Like what you're reading?

How to create a successful pitch presentation

Get your team on prezi – watch this on demand video.

Avatar photo

Anete Ezera December 18, 2023

When it comes to startups and entrepreneurs, getting that first big deal can be tricky. It can be hard to put your business idea forward in a way that’s going to convince potential investors or partners. This is where pitch deck presentations come in handy as they are often short and precise. The goal is to explain your idea in a way that gets straight to the point and is easy to understand. These quick, punchy presentations are critical for those looking to make a strong first impression and secure funding for their business venture. Let’s talk about what a pitch presentation is and how you can create one with the help of Prezi. 

A group of charity workers handing out materials with their brand colors.

What is a pitch presentation? 

To get a better understanding of what a pitch presentation really is, let’s look at some of the important elements that make one: 

Conciseness: It’s typically short, usually 10-20 slides. This fast pace enables the presenter to captivate the audience and maintain attention. 

Clarity: The aim is to keep the content clear and straightforward, avoiding complicated jargon so that the message is understood. 

Powerful storytelling: It will often tell an interesting story about the problem being solved, the solution offered, and the potential market opportunity. 

Key information: Because of its fast-paced nature, it will often be packed with vital information like the business model, financial projections, and the unique value proposition of the product or service being pitched. 

Appealing visuals: Like other styles of presentation, having visuals that can draw in the audience is a must. Pitch deck presentations will often use graphics and minimal text to convey information better. 

To get a visual understanding of what a pitch presentation is, explore the following pitch presentation:

The evolution of pitch presentations: a look back and ahead

Ever wondered how pitch presentations became such a big deal? They started as simple PowerPoint slides but have evolved into something much more dynamic. This journey reflects changes in business, technology, and what investors look for. In the early days, pitch decks were pretty straightforward – just a few slides outlining a business idea. But as technology advanced, so did the expectations. Now, we see pitch presentations with interactive elements, attractive visuals, and even storytelling elements. This evolution shows how we’ve learned to communicate complex ideas more effectively. Understanding this history helps us understand how pitch decks have evolved into what they are today. 

Is a pitch deck the right presentation style for me? 

A pitch deck is perfect if you’re looking to present a business idea, especially if you’re aiming to attract investors or partners. It’s designed to be concise yet impactful, focusing on the key aspects of your business or project. Think of it as showcasing your business- you’ve got a limited amount of time to make a strong impression. So, if you’re in the early stages of a startup, seeking funding, or trying to win over some stakeholders with a clear, compelling story about your business or idea, a pitch presentation could be just what you need.

Senior businesswoman giving presentation to team. Male and female professionals are planning strategy in meeting. They are in board room at office. She is showing a business presentation theme.

People who might also benefit from pitch presentations 

Pitch presentations are a versatile tool that can greatly benefit a wide range of individuals and organizations. We’ve discussed the role of pitch decks for startups and entrepreneurs, so let’s look at some other instances where these presentations might be particularly useful: 

  • Business executives: Established business owners can use pitch decks to propose new projects or strategies to stakeholders, boards, and investors. 
  • Sales and marketing professionals: To pitch products or services to potential clients or partners, highlighting their unique selling points.
  • Non-profit organizations: For presenting their mission, impact, and funding needs to donors, sponsors, or grant agencies.
  • Researchers and academics: To secure funding or collaboration for research projects, especially when presenting to funding bodies or at academic conferences.
  • Inventors and innovators: To attract investors, partners, or attention to their new inventions or innovations. 
  • Freelancers and consultants: To pitch their services and unique value proposition to potential clients or agencies.

What makes a good pitch deck presentation?

When we talk about pitch presentations, it’s important to compare the differences between a great pitch deck and the ones that just don’t hit the mark. 

What a pitch deck should look like 

A successful pitch deck should have a clean, uncluttered design . This way your audience can take in the information without being distracted by over complicated slides. Any images used should be of high quality, and be relevant to the text. A pitch presentation should flow logically , so the information provided tells a story about what you’re aiming to achieve. 

