Download CFI’s free investment pitch deck template by filling out the form below. This PPT template can be used to create your own pitch for raising capital or present to investors to tell your story.
Download the Free Template
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How To Structure Your Pitch
Let’s look at how to structure the pitch from start to finish. The whole deck should ideally be about 20-30 slides, and more importantly, take only 15 minutes to present. The bullet points below correspond to specific slides in the free templateFree PDF Templates Financial ModelsDownload our PDF templates of financial models and excel valuation models to learn how a financial model is structured, and plan how to build your own. I provided above.
Introduce yourself and the big idea (slides 1-8)
Your background and your team
What is your claim to fame? It’s better to focus on just one/two really positive things, so stop there (everything else you list is dilutive).
The big idea
What massive problem are you trying to solve? For who? Why now? What motivates you?
How are you unique? Why will your product or service resonate with people?
What are the key customer or financial metrics that indicate your business is really taking off?
Explain your secret sauce (slides 9-18)
Business Model – How does your business work?
Customers – Who are they? What do they have in common? Where do you find them? How much does it cost to acquire them? Why do customers keep coming back?
The Growth Plan – Why are you raising money? How will you grow the business? What you your products? Why are you better than the competition?
What Investors Get – Describe what investors get from doing business with you
Use of Proceeds – What will you use the proceeds for? How will you invest the money?
Close (slide 23)
Leave your audience feeling inspired – refer back to your mission/vision or use a powerful customer quote. You want to leave investors with enough information to feel excited and intrigued, but still wanting more.
How To Connect With Your Audience
Here are some important themes to keep in mind when building and delivering your pitch:
Simple – make it easy to follow with minimal jargon. Imagine you’re explaining the idea to a small child.
Clear – ensure it follows a logical progression (generally starting with the big picture and then zooming in)
Intriguing – give the audience enough information to get them interested but leaves them wanting more
Novel – the last thing you want is the reader to say to themselves “I already know about this”, as that will cause them to disengage. Even if it’s not new, try to put a new spin on it.
Concrete – use facts and figures that build your argument in solid way (irrefutable evidence)
Emotional – use quotes from customers or employees that illustrate how your business is directly impacting people’s lives
Visual – most people are better at processing information visually so include as many infographics, charts, images and visual content as you can. Consider using a graphic designer, as I have done with this template deck.
How To Generate The Financial Information
It’s important to have a financial modelWhat is Financial ModelingFinancial modeling is performed in Excel to forecast a company's financial performance. Overview of what is financial modeling, how & why to build a model. A 3 statement model links income statement, balance sheet, and cash flow statement. More advanced types of financial models are built for valuation, plannnig, and supporting the information in your pitch. If you don’t have a solid operating model in place, be sure to check out resources on fundamentals of financial modeling or how to build a startup financial model.
The focus of your outputs in the presentation should be on things like unit economics, contribution margin, and customer metrics as opposed to income statement items like revenue or EBITDA. If you’re an early stage or startup business, you should focus on your budget and burn rate. It’s more important to show you understand your cost structure than posting a big revenue forecast that everybody knows is made up.
Ultimately, a financial model is only as good as the assumptions that are used to build it, so be sure to clearly state all the drivers and assumptions in your model and how they change over time.
Thank you for downloading CFI’s free pitch deck template. To keep learning and advancing your career these resources will be helpful:
Investment banking pitch bookInvestment Banking Pitch BookHow to make an investment banking pitch book. This guide will teach you what's included, how to make an IB pitch book, and provides examples of slides
Investment teaserInvestment TeaserAn Investment Teaser is a one- or two-page professional document that is used to introduce an acquisition or investment opportunity to strategic or financial buyers. The teaser is the most important document in a transaction process as it is the first document that prospective buyers see
Confidential Infomation Memo (CIM)CIM - Confidential Information MemorandumA Confidential Information Memorandum (CIM) is a document used in M&A to convey important information in a sale process. Guide, examples, and template
All templatesTransactionsThis free pitch deck template is based on hundreds of investor presentations I've seen. Download the free template to build your investor pitch deck. This PPT template can be used to create your own pitch for raising capital or present to investors to tell your story.
Financial Analyst Certification
Become a certified Financial Modeling and Valuation Analyst (FMVA)®FMVA™ CertificationThe Financial Modeling & Valueation Analyst (FMVA)™ accreditation is a global standard for financial analysts that covers finance, accounting, financial modeling, valuation, budgeting, forecasting, presentations, and strategy. by completing CFI’s online financial modeling classes and training program!