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Investment Proposal Letter Fill out the template

Investment Proposal Letter

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Last revision 10/28/2019
Formats Word and PDF
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Size 1 page
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Last revision: 10/28/2019

Size: 1 page

Available formats: Word and PDF

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Investment Proposal Letter

An Investment Proposal Letter is a document by which a business requests funding from a potential investor. This is not the most formal document, as several conversations will usually be had after this letter is sent, as well as final contracts drawn up for the terms of the investment. Instead, this is just an initial letter a business can send to a potential investor to get the conversation started. Sometimes, a potential investor may already have shown interest in investing, and this is the letter with which the business can follow up.

Please be advised this document cannot be used to announce or request the purchase of stocks. The Securities and Exchange Commission (SEC) closely governs those businesses which sell securities, including small businesses. There are a number of registration requirements which 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 in according with 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.


How to use this document

This letter includes the most pertinent information about the business for the investment. It asks when the business opened, whether or not it has made a profit, and the timing of the breakeven point and profit points, if applicable.

In order to properly greet the potential investor, the letter also asks whether the potential investor has already shown interest. The most important part of the letter covers the details of the investment, such as what is being asked for, for what purpose, and the investment's terms.

After this document is filled out, it should be printed and signed by the sender. Then, the sender should keep a copy and mail a copy to the potential investor.


Applicable law

As long as the business is not offering securities, as discussed above, best practices will guide what should be put into an Investment Proposal Letter. It should contain all of the information needed to give the potential investor a clear picture of the business they may be entering.


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