revolves around developing a new product, carrying a prototype will brighten your prospects of winning investors. 

 

Next, let’s understand how a business investment proposal template can be used to bring the best out of that crucial business meeting.

 

1. Conviction: Is your business idea the need of the time? Will the products of this business be feasible, needful, and likable over the competitors’ products? All these questions will be on your investor’s mind.
2. The God is in the Detail: Your stakeholders might not always be your fans. Make sure you have done your homework when it comes to the background study, the pros and cons, and the challenges that lie ahead.
3. Fact-Checking and Precision of data: Imagine basing your proposal on wrong facts. When you are pitching to high-end clients or a board of directors, go the extra mile to cross-check your data. You might have a good idea, but may lack clarity of thought. 
4. Enumeration of benefits: List the benefits that span across investors, entrepreneurs and customers who are part of your proposal. Showcase the partnership benefits, your own share of relevant interests, and the opportunities that this business maps. 
5. Repayment of Funds: In your business proposal, you need to be clear about how you plan to repay the amount invested in your undertaking. You should also specify the share of your investors in company profits.

 

Templates to the Rescue

 

Now that you understand the characteristics of your business investment proposal, let’s help you with the best templates to execute this mapping! Explore out ten best business investment proposal templates in this regard:

Template 1: Business Plan Funding Request Proposal Example Document Report Doc PDF PPT

Present your investment request with this comprehensive proposal template. The slides are content ready and of editable nature allowing you to add, and replace your business features. Use this enriched PPT Presentation to share your company vision and how this particular undertaking will boost your business. Enumerate the roadmap of the investment that you seek and the milestone you aspire to achieve. Reveal the nature of this contract and how you plan to repay the money funded for your business. Download this presentation template now to discuss all these aspects in detail.

 

 

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Template 2: Business Investment Proposal PowerPoint Presentation Slides

Here is another comprehensive slide set to engage with your investors on a financial discussion. Share your vision, your magic strategies, and the thorough market analysis that led you towards this proposition. This infographically powerful PowerPoint presentation to entice your investors and visuals play a great role in this. Share the budget details, along with a graphical overview of what the future looks like for your business. Download this editable presentation to share the viability of your business idea.

 

 

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Template 3: One-Page Real Estate Investment Proposal Presentation Template

If your business revolves around helping people find sound dwellings, use this document report to finance your growing business. Pitch clients to seek expansion of your real estate business. Share the primary objective of your proposal, along with the budget distribution of how to plan to spend it. Unravel the benefits of the investors that can hope to attain from it such as repayment with interests or percentage partnerships, whatever fits your prospects. Discuss all these parameters and more in depth with this business investment proposal template for your real estate niche.

 

 

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Template 4: One-Page Partnership Investment Proposal Template

Are you looking for investors to partner with you on your business venture? If so, you'll need a well-crafted business partnership investment proposal. This PowerPoint template is designed specifically for just that. It's packed full of information about the company, the business model, the partnership contract, and more. So download it now and start wooing those investors!

 

 

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Template 5: Commercial Eatery Investment Proposal PDF

To seek investment for a broader category of eatery that covers hotels, restaurants, and cafes, this PPT Presentation is ideal for you. Talk about your unique selling features, and why investors can flourish in your partnerships. Share your previous performance over the years that indicate growth and accomplishment, Then proceed on to proposing your contract. Share the financial and legal bindings and assure your investors with the fact that their money is in good hands. Download this creative compilation now!

 

 

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Template 6: One-Page Restaurant Business Proposal Template

Are you looking for a collection of one-page slides to woo investors in your restaurant business. then this vibrant design is for you. Share your business highlights, and its fame among the neighborhood. Attract attention to why your business is the ideal choice to invest in. Then propose your business model, as to partnership or repayment type and share all the financial and structural details of the contract. Cover all the aspects and share it with your investor by downloading this PPT Design now!

