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How to write your own Investment Strategy Proposal

This 26 page layout is included with Proposal Pack. Create variations of this document of any length to suit your specific needs. Order and download for $79.

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The Investment Strategy Proposal is set of templates used by a company to pitch an investment to a partner or investor. This template helps outline everything from risk and assets to strategies and long and short-term objectives.

You can also create countless variations of this document to suit your specific needs using the included library of 2200+ chapters.
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The following 26 chapters are used in this document: Cover Letter, Title Page, Table of Contents, Overview, Your Investment, Market Study, Competitive Analysis, Short Term Objectives, Long Term Objectives, Solutions, Assets, Asset Management, Investment Strategy, Risk Analysis, Risk Management, Sources of Funds, Uses of Funds, Income Projection, Projected Expenses, Shareholders, Financial Information, Exit Strategy, Future Developments, About Us, Board of Directors, Back Page
Proposal Pack for Any Business
This proposal is commonly used for:
  • General business proposal
  • Non-technical proposal
  • Business plan, loan, investor funding proposal
  • Business opportunity, partnership proposal
  • Financial, investment, legal proposal
  • financial, ownership, asset, property


You can create this document using any of the logo designed Proposal Packs. Pick any Proposal Pack that has a logo design theme you personally like best, they all will work equally well. The Proposal Pack for Any Business is the pack with no extra added logos or colors - designed to be used plain or for you to customize with your own logos and graphics. The Proposal Pack design theme you purchase will determine what the visual look of this template will be. The screenshot above only shows the plain generic design theme.

A wide variety of chapters are included and are intended to be assembled based on your needs. All proposals are different and have different needs and goals. Proposal Pack is designed so you can customize the documents to suit your needs. This document is best created 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, importing your company logo, etc.). This template is an outline for a proposal that can be used for the described situation. It is each individual users responsibility to type in the actual content of the provided pages with their own information to complete the proposal. This template is created using Proposal Pack either manually by assembling the chapters or automatically by using the Wizard software. The Expert Edition of the software is included in the Proposal Kit Professional bundle.
Proposal KitPublished by Proposal Kit, Inc.
Create winning business proposals & contracts with minimal effort and cost. Downloadable proposal software, proposal templates, legal contracts and sample proposals.
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Proposal Kit

Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.