The Pitch Deck: The Financial Slide

The Pitch Deck: The Financial Slide

August 21, 2020 by investor

Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing.

In your pitch deck, the eleventh slide is the Financial slide.

The Financial slide gives the current status of the company with respect to revenue, expenses and profit.

You want to convey highlights such as growth rate, scale of revenue, and break-even expectations.

Show one or two years of historical financials and then the projections for the next 3 to 5 years.

Use a side-by-side bar-graph chart as investors are looking for the broad strokes, such as cash-flow positive, break even, and growth rates.

Summarize Quarter-over-Quarter or YoY growth rates.

Avoid cutting and pasting excel spreadsheets into the slide as these are nearly impossible to read.

Detailed financials can only be analyzed when the investor has the full spreadsheet in their hands, which will occur in the due diligence phase.


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