Investor Pitch Decks
Crafting a Financial Performance Overview for Investor Pitches
This prompt helps finance teams develop a financial performance overview section for investor pitch decks. It focuses on presenting historical financial trends, current metrics, and future projections to establish credibility and attract investor interest.
Responsible:
Finance
Accountable, Informed or Consulted:
Finance, Leadership
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Compile historical financial data, including revenue, margins, and customer growth rates.
Develop realistic projections based on market trends and internal goals.
Use tools like PowerPoint, Canva, or financial modeling platforms to create visuals.
THE PROMPT
Help create a financial performance overview section for an investor pitch deck for [specific software startup]. Focus on:
Historical Performance: Recommending key data points to highlight, such as, ‘Present YoY (Year-over-Year) growth in revenue, customer acquisition, and profit margins to showcase momentum.’
Current Metrics: Including essential indicators, like, ‘Feature current metrics such as ARR, MRR, CAC, and gross margin to establish the startup’s financial health.’
Future Projections: Providing insights for growth, such as, ‘Illustrate revenue and profitability projections over the next [specific period] based on scaling, market demand, and operational improvements.’
Comparative Benchmarks: Proposing ways to contextualize data, like, ‘Compare metrics to industry averages or competitors to highlight competitive advantages.’
Visualization Techniques: Recommending presentation tools, such as, ‘Use trend graphs, bar charts, and tables to make complex data accessible and compelling for investors.’
Provide a structured financial performance section that establishes credibility and sets the stage for growth potential. If additional details about historical data or future goals are needed, ask clarifying questions to refine the section.
Bonus Add-On Prompts
Propose strategies for linking historical financial trends to future projections in investor presentations.
Suggest methods for emphasizing market demand alongside financial performance to attract investors.
Highlight techniques for visually comparing growth trajectories with competitors or industry standards.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus on specific stages of performance, like post-product launch or market expansion.
Include tips for presenting cost efficiency alongside revenue growth.
Propose ways to integrate risk-adjusted projections into performance overviews.
Highlight tools like ChartMogul or ProfitWell for presenting SaaS-specific metrics.
Add suggestions for integrating testimonials or customer success stories to validate performance metrics.
WHEN TO USE
To provide a comprehensive overview of financial performance during funding pitches.
When showcasing historical and projected metrics to establish growth potential.
To align financial performance with the startup’s strategic narrative.
WHEN NOT TO USE
For general presentations without a focus on financial performance.
If financial data lacks consistency or detail needed for investor evaluation.