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Free Investment Proposal Template

A deck-style investment proposal with cover, key metrics, story, traction and ask — ready to send to angels and VCs.

Investment Proposal
$3M Seed Round

Redefining SaaS integrations for modern teams

Loop AI · 2026-07-26
Key Metrics
$500K
ARR
18% MoM
Growth
$3M
Ask
Slide 3

Vision

Every SaaS tool talks to every other — instantly, without engineering.

Slide 4

Problem

Teams waste 4+ hours a week reconciling data between tools.

Slide 5

Solution

Loop syncs 30+ SaaS tools in one place, no code.

Slide 6

Traction

  • $500K ARR
  • 180 paying teams
  • 96% logo retention
Slide 7

Team

Ex-Stripe, ex-Airbnb, ex-Notion operators

Slide 8

Use of Funds

  • 60% engineering
  • 25% GTM
  • 15% ops and G&A
Slide 9

Ask

$3M seed at $18M post — 12-month runway to $2M ARR

founder@yourcompany.com +1 (555) 000-0000 123 Main St, City, State

Who this template is for

  • •Founders raising seed or Series A
  • •Operators drafting an investment memo
  • •Advisors packaging opportunities

How to use it

  1. 1.Edit vision and problem statements.
  2. 2.Fill traction KPIs with your real metrics.
  3. 3.Set ask, valuation and use of funds.
  4. 4.Export the deck-style PDF.

Frequently asked questions

Is this a full pitch deck?

It's a hybrid — deck-style layout with proposal-length content. Great for follow-up sends.

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