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Company Logo
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Investment Proposal
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Prepared for:
[Client Name]

Prepared by:
[Sender Name]

Investment Proposal

Introduction

Running a business requires investment. It helps in the growth of an organization. While bringing in financial stability, it ensures the best way to achieve a high level of efficiency and profitability in business operations. Our corporation generates diverse investment options. Attached herein is a brief overview of our organization.
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About Us

Money in a plant

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[Company Name] is a known name in the [Company Industry]. Our Headquarters are in [Location] and is founded by [Name of Founder].

The [Industry Name] Market is currently valued at [Net Worth of Market]. Since [Year of Establishment] we have serviced over [No. of Clients].

We have our expertise in [Mention Expertise] and aim to be the [Target Market Goal in Future].
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Mission

A commitment to providing customized solutions, which [Mention the Benefits].  [Describe the broader spectra and principles that your company works with]
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Vision

Realizing the full potential of the [Product Name] and sky-rocket the client's organization aligning goals. [Describe the major long term goals and objectives of your company]
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Our Team

Team member 1

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Team member 2

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Team member 3

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[Name]
[Designation]
[Qualification/Special Mentions]
[Name]
[Designation]
[Qualification/Special Mentions]
[Name]
[Designation]
[Qualification/Special Mentions]
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Statement of Need

Our Company provides Investment Services that could be necessary to find solutions such as [State the possible solutions] to the problems such as [State the problems]
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Client Testimonials

Have a look at the feedback we recieved from our past clients:
[Client Testimonials]
[Client Testimonials]
Client Testimonial 1

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Client Testimonial 2

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Organization Approach

Below mentioned is the approach we adhere to:
[Add details]
Phase
Details
1. [Mention Approach]
[Mention Details]
2. [Mention Approach]
[Mention Details]
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Scope of Work

1. Outsourced Chief Investment Officer (OCIO)

We simplify complexity. Complex terms such as Fiduciary management, Implemented consulting, Outsourced CIO, Investment outsourcing, OCIO, may just be a lot to process. Hence, one basic solution is to delegate day-to-day management responsibilities to a trusted provider.

2. Accumulation

Your portfolio will be assessed on the return ratio, meaning the growth of value through interest, capital gains, and dividends proportionate to your brand risk tolerance.
For investors whose primary investment objective is to increase portfolio value for the long term. [Company Name] builds balanced, global portfolios with the help of [Mention Procedure]. We are known for our [Mention Expertise]. We hence, employ a consistent portfolio management process that allows flexibility and customization to your specific accumulation goals.

3.Investment Consultants

We employ some of the world's best money managers while eliminating the distractions, risk, and expense of conducting searches and monitoring investment managers on your own.

   4. Evaluation of ROI

Return on Investment (ROI) is a performance measure used to evaluate an investment's efficiency or compare several different investments' efficiency. The [Company Name] tries to directly measure the amount of return on a particular investment, relative to the investors' cost.
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Benefits

Company] is a [one liner descripton]. With [Product Name] we aim to address [Painpoint] by helping the users to
[Key Feature 1]
[Key Feature 2]
[Key Feature 3]
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Service Charges

Given below is the breakdown of all charges and prices:
Services
Amount
[Funds and Strategies]
$ [0.00]
[Accumulation]
$ [0.00]
[Estimating Return Potential]
$ [0.00]
[Tip: Connect your google sheet and edit directly. Visit this link to know more: https://help.revvsales.com/docs/how-do-i-link-a-google-sheet-to-a-document]
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Terms and Conditions

  1. Risks: By using the Company's services in any capacity, you acknowledge and agree that you have 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 we believe to be the main risk factors of your 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 registration for our Services, the client will be asked to provide certain information about the client as part of the client's Site profile. The information you provide in your profile is the basis on which the Company and the Custodian 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 your registration process, the Client will be required to answer self-declaration questions. The Client 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, each 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:
  1. If at the end of the Period (extended if necessary), investors apply to invest on the aggregate for more than the Maximum Target Amount, then application through the investors could be considered on a ‘first come, first served’ basis.
  1. If any 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 [Insert Number] 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 for any work accrued but not paid by the Client.
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Acceptance and Signature

You can provide your acceptance by signing below:
CLIENT
COMPANY
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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DISCLAIMER: The content provided herein is for general information purposes only, and shall not constitute legal advice. Revv and its partners make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information mentioned hereunder. The use or reliance of any information contained herein is solely at your own risk. You are advised to obtain independent legal advice before taking or refraining from any action on the basis of the content provided here.

Free Investment Proposal Templates

While pitching it to any investor, the business plan needs to be clearly defined. Here’s our investment proposal sample to include your critical company information and create a great elevator pitch.