How To Create An Investment Deck

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How To Use The Pitch Deck Templates To Make Your Pitch Stand Out:

How to Create a Pitch Deck for Investors in 2022 – Free Template included!
  • Tell a story: Nothing will hook investors more than a story that they can relate to. That’s why your pitch deck should start by defining the problem you are solving. Make sure your audience can easily understand that there’s a real problem that your company can solve by making your story real and relatable.
  • Show that there’s a market: You may have a great idea to solve a real problem, but unless enough people have the problem, it’s going to be hard for investors to consider your pitch. Your presentation needs to show that there is a market, but don’t exaggerate the size or make the classic mistake of saying that you’re going to, “get 1% of a trillion dollar market.”
  • Keep your solution simple: You don’t have a lot of space in a pitch presentation to go into detail about your company and your product, so keep the description of your solution simple and straightforward. Getting a second meeting with investors is your goal, so it’s fine if not all questions are answered on the slide that describes what your company does.
  • Show how you make money: Surprisingly, many pitch presentations skip one of the most important partshow your company actually makes money. Don’t forget this critical slide in your presentation.
  • Know the competition: Every business has competition, so don’t make the mistake of saying that you don’t have any. Your presentation should show who your competition is and why your product is better.
  • Be Able To Describe Your Product

    Explaining what you do, of course, is critical to your deck. And while thatâs obvious, itâs surprising how often founders struggle with it, Klein says. âThe inability to describe the product is an issue,â says Klein. âAs a founder, youâre closest to what youâre building. Itâs worth seeing if someone outside of your company can explain what you do after reading the deck.â

    In the opening slides of its often-cited pitch deck, Airbnb left no confusion about what it did. âBook rooms with locals, rather than hotels,â the first slide proclaimed. By the third slide, the reader knew exactly why that idea made sense. âSave Money. Make Money. Share Culture.â

    âI want a deck that right off the bat, on the first slide, tells me what this company is about,â says Ariel Poler, a serial entrepreneur and prolific angel investor. âThat starts with a good impression. From then on, I know what I am looking for. I know the context.â

    What applies to the opening, applies throughout. Simply put, keep it simple. Donât clutter your slides. Donât make them dense with text.

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    Create Your Key Messages In Your Pitch Deck

    Similar to a blog post, a deck stands out with a couple traction slides and a value based key component. Instead of creating an original deck, you can start with writing out your key messages prior to building a presentation.

    First off, define what you do. Do you have an online service? What makes it easy to use compared to other services of its kind? Do you have course content that is easy to access and constantly updated?

    Think of a couple selling points of who you are and why your service is unique. Also consider defining the big picture market and the opportunity behind funding your business. How big is the market around you?

    Is your company a new, emergent one or a large one that needs a refresh? What is your current and potential reach for your services? The reachable market is where you can start crafting your key messages for your potential investors.

    The best investment pitch decks tell a story like the one delivered by Molly Berry at at her TED talk, How I built a brand with story.

    Craft A Single Message

    How To Create a Pitch Deck for Investors: Part I, An Overview ...

    Once youve defined what you will cover in your value proposition, you need to land on a single core message. Not every pain point or benefit needs to be listed here. Youve done the research to ensure you are landing on the right message for your audience, the last thing you want to do is overcomplicate communications

    Focus on communicating one key value that connects to your customers pain point. The goal is to hook their interest so that they want to explore what else you have to offer. If they take that first step, then look for opportunities to elaborate on the additional value you provide.

    Additionally, just because youve honed in on a core value proposition, doesnt mean that it cant change. You may need to make adjustments for sub-sections of your audience, change out keywords for different platforms, and even fully restructure your UVP if it doesnt resonate.

    The key here is to not just write up your UVP and walk away. Look for opportunities to test it directly with your target audience either through interviews, surveys, or even through live testing.

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    How To Create A Successful Pitch Deck

    Hey guys! Today I want to tell you how to create a successful pitch deck!

    Pitch decks are vital to starting a fund.

    So, what are the main elements you need to consider when making your pitch deck?

    Heres some common pitching practices

    • Discovery questions know your investor speak on their level
    • Pitch length less than 15 minutes
    • Problem & Solution simple layout that I use

    Like Lincoln said in my video...

    Personally, I like presenting my problem and solution right away, followed by the info on the market, management, and the core of your fund.

    Lincoln Archibald

    Theres no one right way to do it. However, you do need to present the right information in the right way.

    How To Create A Great Investor Pitch Deck For Startups Seeking Financing

    This post has been updated. To read the latest version, click here.

    Startups frequently prepare a pitch deck to present their company to prospective angel or venture capital investors. The pitch deck typically consists of 15-20 slides in a PowerPoint presentation and is intended to showcase the companys products, technology, and team to the investors.

