What makes a valid e-signature?

A valid electronic signature shows signer intent, signer consent to transact electronically, attribution to the signer, and a retained reproducible record of the signed document to support enforceability.

Can investors legally e-sign these requests?

Yes. Most investor communications and agreements are valid when executed electronically under ESIGN and state e-signature laws, except for narrowly defined statutory exceptions such as wills, certain court filings, and other formal documents.

Is notarization required for the request itself?

Typically no for a proposal package, but certain attached documents or executed agreements might require notarization or witnesses depending on state law or the transaction type.

How do I ensure document integrity?

Use platforms that produce tamper-evident signed PDFs, retain an audit trail with timestamps and IP addresses, and employ strong transport and storage encryption to support admissibility.

What if a signer lacks authority?

Obtain supporting evidence such as corporate resolutions, power of attorney, or a signed authorization letter; accepting signatures without proof risks invalidation.

How can the request be amended or revoked?

Amendments or revocations should be in writing and agreed by all parties; follow the governing law in the request and preserve records of the amendment and consent for legal clarity.

Electronic Signature
Templates
Miscellaneous
Investment Proposal Request

Investment Proposal Request

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

INVESTMENT PROPOSAL REQUEST

Parties

Proposer (Company Name) Proposer Address

Proposer Contact Name

Proposer Email

Proposer Phone

Client (Requesting Party) Client Address

Client Contact Name

Client Email

Client Phone

Recitals

WHEREAS, the Proposer, , has experience and expertise in preparing investment proposals and structuring investment arrangements; and

WHEREAS, the Client, , seeks to obtain a formal investment proposal for the project or opportunity described herein and desires Proposer to prepare and deliver such a proposal on the terms set forth in this request; and

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained in this Investment Proposal Request, the Parties agree as follows:

Scope of Work

Proposer shall prepare and deliver a written investment proposal that includes analysis of opportunity, proposed capital structure, projected returns, risk assessment, recommended terms, and supporting assumptions. The proposal shall be delivered in the form and level of detail reasonably requested by Client and as described below.

Detailed Scope (describe deliverables, deadlines, and milestones)

Payment Terms

In consideration for the services described above, Client shall pay Proposer fees in accordance with the following terms. Fees are exclusive of applicable taxes unless otherwise stated.

Fee Amount

Payment Schedule

Late Fee

Invoicing Instructions / Payment Details

Term and Termination

This Investment Proposal Request shall commence on and shall remain in effect until unless earlier terminated in accordance with this section.

Either Party may terminate this Request for convenience upon delivering written notice to the other Party no fewer than days prior to the intended termination date. Termination shall not relieve Client of its obligation to pay for services performed through the effective date of termination.

Confidentiality

Each Party acknowledges that proprietary, nonpublic, or confidential information may be exchanged in connection with this Request. Each Party agrees to keep such information confidential and to use it solely for the purpose of evaluating and preparing the investment proposal. Confidential information does not include information that (a) is or becomes generally available to the public other than by breach of this Request, (b) was in a Party's possession prior to disclosure by the other Party, or (c) is independently developed without use of the other Party's confidential information.

Mutual confidentiality is: Agreed

Description of Confidential Materials (if any)

Governing Law

This Investment Proposal Request and any dispute arising out of or relating to it shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles.

Entire Agreement

This document constitutes the entire agreement between the Parties with respect to the subject matter herein and supersedes all prior oral or written communications, proposals, and agreements relating to the preparation and delivery of the investment proposal. Any amendment or modification to this Request must be made in writing and signed by authorized representatives of both Parties.

Representations and Certifications

Each Party represents and warrants that it has the authority to enter into this Request, that the individual signing on its behalf is authorized to bind the Party, and that the execution and performance of this Request will not violate any applicable law or agreement to which such Party is subject.

Proposer (Entity/Company):

Party Label:

By:

Date:

Client (Requesting Party):

Party Label:

By:

Date:

What an Investment Proposal Request Is

An Investment Proposal Request is a formal written package used to solicit capital from prospective investors by summarizing the opportunity, the amount of funding sought, use of proceeds, projected financial returns, key risks, timeline, and required documentation. It standardizes information for screening and comparison, clarifies investor eligibility and minimum commitments, and sets initial terms to guide due diligence and negotiation toward a potential term sheet and closing.

Why a Clear Request Matters

A well-prepared Investment Proposal Request gives investors consistent data for evaluation, reduces back-and-forth during diligence, and helps align expectations on valuation, governance, and milestones.

Typical Parties Preparing and Reviewing Requests

Venture-backed startups, private companies, municipal project sponsors, and family offices commonly use Investment Proposal Requests to start fundraising processes.

Startups and founders seeking seed or Series A capital from angel investors or VCs.
Private equity and investment firms evaluating deal pipelines and term sheets.
Corporate development teams assessing acquisitions, strategic investments, or joint ventures.

Reviewers include investment committees, underwriters, legal counsel, and accredited investors who assess financial models, legal risk, and projected returns.

Core Sections Investors Expect

Essential sections of a professional Investment Proposal Request that investors expect: executive summary, financials, use of proceeds, risk factors, governance terms, and exit assumptions.

Executive Summary

Concise description of the business, market opportunity, funding amount requested, intended milestones, and the strategic rationale that highlights why the investment merits consideration.

