A studio service
Investment proposal design a written case an investor can act on.
An investment proposal is the written form of a pitch: a document an investor reads alone, at their own pace, and often passes to an accountant or adviser. It needs to make the case without you in the room. We design investment proposals from your draft and figures, with the amount, the use of funds, the return and the terms where a reader looks for them.
N° 01What an investment proposal contains
Six sections in the order they are read.
01
Executive summary
The business or project, the amount sought, what it will be used for and what the investor receives. One page.
02
The opportunity
The market, the customer and the reason this can work, with evidence for each claim.
03
Use of funds
Where the money goes, as a table that adds up to the amount requested.
04
Financials
Historical results where they exist and projections with their assumptions stated.
05
Terms
Equity, debt or a share of profit; what the investor gets and when.
06
Team and track record
Who is responsible and what they have delivered before.
N° 02Templates and examples
Why a template only gets you halfway.
01
A template gives you headings
It cannot tell you which three figures your investor screens on or what to leave out. That judgement is most of the work.
02
We start from your reader
A bank, a private investor and a family office each read differently. We arrange the proposal for the one you are sending it to.
03
You keep a reusable version
The Raise Set includes your proposal as a template, so the next one starts from a finished design.
N° 03Investment
Three fixed-price packages.
Investment Proposal
$690
One proposal, designed from your draft.
- Up to 12 designed pages
- Summary, opportunity, financials, terms and team layouts
- Up to 4 charts or tables, from your figures
- 2 revision rounds
- PDF + editable source
- Not included: writing from scratch, financial modelling, legal language
Proposal + Teaser
$1,200
The proposal and the one page that introduces it.
- Investment proposal, up to 16 pages
- 1-page teaser for the first email
- Copy tightened and headlines written from your draft
- 2 revision rounds
- PDF + editable source
- Not included: financial modelling, legal documents, investor outreach
Raise Set
$2,200
Proposal, teaser and a deck for the meeting.
- Everything in Proposal + Teaser
- Matching 12-slide presentation
- Reusable template for future proposals
- 3 revision rounds, 30-minute call
- All source files
- Not included: building the financial model, legal documents, valuation
N° 04Questions
The answers we give most often.
- What is an investment proposal?
- A document that sets out a business or project for prospective investors: what it is, how much capital is needed, how it will be used, what return is expected and on what terms.
- How do you write an investment proposal?
- Start with a one-page summary of the amount, the use and the return. Then the opportunity, use of funds, financials with assumptions, terms, and the team. State risks plainly; investors assume them anyway.
- What is the difference between an investment proposal and a pitch deck?
- A proposal is a written document read alone. A pitch deck is presented or skimmed. Many raises use both, which is why the Raise Set includes a matching presentation.
- How much does investment proposal design cost?
- Investment Proposal $690, Proposal + Teaser $1,200, Raise Set $2,200. Financial modelling and legal documents are not included.
- Do you provide a free template?
- No. We design proposals to order. The Raise Set leaves you with your own proposal as a reusable template.
- Is this investment or legal advice?
- No. We design and edit the document. Deal terms and how an offering may be made are matters for your advisers.
Start your book
Putting a proposal in front of an investor?
Send us your draft and the figures. We will reply within a day with an outline and a fixed price.