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Your investment proposal should include the following key components: the cover page, table of contents, executive summary or about us page, market analysis, value proposition and plan of action, budget and revenue model, team’s portfolio, ROI or exit Investor shall invest ($0. Free Investment Application Form Template; 5. This agreement template allows you to compose a legally binding document that shows the transaction of May 26, 2018 · Download the Investment Portfolio Tracker: Get the Google Sheets file. It also includes information about the roles and responsibilities undertaken by the management What should be included in an investment proposal? Here are the essential steps to an investment proposal. Create & Download. Includes Investment Banking Resume/CV Tips and Practical Examples. Designed for efficiency and impact, this template allows your team to present a captivating, concise, and data-driven investment opportunity. 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