Ultimate Pitch Deck (Part 3) Presentation preview
Title Slide preview
Problem Slide preview
Problem Slide preview
Solution Slide preview
Solution Slide preview
Company Overview Slide preview
Company Overview Slide preview
Meet The Team Slide preview
Business Model Slide preview
Product Demo Slide preview
Value to Customers Slide preview
Testimonials Slide preview
Market Validation Slide preview
Market Size Slide preview
Demographic Slide preview
Traction & Milestones Slide preview
Customer Acquisition Slide preview
Distribution Channels Slide preview
Competitive Matrix Slide preview
Competition Slide preview
Competitive  Advantage Slide preview
Concerns  Responses Slide preview
First Three Years Slide preview
Financial Projection Slide preview
Financial Projections (Cont.) Slide preview
Strategic Partnership Slide preview
Marketing Strategies Slide preview
Marketing Strategies Slide preview
Marketing Strategies Slide preview
Marketing Strategies Slide preview
Marketing Strategies Slide preview
Exit Strategy Slide preview
The Ask Slide preview
Why Invest Slide preview
Contact Us Slide preview
Additional Slides & Resources Slide preview
Pro Forma Spreadsheet Slide preview
Spreadsheet  Charts Collection Slide preview
Video Backgrounds Collection Slide preview
KPI Dashboard Slide preview
KPI Dashboard Slide preview
KPI Dashboard Slide preview
KPI Dashboard Slide preview
KPI Dashboard Slide preview
KPI Dashboard Slide preview
Product Mockup Slide preview
Product Mockup Slide preview
Product Mockup Slide preview
Performed Transaction Slide preview
Product Mockup Slide preview
Product Mockup Slide preview
Product Mockup Slide preview
Product Mockup Slide preview
Product Mockup Slide preview
Product Mockup Slide preview
Product Mockup Slide preview
Thank You Slide preview
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Synopsis

How do you get funding and support to take your business plan forward? Besides an epic idea that solves customer pain points, a solid investor pitch deck can help seal the deal. Use our latest Ultimate Pitch Deck (Part 3) to tell your story and communicate your vision in the best possible flow and get closer to the funding you need.

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The Ultimate Pitch Deck (Part 3) improves upon previous versions by providing a more streamlined and effective way to communicate your business vision. It's designed to help you tell your story in the best possible flow, making it easier for potential investors to understand your business plan and see the value in it. This can increase your chances of securing the funding you need. It's also updated with the latest trends and expectations in the business and investment world, ensuring your pitch is relevant and compelling.

Yes, there are several examples of successful pitch decks. Some of them include Airbnb's pitch deck which helped them raise $600K in 2009, LinkedIn's pitch deck that helped them raise $10M in 2004, and Uber's pitch deck that helped them raise $200K in 2008. These pitch decks are successful because they clearly communicate the company's vision, market size, business model, and financial projections.

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Slide highlights

Before you get into any business or technical details, paint a picture of the current marketplace and highlight the customer pain point that you're positioned to resolve. (Slide 4)

Problem

Companies with physical products can list potential distribution channels where their products will be sold, whether it's a name-brand store, third-party retailer, or e-commerce website. (Slide 19)

Distribution Channels

Back up your arguments with numbers. Use additional tools like our pro forma spreadsheets, KPI dashboards, video backgrounds, and product mockups to enhance your delivery. (Slide 39-59)

Product Mockup

Outcome

Whether via in-person presentation or digital file-sharing, pitch decks are an indispensable tool to raise funds and get the right support behind your ambition. Pitch decks showcase your product, share your business model, outline monetization strategies, and introduce your organizational capabilities to investors.

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Questions and answers
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Businesses can implement a pitch deck in their fundraising operations by using it as a tool to present their business plan to potential investors. The pitch deck should showcase the product, share the business model, outline monetization strategies, and introduce the organizational capabilities. It can be presented in-person or shared digitally. The goal is to convince investors that the business is worth investing in by addressing their potential concerns and demonstrating the potential for high returns on their investment.

Common challenges in creating a pitch deck include: understanding the audience, conveying a clear and compelling value proposition, showcasing the product or service effectively, outlining a viable business model, and presenting a strong team. These challenges can be overcome by: doing thorough research on potential investors to understand their interests and concerns, crafting a clear and compelling narrative that highlights the unique value of the product or service, using visuals and demos to effectively showcase the product or service, providing a detailed and realistic business model that shows potential for growth and profitability, and highlighting the skills and experience of the team.

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Unlike a presentation you just share with the internal team, the best pitch decks should have both solid content and attractive visualization. To balance both aspects can be overwhelming even for serial entrepreneurs. This Ultimate Pitch Deck provides everything you need to impress, excite, and engage potential investors to continue an initial conversation into something bigger.

