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.

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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.