 

 

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Template 7: Small Business Loan Proposal PowerPoint Presentation 

If you're looking for a small business loan, it's important to present a proposal that shows your business is in good shape and has a solid repayment plan. This PPT Presentation will help you do just that! With clear slides on your budget, repayment terms, and vision for the future, you can impress potential investors and get the funding you need to grow your business.

 

 

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Template 8:Business Proposal PowerPoint Presentation Slides

Here is another PPT Compilation to present your business proposal to the stakeholders. Deploy this editable yet content-ready PPT Presentation to get their nods. Impress them with your vision and woo them in light of your previous successful endeavors. State your fund requirement and showcase the roadmap in its exhaustion and profitability. Dwell on your winning characteristics and get ahead of your competitors looking up to the same investors. Download our fully editable and customizable business proposal ppt now!

 

 

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Template 9: One-Page Real Estate Development Business Proposal PDF Document

Use this one-page presentation template to attract the attention of investors in your real estate business. Define the roadmap for your business with the finding that you seek. Enumerate the business project details, milestone, timeline, and schedule.Then elaborate on the construction plan, its anticipated budget, and other contract details. Once the document is clear, both parties can proceed with sanctifying this contract with their signatures. Download this content ready template now!

 

 

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Template 10: One-Page Business Investment Pitch PDF Document

Here is a one-page PPT Layout to encompass your investment proposal. It is detailed and compressed on a single slide to save any time wasted in page turning. Share your financial projections and in light of that propose your funding needed. Share the primary details of what your company does and a sneak peak into its past achievements that will interest tour investors. Showcase your market monopoly and use graphs and charts to endow more visibility into stats. Deploy this PPT Layout with immediate effect!

 

 

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We are sure that this compilation will cater to your business requirement. If we missed something, you can find your specific template from our universe of presentation templates here.

 

PS: Before you get down to presenting your investors with a proposal, you must have a clear picture of your agenda and discuss it with your team. Our business case templates will help in this regard.

FAQs

How do investors evaluate a business proposal?

Evaluating a business proposal is a fairly tricky task. It involves both qualitative and quantitative aspects, with a fairly strong nose for business. Some common ways by which investors do this are:

 

1. Analyzing market opportunities including competitors
2. Evaluating business strategies
3. Verifying past achievements 
4. Reviewing team composition and leadership
5. Studying the proposed budget and its distribution while making their own calculations.
6. Exploring financial models that suit the best of their interests.
7. Questioning feasibility of the business plan.

What are the types of business proposals?

The business community identifies 5 types of proposals:

1. Investor Proposal: With the purpose of extracting funds for business development via opting for a loan, VC funding, or soliciting investment from people in your network
2. Sales Proposal: Designed to sell products or services, mostly employed in B2B marketing.
3. RFP Proposal: Request For Proposals (RFPs) are the kind of proposals that are generated as a response to the queries of customers when they want to compare companies and their competitors.
4. Project Proposal: Pitched to an internal team or a procurement team, a project proposal is intended to gather approvals and funds for conducting projects.
5. Grant proposal: Written with the intention of gathering funds for a research project or to carry forth the mission of any organization.

What is the difference between a business case and a business proposal?

A business case is mostly circulated within the organization or at most is designed to focus on a particular service for a prospective client. A business proposal is the document specifically designed for an external person or organization with the intent of attracting investments for your projects and business development activities. A business case depends upon how a company perceives the external business environment while a business proposal is meant to be a far more comprehensive document. In a business proposal, both external and internal business environments are key inputs.

What is the difference between a proposal and a contract?

A proposal that comprises an offer and written acceptance from both the parties becomes a contract. Both the parties should agree to the binding terms and conditions for a contract to be valid. A proposal refers to a professional suggestion while a contract has legal implications. You can either share a written format of a proposal or deliver it orally, while a contract is in essence a written document that features acknowledgements from both the parties involved.

 

Download the free Business Investment Proposal Presentation Template PDF.