Investment Proposal Letter Free

Under 5 minutes

Last updated 2020-04-22 16:37:10

Formats Word and PDF

With the template, called an Investment Proposal Letter, a business can request funding from a potential investor. Note that the document is not considered as a formal document - it is more an initial letter a business can send to a potential investor in order to start a relationship.

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Template Overview

Be advised this document cannot be used to announce or request the purchase of stocks. The Securities and Exchange Commission (SEC) strictly governs those businesses which sell securities, including small businesses. Several registration requirements need to be met before such an offering can be made. After the registration requirements are met, however, and a public offering of stock has been made according to SEC guidelines, a Stock Sale and Purchase Agreement may be used to sell the stock.

This lnvestment Proposal Letter may only be used to request capital funding with its own terms, not in exchange for stock.

Tip: How to modify the template

You fill out a form. The document is created before your eyes as you respond to the questions.

At the end, you receive it in Word and PDF formats. You can modify it and reuse it.

How to use this template

The person filing the document will have to enter the information about the business for the investment, as well as when the business was opened, whether or not it has made a profit, and the timing of the breakeven point and profit points, if applicable.

A completed document should be signed and sent to the potential investor.

Applicable law

No specific laws govern Investment Proposal Letter. However, it should consist of all the information needed to give the potential investor a clear picture of the business they may be entering.