Cheat Sheet for Creating an Investor Pitch Deck

An Investor Pitch Deck is a PowerPoint presentation made up of a series of slides, intended to showcase your company. And, if you’re looking to raise money from investors, you are going to need one!

After over 15 years working in finance and investing — from investment banking to private equity — I have read thousands of pitch decks. And, as entrepreneur I’ve sat on the other side of the table, writing my own and raising five rounds of funding for my own startup. While I may not know your product or the company you’re pitching – I do know what it takes to create a successful deck.

  • I know that there is no one-size-fits all formula.
  • I know some companies prefer informal meetings without deck presentations.
  • I know you still must create a deck in order to structure and guide any conversation.
  • I know most interested investors will ask for a pitch deck to be sent after a meeting.

And I know that raising capital can be difficult, so it’s crucial to nail your pitch with a captivating, strong, and engaging deck. So, I created a guide to assist you no matter what your stage of business. The slides you choose and the order you place them will depend on the story you have tell. And yes, you are telling a story – there should be intrigue, it should resonate with your audience, and it should be persuasive.

Remember CliffsNotes – those study guides used to explain literature? While some may have chosen to read them in place of the written work, they were intended to make the subject clearer and more palatable. Think of this as my version of CliffsNotes: A Cheat Sheet For Creating An Investor Pitch Deck.

These slides should be your guide, an example for you to base your own pitch deck, but this is not a magic formula. You can, and should, change the order or use more than one slide per topic, or mix it up to enchant potential investors in your unique way. No one can sell your passion for your company like you. Write from the heart, with emotion and remember you’re telling a story. Your enthusiasm will make others eager to discover more about your company — but, with that in mind, don’t forget that your pitch deck needs to stand alone. The story on the page should be as exciting as the one you tell in person. Investors may pass along the deck, or want to look at it later – and it needs to spark the same fire and energy you ignited at your meeting.