Letter of Request for an Equity Investment Template

This letter of request for an equity investment template has 2 pages and is a MS Word file type listed under our finance & accounting documents.

Sample of our letter of request for an equity investment template:

[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: 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]