Investor Pitch Decks
Highlighting Use of Funds with Financial Impact Projections
This prompt helps finance teams craft an investor pitch deck section focused on how the funding will be allocated and the anticipated financial outcomes. It emphasizes transparency and the alignment of funding with measurable growth objectives.
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:
Define specific funding goals and priorities, broken down by category.
Align funding allocation with strategic milestones and financial growth projections.
Prepare visual aids using tools like Canva or PowerPoint for clarity.
THE PROMPT
Help create a 'Use of Funds' section for an investor pitch deck for [specific software startup] that aligns funding allocation with financial growth projections. Focus on:
Funding Allocation Breakdown: Recommending categories to highlight, such as, ‘Show percentages allocated to R&D, marketing, sales, and operational scaling with clear justifications for each category.’
Milestone Linkage: Proposing ways to connect funding to outcomes, like, ‘Illustrate how the funding will help achieve milestones, such as reaching [specific ARR target] or acquiring [specific number] of new customers.’
Financial Impact Projections: Including anticipated results, such as, ‘Demonstrate expected revenue growth, customer acquisition, or margin improvements resulting from each area of investment.’
Efficiency Metrics: Suggesting efficiency insights, like, ‘Highlight improvements in metrics such as CAC (Customer Acquisition Cost), time to profitability, or runway extension.’
Visual Presentation: Recommending clear visuals, such as, ‘Use pie charts, infographics, and timelines to make the funding allocation and impact intuitive for investors.’
Provide a structured section for the pitch deck that effectively communicates the use of funds and their financial impact. If additional details about allocation priorities or growth goals are needed, ask clarifying questions to refine the presentation.
Bonus Add-On Prompts
Propose strategies for linking funding allocation to operational scalability metrics like revenue per employee.
Suggest methods for presenting use-of-funds plans tailored to early-stage versus growth-stage investors.
Highlight techniques for tracking post-funding milestones to validate the use of capital.
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 funding allocation for specific growth areas, such as product innovation or geographic expansion.
Include tips for integrating customer acquisition metrics into the use-of-funds breakdown.
Propose ways to emphasize long-term ROI from the allocated funds.
Highlight tools like Excel or Tableau for creating funding allocation visuals.
Add suggestions for comparing use-of-funds allocation with competitors or industry standards.
WHEN TO USE
During fundraising efforts to clearly outline how capital will drive measurable growth.
To align funding requests with strategic milestones for investor confidence.
When presenting detailed plans for scaling and operational improvements.
WHEN NOT TO USE
For general presentations without a specific funding goal.
If funding plans lack alignment with clear milestones or financial outcomes.