How to use this template

 
How to use this template
 
The pitch deck shouldn’t be too
long and should let you present
yourself in five to 10 minutes. While
pitch decks are most often used to
attract investors, they also be useful
to present the company to bankers
and other partners.
 
Only put in the most relevant data
to capture interest and attract
partners. You should have a
complete 
business plan
 on hand to
share with interested partners.
This pitch deck presents a simple
framework and design that can
serve as a first draft. You don’t need
to use all the slides and will likely
need to create new ones.  Most
businesses looking for investors will
work with a designer to help it
stand out.
 
Best practices
 
Tell your story (as briefly and
visually as possible – use data),
max. 20 slides.
Market-centric: How are you
solving customer pain points?
How are you anticipating
future needs?
Showcase history of growth
(financials).
 
Be prepared to demo your
product/service.
Include customer and investor
testimonials (if relevant).
Anticipate questions.
Be direct in your ask
Tell
partners what’s in it for them and
make sure they are left feeling
compelled to take action.
undefined
 
Company name
 
Slogan here
Unique selling proposition
undefined
 
Your company
name
 
What does your
business do?
What are the main customer
pain points you solve
Be brief
Include brand imagery
and graphics
 
Unique selling proposition
 
What is your offer?
What pain point are your
addressing?
What will your customers gain
from using your product or
service?
Use images, graphics to tell
a visual story
 
Describe your solution
 
Provide key market stats
Size of market
Geographic location
Partner organizations
Billings per customer
 
Target market
 
Contrast your solution
with competitor
shortcomings
Choose a chart or other
images to illustrate,
rather than text-only
bullets
 
Contrast with competitors
undefined
 
Case
study
 
Use images to tell a story
about how your client
benefited from your solution
 
Client name
undefined
 
Testimonials
 
Select short quotes that
articulate how you solved a
challenge for a client.
Use large text,
visuals.
 
 
Explain how you
reach customers
Channels
Partners
Content
 
Sales and marketing
 
Financial data
 
Key team members
 
John Doe
Senior Partner
 
Jane Doe
Senior Partner
 
Joan Doe
Senior Partner
 
Elements
of future growth
Highlight new
products, geographical
expansion
How do you plan
on using future
investments?
 
Roadmap
 
Ask for what you want
Explain the opportunity for
the client/investor.
For investors, define the
internal rate of return
Final call to action
Leave your audience with
something to do.
 
The Ask
undefined
 
Company name
 
Contact information
Thank you
Slide Note
Embed
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Craft a compelling pitch deck using this template to capture the interest of potential partners and investors. Focus on telling your business story effectively, showcasing growth history, and highlighting your unique value proposition. Be market-centric, show how you solve customer pain points, and be ready to present your product/service with confidence. Incorporate visuals, customer testimonials, and anticipate questions to leave partners compelled to take action.


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  1. How to use this template Only put in the most relevant data to capture interest and attract partners. You should have a complete business plan on hand to share with interested partners. This pitch deck presents a simple framework and design that can serve as a first draft. You don t need to use all the slides and will likely need to create new ones. Most businesses looking for investors will work with a designer to help it stand out. The pitch deck shouldn t be too long and should let you present yourself in five to 10 minutes. While pitch decks are most often used to attract investors, they also be useful to present the company to bankers and other partners. 1

  2. Best practices Tell your story (as briefly and visually as possible use data), max. 20 slides. Market-centric: How are you solving customer pain points? How are you anticipating future needs? Showcase history of growth (financials). Be prepared to demo your product/service. Include customer and investor testimonials (if relevant). Anticipate questions. Be direct in your ask Tell partners what s in it for them and make sure they are left feeling compelled to take action. 2

  3. Company name Slogan here Unique selling proposition 3

  4. Your company name Unique selling proposition What does your business do? What are the main customer pain points you solve Be brief Include brand imagery and graphics 4

  5. Describe your solution What is your offer? What pain point are your addressing? What will your customers gain from using your product or service? Use images, graphics to tell a visual story 5

  6. Target market Size of the market Provide key market stats Size of market Geographic location Partner organizations Billings per customer 6

  7. Contrast with competitors Contrast your solution with competitor shortcomings Choose a chart or other images to illustrate, rather than text-only bullets Access Cost Speed My company Competitor A Competitor B 7

  8. Case study Client name Use images to tell a story about how your client benefited from your solution 8

  9. Testimonials Select short quotes that articulate how you solved a challenge for a client. Use large text, visuals. 9

  10. Sales and marketing Explain how you reach customers Channels Partners Content Website traffic by sources 6,000 5,000 4,000 3,000 2,000 1,000 0 Jan Feb Mar Apr May Jun Organic traffic to website Email campaign traffic Paid search campaign Social media 10

  11. Financial data MRR bookings Sales $ 35.0 Customer4 9% $ 30.0 $ 25.0 Customer3 10% $ 20.0 $ 15.0 $ 10.0 $ 5.0 Customer 58% Customer2 23% $- Jan Feb Mar Apr May Jun $( 5.0) $( 10.0) $( 15.0) New MRR Churned MRR Customer Customer2 Customer3 Customer4 Expansion MRR Net New MRR 11

  12. Key team members John Doe Senior Partner Jane Doe Senior Partner Joan Doe Senior Partner 12

  13. Roadmap Elements of future growth Highlight new products, geographical expansion How do you plan on using future investments? Months Top strategic priorities | actions 1 2 3 4 5 6 7 8 9 10 11 12 Expansion into the US X X X X X New product launch X X X X New feature launch X X X X 13

  14. The Ask Ask for what you want Explain the opportunity for the client/investor. For investors, define the internal rate of return Final call to action Leave your audience with something to do. 14

  15. Company name Contact information Thank you 15

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