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Questions and answers
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A pitch deck for an internal team is typically focused on operational details, team roles, project timelines, and specific tasks. It's more about the execution of the idea. On the other hand, a pitch deck for potential investors is designed to attract investment. It should tell a compelling story about the business, including the problem it solves, the market size, the business model, the competitive advantage, and the financial projections. It's more about the potential of the idea.

The Ultimate Pitch Deck helps in engaging potential investors by providing a balance of solid content and attractive visualization. It is designed to impress, excite, and engage potential investors, turning initial conversations into something bigger. It provides a platform to effectively communicate your business idea, how it solves customer pain points, and how you plan to move forward. This can help seal the deal with investors.

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Application

The problem

This pitch deck follows a standard investor deck structure, which corresponds with the art of pitching. Typically, before getting into the ask or the nuts and bolts of how the business works, presenters should provide the audience with an empathetic story and validating context that shows how a pain point in the marketplace can be addressed. This pain point is the problem.

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Questions and answers
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The standard investor deck structure followed in the Ultimate Pitch Deck (Part 3) begins with an empathetic story and validating context. This is to show the audience how a particular problem or pain point in the marketplace can be addressed. This problem or pain point is the core of the presentation. The details of the business plan and the ask come later, after the audience has been engaged with the story and the problem.

The Ultimate Pitch Deck (Part 3) helps in addressing a pain point in the marketplace by providing a structure that allows presenters to tell an empathetic story and provide validating context. This approach helps to illustrate how a particular problem or pain point in the marketplace can be addressed. The deck is designed to engage the audience before getting into the specifics of the business plan or the ask, making it a powerful tool for securing resources and support.

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For example, imagine you are the founder of a peer-to-peer digital payment platform. The problem to solve is the annoyance and difficulty of transferring money between individuals. It's a tedious and inconvenient process to pay your peers in cash. And if a large amount of money needs to be wired, banks or other transfer platforms typically charge service or transaction fees. No one wants to deduct this from their final payment. (Slide 3)

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Questions and answers
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A pitch deck for a digital payment platform should clearly articulate the vision and mission of the platform. The vision could be to simplify and streamline peer-to-peer transactions, while the mission could be to eliminate the inconvenience and fees associated with traditional money transfers. The pitch deck should highlight these points, demonstrating how the platform solves these problems and adds value for users. It should also provide evidence of market demand, potential for growth, and a sustainable business model.

A pitch deck in the digital payment industry can be used in several practical ways. Firstly, it can be used to attract potential investors by showcasing the problem your platform solves, such as the inconvenience of transferring money between individuals and the high fees charged by banks. Secondly, it can be used to demonstrate the unique value proposition of your platform, such as peer-to-peer transactions without service or transaction fees. Lastly, it can be used to outline your business model, growth strategy, and financial projections to convince investors of the profitability of your platform.

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If you prefer to break down the main problem into components with more details, you can also list them out as bullet points. In our example, the key problems are lengthy clearance time of wire payments, costliness of transaction and service fees, inconvenience of physical transactions, and inconsistency in personal bookkeeping. (Slide 4)

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Questions and answers
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Common challenges in creating an effective pitch deck include: understanding the audience, clearly defining the problem and solution, showcasing the business model, and demonstrating the market potential. To overcome these challenges, it's important to do thorough market research, have a clear and concise message, and present data in an engaging and understandable way. Regular feedback and practice can also help improve the pitch deck.

The Ultimate Pitch Deck can align with digital transformation initiatives in the finance sector by effectively communicating the problems that digital transformation aims to solve. For instance, it can highlight issues like lengthy clearance time of wire payments, high transaction and service fees, inconvenience of physical transactions, and inconsistency in personal bookkeeping. By presenting these problems and their solutions in a clear and compelling manner, the pitch deck can help secure the resources and support needed for digital transformation initiatives.

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Problem
Solution

The problem

Now that the problem is firmly established, move on to the solution. Use a 1-2 sentence statement that creates curiosity for what you do.

In our example, your digital platform offers a user-friendly, end-to-end solution that completes an individual's transactional needs and simplifies P2P transactions down to a process that takes under a minute. (Slide 5)

Similar to the problem slide, you can also go choose to more in-depth on the solution side to answer key aspects of like how you plan to accomplish the stated goal. In our example, we plan to simplify the payment process with a user-friendly interface, a ledger to track completed transactions, and an alert system for pending transactions. Users also have the option of instant deposit to get money to their bank account within minutes for a marginal fee. Users no longer have to visit physical banks. Senders and recipients don't even need to be in the same room. (Slide 6)

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Questions and answers
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The Ultimate Pitch Deck (Part 3) presents a solution that eliminates the need for physical banks by simplifying the payment process. It proposes a user-friendly interface, a ledger to track completed transactions, and an alert system for pending transactions. Additionally, it offers the option of instant deposit, allowing users to get money to their bank account within minutes for a marginal fee. This means that users no longer have to visit physical banks, and senders and recipients don't even need to be in the same room.

