Investment summary form

Company & project investment summary

The "Investment summary" template on Formaloo is a comprehensive tool for presenting investment opportunities to potential investors. This template includes fields for all the necessary information required in an investment summary, such as the company's background, the project's details, the investment amount required, and the expected returns on investment.

Who is this template for?

This template is ideal for businesses seeking investment for a new project or expansion.

It can be used to provide potential investors with a clear understanding of the investment opportunity and to make a compelling case for why they should invest in your company.

Features used in this template

• Multi-step form
• Dropdown field
• Long text
• Yes / No field
• Multi-choice question
• Single-choice question
• File upload field

Gather data from users in a long text field. use different types of questions. Add an email field, date field, website field, and any other options you want to gather user data.

 Get notified and receive an email every time the form gets a new response.

When you’re ready to publish your form, you can add it to your website as an iframe, script, widget, or chatbot. Or send the form URL directly to users.

The “Design” tab of your form’s editor page gives you lots of opportunities to customize your form’s design. For example, you can change font and color, add background images, add your logo, or even customize the text on the buttons and messages.

Watch this video to see how to customize your form to the next level.

With Formaloo's customizable platform, you can tailor the Company & Project Investment Summary template to meet your specific needs. You can add or remove fields, change the wording of the summary, and add your own branding or logo.

Using the Company & Project Investment Summary template on Formaloo helps to simplify the process of creating investment summaries, saving you time and increasing your chances of securing investment.

Try it out today and start presenting your investment opportunities with confidence.