The colors used should match that of your brand, often logos and fonts will correspond with the theme of the brand, organization, or company. This is a great way to reinforce who you are and what you stand for. A good pitch presentation will captivate the audience by using each slide to convey a single key point, this way, the message is concise and easily absorbed. 

Pitfalls to avoid 

Now, let’s talk about what a pitch presentation shouldn’t look like. If you want to entice your audience, don’t cram too much information onto your slides . This is going to overwhelm your audience and make their attention span drop. Don’t stray away from key points by including irrelevant information. You want your pitch deck to persuade people to take action and have faith in you and your product, so don’t go off on a tandem.

Use a language tone that’s relatable to everyone – don’t use overly technical terms or industry-specific jargon. This can be off-putting for potential investors who don’t work in your field. One of the biggest mistakes you could make is to be inconsistent with your theme, color, and fonts. Remember, the idea is to appear professional, and inconsistency screams amateur. 

how to prepare for a pitch presentation

Things to consider when preparing to create your pitch presentation

Although it might be appealing to dive straight into making your presentation, there are certain points you should consider to get the best out of your pitch. Here are some things to think about when planning: 

Know your audience

Consider who you’re presenting to and include criteria that are going to be appealing to them. For instance, what resonates with venture capitalists may be different from what appeals to potential partners or customers. 

Engaging storyline

You want to hold your audience’s attention throughout the whole presentation, so tell your story in a way that builds anticipation and makes them want more. 

Keep each slide simple. Your audience will respond better to clear, concise content that’s not too busy and complicated. Keep text easily readable and appropriate for all levels of knowledge. 

Key messages

Plan out the purpose of each slide beforehand, that way you can be sure the key messages come across well. 

You can include things like graphs or charts to simplify complex data, but do this in a way that doesn’t overcrowd the slides. Remember to stay consistent with colors and fonts to reinforce clarity. 

Data and validation

Do your research when preparing to make your pitch presentation. It’s crucial to back up your claims, such as market research, growth projections, or case studies. Using real-world examples is a good way to back up your credibility. 

Business model

Think about how you’re going to explain your business model in a way that comes across clearly. Always be honest about your revenue streams, pricing strategies, and your position in the market. 

Investors often invest in people as much as they do ideas, so think about how you can highlight the strengths of yourself and your team. 

You need to clearly state what you’re asking for. Whether it’s funding, support, or a partnership, make sure your audience knows what you need from them. 

Practice your pitch so that it flows well and fits with the time constraints. Rehearsals are great for realizing flaws, which means you can rectify where needed to ensure the best possible pitch on the day. Be prepared to answer questions and address potential concerns- you can do this by listing some possible queries and preparing an adequate answer. 

Beginning and ending

How can you draw the audience in from the minute you start speaking? A successful pitch presentation often starts with a bang, such as a powerful punch line, a vibrant image, or a brain teaser. When it comes to ending your pitch, summarize the main points and offer a chance for discussion. 

Discover other crucial and noteworthy tips on creating and delivering pitch presentations by watching the following video:

Presenting your pitch deck presentation

Your presenting skills must be just as effective as the pitch presentation you’ve created. Imagine spending all that time and effort on making each slide perfect, to go and blow your opportunity by poorly presenting it. Here are some tips to help you own the stage for your pitch: 

Body language

  • Posture: Stand tall and proud. A good posture reflects confidence and keeps you physically engaged. 
  • Gestures: Gestures should be natural and purposeful. For example, you might use hand gestures to emphasize important points. Avoid being overly dramatic with gestures as this can be distracting. 
  •  Movement: Moving can add energy to your presentation, but be careful not to pace around the stage, as this can make you appear nervous. A simple step forward when you’re reaching the punchline of your story can elevate impact. Similarly, turning your body to face different sections of the audience can make everyone feel included. 

