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Investment Proposal Letter - Template, Sample Form

✓ Designed for use in United States

Create your Investment Proposal Letter 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.

  • Answer 21 simple questions - the document fills in as you go
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  • Download as Word (.docx) and PDF
  • Edit your answers and re-download anytime

How it works

  1. 1Answer a few simple questions
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  3. 3Pay once - download in Word & PDF

Below you can preview the Investment Proposal Letter, complete it by answering a few plain-English questions, and download a ready-to-sign copy in Word and PDF - tailored for use in United States.

Frequently asked questions

What is a Investment Proposal Letter?

A Investment Proposal Letter is a ready-to-use legal template for United States. You complete it by answering a few plain-English questions, then download the finished document in Word and PDF.

What formats can I download?

You can download your completed Investment Proposal Letter as an editable Microsoft Word (.docx) file and as a PDF.

Can I edit the document later?

Yes - save it to your account and you can re-open, edit and re-download it at any time.

Is a Investment Proposal Letter legally binding?

Once it is properly completed and signed by everyone involved, a Investment Proposal Letter is generally legally binding in United States, provided it meets the legal requirements that apply to this type of document.

What laws apply to a Investment Proposal Letter in United States?

A Investment Proposal Letter should comply with the laws in force in United States. This template is built around the provisions such situations commonly require, but the rules can vary by region and change over time, so check the current requirements for your case.

Do I need a lawyer to use a Investment Proposal Letter?

For most standard situations you can complete the Investment Proposal Letter yourself using the guided questionnaire. For high-value, unusual or high-risk matters, it is sensible to have a qualified lawyer review the finished document.

How do I sign the Investment Proposal Letter?

Download the completed Investment Proposal Letter as Word or PDF and sign it as required in United States. Depending on the document this may involve a handwritten or electronic signature, and some documents also need witnesses.

Is the Investment Proposal Letter free?

You can preview the Investment Proposal Letter and fill it in for free. A one-time fee applies only when you download the finished, ready-to-sign document in Word and PDF.

How long does it take to complete a Investment Proposal Letter?

Most people finish the Investment Proposal Letter in just a few minutes by answering the plain-English questions. You can save your progress and come back to it at any time.

Prepared and reviewed by the LegalDocs team.

Document preview

________
________
________
________
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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Fields you complete are inserted into the document live. This template is general guidance only - not legal advice.