The option of instant deposit in the Ultimate Pitch Deck (Part 3) is a feature of the proposed payment solution. It allows users to transfer money to their bank account within minutes for a small fee. This feature is designed to simplify the payment process and eliminate the need for users to visit physical banks. It's part of a broader solution that includes a user-friendly interface, a ledger to track completed transactions, and an alert system for pending transactions.

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Company overview

Now we move on to the company overview: who you are and what you do. Founders can include a little background story to establish history, context, and inspiration. (Slide 7)

An alternative visualization focuses on quantifiable highlights and draws attention to important numbers like year founded, profit generated so far, other funding rounds, and team makeup. (Slide 8)

Team

Next, introduce the team. Sometimes presenters like to put this slide more towards the end. In either case, the purpose of the team slide is to showcase your organizational talent and capabilities. List relevant credentials and experiences of key team members, instead of just their current job description. Investors need to be assured that the team is well-equipped with the right skill set and proven success to bring positive ROI. For example, our founding team has two decades of experience and built three startups in the past with aggressive growth trajectories and one successful exit. (Slide 9)

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Effective team slides in successful pitch decks often include key information about the team members such as their relevant credentials, experiences, and proven success. For instance, if a team member has a significant amount of experience in the industry or has been part of successful startups in the past, these details should be highlighted. The goal is to assure investors that the team has the right skill set and track record to bring positive ROI. It's also beneficial to include any unique skills or experiences that give the team a competitive edge.

The team slide in a business presentation plays a crucial role in communicating the vision of a business to investors. It showcases the organizational talent and capabilities, listing relevant credentials and experiences of key team members. This is not just about their current job description, but also their proven success and the right skill set they bring to the table. This reassures investors that the team is well-equipped to deliver a positive return on investment. For instance, a founding team with decades of experience and a track record of building successful startups can be a strong selling point.

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Meet The Team

Business model

Now, introduce the business model. This is all about how you make money and scale the business.

In our case, we take a small service fee from users who choose instant deposits. Since many in the US prefer credit cards over debit cards, we also charge a small transaction fee when payments are funded by credit cards. (Slide 10)

Product demo

Now it's time to show the product that brings money to the table. For digital products, a demo or prototype is necessary to paint a better picture and show development progress, like a proof of concept. The product mockup is intended to showcase what the product is, how it looks, and even notable stats. For example, this could be an improvement in usability by 80%. (Slide 11)

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Value to customers

After that, present your value to customers. This is the value proposition that makes customers welcome your product and its uniqueness. (Slide 12)

It's only natural to back up what you believe customers would enjoy with positive testimonials, even better if with quotes. For a seed round, founders can include testimonials from early adopters or users who participated in prototype testing. For B2B businesses, list notable clients or companies that you've serviced. (Slide 13)

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Testimonials

Market

Follow up the positive comments with market validation. Pull up key observations, trends, and data to prove that there is a time and place and, more importantly, need for your proposed solution. This could be a market cap, an overview of how much money has been poured into similar companies, a review of government subsidies, or something specific to the product or service.

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For our example, the number of how many traditional bank transactions are made every year could be included, along with a survey of how many bank customers answered that they prefer a simpler way. (Slide 14)

As part of the market validation, give an overview of your projected market size. Begin with the broadest tier, total addressable market, then narrow it down to serviceable market, and lastly the target market you aim to capture. (Slide 15)

Within the established target market, picture the target persona more in-depth. This is also known as the target demographic and usually includes a breakdown of gender, age and income distribution, as well as the qualitative value that's important to your target customers. (Slide 16)

Market Validation
Market Size

Traction and milestones

Next up, show your traction and milestones thus far. This highlights numbers that show an upward trend and list your biggest wins. More importantly, it establishes the potential for future scalability in front of the investors. For example: how many transactions an app has had in the last 12 months, or of how many new users acquired, how many performed multiple transactions within six months of joining, etc. (Slide 17)

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Customer acquisition

You've talked about who you are, what you do, and who your target demographic is, so how do you plan to acquire more customers? Summarize your customer acquisition plan in three phases: during launch, during the critical growth stage, and once you're more established. (Slide 18)

Competitive analysis

In many cases, there are other front runners or big profit-makers that overlap with what you try to offer. Position them on a competitive matrix to demonstrate their strengths and weaknesses, and how you excel in certain qualities in comparison.

