Investment Proposal Letter - Template, Sample Form
✓ Valid in United States
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.
- Answer 17 simple questions — the document fills in as you go
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0/17Type below — the document on the right updates as you go.
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Telephone: ________
Email: ________
Date: ________
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Telephone: ________
Email: ________
RE: Investment Request for ________
Dear ________:
Thank you for your interest in investing in my business, ________ (the "Business"). As you are already aware, the Business is a retail business which operates as follows:
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After opening in ________, the Business was able to break even in the following amount of time: ________. Shortly after that, it began to turn a profit. Specifically, the Business had been open for the following amount of time before turning a profit: ________.
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In total, I am asking for an investment of $________ (________).
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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,
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Fields you complete are inserted into the document live. This template is general guidance only — not legal advice.