Download these 13 Free Sample Investment Proposal Templates to help you prepare your own Investment Proposal.

An investment plan is a document which is prepared by the sponsor or sponsors of a new investment project, or the management of an existing organization, for potential investors or lenders. It points out all the details relating to the nature of the forthcoming project or production, its history or need, if there is any, growth potential or the feasibility report, objectives and the amount of capital necessary to make the plan happen, any guarantee or security, and a guarantee for timely settlement of interest and principal when time comes.

If a person wishes to make a proper and good investment plan then he must keep the following things in mind. Such a proposal is presented to investors and stakeholders in order to give the entire overview or summary of the future or proposed objectives and business investment details.

The Project Description:

In this section, all of the details about the project must be given properly and in easy language for the forthcoming investment or plan. It should briefly talk about the purpose, objectives, and other such details of the project like any fundraisers or sponsors the step-wise investment plans, and the plan of usefully utilizing investments.

Information about Sponsorship and Financial Assistance, etc:

In this part, make sure that you include all the relevant details about the present and historical background of sponsorship, financial data, and business details. This is to ensure that the sponsors are reliable and trustworthy. It should also discuss the details of any technical planning and any other such details.

The value of Market and Sales relating to the plan:

This section should provide all the details about the production projections, the sales value, and the possible market position for that plan or product. It also addresses the projected users of the product as well as the division channels that need to be triggered for that product to work effectively and efficiently.

Government Rules and Regulations:

The details of the government rules and regulations of the country or state relating to the production or running of the plan should be included. It should address if any Government support, incentives, or discounts are available for any such proposals.

Technical Feasibility, Manpower, Raw Materials resource, and their Management details:

The proposal should briefly comment on the technical possibilities and details of the labor, resources, and the human and material management of all the required resources for the plan that is to be provided for.

Estimated time requirements for the Investment Project and Proposal:

Entire details about the time period that is estimated for which the purpose is going to be completed are mentioned along with the other details of investment and financial proposals for each step involved in the project’s successful completion.

Other factors can also be added along with the details and points that we have discussed. To make the best investment proposal you should add details of the people involved in this plan as well to encourage them and make your proposal livelier.