Investment Proposal

Investment Proposal is a document designed to raise finance to fund a project, a new venture or an established business. The ultimate goal of an investment proposal is to attract investors. To achieve this goal, the investment document should clearly show the value for the investors and pro-actively address any concerns they may have.

The major components of an investment proposal are always the same, whatever the purpose, whoever the audience:

• The opportunity. What is it? What customer value does it generate and how? Is this value sustainable? 
• The team. Who is involved? What are their capabilities and competencies?
• The environment. How does the opportunity fit in the external environment? What uncontrollable factors can affect the opportunity and how?
• The investment offer. How much money is required? How is it allocated? What return does the opportunity generate for the investors and when?
• The risks. What can go wrong? How can the team respond?

Read our article What is the difference between a business plan and an investment proposal?

Benefits of a professionally written Investment Proposal:
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• Written by the Head Planner with Masters in Economics and Accounting and 15 years of international business experience 
• Ensures the content and format meets selection criteria of your audience
• Addresses specific issues, which businesses seeking significant investment must cover
• Saves you time researching, gathering, documenting and formatting information
• Presents you as a professional business person with serious intentions

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How does it work? How long does it take?​
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• Call us on 02 4295 0079 or Request A Call Back
• Book a time with our Head Planner.  During our meeting or a telephone interview we will discuss your needs and the goals that your business strives to achieve. Following this, you will receive an obligation-free proposal clearly stating the brief for the Investment Proposal, the outcomes of our services, steps involved, and the time frame to compete our services. 
• It takes from 7 working days to complete an Investment Proposal, with 5 working days to prepare a draft and further 2 working days to complete the final document following your review and comments.

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How much does an Investment Proposal cost?
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Investment Proposal costs from $2,500. The price is driven by the amount of work involved, the size of the document and graphic content.

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Complementary Services
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Strategic Business Plan

Our Strategic Business Plans and various other strategic process services are for established businesses undertaking strategic review, analysis, choice, implementation or evaluation exercises.

​We can help you to undertake the whole strategic process and write a comprehensive strategic document, or would focus just on a specific area.

Feasibility Study

Feasibility Study is an evaluation document designed to analyse the multitude of available project scenarios and choose the most suitable one. 

Once the scenario choice is made, we present it as a comprehensive Business Case to justify an organisational investment into a project, or as a proof of concept for new business ideas funding.

Professional Business Plans
is a CPA Practice

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Confidentiality

You can be assured that any information you provide to us will remain confidential and we will not pass it on to any third party. ​Signing a Non Disclosure Agreement is a standard practice for us.

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Why choose Professional Business Plans?

• Benefit from our extensive experience in writing investment proposals

• Get your business reviewed by an independent, experienced strategic CPA accountant

• Minimise risks with our quality financial projections and evaluations

• Get your questions answered through our access to the latest industry updates

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• Take advantage of our affordable prices

• Friendly, competent planners

• Get results fast

ABN 98 102 344 585
​Liability limited by a scheme approved under Professional Standards Legislation

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​We write professional investment proposals for clients across Australia, including Sydney, Melbourne, Brisbane, Gold Coast, Sunshine Coast, Cairns, Darwin, Perth, Adelaide and Hobart.