    Raising capital from investors is difficult and time consuming. Therefore, its crucial that a startup absolutely nails its investor pitch deck and articulates a compelling and interesting story.

    In this article, I provide important advice for creating a strong, thorough, and engaging investor pitch deck, along with guidance on presenting to angel and venture capital investors. I also provide links to sample pitch decks you can check out for reference as you begin the process of building your own.

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    Slide : Current Status & Use Of Funds

    This should show how far you have come on your journey, what the company has achieved, and how investment funds have been used so far.

    You should explain what funds you now require, what you plan to spend the money on and the key milestones you intend to hit with the next round of funding.

    Suster thinks an exit slide is vital, one that plants a seed for selling the company in the future.

    This slide should introduce your funding status, what you need for the business, who is currently invested and ideas on future sources of investment.

    Hoffman notes that you may not want an appendix but in preparation of investor questions, preparing appendix slides with structured answers is impressive, showing that youve considered all of your business challenges, opportunities, and comparisons.

    Objective: To leave your audience confident that you know why you are raising investment, and that you know how to deploy these funds efficiently and effectively.

    Include: A summary of what has happened so far, key milestones, proof of the positive use of cash so far, future funding requirements, and an idea of what is expected to happen in the near future.

    Get The Necessary Tools

    Investor Pitch Deck: The ultimate guide by Slidebean

    There are a lot of ways to create your pitch deck.

    You can use Microsoft PowerPoint or Apples Keynote, which are both readily available. Keynote is free on Apple computers.

    If youre using an iPad or just want a simple way to create a pitch deck online, Canva is an excellent tool.

    It has pre-designed templates that you can customize. Your pitch also gets saved to your online account so you can work on it anywhere.

    Im a big fan of Canva, so Ill be using it for this step-by-step tutorial. You can follow along and create your pitch deck in any program of your choice.

    Lets get started!

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    The Ultimate Guide To Real Estate Syndication Pitch Books

    Investors see hundreds of pitch books every year.

    Your pitch book is the only thing that private investors ever see about you, your real estate syndication company, and your investment opportunity.

    Youre a snowflake in an avalanche.

    Even if you are already using an investor portal software, that tool only helps to amplify your pitch book and make everything look more professional. You still need an epic Investment Pitch Book to hook private investors.

    So how can you stand out from the crowd? And what are the primary components of a good Investment Pitch Book?

    Im so glad you asked.

    How To Create A Winning Series A Pitch Deck

    Sometimes called a startup deck or slide deck, a pitch deck is a presentation that founders use to showcase their startups to investors when looking to raise money.

    Putting together a sleek and impressive pitch deck is an absolutely essential part of the process for any startup thats looking to raise funding. Its especially important for startups raising Series A funding, simply because the business is still young and relatively unproven.

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    Receiving funding is becoming an increasingly important factor of small business success. One in four businesses surveyed by the National Small Business Association claim that they experienced limited business growth because they were not able to receive the funding they required.

    In this interview, Marc Andreessen a founding partner of venture capital firm Andreessen Horowitz said that of the 4,000 startups that are looking for funding each year from his VC, his team takes a look at about 3,000 of them. Of those 3,000, they look at about 200 very seriously and end up investing in about 20 startups a year.

    That means that only 0.7% of the startups that pitch to Andreessen Horowitz end up receiving funding. Thats why putting serious time and effort into the preparation of your pitch deck and your accompanying presentation is an absolute must in todays highly competitive startup ecosystem.

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    Who Are You Pitching To

    One size does not fit all. Use this template to build your master pitch deck containing all the slides you might need, but when youre preparing for a certain pitch, you should adapt the deck to the audience. Remove slides that may be too high level or obvious if youre pitching to people with good industry knowledge. Add more emphasis to the areas you know investors want to grill you on.

    Also, think about the medium via which the pitch is being delivered. If youre sending via email keep it much shorter and to the point, but remember that it wont have you talking alongside it so ensure it is comprehensible as a standalone asset. If its a one-to-one pitch, youll likely have a far more detailed deck to support an in-depth discussion about your business.

    Tips For Designing Your Presentation

    Create a winning investor pitch deck in 48 hours by Cathwick

    Tell a story by planning your content out before you think of your visual elements

    Before you start laying out slides for your entire presentation, think about the main points you would like to get across. This will help inform the design of your slide layouts and is one of the few practical tips for creating a good presentation.

    A great example of how content planning informs design is first coming up with a great title. For eg, if you are doing a presentation on increasing literacy for children in school, you could think of what major points you could make for your presentation and craft a title like How to Fund for Middle Grade Fiction and Non-Fiction Books versus something to broad like Get Kids Reading.

    When you define like this, in this example, you can find middle grade children photos versus a wide range of children at different ages, and you can make the Powerpoint geared to finance and grant funding, so you may consider a template that looks like more like a business presentation than say a Powerpoint presentation that looks like it was meant for children.

