Investor Pitch Decks
Crafting a Financial Section for an Investor Pitch Deck
This prompt helps finance teams create a compelling financial section for an investor pitch deck. It focuses on presenting critical financial metrics, revenue growth, and profitability trends that align with investor expectations and demonstrate the company’s growth potential.
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:
Gather historical and forecasted financial data, including key metrics like ARR and CAC.
Identify the most relevant financial highlights that align with the investor’s focus (e.g., growth or profitability).
Use presentation tools like PowerPoint, Canva, or Pitch for designing the deck.
THE PROMPT
Help create a financial section for an investor pitch deck for [specific software startup]. Focus on:
Key Metrics Presentation: Recommending essential metrics to highlight, such as, ‘Include ARR (Annual Recurring Revenue), MRR (Monthly Recurring Revenue), CAC (Customer Acquisition Cost), LTV (Lifetime Value), and gross margins.’
Revenue and Growth Trends: Suggesting visualization methods, like, ‘Showcase historical revenue growth and future projections using clear charts, such as bar graphs or line graphs, to illustrate momentum.’
Profitability Overview: Providing strategies to highlight margins, such as, ‘Present EBITDA trends, operating margins, or net income over the past [specific period] to emphasize financial stability.’
Runway and Funding Impact: Recommending insights for transparency, like, ‘Detail the current cash runway and how new funding will extend it or accelerate growth initiatives.’
Investor-Friendly Format: Proposing techniques for design, such as, ‘Use clean layouts, consistent fonts, and concise text to make complex financial data accessible and impactful.’
Provide a detailed outline for the financial section of a pitch deck that impresses investors and emphasizes growth potential. If additional details about metrics, projections, or company goals are needed, ask clarifying questions to refine the deck.
Bonus Add-On Prompts
Propose strategies for integrating key financial metrics with growth narratives in the pitch deck.
Suggest methods for presenting cost efficiency improvements alongside revenue growth for investor appeal.
Highlight techniques for using comparative benchmarks to position the company within the industry.
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 tailoring the financial section for early-stage versus growth-stage investors.
Include tips for integrating customer growth metrics with financial data.
Propose ways to highlight cost control measures alongside scaling expenses.
Highlight tools like Excel or Google Sheets for creating polished financial graphs.
Add suggestions for including risk mitigation strategies in the financial section.
WHEN TO USE
During fundraising to create a professional and persuasive investor pitch deck.
To present financial metrics clearly and effectively during investor meetings.
When demonstrating a strong understanding of the company’s financial trajectory.
WHEN NOT TO USE
For internal financial analysis without stakeholder or investor involvement.
If financial data is incomplete or unreliable for investor presentation.