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)
  
  
• Chart: Investment requests by sector
  
  

📘 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 collect pitch decks, financial models, or supporting documents?

Yes, upload fields let founders attach PDFs, spreadsheets, pitch decks, and more.
📘 Learn more: Form editor and field types

2. Can I route proposals to different reviewers based on investment type?

Absolutely. Use conditional On Submit logic to notify the right internal team member or investor relations lead.
📘 Learn more: What is “On Submit” logic and how it works

3. Can founders track the status of their investment proposal?

Yes, turn your project into a portal and let founders log in to review their proposal history and status.
🔒 Learn more: How to create a portal and manage users' access

4. Can I add internal-only fields for investor reviewers?

Yes, make sections Admin-only so founders won’t see internal scoring, comments, or evaluation notes.
🛠️ Learn more: Customize your form/app layout and design

6. Can I auto-generate a summary or investment brief from the submitted data?

Yes, use AI Smart Content on the ending page or a connected page to generate a founder summary or deal memo.

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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