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How to write your Business Funding Proposal Template

With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

Proposal Pack for Any Business

( Design themes, color schemes, fonts, and images are all customizable )

This set of chapters was selected for crafting a detailed and persuasive proposal aimed at securing business funding. This document was created for a business owner or entrepreneur to present their business case to potential investors or lenders, outlining the financial needs, projected returns, and strategic direction of the company.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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Popular Proposal Pack Design Themes

The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.

Use Cases for the Business Funding Proposal Template

  • Seeking venture capital investment for a startup.
  • Applying for a bank loan to expand existing business operations.
  • Proposing a partnership that requires initial funding.
  • Attracting angel investors for a new project.
  • Securing seed funding from early-stage investors.
  • Requesting government grants for a business initiative.
  • Pitching to potential investors at a business expo or contest.
  • Soliciting private equity for a company buyout.
  • Negotiating funding terms with a consortium of investors.
  • Presenting a business model to potential franchisees requiring startup capital.

Chapters Suggested for the Business Funding Proposal Template

Cover Letter, Title Page, Table of Contents, Executive Summary, Cost Summary, Return on Investment, Company History, Services Provided, Products, Market Analysis, Marketing Strategy, Operations Plan, Management Team, Financial Statements, Funding Request, Investor Offer, Appendices

Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build the Business Funding Proposal Template. The Wizard is included with any Proposal Pack or the Proposal Kit Professional.

While the chapter list for this layout has been AI-generated, the Word template that the Proposal Kit software will create is 100% human-written content.

Components of the Business Funding Proposal Template

Creating the Business Funding Proposal Template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.

Cover Letter

The Cover Letter serves as an initial introduction, highlighting the key points of the proposal. It should be concise and direct, aiming to pique the interest of potential investors or lenders by briefly outlining the purpose of the funding request and why the business merits consideration.

Title Page

The Title Page includes the name of the proposal, the name of the business, and the date. It may also contain contact information and a logo if applicable. This page acts as the frontispiece of your proposal.

Table of Contents

The Table of Contents lists the titles of the subsequent sections and their page numbers. This helps the reader easily navigate the document, enhancing the overall readability and professionalism of the proposal.

Executive Summary

The Executive Summary is a snapshot of the business funding proposal, providing a brief overview of the business, the funding needed, and why the investment or loan is sought. It summarizes the key points that will be detailed in the following pages.

Cost Summary

This section breaks down the costs associated with the business or project. Utilizing Proposal Kit's line-item database, this section can automatically generate detailed financial data, giving potential investors a clear picture of funding allocation.

Return on Investment

The Return on Investment section provides an analysis of the financial benefits investors can expect in return for their funding. It is crucial for convincing potential investors of the profitability of their investment.

Company History

This chapter outlines the history of the company, including major milestones and achievements. It builds credibility by showing the growth and resilience of the business over time.

Services Provided

In the Services Provided section, the business details the services it offers. This clarifies how the business operates and generates revenue, and it outlines potential areas for expansion with additional funding.


Similar to the Services Provided section, this part details the products the business offers. It focuses on the unique selling propositions of the products and any relevant market success.

Market Analysis

The Market Analysis presents research on the business's target market, including demographics, industry trends, and competitive analysis. This demonstrates the business's knowledge of the market and supports the feasibility of its strategies.

Marketing Strategy

This section outlines how the business plans to attract and retain customers. It details promotional tactics, pricing strategies, and distribution methods, helping to assure investors of the business's growth potential.

Operations Plan

The Operations Plan describes the day-to-day operations of the business. It covers logistics, technology, and human resources, providing a blueprint of how the business functions and how it plans to scale.

Management Team

In the Management Team section, the qualifications and experiences of the key team members are highlighted. This establishes trust and confidence in the team's ability to execute the business plan successfully.

Financial Statements

This section includes detailed financial records such as profit and loss statements, balance sheets, and cash flow statements. Accurately presented using Proposal Kit's software, these documents are essential for assessing the financial health of the business.

Funding Request

The Funding Request explicitly states the amount of funding needed and what it will be used for. This section should align with the financial details and projections outlined in previous sections.

Investor Offer

In the Investor Offer section, the details of what is being offered to the investors in return for their capital are specified. This could include equity shares, repayment terms, or other incentives.


The Appendices section can include any supplementary information that supports the proposal. This might be references, detailed technical specifications, or additional data that is pertinent but not included in the main body of the document.

This template is also referred to as

  • Investment Proposal Template
  • Financing Request Document
  • Startup Capital Proposal
  • Business Loan Application Proposal
  • Venture Capital Pitch Template
  • Angel Investment Submission
  • Seed Money Proposal Format
  • Equity Funding Plan
  • Financial Assistance Proposal
  • Commercial Lending Proposal Template

How to create the Business Funding Proposal Template with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.

This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.

See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.

If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

How to Build Proposal Template from an AI Outline

This video shows how to build a Word format proposal template using the Proposal Pack Wizard software from an AI-generated outline. This video is illustrated with pre-created AI outlines of chapters that are pasted into the Wizard software, which then generates a Word document from the outline.

Key Takeaways

  • The Business Funding Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
  • You can create unlimited custom variations of this template.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
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