Financials

Historical financial statements, audited or reviewed when available; detailed projections, cash flow forecasts, unit economics, assumptions, sensitivity analyses, and supporting schedules for verification and diligence.

Use of Proceeds

Detailed allocation of funds by category and timing, including capital expenditures, working capital, debt repayment, and contingency reserves with associated timelines.

Deal Terms

Proposed security type, valuation impact, investor rights, liquidation preferences, covenants, and any conditions precedent required to close the financing round.

Risk Factors

Material business, market, regulatory, operational, and execution risks described with mitigation strategies; disclose pending litigation and contingent liabilities.

Appendices

Supporting documents such as cap table, customer contracts, intellectual property filings, management bios, legal opinions, and detailed technical or project plans.

Required Data Elements at a Glance

Company Legal Name: Full legal entity name as registered

Contact Information: Primary contact, phone, email, mailing address

Funding Amount: Total capital sought, specify currency

Use of Funds: High-level allocation categories and amounts

Financial Statements: Recent P&L, balance sheet, cash flow

Signatory Authority: Name, title, exec authorized to sign

Step-by-Step: Preparing the Request

Step-by-step checklist to prepare, review, and deliver an Investment Proposal Request with clear responsibilities and verification steps before submission.

01

Gather Documents: Collect financials, contracts, cap table, and permits.
02

Draft Narrative: Write executive summary and investment rationale.
03

Populate Financials: Include projections, assumptions, and backing schedules.
04

Review and Approve: Internal stakeholders sign off and confirm accuracy.

Digital Submission and Signing Requirements

Digital delivery and signing requirements for eSubmission of Investment Proposal Requests, including supported file formats, signer authentication options, and audit trail expectations.

File Formats: PDF, DOCX, and flattened PDFs supported
Authentication: Email link, SMS code, or KBA as needed
Audit Trail: IP, timestamp, and action log retained

Recommended Online Workflow Settings

Configure an online workflow to collect, route, and store signed Investment Proposal Requests securely and efficiently.

Field	Configuration
Upload	Accept PDF or DOCX; auto-convert to PDF
Fields	Add signature, date, and conditional fields
Authentication	Set email or SMS verification for signers
Storage	Encrypt at rest, preserve audit trail

Typical Routing and Submission Flow

Typical routing and submission flow for an Investment Proposal Request, showing sender setup, signer authentication, investor review, and final archive.

Prepare: Upload document and assign signer roles
Send: Deliver secure signing link or email invite
Sign: Signer authenticates and applies electronic signature
Archive: Signed copy and audit trail stored securely

Timing Expectations and Common Deadlines

Key timing expectations and common deadlines for issuing, reviewing, and responding to Investment Proposal Requests during fundraising and due diligence phases.

Preparation Time:

Allow 2–4 weeks to assemble financials and legal documents

Initial Review:

Investors typically respond within 7–14 days

Due Diligence Window:

Expect 2–6 weeks for detailed diligence

Negotiation Period:

Term sheet negotiations often take 1–4 weeks

Closing Timeline:

Closing may require 30–90 days after term sheet

Common Mistakes to Avoid

Submitting incomplete financials or inconsistent projections that conflict with supporting schedules delays review and reduces investor confidence.
Using vague use-of-proceeds descriptions such as 'working capital' without line-item allocations leads to follow-up questions and negotiation delays.
Failing to identify authorized signers or provide proof of authority can invalidate submissions or require last-minute notarization.
Not disclosing material liabilities, litigation, or regulatory issues can lead to deal termination and legal risk during diligence.

Key Consequences of Errors

Reputational Risk: Investor withdrawal or reduced offers

Financial Delay: Funding postponed; cashflow strain

Regulatory Exposure: Noncompliance fines possible

Tax Consequences: Withholding or audit risk

Contractual Breach: Term sheet rescission risk

Data Exposure: Confidentiality breach fines

eSignature Pricing and Feature Comparison

Baseline pricing and feature availability for common eSignature providers relevant to Investment Proposal Requests; signNow is shown first per comparative format.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions and Troubleshooting

Common questions and practical guidance for preparing, submitting, and electronically signing Investment Proposal Requests across typical fundraising workflows.

Need help? Contact support

What makes a valid e-signature?
A valid electronic signature shows signer intent, signer consent to transact electronically, attribution to the signer, and a retained reproducible record of the signed document to support enforceability.
Can investors legally e-sign these requests?
Yes. Most investor communications and agreements are valid when executed electronically under ESIGN and state e-signature laws, except for narrowly defined statutory exceptions such as wills, certain court filings, and other formal documents.
Is notarization required for the request itself?
Typically no for a proposal package, but certain attached documents or executed agreements might require notarization or witnesses depending on state law or the transaction type.
How do I ensure document integrity?
Use platforms that produce tamper-evident signed PDFs, retain an audit trail with timestamps and IP addresses, and employ strong transport and storage encryption to support admissibility.
What if a signer lacks authority?
Obtain supporting evidence such as corporate resolutions, power of attorney, or a signed authorization letter; accepting signatures without proof risks invalidation.
How can the request be amended or revoked?
Amendments or revocations should be in writing and agreed by all parties; follow the governing law in the request and preserve records of the amendment and consent for legal clarity.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now