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Investment Proposal
You need a concise and compelling proposal because it's what you'll use to grab the investor's attention.
The Investment Proposal Checklist can help you prepare a winning proposal. The proposal is not the same as your business plan. The business plan is designed for an internal audience (namely your managers), to guide their work; the proposal is designed for an external audience, to sell your idea and raise the funds you need. Investors want the proposal to give them an immediate understanding of:
The Executive Summary
The executive summary must be brief and complete in itself. If it's successful it will encourage investors to read more. It needs to show them:
Getting the Investors' Attention
The proposal needs to capture the investors' interest by providing them with the information they need in an attractive and easily understandable style. Pay close attention to the writing and visual presentation:
Table of ContentsA typical proposal contains the following sections:
Action ItemsUse our Investment Proposal Checklist to guide your proposal preparation.
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Updated: 2005/07/12![]() |
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