Investment Proposal

Proven, proprietary tools & services that serve to [DESCRIBE SOLUTION] for [TARGET
MARKET] of [CLIENT.Company].

Business Overview

Problem
The process of [DESCRIBE] is decades old and relies heavily on manual data transfer, which
results in erroneous data and mispayments to the tune of millions of dollars.

Solution

Market
Our target customers are:

The total addressable global market (TAM) for the main products and services we will provide in
Phase 1 and Phase 2 is roughly [$]. Our segmented addressable market (SAM) for the first 5
years is estimated at roughly [$] and our goal is to capture at least 3 percent of our SAM in this
time.

Business Model
Barriers to Entry

Competitive Landscape

Current State
Revenue –

Development Stage –

Funding Requirements

Exit Strategy

Should this opportunity fall within your investing interests, please don’t hesitate to contact the
undersigned at [PHONE] or [EMAIL].

Thank you for your consideration.

[SENDER.Company]

________________________ ______________
[SENDER.FirstName] [SENDER.LastName]