Investor Pitch Decks
Highlighting Financial Metrics for Investor Confidence
This prompt helps finance teams design an investor pitch deck section that highlights financial metrics showcasing stability, growth, and profitability. It focuses on presenting key data points that align with investor priorities, such as revenue trends, margins, and customer-related metrics.
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 metrics.
Align key metrics with investor expectations based on the funding stage and industry.
Use visualization tools like Excel or Tableau for creating clear and impactful charts.
THE PROMPT
Help create a financial metrics section for an investor pitch deck for [specific software startup]. Focus on:
Core Revenue Metrics: Recommending metrics to feature, such as, ‘Include ARR, MRR, and QoQ (Quarter-over-Quarter) revenue growth rates to demonstrate consistent momentum.’
Customer Metrics: Suggesting key indicators, like, ‘Highlight CAC (Customer Acquisition Cost), LTV (Lifetime Value), retention rates, and churn to showcase customer stability and profitability.’
Cost Efficiency Metrics: Proposing metrics for cost control, such as, ‘Present gross margin, EBITDA, and operating margin trends to emphasize operational efficiency.’
Scalability Indicators: Recommending ways to show readiness for growth, like, ‘Include metrics on revenue per employee or infrastructure scalability to demonstrate efficiency in scaling operations.’
Compelling Visuals: Proposing tools for clarity, such as, ‘Use concise charts, trend lines, and infographics to present financial data in a visually engaging and investor-friendly format.’
Provide a detailed structure for presenting financial metrics that resonate with investors and highlight the company’s 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 combining customer metrics with financial data to emphasize market traction.
Suggest methods for benchmarking financial metrics against industry standards for investor confidence.
Highlight techniques for linking financial metrics to future growth milestones in the pitch 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 specific funding rounds, like seed or Series A, to tailor metric selection.
Include tips for highlighting cost reduction efforts or profitability milestones.
Propose ways to link customer growth metrics with financial health indicators.
Highlight tools like Canva or Figma for creating polished and engaging pitch decks.
Add suggestions for integrating forward-looking metrics to enhance future growth narratives.
WHEN TO USE
To showcase financial stability and growth during investor presentations.
When aligning financial metrics with strategic goals for funding discussions.
During early-stage or growth-stage fundraising to highlight momentum.
WHEN NOT TO USE
For internal financial reporting without an investor-facing focus.
If the company lacks consistent financial data or metrics to showcase.