Investor Pitch Deck Financials

Your pitch deck financials slide should convey to the investor that you understand the financial basics of running your business.

Investor pitch deck financials.

You want your investor pitch deck to cover the following topics roughly in the order set forth here and with titles along the lines of the following. The tools that we use include excel powerpoint powerbi and tableau nbsp. The financials are a critical slide of any pitch deck or board presentation. Company overview mission vision of the company.

Goals for your pitch deck. A business owner entrepreneur would know how important is to make a positive impression with an investor. Fundraising process can be a lot more easy with a professionally crafted investor pitch deck along with the valuation and financial projections when. There s a flow to presenting the argument of a business opportunity that can create a mind meld between an entrepreneur and an investor where you re able to spend your time appropriately around the.

We help startups investment funds and smes present their data in interesting ways. A number of authors venture capitalists startup founders and evangelists have created different versions of what they consider required elements to successful pitching presentations. What should be in an investor pitch deck. Learn do s and don ts for an investor pitch deck as well as the most important elements it must include.

I ve reviewed thousands maybe tens of thousands of pitch decks covering early growth and late stage venture capital and private equity. You can parcel out investor financials into 3 different stages all of which will require a different set of metrics and a different style of presentation. What if i don t have financials. Your financials slide will contain critical numbers from your balance sheet profit loss statement and cash flow statement.

If you don t have sales yet you can still offer hypothetical projections of performance based on competitors market research and niche growth. Pitching to investors can be tough so it s important to nail your presentation. Investor pitch deck is the first criteria that can either make or brake a deal. This may sound counterintuitive but the goal of your pitch deck is not to raise money.