GUIDELINES
- When a new shareholder joins a company with a small number of shareholders, they should send him a welcome note. It is important to give him/her a sense of ownership. Besides making the reader feel comfortable in the company, help the reader feel that he/she belongs here.
- Welcome, the new shareholder.
- Give a bird's eye view of your company. Then provide some concrete information about the stockholder's investment.
- Ask the reader to reply or talk further about business.
- End by expressing optimistic outlook towards the future.
SAMPLE LETTER
[Address line]
[State, ZIP Code]
[Letter Date]
[Address line]
[State, ZIP Code]
[Subject: Normally bold, summarizes the intention of the letter] -Optional-
Dear [Recipients Name],
Welcome to the family of shareholders of San Isidro Home Builders, Inc. Your decision to invest in the largest and leading supplier of home and construction supplies is a significant step towards a sound and stable future. This business has significantly and substantially grown and is now considered as the most secure and lucrative area for investment. Our company for that matter has become so much financially. With the onset of industrialization in different parts of the country, San Isidro Home Builders, Inc. is keeping itself busy keeping up with the high demand for quality home and construction materials.
I am enclosing our company's annual reports for the current year as well as for the past two years. It will give you an idea of how much we've progressed financially. Should you have questions, comments, or suggestions, kindly contact us at 4561230. We also encourage you to attend our upcoming shareholders' meeting on May 15 at 3:00 p. m. At the conference room in our office. See you then!
Sincerely,
[Senders Name]
[Senders Title] -Optional-
[Enclosures: number] - Optional -
cc: [Name of copy recipient] - Optional -
Sample letter to welcome a new shareholder to a corporation.
Further things to consider when writing welcome letters to investors
Welcome Letters
Welcome letters are letters written to politely greet and introduce others to an organization. They could be sent to new students in a school, new employees in a company, attendees of a conference, etc. The primary objective of welcome letters is to boost the recipients' morale and to let them know that they are now an important part of the team. The letters are considered a gesture of courtesy and the loveliest way to show the recipient that you appreciate his/her presence, efforts, or interests in doing something. Welcome letters may also contain some important information that the recipients may not yet be aware of.
When writing welcome letters, your aim is to make the recipients feel "at home". Therefore, you need to be as friendly as possible. Start by officially introducing the organization to the recipient. Politely thank and congratulate him/her for becoming a part of the team. Reassure the recipient that he/she has made the right decision in choosing your organization. Make sure to address the recipient by his/her name. Be brief and include only the necessary information. Close the letter by thanking the recipient again and sign it off with your name and title.
Letters to Investors
Letters to investors are letters written to people or organizations that put money into property, financial schemes, etc. with an expectation of future financial returns. Mostly, such letters are sent to request funding from the investors. If you need money to start a business or any other venture, you may send investment proposal letters to investors to get their attention and convince them to invest in your venture. If thought and drafted carefully, your letter may get the investors running to you demanding to discuss more about the venture.
Just like other business letters, letters to investors should be formal. Start the letter with a confident subject line that gives an impression that the venture will make money. State your letter clearly and simply; avoid too much detail, acronyms, or jargon. Clearly state the business sector in which your venture is. Provide details on how much funding is needed and how the funds will be spent. Explain how you plan to repay the funds. Mention any special education, skills, or experience you have that will help make this venture a success. Provide your contacts and end your letter with a note of anticipation to doing business with the recipient.
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