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How to Make an Investment-Ready Pitch Deck

10 Min Read

how to make a pitch deck
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Writing a business plan?

A pitch deck is not a new topic; even Mark Zuckerberg made a pitch before starting Facebook. So, it was necessary two decades ago, and it is essential now too.

But the point here is how to make a pitch deck that spurs up the interest of investors, right?

A pitch deck should be brief, engaging, to the point, visually appealing, well-organized, and a lot more at the same time. Besides all that, it should have all the necessary slides that set the stage for investors for further steps.

Too much to keep in mind, right?

Worry not, here we have included all the necessary slides to not forget in your pitch deck and all the tips that will help in your pitch-deck-creating process. But first, let us understand the concept of the pitch deck.

What is a Pitch Deck?

Think of a pitch deck as a trailer for your business movie. It is a brief presentation of your business idea, its USPs, marketing strategy, vision & mission, finances, and a lot more.

It works as a trailer because it would attract the audience to the other meeting just like a trailer does to watch a movie.

So, the sole purpose of the pitch is to pique the interest and then persuade potential investors to the next step.

What Investors Look for in a Pitch Deck

See, a pitch deck is the first step for asking for investment. No investor is going to give you funds after just one meeting. However, the purpose of slide decks is to pique the interest of the investors for further meetings.

Thus, an investor wants a realistic problem that your products or services are solving. And they do not want every detail of your business, but they just want a gist of how you will operate, and what will be the profitability.

As we know what will investors look for in a pitch deck, let’s move forward to what to cover in the pitch deck.

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Slides You Need to Have in Your Pitch Deck

1. The Cover Slide

The purpose of this first slide is to introduce your business quickly to the readers and potential investors. You don’t have to be jazzy with this slide, just include your logo, business name, and the tagline of your business.

The one-liner you will use here should be very attractive and unique. Also, keep the design of this cover minimal yet lovely.

Think of it as a tweet of 140 characters where you have to tell the gist of your business in short.

It is clever to include your USP (unique selling proposition) as your tagline. Even big brands are doing that, for example:

  • FedEx: When it absolutely, positively has to be there overnight
  • Domino’s Pizza: You get fresh, hot pizza delivered to your door in 30 minutes or less—or it’s free
  • M&M: The milk chocolate melts in your mouth, not in your hand

Thus, be unique, creative, and appealing at the same time.

2. The Problem & Solution

A great pitch deck addresses the existing problem that your business will solve. Use this slide to portray the problem of the world with current solutions in the market, but don’t share too much about your competition in this slide.

The more prominent and real the problem is, the more chances are there for your business’s growth.

Tell a relatable and compelling story when you are defining the problem and the solution statement. Some of the problem & solution statement examples are:

You also have to use a minimal word count to express the problem that you are going to solve.

3. Target Market & Opportunity

Mention who your ideal target audience is and what your market segmentation is. What will be the market size, and what is your market positioning?

If you have any data to provide, then mention things like how much your business spends in marketing to know the realistic market size. Make sure that you do not overestimate the market size because your readers are not fools, they will get to know about things.

Moreover, this way you and your readers both will get a clear idea of the opportunities that lie ahead for your business.

4. Your Product/Service

Finally! This is the slide that potential investors are interested the most in. It is the main slide showing your business idea and your product/service.

Make this slide the most appealing one of all the slides. Remember, your solution and product details are different, so make these slides apparently unique.

The better idea here is to include the benefits of your features along with the features. Ensure you are not overwhelming readers with all the features, just present the top 4-5 maximum in this slide.

5. Go-to-Market Strategy

This slide is all about how will you attract customers and retain them. What will your sales funnel and process look like? You will need to mention your sales and marketing strategies under this slide.

Also, use the TAM (Total addressable market), SAM (Serviceable addressable market), and SOM (Serviceable obtainable market) approach to communicate your market.

Outline your sales strategy, including all the channels that you will utilize for marketing. Additionally, giving a brief of your growth plan is a plus.

This is not a business plan, so do not mention everything in detail, but present the gist.

6. Business Model & Revenue Streams

Now that your readers have basic details about your products or services, it is time to show how you will earn money. Obviously, they will be interested in this slide the most!

Here are some questions that this slide should answer:

  • What is your business model?
  • How do you make money?
  • What is your pricing strategy?
  • What is your revenue and scalability?
  • How do you plan to optimize revenue?
  • What is your projected revenue and growth trajectory?

Here, you can also take a reference of the competitive landscape and showcase where your business fits in the market. Do you position your product as a premium at a high price point or as a budget-friendly option by offering lower prices than existing solutions on the market?

7. The Team

This is the slide where you have to tell why your team is the best fit for their particular roles. What is their experience and what are they experts at?

Highlight the key members of your company and their achievements. If you don’t have a team, then mention all the key positions that you need to fill.

Hire the right people in the right position, who can help you attract customers and build the exact product of your dreams.

8. Traction & Validation

The traction slide is all about the attention your business has gotten till now. Are there any customers? Is your product or service validated by your customers or not?

Additionally, include any customer reviews or feedback you have to provide.

Don’t worry if you have nothing to show yet due to the early stage, just focus on future growth as realistically as possible. Mention the projected revenue and how you will achieve it.

Try to show all the digits through graphs or charts. This will help investors remember the data by skim reading too.

9. Financials and Funding

Your investors will want to see financial statements like income statements (profit and loss statements), balance sheets, and cash flow statements for 3-5 years.

Don’t bore your readers with detailed and lengthy spreadsheets, but limit yourself to charts showing total sales, total customers, total profits, etc.

Additionally, mention the amount that you need for your business. Along with the funding requirements, do not forget to mention the usage of funds—where exactly will the money go?

Therefore, be visually appealing, and don’t overstuff this slide with unnecessary information.

10. Call to Action

A solid pitch deck always ends with a call to action. Here you are asking your audience what you want from them. It can be either a partnership or funding.

You don’t need to add anything fancy here, you just need to add your contact details.

Now, that we know how to write a pitch deck, let us move forward to the points that you should keep in mind while making it.

Best Practices for Pitch Decks

Keep it concise

Your pitch is not your business essay, so keep it limited to 10-12 slides maximum. So, cut the bush and focus on key topics only. Remember, a successful pitch deck is always short and to the point.

Avoid bullet points to cut the clutter and rather use small & large font sizes to highlight your main points.

Tell a story

Do not simply state the facts of your business, but maintain a flow of your problem and solution as a story. Your pitch should pique the interest of your investors.

The more relatable your stories are to investors, the more they can relate to your products or services.

Start with a strong opening

Your first 2-3 slides can make or break the decision of the investors. So, keep in mind that your opening should be fantastic, which keeps them hooked on the whole pitch deck and then the business plan.

The opening slides of your startup pitch deck should convey your business ideas and value proposition effectively.

Ask for funding

If your purpose is to raise money, you need to ask about it gently and cleverly. You have to show where will you utilize the funds you raised.

Make sure to include financial projections, but do not make it lengthy and tedious for them.

Your team slide should be extraordinary

More than the business idea itself, sometimes the confidence and experience of the people attract investors. Therefore, ensure that your team is the best for pursuing your business idea.

Conclusion

We hope this blog helps you in creating your pitch deck. But did you know there are various AI-powered pitch deck generators that help you with each step of the pitch creation? One such great tool is Upmetrics!

With its step-by-step guidance and editable pitch deck templates, you can create a pitch deck in under an hour. Simply choose the “Write with AI” feature in the pitch deck editor and Voila your pitch will be ready.

So, that’s it! All the very best in creating your perfect pitch deck.

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About the Author

Upmetrics                                                       
            Team

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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