Proposal Pack / All Templates / Methodology - Investment

Writing the Investment document

Use the Investment template to describe your plans for making strategic investments that will improve the profitability of your organization or that of your client. You could also use this template to describe past investments you have made or investments that you are recommending to client. To fill in the fields below state the investment you have made or plan to make. For example this might be " Funding Research for New Cancer Treatment Drug" or " Shares of XYZ Stock. " Then fill in the details about that investment. To describe investments that others have made in your project or organization use the Investors template. Investment #1 Details. Describe any pertinent details about the investment such as how many positions were funded types of equipment purchased or types of stocks or bonds. Funding. Describe the cost of this investment and where that money came from. Purchase Date. Describe the past or proposed purchase date. Expected Benefits. Insert details of the benefits you expect to receive from this investment and when you expect to receive them. Notes. Insert any other important details such as loan payback schedules time limits dependencies on other elements etc.

Investment #2 Details. Describe any pertinent details about the investment such as how many positions were funded types of equipment purchased or types of stocks or bonds. Funding. Describe the cost of this investment and where that money came from. Purchase Date. Describe the past or proposed purchase date. Expected Benefits. Insert details of the benefits you expect to receive from this investment and when you expect to receive them. Notes. Insert any other important details such as loan payback schedules time limits dependencies on other elements etc.