Financials Pitch Deck (2024)

FAQs

What questions should a pitch deck answer? ›

Financial forecast

Demonstrate a growth story for your startup. A forecast financial model is one of the essential components in your pitch deck to quantify how the growth story is expected to play out.

The financial slide includes a balance sheet, the income, cash flow statements, and projections. What does that mean? You get the planned revenue and expenses for the following years from your financial plan and show them off. Unless otherwise requested, three years looking forward will be enough.

Using a line chart to display an income statement makes it easy for board members to see how the company performs over time. They can quickly identify trends and patterns, such as an increase or decrease in revenue or expenses, which will help them make informed decisions about the company's financial future.

The Ask Slide is where you present the details about your fundraise and what the investment money will help you accomplish. On this slide, you should include; the amount you are raising, the runway it provides, the raise details, and the milestones that you are going to achieve with this money.

The Key Ingredients of Your Pitch Deck Financials Slide

One or two key metrics (KPIs) Income Statement / P&L (Revenue, Cost of Goods Sold / Cost of Sales, Gross Profit, Operating Expenses, EBITDA) Headcount.

Ultimately, a well-articulated service unveiling in the pitch deck not only captures investor attention but also instills confidence in the business's ability to deliver value and achieve sustainable growth. Investors often invest in people rather than just ideas, and for good reason.

Ultimately, a well-crafted pitch deck can be the key to securing funding, partnerships, and other critical resources to help your business grow and thrive. NOTE: If your service provider does not engage in extensive dialogue before creating your pitch deck from scratch, it is best to avoid their services altogether.

A typical venture capitalist or angel investor may see hundreds of startup pitch decks every year. They usually spend 2-5 minutes reading each story before deciding whether to meet with the founder.

How do you pitch finances? ›

The purpose of a Series A pitch is to show investors why they should invest in your business. It should provide a clear and concise overview of the business you've built, and then paint a picture of where that business could go and why raising money will help you get there.

There's one slide that almost every founder gets wrong when they are putting together a pitch deck to raise money from venture capitalists. The slide is usually known as “the ask,” and it typically lives toward the end of the pitch deck.