Struggling to create impactful investment proposals that convert prospects into clients?
You’ve come to the right place.
Super Proposal offers a free investment proposal template with essential, customizable sections, mainly Financial Strategy, Client Objective and Proposed Asset Allocation. This document is helpful in presenting a step-by-step approach to help prospects understand how you can help their financial situation and provide a return on investments.
Planners can showcase a proposed plan that suggests result-oriented asset investments to prospects with the ‘Table’ feature.
Sign up for a 15-day trial and create amazing investment proposals today.
The cover page is the first impression of your investment business proposal, featuring key details like your business name, logo, and proposal title. A well-designed cover page grabs attention and helps set the right tone.
Customize the cover page with your design business’s name, logo, recipient’s name, and proposal title to reflect your brand identity and create a polished presentation.
The cover letter introduces your firm your firm and the value you bring to managing investments.
Personalize it by addressing the recipient and telling how excited you are to present the proposal. Next, give a compelling introduction about your business and your area of focus.
The About Us section describes what your company is, what you do, and your unique selling proposition (USP). highlights your firm’s expertise in investment planning and risk management and builds trust and credibility.
Edit this section to include basic details of your business, mission, and values to establish credibility. If available, include certifications.
Meet Our Team Section introduces your team members and their roles. This demonstrates the expertise behind your operations and humanizes your business.
Include brief bios of key team members, focusing on their qualifications and contributions. Mention the names and designation of the rest.
Testimonials are your collection of positive feedback from previous clients or partners. They will help to convert recipients by building trust and credibility.
Add testimonials that highlight successful investment strategies or notable returns for your clients.
Scope of Work provides a detailed overview of the financial services and deliverables included in the proposal. Personalize it to the specific needs of the recipient.
Clearly defining the scope of work sets clear boundaries and avoids misunderstandings.
The Pricing Section outlines your pricing structure, payment terms, and additional fees, if any.
Give a detailed breakdown of it to provide transparency, help set expectations, and avoid potential disputes.
The Project Schedule Section breaks down the project into phases with milestones and deadlines. It creates accountability and helps the recipient understand the proposed timeline.
Map out key phases such as initial consultation, strategy presentation, portfolio implementation, and quarterly reviews.
The Terms & Conditions Section is the legal framework of the Business proposal, covering confidentiality agreements, disclaimers on investment risk, and details on advisory fees. It protects both parties and ensures mutual understanding of responsibilities.
The Sign is the final section for obtaining formal e-signatures. It ensures both parties are committed, and the proposal is legally binding.
The template has a legally binding built-in signature process to make signing simple, secure, and convenient.
This template is beneficial for financial planners and firms who want to expand their business.
There are essential sections which help cut down on the time spent on creating an investment proposal from scratch.
Through Super Proposal’s software, users can add, edit, or reorder sections according to their needs. There are options to add, delete, or duplicate elements like images to present investment goals for optimal returns.
Use Super Proposal’s Investment Proposal Template now.
Step 1: Start your FREE Trial or Sign In
Sign up for a free trial today; no credit card is required. If you are already a member, sign in to access the template.
Step 2: Select our investment proposal template & customize
Customize our investment proposal template with your branding elements, product details, pricing, and images to reflect your business’ style and vision.
Step 3:Â Send the proposal to clients/investors
Send the proposal to clients/investors with a single trackable link.Â
Step 4: Secure the deal with e-signatures
Seal the deal with e-signatures on the platform.
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FAQs
What’s included in this investment proposal template?
Our investment proposal template includes the following sections:
- Cover Page
- Letter
- Company Profile
- Services
- Team
- Showcase
- Project Summary
- Cost
- Next Steps
Can you download the investment proposal template in PDF format?
Yes, you can download the investment proposal template in PDF format. The services templates from Super Proposal proposal software give you the flexibility to download them in PDF format and send them directly to your clients. If you wish to download it as a PDF, you first need to gain access by signing in with your credentials. If you are a new user, then you will need to create one. After signing in, you can customize the template according to your wishes and download it from there to share as a PDF.
Why not just send the inevstment proposal template as a PDF?
Super proposal software offers you unlimited visibility of your client interactions in your proposal. And this is the game changer part in your deal closing. This feature will allow you to see exactly how your clients are engaging with your proposals with exact measurements like time and duration. This means you are getting an upper hand with the strategy. You can identify when a client is most interested in your proposal or when they might need a gentle push with follow-up. By understanding client behavior, you can create a stronger relationship and improve your chances of closing deals.
Can I Edit Your Templates?
Yes, you can fully customize our PDF proposal templates to suit your specific needs. This flexibility allows you to adjust fonts, tags, and other elements, ensuring your web strategy audit proposal template reflects your unique style and requirements.
What additional templates are available on Super Proposal?
Super Proposal offers 130+ proposal, contract and quote templates. Here are a selected few:
Enterprise Business Proposal
Sales Proposal Template
