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Investment Proposal Letter - Template, Sample Form

✓ Valid 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 17 simple questions - the document fills in as you go
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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 does the Investment Proposal Letter cover?

The Investment Proposal Letter is organised into sections covering RE, so the important points are captured in a clear, consistent structure.

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.

Prepared and reviewed by the LegalDocs team.

Document preview

________
________
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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:

________

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: ________.

________

In total, I am asking for an investment of $________ (________).

________

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.