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Sample Investment Proposal Using feedback from advisors and investors, CLS has created an investment proposal that helps guide a conversation between advisors and their investors about who CLS is, the relationship we have with advisors, how we manage money, and the expertise and individualization we bring to each account we manage.
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Using the investment proposal template will give you the ability to communicate your needs and goals to investors in a clear, straightforward manner. To illustrate, a thorough market research study will allow you to know who your competitors are in your chosen field or industry. The letter helps you make that first impression, upon which the future of your venture will depend.
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