Business proposal templates

Find free, customizable proposal templates you can edit, tailor, and implement instantly. Use the search bar below to quickly locate a specific proposal or browse the full collection.

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Board reporting & KPI dashboard proposal: Free template

Proposes a board reporting and KPI dashboard solution, outlining key metric selection, data visualization, reporting cadence, and governance alignment to support strategic oversight and decision-making.

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Cash flow forecasting proposal: Free template

Proposes a cash flow forecasting plan, detailing income and expense projections, modeling techniques, scenario analysis, and reporting tools to support financial planning and liquidity management.

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Financial audit RFP response proposal: Free template

Proposes a response to a financial audit RFP, detailing audit methodology, team qualifications, compliance standards, timeline, and fee structure to demonstrate capability and win the engagement.

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M&A transaction support proposal: Free template

Proposes M&A transaction support services, detailing due diligence coordination, financial modeling, legal and regulatory guidance, and post-deal integration planning to ensure a smooth and successful acquisition process.

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Private equity due diligence proposal: Free template

Proposes a private equity due diligence plan, outlining financial analysis, operational assessments, legal reviews, and risk evaluations to inform investment decisions and ensure deal viability.

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Fundraising strategy proposal: Free template

Proposes a fundraising strategy plan, detailing target investor profiles, outreach tactics, pitch materials, and funding timelines to support successful capital raising efforts.

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SAFE/convertible note investment proposal: Free template

Proposes a SAFE or convertible note investment plan, outlining funding terms, valuation caps, discount rates, conversion triggers, and investor rights to facilitate early-stage financing.

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Cap table modeling proposal: Free template

Proposes a cap table modeling service, detailing ownership breakdowns, dilution scenarios, fundraising impacts, and equity planning tools to support informed startup decision-making.

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Startup valuation summary proposal: Free template

Proposes a startup valuation summary, outlining valuation methods, financial projections, market comparables, and key assumptions to support fundraising and strategic decision-making.

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Investor pitch follow-up proposal: Free template

Proposes an investor pitch follow-up plan, outlining key updates, supplemental materials, engagement strategies, and next steps to maintain investor interest and advance funding discussions.

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