The power of video and interactive pricing in investor proposals
The Planyum Team · October 9, 2026
A static PDF proposal sent to an international investor or institutional buyer no longer cuts it. The buyer opens it, scrolls past a few pages, and usually jumps straight to the price; the rest goes unread. The data backs up that instinct.
Proposals with a watched video close more often.
According to Proposify's State of Proposals 2026 research, proposals whose video gets watched close 3.3× more often. The reason is straightforward: walking through a project or portfolio in a few minutes of video builds trust far faster than pages of text.
Interactive pricing gives the buyer a sense of control.
The same research found that companies offering interactive pricing win 2× more proposals. When a buyer can navigate options themselves (a different unit, a different payment plan, a different package), the proposal stops feeling like a one-sided pitch and starts feeling like something shaped together.
This matters especially for international investment advisory.
The buyer is often deciding without having seen the project in person; the proposal itself becomes the one touchpoint that, to some degree, stands in for a physical visit. (The scope here is the proposal presented directly to the buyer, not fund or LP structures.)
Moving from a static PDF to video and interactive pricing shouldn't require a major technical lift.
The real obstacle is usually that the proposal process lives in a separate tool, disconnected from the CRM; once creation, tracking, and revision all sit in one system, that shift becomes a natural next step.
Planyum's proposal feature brings video and interactive pricing directly into the CRM, as part of the flow a consultant is already using.