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Investment Proposal Template

Qwilr's investment proposal template helps your create beautifully designed proposals to help secure funds for your next venture, idea or business. Use big, bold images, video and charts to clearly communicate your idea and see what investors are engaging with by using detailed analytics.

Make a visual statement

Embed images, charts and videos

Include full-scale images, embed videos inline, showcase previous results and progress using beautiful charts.

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Get into the detail

Embed spreadsheets, project timelines, calendars and forms to show a potential investor where you're headed.

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On brand and on time

Once you personalise your template with your brand style, you can save it, update it and use it over and over again.


Works across all your devices

Built with mobile in mind, your Qwilr proposal can be viewed across phone, tablet or desktop. You can also share it as a webpage.

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Know when to follow up

Link your Qwilr notifications with your email, Slack or many of the other messaging platforms so you know when your investment proposal has been viewed and you can follow up in a timely manner.

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Keep it locked down

Sometimes the information in your investment proposal is competitively sensitive. Use Qwilr features like password protection, view and time limits so you can control who sees your information.

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Understand what works

Using Qwilr makes the process of understanding what's engaging easy. You can layer on analytics to see when investors have opened and engaged with your proposal so you know when to follow up. It also makes it simple to share and update as your investment needs or business details change.


One-click signoff, anytime anywhere

Instant signoff means your client can approve your proposal immediately, meaning you can get started on the project right away.

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Signed. Sealed. Delivered

Instant, one-click acceptance and integrated payments means your potential investor can sign off on your investment proposal and process payment for immediate execution.

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Let's chat

Turn on the live chat feature to allow your potential investor to interact and ask any questions when they arise regarding your Investment Proposal.

See the template in action

Join the thousands of teams building better docs with Qwilr.