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Financial Funding Proposal
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Prepared for:
[FUNDING ORGANIZATION]

Prepared by:
[SENDER COMPANY]

Financial Funding Proposal

Executive Summary

[Sender Company] has been in the business of providing [Products/Services] for [Years] having its headquarters at [Location]. Rendering the [Products/services] our [Sender Company] has been a pioneer in the field of [Industry]. We have created a top name for us in the [Market] through our trust and quality rated deliverance.

We intend to expand [Sender Company] through the project [Project] and would like to propose a request to [Funding Organization] to join us as provider of funds for this project.
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About the Company

Vision

[Sender Company] believes in solving the Customer's problems in an effective manner. Our vision is to render top-notch quality [Products/Services] to our Customers and progress towards being [Mention Long Term Aspiration].

Mission

We are currently located at [Location], and are now looking to expand at various locations namely [Mention the locations]. Our mission is to provide the [Products/services] to achieve -
  • [Goal 1]
  • [Goal 2]
  • [Goal 3]
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Our Key Team Members

Meet our creative team behind the success of our business:
 Team member 1

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Team member 2

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Team member 3

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[Name]
[Designation]
[Brief description]
[Name]
[Designation]
[Brief description]
[Name]
[Designation]
[Brief description]
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Our [Products/Services]

With the expert team of professionals, [Sender Company] renders the following [Products/Services] to our Customers:

[Product 1]

[Description with features]

[Product 2]

[Description with features]

[Product 3]

[Description with features]
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Why our [Products/Services]?

Being the pioneer in the [Industry], we are rendering [Products/services] that resolves the pain points of the customers. The Industry has been [Mention Few Painpoints]. It is then the [Sender Company] came out with a one of a kind strategy. Our products were designed about USPs such as [Mention list of USPs].
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[Products/Services] Features

[Sender Company] is different from its competitors due to its exclusive features:

  • Every [Product/services] is rendered a per the Customers requirements.
  • [Sender Company] uses advanced technology to provide the [Product/services] 
  • [Feature 3]
  • [Feature 4]
  • [Feature 5]
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Financial Aspects

Financial Projections

[Sender Company] has been providing its  [Products/Services] at an increasing rate of [0.00] % from [Mention the Quarter] to [Mention the Quarter].

Our financial projections are as follows:

[Include the financial statements, revenue growth, audit statements]
Tip: Connect your google sheet and edit directly. Visit this link to know more: https://www.revv.so/docs/how-do-i-link-a-google-sheet-to-a-document
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Our Previous Fundings

Here’s the list of our previous funding organizations.

[Funding Organization 1] - [Fund Amount]

[Funding Organization 2] - [Fund Amount]

[Funding Organization 3] - [Fund Amount]
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Funding Requirements

[Sender Company] is looking to raise funds for an amount of $ [0.00] to achieve the business goals [Mention the Business Goals].

Funding Allocation

Description
Amount Required
[Technical Support]
$[0.00]
[HR]
$[0.00]
[Marketing]
$[0.00]
[Sales]
$[0.00]
[Miscellaneous]
$[0.00]
Total (Inclusive of tax)
$[0.00]
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Timeframe

Project Timeline

The table below gives a tentative timeline for the entire project:
Milestones

Start Time

End Time
[Milestone 1]
[Start Time]
[End Time]
[Milestone 2]
[Start Time]
[End Time]
[Milestone 3]
[Start Time]
[End Time]
[Milestone 4]
[Start Time]
[End Time]
[Milestone 5]
[Start Time]
[End Time]
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Customer Testimonials

Here's what our Customers have to say about us:

[Customer Testimonial 1]
[Customer Testimonial 2]
[Customer Testimonial 3]
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Next Steps

We are seeking the support of [Funding Organization] for the project [Project] to achieve [Mention goals]. We request the [Funding Organization] to join us as a provider of funds for this project.
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Terms and Conditions

  1. Risks: By investing in the [Sender Company] (hereinafter referred to as the "Company") services in any capacity, [Funding Organization] (hereinafter referred to as the "Investor") acknowledges and agrees that the Investor has read and understood the following risks and warnings. It is advisable to take constructive advice from an unbiased and independent financial advisor, solicitor, or similar qualified professional before using the company's services. The following list contains what the Company believes to be the main risk factors of the Investor's investment. Any decision made regarding investing in the Company's services is upon your own discretion.
  1. Market risk includes, but is not limited to, Equity risk, Currency risk, and Interest rate risk.
  1. Liquidity risk
  1. [Add other risks involved]
  1. Pre-Investment: After acceptance, the Company shall provide the Investor with the Company's site profile. The information you provide in your profile is the basis on which the Company and the investor identify you for purposes of communicating with you, fulfilling any reporting obligations that the Company has to with any regulatory or governmental authorities, and conducting any anti-money laundering or other checks. As part of the formal process, the investor shall answer self-declaration questions. The Investor must answer such questions truthfully and in a factually correct way to the best of its knowledge.
  1. Confidentiality: An Investor shall not use the Company's information except to consider an investment in the Company. Without limitation, the Investor agrees with the Company that it will not directly or indirectly seek to use the information to enter into competition with the Company or to solicit employees, customers, or suppliers of the Company.
  1. Funding: If at the end of the Period (extended if necessary), the Investor applies to invest on the aggregate for more than the Maximum Target Amount, then the procedure would be on a ‘first come, first served’ basis. If an Investor's application does not satisfy completely (as it partially exceeds the Maximum Target Amount), then the Company will communicate via email with such Investor, requesting the Investor to confirm their investment for the part of their investment that is not more than the Maximum Target Amount.
  1. Cancellation: After the acceptance (which starts as soon as investor accepts the contract and pay the amount they want to invest), the Investor(s) has the right, within [Number of Days] calendar days starting from the date of the Commencement, to cancel its subscription for the shares. The Investor has to notify the Company following the notice provisions set out in these terms. The company will issue the relevant instructions to the Agent, on behalf of the Investor, to credit the amount so invested.
  1. Notice: Any notices required or permitted by this proposal shall be in writing and shall be given to the Company by personal delivery or certified mail, or any such delivery service provided at the mentioned address.
  1. Termination: In case of breach of the terms and conditions herein by any Party, either party may terminate this agreement at any time upon [Insert Number] day notice. Upon termination, the Company shall be entitled to receive compensation and reimbursement if there are deliverables purchased but not paid by the Investor.
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Acceptance and Signature

We look forward to getting you on board. You can show your acceptance by signing below:
[Company]

[Funding Organization]
Signature
Assign signer 1
Name
Assign signer 1
Date
Assign signer 1
Signature
Assign signer 2
Name
Assign signer 2
Date
Assign signer 2
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THANK YOU

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Free Financial Funding Proposal Templates

A funding proposal must provide details of your company’s financials to obtain the right amount of funding. Check out our funding proposal template personalized for your business.