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Investment Proposal Letter - Template, Sample Form Pro · US-law

✓ Valid in United States · drafted to comply with local law

Create your Investment Proposal Letter - Template, Sample Form for use in United States. Answer a few plain-English questions and the document fills in automatically as you go — then download it in Word and PDF, ready to sign or share. This version has been professionally rewritten to comply with local law.

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Investment Proposal Letter - Template, Sample Form
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________
________
________
________
Telephone: ________
Email: ________


Date: ________


________
________
Telephone: ________
Email: ________


RE: Request for Equity Investment in ________


Dear ________:

Thank you for your continued interest in investing in ________, a ________ organized under the laws of the State of ________ (the “Business”). As you are already aware, the Business operates as a retail enterprise as follows:

________

After opening in ________, the Business reached its break-even point within the following period of time: ________. Shortly thereafter, the Business began to generate a profit. Specifically, the Business had been in operation for the following period of time before becoming profitable: ________.

Although the Business has been growing steadily, I believe that an injection of capital will enable us to accelerate that growth. Accordingly, I am requesting an investment for the following purpose:

________

In total, I am seeking an investment in the amount of $________ (________).

In consideration of the investment described above, I would be prepared to offer you the following terms, which would be set forth in full in a definitive written agreement to be executed by both parties:

________

Confidentiality. The information contained in this letter and in any accompanying materials is confidential and proprietary to the Business, and is provided to you solely for the purpose of evaluating the proposed investment. You agree to maintain such information in strict confidence and not to disclose it to any third party, except to your professional advisors who have a need to know and who are bound by comparable obligations of confidentiality.

No Investment, Tax, or Legal Advice. Nothing in this letter constitutes investment, tax, accounting, or legal advice. You are encouraged to consult your own independent advisors before making any investment decision.

In addition, I am happy to provide any further documentation you may require, including financial statements, profit and loss records, tax returns, and projections for future growth. I would also welcome the opportunity to meet with you in person to discuss this proposal in greater detail and to answer any questions you may have regarding the Business and the proposed investment. It is my hope that an investment from you would lead to a greater future for ________, as well as the beginning of a mutually beneficial relationship between us.

Please feel free to contact me at any time.

Sincerely,


________
________
On behalf of ________

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