Investment Proposal Templates

It has been a while BP! I am still making moves here and there, but more and more I am being asked for paperwork that I just don't have. I have tried to use a regular business plan, but it just doesn't quite cut it for what I need.

I am going to venture off into a full time business here and this venture may heavily involve OPM to get off the ground. Anyone have any RE investment proposals they could post as a template in the knowledge base for us to use?

Myka M.

Real Estate Investor · Dayton, Ohio

145 posts
5 awards
50 influence

Dec 03 '10, 10:57 AM

Originally posted by nmbr1wholesaler

It has been a while BP! I am still making moves here and there, but more and more I am being asked for paperwork that I just don't have. I have tried to use a regular business plan, but it just doesn't quite cut it for what I need.

I am going to venture off into a full time business here and this venture may heavily involve OPM to get off the ground. Anyone have any RE investment proposals they could post as a template in the knowledge base for us to use?

Guess not :roll:

Dale Osborn

Mobile Home Investor · Spanaway, Washington

1,307 posts
16 awards
61 influence

Dec 03 '10, 11:01 AM

I wouldn't mind having access to lots of free forms either!

Myka M.

Real Estate Investor · Dayton, Ohio

145 posts
5 awards
50 influence

Dec 03 '10, 02:59 PM

You do, they have some great ones here in the BP knowledge base... just not a RE inv proposal :)

William Alvarado

Hard Money Lender · Islandia , New York

18 posts
50 influence

Dec 03 '10, 10:16 PM

The Proposal guidelines and content/format changes (should change) depending on the deal. I write several proposals and can tell you it is not a good idea to follow the same formula for all deals, just like each building/business is different the proposal should be as well, what I have noticed is that you can make a guideline for a "type" of deal (bulk reo, commercial office space, condo, etc) but not a uniform template, you will find yourself spending more time making adjustments to the template than actually writing it.

Derrick Sakai

Real Estate Consultant · San Leandro, California

38 posts
1 award
50 influence

Dec 08 '10, 03:22 AM

Hi , here are some tips on how to make Investment Proposal

1. Investment Title Guidelines:

The investment title of your proposal must explain what your business does. So create a compelling enough title that will position your business to be understood instantly in the investor's mind before he/she has even read your investment proposal! Consider also that the Subject line of the email that is sent out to our registered angel Investors will include your Investment title. A simple, catchy, snappy title will ensure that an investor will open his email and read your entire investment proposal that he receives through Venture Giant. A good title will also ensure that any other investors browsing through our angel investment network will be compelled to read more!

2. Investment Summary Guidelines:

This is the public part of your proposal and this must compel an investor to want to read the ENTIRE investment description.

Ideas to mention here are:

* Why your investment opportunity is attractive!

* How much money is needed, and how will it be used?

* What will be the return on investment (ROI) for an Angel Investor and when will they see this return?

Ideally you should aim to write this paragraph AFTER you have created and drafted your entire investment pitch below, so as to ensure that you do not miss out any important facts!

* Investment Summary:

(500 Characters)
3. Investment Description Guidelines:
Your Investment description that you create on Venture Giant will have to answer the question:

"What's in it for the Angel Investor!" - I have seen it to many times! Entrepreneurs talk and talk about their product and businessâ€¦. And then that is it! Strike a balance, and talk about your business, how you will make money, why you are seeking investment and how an investor will make a return!

This is your investment pitch - and don't forget to add some Industry Statistics! A simple search on Google will reveal some interesting facts that you can include in your investment proposal.

Address key issues like:

* What makes your investment proposal an attractive investment opportunity?

* How much money is needed, and how will it be used?

* What will be the return on investment (ROI) for an Angel Investor and when will they see this return?

This can be effective as a teaser to attract the initial attention of an angel investor particularly when using email or an online angel investment matching service.

Investment Description at least 3000 Characters