    Establish a consistent layout or use your branding

    Really, you can do a lot with one slide in seeing which colours, fonts and images work for you. But if you want to get in deeper, you can start with designing three slides: your title slide, a list slide and a slide with a blurb and photo.

    Use effective fonts for your presentation template

    Colours

    A photo or video is worth a thousand words in a presentation

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    The Product Slide Of The Pitch Deck

    You must clearly articulate what your companys product or service consists of and why it is unique, so The Product slide of the pitch deck should answer:

    • What are the key features of the product?
    • Why do users care about the product?
    • What are the major product milestones?
    • What are the key differentiated features of the product?
    • What additional product features are planned?

    Images, visuals, and videos can play an important role heredont just have lengthy written explanations.

    Showcase Compelling Data And Supporting Information

    Think of the problem in the market and how youre solving it. Use real-life examples besides tables of data show the impact your work currently has so far. Instead of having dense write ups, you could create a video or do a quick demonstration of how your product works.

    If you have a current customer base, get their feedback and present that in your pitch deck.

    Any data should highlight the current success of your progress, and also highlight challenges. Anything else is extraneous. Keep your pitch deck focused. Focus on market opportunity.

    In a nut shell, what you need is conveyed in the bullet points below. Each bullet point could be its own slide.

    • An executive summary
    • An easy to understand business model for venture capitalists
    • More detailed documentation should be put into a take-away document to be read in detail
    • How to reach prospective customers
    • An easy to understand revenue model
    • The value of the investors spend on your business

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    Start Developing Your Pitch Deck

    Ready to get started? .

    You can also find plenty of additional advice in our Elevator Pitch Guide. Youll learn how to deliver an impactful elevator speech and find all the resources you need to perfect your pitch.

    Hear more pitching tips with Peter and Jonathan on the tenth episode of The Bcast, Bplans official podcast:

    Dont Let Perfection Get In The Way Of Success

    How to Make a Pitch Deck (+ Pitch Deck Template Created by Investment Experts)

    A slick, overly produced pitch deck is a red flag. It suggests you dont have your priorities in line. Work hard on your startup pitch deck but focus on substance. We shudder at the idea of founders spending lots of time making fundraising presentations, Klein says. Whether perfect or otherwise, give us anything you’ve already made financial model, deck, background materials. It helps us make sure our conversation is more of a discussion.

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    How To Design A Pitch Deck That Will Impress Investors

    Pitch decks are often content-heavy, filled with facts and figures about business strategy or concept. So when it comes to making them easier to read and understand, the saying a picture is worth a thousand words certainly goes a long way. We talk to Thomas Richards of Parallel about the purpose, importance, and design of pitch decks.

    Parallel is a strategy and funding firm based in Sydney, Australia, that helps entrepreneurs, startups and existing businesses move from their current to desired market position. Working across consulting and venture capital, Parallel develops business strategies, helps companies establish their unique selling point, and facilitates funding.

    Thomas Richards founded Parallel in 2016 to bridge the gap between entrepreneurs setting up new businesses and investors funding new businesses. He and his team are currently helping entrepreneurs develop a variety of new business ideas and platforms including a personal training app and property management app, as well as advancing existing companies, such as a co-working space, brand agency and law practice. These entrepreneurs approach Parallel with their idea, and Parallel works with them to develop the concept, viability, strategy and business plan before pitching to potential investors for funding.

    Parallel’s website

    So how does Parallel approach potential investors?

    With the all-important pitch deck.

    Use this template on Canva

    Basic Steps To Writing And Designing A Pitch Deck

    Im going to compare creating a pitch deck to cooking a meal. I might be using this analogy because I am hungry, but it is relevant all the same.

    You need to prepare to cook a meal, first, you need to be hungry, know what you want to eat, and have the time to cook. You need to have the relevant content for that meal ie: the ingredients gathered together to make it with. You need to create the meal itself, you need to use the right tools and actually cook with the ingredients to make the meal, and finally, you need to use the meal in practice.

    Now, it is time to share it with your friends & family and decide how you might cook it a little differently next time. Heres how those steps are laid out for building your pitch:

    Preparation

  • Plan for Time / Any Assistance
  • Have a Company

    Ok, so this one is pretty obvious. To create a pitch deck for your company or concept, youre going to have to have one first. It rarely is too early to get started working on your pitch presentation, and yet, you do need to know the answer to very specific questions.

    What is the idea? What is the product? Who does it serve? What are you working on? Make sure that youve got the building blocks of your business laid out. This is the foundation of your pitch. It is that which the whole thing will be about.

    Bear in mind, were pitching the business: specifically the opportunity to invest, to buy the product, to sponsor the cause or to join the team.

    Know your Audience

    Know What You Want

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