Top 6 financial information points that should be in your investor deck

Finance PM
1 min readMay 27, 2021

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by Anna Magiera, Senior Partner, Startups & Venture Business

A pitch deck showcases all essential information about your startup: product/service, business model, growth traction, introduces your team, etc. The financial part of the deck is very important

Having analyzed and created hundreds of pitch decks, we noticed common gaps in the pitches, especially when it comes to financial information. So here is the list:

  • Lack of financial forecast: the financial model should be at least for 2–3 years.
  • Lack of unit economics: understanding of key metrics.
  • Lack of investment offer or just an amount required without the use of funds, runway, KPIs, and terms for an investor (convertible note or equity, if equity — %/valuation of the company).
  • Lack of details on the business model. Often there is just a chosen model: subscriptions, sales, etc. without pricing.
  • Lack of traction: number of users, revenue, key metrics.
  • Lack of comprehensive market analysis (TAM–SAM–SOM).

Keep these points in mind when working on your pitch deck. Financial information is an essential part of your deck, that will help investors understand your startup and operations better.

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Finance PM

Results-oriented Advisory Firm for Tech Startups & VCs