In this visualization, the x-axis is offline transactions vs online transactions, while the y-axis is affordable vs expensive services. Our competition that is both offline and expensive is the traditional banks. Companies that are online and expensive are other digital transfer services that dominate the marketplace. Meanwhile, our company is both affordable and online, and therefore in the ideal position to serve customers' needs. (Slide 20)

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For a more in-depth look at the competition, identify your biggest competitors and sort them from high competition to low. List their main characteristics with an eye on how to beat them.

In our case, we list the competition's transaction fee. We believe this is a good number to focus on because it highlights how inexpensive we are. You can also include other relevant data, such as revenue and year-to-year growth. (Slide 21)

Competitive Matrix

Concerns vs. Responses

One way to tackle skepticism is to actively address potential concerns with well-prepared responses.

For example, one concern for our app could be "what do you do if traditional banks launch a similar product with more resources?" In our case, we target a younger audience that prefers newer technology and is wary of traditional players who have abused their positions and refused to innovate.

From the customer's perspective, a potential concern could be "what if I need to send money to someone who doesn't use the same bank as I do?" Our response is "it's not required for the sender and the recipient to bank at the same institution." In fact, they don't even need to transact with the same form of payment. The sender can pay with credit and the recipient can receive the funds as a digital debit. (Slide 23)

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Projections

Looking ahead, share your plan for the coming three years. Especially for newly founded companies, the three-year plan has been a standard measure of success. Investors need to be reassured by a practical blueprint of the foreseeable future to consider putting their money into any new project. (Slide 24)

Beyond the main goals of these three years, share more specific numbers and financial projections. Additional details can be visualized with a graph. The numbers in the table are also linked to an external spreadsheet. (Slide 26)

First Three Years
Financial Projection

Strategic partnerships

If you leverage strategic partnerships to deliver pivotal or substantial growth, make sure to include that information in the pitch. In our example, we plan to partner with a credit card company to offer our own card service to drive growth. (Slide 27)

Exit strategy

A top concern for any investor is an exit strategy. In some cases, it could be an IPO consideration, or a highly viable M&A. When it comes to the M&A route, include more details and options in the blue box below. For example, as a P2P payment system, it might make sense to merge with a payment processor company or get acquired by a traditional bank that needs fintech to stay relevant. (Slide 35)

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Questions and answers
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The Ultimate Pitch Deck (Part 3) can help in solving customer pain points by providing a structured way to present your business idea that addresses these pain points. It allows you to clearly communicate your value proposition, market validation, business model, and product competency. By effectively using the pitch deck, you can convince investors that your business has a viable solution for the customer's problems, thereby securing the necessary resources and support to move your business plan forward.

A competent product is crucial in the Ultimate Pitch Deck (Part 3) as it is one of the main selling points for potential investors. It signifies that the product is well-developed, effective, and capable of meeting the needs of the market. A competent product can also indicate a simple business model and high scalability, which are attractive to investors. It can provide a first-mover advantage and strong market validation, which can lead to a successful business venture.

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The ask

Now it's time for the Ask. This is where you many the investment demand and how that money will be used. Let's say we plan to ask for $10M, of which 40% on software development, 40% on growth, 20% on operations. (Slide 36)

But why invest now? Go over the reasons with a roundup of your main selling points, some of which you already went over earlier, but it never hurts to remind. For example, those who invest now can benefit from first-mover advantage, backed by a strong market validation, simple business model, and highly scalable and competent product. (Slide 37)

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Lastly, don't forget a contact page and thank your audience. As you conclude your pitch, get ready to answer questions on the spot. (Slide 38)

The Ask

Additional resources

We've also included a section of additional resources that could be helpful to include:

Pro-Forma spreadsheets are intended to help corporate individuals and entrepreneurs ready to propose a venture, display how much it will cost, how much revenue it will generate and at what point will cash flow become positive and the venture will reach its break-even point. (Slide 40)

Spreadsheet charts are collections of Excel friendly graphs and tables. You can find these in our resource library under Ultimate Charts (Part 1) and Ultimate Charts (Part 2) . (Slide 41)

Experiment with Video Backgrounds to create memorable visuals. Make your presentations more impactful with our Video Backgrounds (Part 2). (Slide 42)

Use KPI Dashboards to display progress and track financial information in greater detail: Use them to establish, communicate, and measure goals from financial performance to sales to marketing efforts. (Slide 43-48)

Finally, more product mockups for your demo. (Slides 49-59)

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