What Is an Investment Proposal?

An investment proposal is a document that showcases your business as a suitable opportunity for potential investors who have shown interest in your company. This document details crucial information such as your company’s objectives, market analysis, plan of action, budget and a clear return on investment (ROI) strategy.

Whether you’re trying to raise capital or fund an expansion, a detailed investment proposal is also a great tool for pitching to an investor and winning over. It convinces an investor that your business is viable and worth investing in.

After an investor pitch deck presentation, you can share an investment proposal with your client. It acts as a reminder and brings some of the information they might have missed during the session to their attention.