How to create an investment proposal submission form

Collect and evaluate investment proposals seamlessly

In this guide, you’ll create an Investment Proposal Submission Form that allows startups, partners, or departments to submit proposals for funding or evaluation.
You’ll use logic to tailor questions, attach files, and send proposals to the right reviewers automatically, with everything tracked in one dashboard.

📘 Learn more: Create your first form, app, or portal in a flash

Step 1: Create your investment proposal form

From your workspace, click + New → Form, or select a Proposal template from the gallery.
You can also use Magic Create, try this prompt:

“Investment proposal form for startups or partners with company details, funding needs, and document uploads.”

Add key fields such as:

• Company name
  
  
• Contact person (Name + Email)
  
  
• Business stage (Idea / Early-stage / Growth / Established)
  
  
• Industry or sector
  
  
• Investment amount requested
  
  
• Use of funds (Short paragraph)
  
  
• Company valuation (optional)
  
  
• Upload pitch deck or proposal file
  
  
• Comments or additional info
  
  

💡 Tip: Use multi-step pages to separate business details, financial info, and uploads for a smoother flow.

📘 Learn more: How to add a new page to single step classic form
📘 Learn more: How to create a form

Step 2: Personalize your form for applicant types

Use Show/Hide logic so each investor or applicant type sees relevant questions only.

Examples:

• If @business_stage = “Idea” → show “Prototype or MVP ready?”
  
  
• If @business_stage = “Growth” → show “Current monthly revenue” and “Team size.”
  
  
• If @industry = “Fintech” → show “Regulatory compliance status.”
  
  

💡 Logic branching keeps your form professional and concise while ensuring complete proposals.

📘 Learn more: How to use show hide logic in classic forms

Step 3: Enable file uploads for proposals and decks

Add a File upload field labeled Upload your pitch deck or proposal.
You can allow up to 3 files for financial models, supporting docs, or videos.

💡 Accepted formats: PDF, PPTX, XLSX, DOCX, or ZIP (for bundled materials).

📘 Learn more: Form editor and field types

Step 4: Route proposals to the right review team

Set up Conditional Email Notifications to send each submission to the appropriate reviewer or team.

Examples:

• If @industry = “Healthcare” → send to healthcare.review@fund.com
  
  
• If @investment_amount ≥ 500000 → CC senior.partners@fund.com
  
  
• If @business_stage = “Idea” → notify incubator@fund.com
  
  

📘 Learn more: How to send and receive conditional email notifications

Step 5: Send confirmation to applicants

Under Settings → Notifications, create a custom email template for confirmation.

Example:

Subject: Your investment proposal has been received

Hi @contact_person,
Thank you for submitting your proposal to @organization_name.
Our review team will evaluate it and get back to you soon.

— The Investment Team

📘 Learn more: How to create and send custom email templates

Step 6: Add review fields for your evaluation team

Add fields for: (admin-only)

• Assigned reviewer
  
  
• Review status (In review / Approved / Declined / On hold)
  
  
• Evaluation notes
  
  
• Score (1–10)
  
  
• Next action (Schedule meeting / Request more info / Reject)
  
  

Step 7: Build an investment review dashboard

Go to Results → Dashboard to visualize and track proposals.
Add:

• Table view: All proposals with status, industry, and reviewer
  
  
• Kanban board: Group proposals by stage (New / In review / Approved / Declined)
  
  
• Pie chart: Investment requests by sector
  
  
• Bar chart: Average requested vs approved amount
  
  

📘 Learn more: How to create a Kanban board
📘 Learn more: How to showcase charts based on form responses

Step 8: Create an investor or submission portal

Turn your workflow into a Proposal Portal App where applicants can submit, track, and view updates securely.
Add pages for:

• Submit proposal — main form
  
  
• My submissions — filtered table for logged-in users
  
  
• Review dashboard — internal team-only view
  
  

Enable Login/Sign-up and assign roles such as Applicant, Reviewer, or Admin.

📘 Learn more: How to create and assign user roles in your portal
📘 Learn more: How to let users view and edit their own data in your portal

Step 9: Generate PDF summaries for each proposal

Use PDF templates to automatically create a summary of each submission for offline review.
Include key fields such as:

• Company details
  
  
• Investment amount and purpose
  
  
• Uploaded documents (as clickable links)
  
  
• Review comments
  
  

Attach the PDF to internal review emails or store it in your project’s files tab.

📘 Learn more: How to create PDF templates to turn responses into documents

Pro tips

• Enable autosave: Allow founders to save drafts before final submission.
  📘 Learn more: How to auto save incomplete responses and let users resume later
  
  
• Add AI Smart Content: Summarize proposals automatically for reviewers.
  📘 Learn more: Create dynamic ending pages with AI Smart Content
  
  
• Sync data with Google Sheets: Share key insights with finance or partner teams.
  📘 Learn more: How to set up two-way sync between Formaloo and Google Sheets
  
  

Example scenario

A startup submits a proposal for $250,000 in funding.
Logic routes the request to the Startup Investments Team, and an automatic confirmation email is sent to the founder.
The review team evaluates it in the linked Investment review form, adds notes, and changes the status to Approved for follow-up.
The portal dashboard updates instantly, and the system generates a PDF summary for the partner committee.

📘 Learn more: Build personalized and time-saving flows with logic, automations, and AI

FAQ

1. Can I accept multiple funding types (Equity, Loan, Grant)?
Yes, add a “Funding type” dropdown and show specific fields or logic for each type.

2. Can reviewers leave private notes?
Yes, add hidden fields or admin-only internal review form visible only to your team.

3. Can applicants edit proposals after submission?
Absolutely, enable login access so they can update or resubmit until reviewed.

Your investment submission system is ready

You’ve built a professional proposal workflow that collects, routes, and tracks investment submissions automatically.
Next, expand it into a Funding Portal with applicant leaderboards, reviewer dashboards, and automated scoring.

📘 Learn more: How to customize your portal with your brand identity

Last updated November 2025

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