Investor Pitch Decks
Designing Projections and Use of Funds for an Investor Pitch Deck
This prompt helps finance teams create a clear and compelling projections and use-of-funds section for an investor pitch deck. It focuses on showing growth potential and how the investment will accelerate key initiatives, ensuring alignment with investor expectations.
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:
Prepare revenue projections based on historical data and market trends.
Define the funding goal and align spending categories with growth priorities.
Use tools like Tableau or Excel to create visually engaging charts and graphs.
THE PROMPT
Help design the projections and use-of-funds section for an investor pitch deck for [specific software startup]. Focus on:
Revenue Projections: Recommending methods for visualization, such as, ‘Include a multi-year revenue projection with conservative, realistic, and aggressive scenarios to demonstrate potential upside.’
Expense Forecasting: Suggesting clear breakdowns, like, ‘Show planned expenses by category (e.g., product development, marketing, sales) with percentages to highlight priorities.’
Funding Allocation: Providing strategies for transparency, such as, ‘Detail how the requested funding will be used to achieve specific milestones, like scaling customer acquisition or expanding into new markets.’
Milestone Alignment: Proposing ways to link spending to goals, like, ‘Illustrate how funding will accelerate key initiatives, such as reaching [specific ARR target] or launching [specific product feature].’
Clear Design for Impact: Recommending techniques for engaging visuals, such as, ‘Use pie charts, stacked bar graphs, or timelines to make projections and spending plans easy to understand.’
Provide a structured approach to creating a projections and use-of-funds section that resonates with investors and emphasizes the strategic use of capital. If additional details about growth targets, market size, or funding needs are needed, ask clarifying questions to refine the deck.
Bonus Add-On Prompts
Propose strategies for aligning funding allocation with expected ROI to reassure investors.
Suggest methods for presenting operational scalability alongside revenue growth in projections.
Highlight techniques for linking specific funding uses to measurable milestones in the deck.
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 projections tailored to short-term versus long-term funding impacts.
Include tips for showcasing customer acquisition as a key driver in use-of-funds plans.
Propose ways to highlight competitive positioning through financial projections.
Highlight tools like Pitch or Canva for designing visually appealing funding breakdowns.
Add suggestions for integrating industry benchmarks to validate projections.
WHEN TO USE
During fundraising efforts to clearly outline growth potential and capital utilization.
To align funding goals with strategic milestones in investor presentations.
When emphasizing ROI potential and the efficient use of investor capital.
WHEN NOT TO USE
For internal budget planning without direct investor involvement.
If growth projections lack supporting data or market validation.