Investor Letter Template printable pdf download

Investor Letter Template

[ C o m p a n y L e g a l N a m e ]

l N a m e ]

[ C o m p a n y L e g a

[Address]

[City], [ State] [ ZIP C ode]

[WebSite A ddress]

[Date]

[Investor Name]

[Investment Company Name]

[Investor Address]

[Investor City, State Zip]

Dear [Investor First Name],

It was great talking with you today. I’ve enclosed a copy of the Executive Summary from our

business plan for your review. I really appreciate your responding to [name of person who

referred you]’s suggestion that we meet. After speaking with you, I’m hopeful that the nature of

our company, our area of focus, and our approach to [xxx] align with your interest in an

investment opportunity in the [Industry] market. I believe [Company] is an excellent fit for the

type of investment you described.

As you evaluate this investment, you will probably find these key points of considerable interest:

[Company] recently [briefly discuss your company’s most significant major accomplishment

of the past year].

[Company] has always put [xxx] ahead of [xxx]. We have consistently maintained the

highest levels of [xxx] and [xxx], earning [industry / community / national / etc.] awards and

commendations for [xxx].

Business growth has always been managed with a view to [xxx] and [xxx]. We take great

pride in the fact that we have [xxx] since [xxx].

According to [name the source of the statistics you are about to quote], growth is forecast at

[00]% new [type of customers] customers in our targeted segment every year for at least the

next [00] years.

As [Company]’s [xxx] solves the critical issue of [xxx] for [00]% of customers, growth

forecast at $[00] million annually leads us to expect that an investment now will yield

handsome returns by [Month / Quarter], 20[xx].

Investor Letter Template