Do You Need an Investment Proposal Template in Excel?

How can you secure funding from investors? – Winning investors requires a great investment proposal!

In the last decades, financial modeling has become the professional standard to demonstrate the financial feasibility of a proposed investment. A good investment proposal is prepared as Excel spreadsheets and details all the planned revenues, costs and capital investment required. The model is only as good as the assumptions and the argumentation used to back them up. Especially investors will scrutinize and question each and every assumption, therefore it is important to present them with a very solid analysis.

A second aspect is the calculation of all investor relevant metrics, especially their profit and return on investment. The focus of any investor will be their expected profit and internal rate of return calculation when adding up all expected cash-ins and -outs. So any good investment proposal template will have to demonstrate very clearly the expected investor cash flows.

Today, not only financial analysists have to use such models but also more and more entrepreneurs who need to show their investors how they see their projects to work out in financial terms. Funding is a competitive game and the only way to win it is by doing your homework. Therefore many entrepreneurs have sophisticated Excel spreadsheets ready to demonstrate that they have a clear plan in place how the investment should work out. Now they can either develop such plan themselves, which is quite time-consuming or rely on a good financial model spreadsheet which makes it easier to present an investment proposal.

 

Investment Proposal Templates Excel

Finding good investment proposal templates in Excel becomes much easier when using the resources of eFinancialModels. We have collected a large inventory of investment proposal templates which have been used many times by our Vendors and financial modeling experts. They build out the planned cash flows from the project in order to derive investor’s cash flows and relevant metrics.

Examples of investment proposal templates in Excel:

among many of the financial model templates from eFinancialModels.

 

Choose among the many investment proposal templates from eFinancialModels

We have many financial model templates ready which can serve as an excellent basis to develop and present your investment case. Our investment proposal templates focus on investor relevant figures and therefore make it much easier for any investor to understand the economics of the proposed project. Furthermore, when using an Excel template, investors can play around with the assumptions and stress-test the model so that they can obtain a view on the risk and upside potential of the investment proposal. Well-built and dynamic Excel spreadsheets make it possible!

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The Hotel Investment Financial Model provides a framework to forecast the expected cash flows for a hotel investment and calculates the relevant investor metrics such as the IRR (levered and unlevered).

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See how different investment books look like with a database like approach that feeds into 10 year summaries. Report individually or consolidated.

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This financial model allows the user to enter various assumptions regarding specific criteria that has to do with an apple orchard. You will then be able to see how easy or difficult it might be…

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The Commercial Real Estate Investment Model allows calculating the investor return when investing in a commercial real estate property. The financial model is especially helpful when identiying the uplift potential from non-letted area and assessing…

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The Gold Mine Investment Model is used to determine the financial feasibility of a proposed Gold Mine Investment. The Financial Model outputs IRR and NPV based on the Mine Life expectation.

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The Solar Energy Financial Model forecasts the expected financials for a Solar Park project and calculates the project's IRR and NPV.

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