Investment Proposal Template

About this template

An Investment Proposal Template is a document between a business and an investor that is interested in supporting and investing in the business. This proposal’s main goal is to set expectations, outline business policies, and discuss how investments will be used. This form from Jotform Sign works great for any business, in any type of industry to get the boost that they need.

Customize this Investment Proposal Template to match your company branding with our intuitive online form builder. Drag and drop to upload your business logo and other branding assets, switch up colors and fonts, create an automated signing order, and much more. Once you’re done customizing, simply send it out to your investors for their e-signatures and buy ins.

Related templates

Grant Proposal

Create a custom grand proposal in seconds. Easy to share and collect e-signatures. Works on any device. Drag and drop to customize. Streamline your workflow.

Non profit Business Proposal Template

Generate a nonprofit business proposal and share via email. Fill out and sign from any smartphone, tablet, or desktop. Customize in seconds. No coding.

Budget Proposal

Generate a custom budget proposal in seconds with Jotform Sign. Fill out and sign on any device. Drag and drop to customize. Converts to a PDF document.

Marketing Proposal Template

Generate a marketing proposal with this free template. Fill out and e-sign in seconds. Easy to customize and share. Converts to PDF document. No coding.

Bid Proposal Template

Create a bid proposal for upcoming projects. Customize the proposal to match your project’s theme. Works on any device — desktop, tablet, or mobile.

Sponsorship Proposal Template

This sponsorship proposal template helps you attract and convince your leads to be part of your event as a sponsor. It contains a front page, cover letter for the leads, company overview, information about the event and terms.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.