Investment Proposal Template
Attract investors with our Investment Proposal Template – prepare a captivating, concise, and data-driven proposal in less time.

About this template
Attract investors and secure funding with our interactive Investment Proposal Template. Designed for efficiency and impact, this template allows your team to present a captivating, concise, and data-driven investment opportunity.
Craft stand-out pitches that showcase the potential returns, growth prospects, and risk mitigation strategies, ultimately securing the financial support your business needs.
What's included?
- About us
- Product
- Market
- Business model
- Funding requirements
- Team
- Contact us
A tool packed with features
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.

Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.

Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.

Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.

Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.

Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.

Templates for every use case
Explore templates for sales, marketing, customer success, sales enablement and more.
Explore proposal templatesFrequently asked questions
Crafting an effective investment proposal involves understanding the preferences and priorities of your target investors, organizing your ideas logically, and presenting a compelling opening that addresses the problem your business idea solves.
It's essential to describe your product or service, define your target market, and outline marketing strategies to attract and retain customers.
Additionally, include financial projections, address potential risks, and conclude with a strong call to action that encourages investors to invest in your business.
By focusing on the following key components, you can create a successful investment proposal that effectively communicates the value of your business idea to prospective investors:
1. Comprehensive Business Overview: Provide a thorough description of the business idea, market opportunity, management strategy, and potential returns on investment. 2. Effective Marketing and Sales Strategy: Articulate your approach for attracting and retaining customers, demonstrating the business's revenue-generating potential. 3. Identification of Risks and Challenges: Address potential obstacles and present a plan for mitigating them, showcasing your preparedness for unforeseen circumstances. 4. Strong Call to Action: Conclude with a compelling appeal that inspires investors to take action and invest in your business.
A business proposal and an investment proposal serve different purposes:
Business proposals outline a detailed plan for a specific project or venture, typically used by companies to pitch their products or services to potential clients. For a business proposal, the focus is on showcasing the company's expertise and capabilities to deliver the proposed solution, addressing the client's needs and requirements.
On the other hand, an investment proposal is used to seek funding from potential investors for a new or existing business idea. Its primary aim is to demonstrate the business's potential and secure investors' commitment. This usually involves presenting the business idea, market opportunity, financial projections, and management strategy, emphasizing the potential returns on investment.
Qwilr’s built-in brand editor lets your company choose which elements you want to have displayed consistently for every sales proposal sent to prospects. Elements that you can standardize include fonts, brand colors, logo positions. With this, you can ensure consistent delivery and branding across the board.
Qwilr understands the importance of confidentiality and has, therefore, created several security features to help protect your team’s documents. Options such as requiring recipients to authenticate themselves through Google accounts and password protection, view limits and expiry dates are all parameters you can set to control and protect your sales documents.
Absolutely. Qwilr understands all the various steps involved in executing a seamless sales process for prospects, from the proposal to pricing, contracts and payment.
With that, our software lets prospects securely enter their credit card details into a payment feature in-built into the form.
And, once the payment has been debited from the client’s account, you’ll receive the money within a few days!
With Qwilr, we understand the need to keep everything in one place so that your team and your clients aren’t dealing with multiple platforms.
With that, we have created a built-in digital signature feature, which allows your lead (and soon-to-be client!) to choose the service package they’re after, accept and sign your sales proposal online.