ULI Online Learning Services Provided by Peach New Media
Peach New Media
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Atlanta, GA 30339
1 (866) 702 3278
Creating an Effective Investment Proposal Template: ULI Online Workshop
REGISTRATION IS NOW CLOSED. PLEASE STAY TUNED FOR FUTURE OFFERINGS.
Held over two sessions, this new online and live 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.
Session 1 – November 12, 2013 1:30 – 3:30 p.m. ET
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 2 – November 14, 2013 1:30 – 3:30 p.m. ET
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.
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