Investment Bank
Business Proposal
Investment Bank One Page Business Proposal
This One Page Business Proposal Template is made for investment-bank and commercial-bank teams who must pitch financing, M&A, and treasury solutions quickly and clearly.
What is included in the product
Written One Page Business Proposal in Word
The Microsoft Word (.docx) version includes an editable one-page proposal, pre-written content sections, and layout placeholders for branding, client details, and signatures.
Customizable Excel Spreadsheet
The Excel (.xlsx) version provides a financial snapshot workbook with revenue lines, cost assumptions, ROI formulas, and customizable model inputs.
Professionally Pre-Written & Editable
The proposal is pre-written by finance and transaction experts, saving time and ensuring a professional, deal-focused tone you can edit instantly.
Strategic One-Page Layout
The single-page layout presents problem, solution, market, financials, and next steps in prioritized order for quick decision-making by executives and committees.
High Visual Impact
Design focuses on clarity: clean typography, whitespace, and contrast to highlight key metrics and next steps on one printable page.
Industry-Specific
The template includes a filled example tailored to a mid-market capital raise and M&A advisory scenario to show tone, structure, and numeric framing.
Optimized for Speed & Efficiency
Built to produce a client-ready proposal in minutes: swap placeholders, drop in numbers, and export-no layout work required.
Editable in MS Word & Google Docs
The files are editable in Microsoft Word (.docx) and Google Docs for offline edits, real-time collaboration, and tracked changes with clients.
Fully Compatible with Pitch Decks
The one-page proposal maps to slide headers and serves as a printable leave-behind or appendix that reinforces your pitch deck narrative.
Financial & Value Snapshot Section
An optional financial snapshot shows top-line estimates, fee assumptions, simple ROI, and milestone targets to strengthen credibility in meetings.
Brand-Ready and Client-Focused
The template is easy to brand with logos, colors, and tone so proposals feel bespoke and client-focused without heavy design work.
How to Use the Template
Download
After your purchase, simply download the files and open them with your preferred software, such as Microsoft Office or Google Docs. No special setup or technical expertise required-just get started right away.
Customize
Update any details, text, or numbers to reflect your specific business idea or scenario. The templates are fully editable, allowing you to personalize content, add or remove sections, and adjust formatting as needed.
Save & Organize
Once your templates are customized, save your final versions in your preferred folders or cloud storage. Organize your files for quick access and future updates, making it easy to keep your business documents up to date.
Share or Present
Export, print, or email your finalized files to showcase your document. Present your professional documents in meetings or submissions, supporting your business goals and decision-making process.
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Frequently Asked Questions
Yes, it can be tailored to various investment opportunities within banking and finance.