Large sites infrastructure programme - Investment proposal template - Archived

Aug 31, 2026

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Investment proposal template intended to be attached to an online submission for the Large Sites Infrastructure Fund. It specifies a document length limit of up to 15 pages of A4 and provides structured sections including introduction, executive summary, applicant details, partner information, roles, track record, proposed development team, development proposition, planning, timing, market demand, financial proposition, funding strategy, and repayment arrangements, including triggers and repayment priority.

LanguageEnglish

CategoryForms

FormatDOCX

Pages9

Reading Time3 min

AccessFree to download

Introduction

Executive Summary

1. Applicant(s)

Company structure

Main activities

Partner details

Roles and responsibilities

Track record

Proposed development team

2. Development proposition

Project description

Ownership

Planning

Timing

Market demand

3. Financial proposition

Key financial indicators

Project funding

4. Repayment

Repayment

This template document is for your Investment Proposal, which is to be submitted along with your online submission form. It should be attached to the form before submission. Your investment proposal should be no more than 15 pages of A4 If you require any assistance or have any queries, please email us at HYPERLINK "mailto:LSIP@hca.gsi.gov.uk" LSIP@hca.gsi.gov.uk [Please delete this page before submission] Introduction Please provide a brief introduction giving the key reasons why you believe this application should be considered for investment (not more than 1 side of A4). Executive Summary Please provide a bullet point summary of the key points of the application (not more than 1 side A4). 1.1 THE APPLICANT(S): 1.1.1 Company structure (e.g. plc, private limited company etc.) 1.1.2 Main activities (e.g. investment, development) 1.2 Partner Details (if appropriate) 1.2.1 Company structure (e.g. plc, private limited company etc.) 1.2.2 Main activities (e.g. Investment, Development) 1.3 Roles and Responsibilities Please describe the relationship between the partners and their respective roles in delivering the project. 1.4 Track Record Please provide details of the applicant’s track record, including a short summary of completed development projects comparable to the one that is subject to the Expression of Interest. 1.5 Proposed Development Team Please list the key members of your team. Throughout ‘Infrastructure Works’ is defined as the infrastructure to be delivered utilising investment from the Large Sites Infrastructure Fund. ‘Wider Project’ is defined as the delivery of the project other than the infrastructure works. 2.0 DEVELOPMENT PROPOSITION Project Description Brief details of the scheme proposals, including details of the Infrastructure Works to be delivered and the Wider Project this will support. Details of the business model being followed by the applicant (e.g. land trader intending to sell parcels of serviced land to third party developers, developer intending to deliver housing and related development on the serviced land) 2.2 Ownership If you do not own the site, please provide details of who controls the site, and conditions to be met to secure ownership. 2.3 Planning Planning status of the Infrastructure Works and the Wider Project, together with details of any outstanding matters and the anticipated timescale for resolution. Please include details of the local planning authority (LPA), including contact details of the officers involved. 2.4 Timing Anticipated start on site (month/year) together with anticipated date of completion (month/year) of the Infrastructure Works and the Wider Project assuming the application for funding is successful. Details of the anticipated project timetable if Large Sites Infrastructure Fund investment is not available. 2.5 Market Demand Details of the local housing market in the location of the project and how the proposed Wider Project fits with local demand. Applicants that are following a land trader business model should summarise the proposed marketing strategy, including details of any pre-sales in place for sale of parcels of serviced land. 3.0 FINANCIAL PROPOSITION 3.1 Key Financial Indicators A full development appraisal is not required at this stage, but please provide a summary of the headline revenues and costs for the Wider Project, including the Infrastructure Works. If the applicant’s business model is as a land trader, please summarise forecast revenues from sale of land and forecast costs to deliver serviced parcels of land for sale. If the applicant’s business model is as a developer, please summarise forecast revenues from sale of housing and other properties developed and forecast costs of development. Revenues and costs should be split into the main revenue (e.g. private housing, affordable housing, commercial property, land sales) and cost (e.g. land, infrastructure, construction, professional fees) categories. Revenues and costs should al

FAQs

What is the required format and maximum length for the investment proposal?

The proposal should be attached to the online submission form and must be no more than 15 pages of A4.

What information is requested in the introduction and executive summary?

Provide a brief introduction with the key reasons the application should be considered (up to 1 side of A4), and a bullet point executive summary of key application points (up to 1 side of A4).

What repayment details must be included?

Repayment details include whether repayment is fixed-date or trigger-based, priority order for repayment sources, forecast timing of repayment, and a proposed longstop final repayment date.

Aug 31, 2026

Upload by Mason