How to use this template

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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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How to use this template

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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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