Below is the  Letter Of Request For An Equity Investmenttemplate body. If necessary, please put the personal information, company information, such as text to replace the specific content you need. you can download the .doc template file on the end of the article by click download link. 



March 11, 2014


Contact Name
Address
Address2  
City, State/Province
Zip/Postal Code



OBJECT: INVESTMENT REQUEST


Dear [CONTACT NAME],

[YOUR COMPANY NAME] is a high-end [INDUSTRY OR MARKET] firm with a reputation for integrity, quality, and excellence in management. In [NUMBER] years of operation, annual sales have increased to well over [AMOUNT] dollars.

[YOUR COMPANY NAME] was formed by [PRESIDENT NAME] in [CITY] in [MONTH, YEAR]. In [YEAR] a combination of activities involving [DESCRIBE] brought Gross Sales to [AMOUNT].

The company experienced steady growth since its inception and incorporated in [DATE], (see Appendix 1, "Articles of Incorporation"). Last year Gross Sales of [AMOUNT] were achieved. Signed contracts show that Gross Sales are expected to be [AMOUNT] for [CURRENT OR NEXT YEAR] (see Appendix 2, "Current Backlog").

The company is located at [ADDRESS]. Its activities fall under the Standard Industrial Classification (SIC) numbers [NUMBER] and [NUMBER]. The owner is [NAME]. 

[YOUR COMPANY NAME] is involved in [NUMBER] distinct activities:

[FIRST ACTIVITY]
[SECOND ACTIVITY]
[THIRD ACTIVITY]

[%] of Gross Sales derive from [ACTIVITY]. At the moment, there are [NUMBER] permanent employees on the payroll and [NUMBER] subcontracted workers excluding subcontracting companies (see Appendix 3 for resumes).

The company's short-term objective (within the next three years) is to increase activity in all divisions, and to achieve annual profit, net after taxes, of [AMOUNT] by [YEAR]. Its long-term objective is to maintain a sales level of [AMOUNT] per year or a [%] market share and move into [ACTIVITY] and [ACTIVITY].

To implement these objectives the company is seeking an equity investment of [AMOUNT].

The funds would be used to [SPECIFY], [SPECIFY] and [SPECIFY].

We anticipate offering an annual ROI of [%] to our investors for the next [NUMBER OF YEARS]. Possible exit strategies can include [THE SALE OR MERGER OF COMPANY, A MANAGEMENT BUYOUT, AN IPO or A PRIVATE PLACEMENT].

The prospects for [YOUR COMPANY NAME]'s continued growth are excellent, with [YEAR] contracts underway already exceeding [AMOUNT].

For equity the company has [SPECIFY TYPE] assets valued at [AMOUNT] (see Appendix 4, "Balance Sheet"). Additionally the company's owners are willing to offer as collateral a second mortgage on a residence with an estimated value of [AMOUNT]. The address of this residence is [ADDRESS].

The company's overall objective is to satisfy that market segment that demands [DESCRIBE WHAT CUSTOMERS ARE LOOKING FOR], and to maintain a steady growth in sales volume that will sustain the company for [NUMBER] years. [YOUR COMPANY NAME] is now a recommended choice in [SPECIFY TYPE OF PRODUCT/SERVICE] due to the excellence of its [PRODUCTS/SERVICES] and management.

Market research shows that [PROVIDE SUPPORTING MARKET DATA]. [YOUR COMPANY NAME] intends to pursue this market vigorously. (See Appendix 5 for data on our market niches).

Financial Objectives

The financial objectives of [YOUR COMPANY NAME] over the next few years are as follows:

 
YEAR 1
YEAR 2
YEAR 3

Sales
[AMOUNT]
[AMOUNT]
[AMOUNT]

Net Income after Tax
[AMOUNT]
[AMOUNT]
[AMOUNT]


 
Please review the enclosed business plan and investment proposal, and of course feel free to ask for any additional information or explanations. I will call you in one week to arrange for an appointment so that we may discuss this investment opportunity in person.

I look forward to a mutually profitable relationship with [INVESTOR].


Sincerely,




[YOUR NAME]
[YOUR TITLE]
[YOUR PHONE NUMBER]
[YOUREMAIL@YOURCOMPANY.COM] 

[IF SENT BY EMAIL YOU MAY INCLUDE THIS NOTICE]

This email is intended only for the person to whom it is addressed and/or otherwise authorized personnel. The information contained herein and attached is confidential and the property of [SENDER]. If you are not the intended recipient, please be advised that viewing this message and any attachments, as well as copying, forwarding, printing, and disseminating any information related to this email is prohibited, and that you should not take any action based on the content of this email and/or its attachments. If you received this message in error, please contact the sender and destroy all copies of this email and any attachment. Please note that the views and opinions expressed herein are solely those of the author and do not necessarily reflect those of the company. While antivirus protection tools have been employed, you should check this email and attachments for the presence of viruses. No warranties or assurances are made in relation to the safety and content of this email and attachments. [SENDER] accepts no liability for any damage caused by any virus transmitted by or contained in this email and attachments. No liability is accepted for any consequences arising from this email.

click to download Letter Of Request For An Equity Investment template
                            

Other legal template form