What are Financial Pitch Deck Slides?

what is a financial pitch deck

Introducing financial pitch decks

A financial pitch deck is a presentation that outlines a company’s financial information and investment opportunity. It is usually used by entrepreneurs and business owners to pitch their business to potential investors, venture capitalists, or lenders. A well-crafted financial pitch deck can be a powerful tool in securing investment and helping a business grow. Join us to learn more about creating the best possible pitch deck for your business.

Why are financial pitch decks important?

First of all, we need to understand why financial pitch decks are important. There are a multitude of reasons, but they primarily provide a comprehensive overview of a business’s financial information, including its revenue, expenses, profitability, growth projections, and funding requirements. Here are a few reasons why financial pitch decks are crucial:

Communicate the company’s financial health

A financial pitch deck allows investors to quickly assess a company’s financial performance and determine its potential for growth. By presenting key financial metrics, such as revenue, net income, and profit margins, investors can make informed decisions about whether to invest in the company.

Attract potential investors

Pitch decks are an essential tool for attracting potential investors. They provide investors with a clear understanding of the business and its financials, which can help them decide whether to invest in the company. A well-crafted financial pitch deck can make a compelling case for investment, potentially securing the funding necessary to take the business to the next level.

Set goals and milestones

A financial pitch deck can help a company set financial goals and milestones. By analyzing financial data, a company can set realistic targets and track its progress over time. This can help the company stay on track and make informed decisions about how to allocate its resources.

Secure funding

Ultimately, the purpose of a financial pitch deck is to secure funding for the business. By presenting a clear and comprehensive picture of the company’s financials, a well-crafted pitch deck can help secure the funding necessary to support growth and achieve success.

Plan Your Cash Flow
Start your free trial

What is included in a financial pitch deck

The elements of a financial pitch deck can vary depending on the company’s industry and specific needs, but here are some common sections:

1. Introduction

A brief overview of the company and its purpose, including the problem it solves, target audience, and unique value proposition.

2. Market opportunity

A description of the market the company operates in, including market size, growth potential, and competition. This section may include market research data and analysis.

3. Business model

A clear explanation of how the company generates revenue, including pricing strategy, distribution channels, and customer acquisition costs.

4. Financial projections

Financial projections are the foundation of a financial pitch deck. It should include revenue, expenses, and cash flow projections for at least three to five years, as well as key metrics such as gross margin, net income, and break-even analysis.

5. Investment

This section describes the funding the company is seeking, including the amount of capital required, the intended use of funds, and the proposed valuation of the company.

6. Management team

An overview of the company’s management team and their experience and qualifications. This section can also include the board of directors and advisors.

7. Exit strategy

A discussion of the company’s plans for a future exit, whether through an initial public offering (IPO), acquisition, or merger.

8. Appendix

Supporting materials that provide additional information such as industry reports, customer testimonials, or detailed financial statements.

As with many aspects of your finances, it is important to note that the order and emphasis of these sections can vary depending on the company and the audience. A well-crafted financial pitch deck can help a company attract investors, secure funding, and achieve its growth goals.

5 Mistakes when using forecasting for financial pitch deck slides

How to create a financial pitch deck

We’ve put together a handy list of ten things needed to create a financial pitch deck:

  1. Start with an Executive Summary: This should be a brief overview of your business, including its purpose, unique selling points, target market, and financial goals.
  2. Introduce your team: Include a slide that introduces your team and their backgrounds, highlighting any relevant experience or expertise they bring to the table.
  3. Explain the problem you are solving: Your pitch deck should clearly explain the problem you are solving for your target market, and how your product or service solves that problem.
  4. Describe your market: Use market research to support your market size and growth projections. This should include information about your target audience, competition, and any barriers to entry.
  5. Explain your business model: Clearly outline how your company will generate revenue and what your pricing strategy is. This should include information about your sales channels, customer acquisition strategy, and key partnerships.
  6. Present your financial projections: This is the most important part of your pitch deck. You should include a detailed financial model that shows your revenue, expenses, and projected profits over time. Be sure to highlight key metrics like customer acquisition cost, customer lifetime value, and monthly recurring revenue.
  7. Show your fundraising needs: Make sure to clearly state how much funding you are seeking, how you plan to use the funds, and what milestones you hope to achieve with the funding.
  8. Use visuals to enhance your presentation: Your pitch deck should include high-quality visuals that help illustrate your points, such as graphs, charts, and images.
  9. Keep it concise: Your pitch deck should be no longer than 15-20 slides, with each slide containing concise and relevant information.
  10. Practice your pitch: Once you have created your pitch deck, practice delivering your pitch to friends, family, or colleagues. This will help you refine your message and prepare for investor meetings.

Remember, a great pitch deck is just one part of securing funding for your business. Make sure to do your due diligence in researching potential investors and preparing for meetings to increase your chances of success.

What are some examples of successful financial pitch decks

Here are a few examples of successful financial pitch decks that have helped companies secure funding:


Airbnb’s pitch deck from 2008 is often cited as a great example of a successful pitch deck. It includes a clear value proposition, a description of the market opportunity, and a breakdown of the company’s financials.


Uber’s pitch deck from 2008 is a classic example of a successful pitch deck. It includes a clear problem statement, a solution, and a breakdown of the market opportunity. It also includes a slide that highlights the company’s competitive advantage.


LinkedIn’s pitch deck from 2004 is a good example of a successful pitch deck. It includes a clear problem statement, a solution, and a breakdown of the market opportunity. It also includes a slide that highlights the company’s competitive advantage and a slide that showcases the team’s credentials.

Although the above pitch decks are brilliant, there’s no one-size-fits-all approach to creating a successful pitch deck. The key is to clearly articulate your value proposition, market opportunity, and financials in a way that resonates with investors.

financial pitch deck

Pitch decks vs financial modelling software

While a financial modeling tool can be useful in analyzing and presenting financial data, they cannot fully replace pitch decks.

Pitch decks are a valuable communication tool used by startups, intrapreneurs, entrepreneurs, and businesses to present their ideas and strategies to potential investors or partners. They are designed to tell a compelling story that engages the audience and helps them understand the value proposition of the company.

On the other hand, financial modeling tools are used to create detailed financial projections and perform scenario analyses based on various assumptions. They are typically used to support the financial data presented in the pitch deck and to provide additional insights into the financial performance of the company.

In short, while financial modeling tools are an important component of financial analysis and planning, they cannot replace the value of a well-crafted pitch deck in communicating the overall vision and strategy of a business.

Financial pitch deck FAQs

How long should a financial pitch deck be?

A financial pitch deck should typically be no more than 10-15 slides in length, with a focus on conveying the most important financial information in a clear and concise manner. Investors and stakeholders are often busy and may not have the time or patience to review a lengthy document.

What are some common mistakes to avoid when creating a financial pitch deck?

Some common mistakes to avoid when creating a financial pitch deck include:

  • Including too much irrelevant or unnecessary information
  • Failing to clearly articulate the company’s unique value proposition and growth potential
  • Making overly optimistic or unrealistic financial projections
  • Failing to address potential risks or challenges facing the company or investment opportunity
  • Neglecting to provide a clear and compelling call to action for potential investors or stakeholders.


Related articles

Get started with Brixx

Start free trial