Investor Pitch Deck Financials

The financials are a critical slide of any pitch deck or board presentation.

Investor pitch deck financials.

Company overview mission vision of the company. The tools that we use include excel powerpoint powerbi and tableau nbsp. A business owner entrepreneur would know how important is to make a positive impression with an investor. A number of authors venture capitalists startup founders and evangelists have created different versions of what they consider required elements to successful pitching presentations.

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. What should be in an investor pitch deck. I ve reviewed thousands maybe tens of thousands of pitch decks covering early growth and late stage venture capital and private equity. A 200 slide presentation with in depth financial analysis prepared is the wrong way to make a pitch deck.

So we think there s something we can share about investor decks and financial models during these trialing covid 19. 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. We help startups investment funds and smes present their data in interesting ways. I know that doesn t sound right but the real goal of your pitch deck is to get to the next meeting.

This may sound counterintuitive but the goal of your pitch deck is not to raise money. Pitching to investors can be tough so it s important to nail your presentation. Learn do s and don ts for an investor pitch deck as well as the most important elements it must include. Your pitch deck financials slide should convey to the investor that you understand the financial basics of running your business.

Investor pitch deck is the first criteria that can either make or brake a deal. Your financials slide will contain critical numbers from your balance sheet profit loss statement and cash flow statement. 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. What if i don t have financials.