Investment Offer Letter Template

[Investor's Name]
[Investor's Address]
[City, State, Zip Code]

Dear [Investor's Name],

Subject: Investment Offer for [Company Name]

We are excited to extend an investment opportunity to you. [Company Name] is currently seeking investment to support our growth and development. Below, please find the details of the investment offer and the terms associated with it.

Investment Overview

• Investment Amount: $[Investment Amount]
• Investment Type: [Equity/Debt/Convertible Note]
• Valuation: $[Company Valuation] (pre-money)
• Equity Offered: [Percentage]% (if applicable)
• Interest Rate: [Interest Rate]% (if applicable)
• Conversion Terms: [Conversion Terms] (if applicable)
• Use of Funds: [Description of how the investment will be used]

Terms and Conditions

1. Investment Agreement: The investment will be formalized through a detailed investment agreement, which will outline all terms and conditions of the investment, including rights, obligations, and any special provisions.

2. Due Diligence: Prior to finalizing the investment, a due diligence process will be conducted to review the financial health and business operations of [Company Name]. This process will involve the examination of financial statements, business plans, and other relevant documents.

3. Valuation and Equity: The valuation of the company is based on [method of valuation], and the equity offered reflects [explanation]. The percentage of equity or debt will be proportionate to the investment amount.

4. Governance and Reporting: As an investor, you will have [voting rights/board seat/other governance rights], and we will provide regular updates on the company's performance and financial health.

5. Exit Strategy: The investment will be structured with an anticipated exit strategy, which may include [IPO/acquisition/secondary sale]. We will work closely with you to align our exit plans with your expectations.

6. Confidentiality: All information related to this investment offer and due diligence process will be kept confidential. We expect the same level of confidentiality from all parties involved.

Next Steps

If you are interested in proceeding with this investment opportunity, please respond to this letter by [Date] to indicate your intent. We will then schedule a meeting to discuss the terms in detail and begin the due diligence process.

Thank you for considering this investment opportunity with [Company Name]. We believe that your support will be instrumental in helping us achieve our growth objectives and look forward to the possibility of working together.

Sincerely,

[Your Name]
[Your Position]
[Company Name]

Enclosures: [List any enclosures, such as a business plan or financial statements]