Creating an Effective Investment Proposal Template
Originally held over two sessions, this program will focus on the general structure of an investment proposal for seeking equity capital. The program will use a sample case study project to illustrate the components of an effective equity investment proposal.
Program Information
Program Date:
November 12, 2013
Creating an Effective Investment Proposal Template Session 1
The first session will begin with a review of the general table of contents and format for an effective and efficient investment proposal.  The session will address in detail individual template sections and provide an overview of the equity capital investor’s principal interests and concerns that should be addressed in the proposal.

Session Highlights
  • Understanding of basic structure and components of the proposal template
  • Examples (samples) of sections and why they need to be succinct and concise
  • Available web products and services for the template
  • Summary statistics for the investor (short- and long-term)
  • Ownership structure and selling the 'people'
Speaker Information
Roger Staiger   [ view bio ]
Creating an Effective Investment Proposal Template Session 2
In the second session attendees will complete the investor template and a detailed review of each section will be undertaken.  A further detailed review of the sample project case write-up will also be undertaken to further point out the qualities of an effective equity investment proposal, including the recommended listed sections and suggested locations for information and source information.  

Session Highlights
  • Case Study approach to completing an investment template
  • Complete Table of Contents for an investment template
  • Understanding of the different between the investment template and a complete business plan and strategic plan
  • Understood approach for completing summary of project
Speaker Information
Roger Staiger   [ view bio ]
Individual topic purchase: Selected
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Public Member: $195.00
Member: $215.00
Public Nonmember: $265.00
Full Price: $295.00