Facial expressions

  • Eye contact: Make eye contact with your audience, and maintain it. Don’t just focus on one area, move your gaze around the room to add a personal element to your presentation. This is going to help you build a connection and keep them engaged. 
  • Smiling: Smile where appropriate. This is going to make you seem approachable and passionate about your subject. However, you don’t want to unnerve your audience by wearing a forced smile throughout the whole presentation. 
  • Expressiveness: Your facial expressions should match the tone of what you’re saying. They can be a powerful way of transporting emotions from the screen onto the audience. 

Voice control

  • Volume: You want everyone in the room to hear you, so speak loudly, but avoid shouting. 
  • Pace: Remember that your audience needs to clearly hear every word for maximum impact, you can do this by keeping a moderate pace throughout. Speaking too fast can be hard to keep up with, and talking too slowly can become boring. 
  • Tone: Use a varied tone to maintain interest, as monotone speech can be disengaging. For instance, you could change the pitch and intensity of your tone when discussing something positive or exciting. 
  • Duration: Stick to the allotted time for your pitch presentation. Running too long can lose your audience’s interest, while cutting it too short may not deliver enough information. 
  • Pauses: Pauses are handy for creating suspense, or allowing key points to sink in. They can also be helpful for a smooth transformation from one topic to another. 

Dealing with nerves

  • Practice: The more familiar you are with your content, the less nervous you’re going to be. Practice your body language cues, speaking clearly, and using the right facial expressions. 
  • Visualization: Envision a successful pitch presentation. It’s when we worry about the things that could go wrong that causes anxiety to kick in. 
  • Relaxation techniques: Before taking the stage, simple techniques can help with nerves, such as mindfulness practices and progressive muscle relaxation. 
  • Deep breathing: Practice deep breathing to control nerves and keep a steady voice. This helps in delivering a calm and confident pitch. 

If you’re struggling with nerves, watch the following video on how to not be nervous for a presentation:

Audience interaction

  • Question prompts: To make your pitch presentation more interactive, encourage audience participation and questions. 
  • Read the room: Always be aware of the audience’s reactions and adjust accordingly. If they seem disinterested, you might need to change your approach or pace.

As a pitch deck presenter, your role is to deliver your content in a way that makes an impact. Mastery of body language, voice, and timing all play a crucial role in yielding the results you want. 

Prezi: Your tool for creating pitch presentation

If you’re aiming to create a pitch presentation that sets you apart from competitors, Prezi is the tool for you. Here’s why: 

Unique presentation style

Unlike traditional slide-by-slide presentations, Prezi allows you to create a more fluid and dynamic pitch deck. You can move freely around the canvas, zooming in on details and out to the bigger picture. This helps in structuring your pitch presentation in a way that best suits your story, making it more engaging for your audience.

Zooming user interface

This is one of Prezi’s signature features. You can zoom in to focus on specific details and zoom out to show the overall context of your idea. Since pitch presentations are all about emphasizing key points, this feature is essential. 

Visual storytelling

The best way to tell a story through your pitch presentation is to turn complicated information into digestible parts. With Prezi, you can use appealing visuals to simplify ideas and make data easier to interpret. Prezi supports images, visuals, graphics, and animations, so you can create a pitch that captivates your audience. 

Experience visual storytelling in action in a Prezi presentation:

Templates and customization 

Prezi offers a variety of templates , which can be a great starting point for your pitch presentation. These templates are fully customizable, meaning you can align the design with your brand’s look and feel. 

As an example, take a look at this product launch template by Prezi. This would be a solid choice for a pitch deck presentation, particularly if you’re about to launch a new product or service. It provides a structured layout that guides you through the essential elements of a pitch. If you’re hoping to make a good impression, the design of this template looks clean and professional while focusing on key points. It allows you to highlight what sets your product apart in a compelling way. 

Like most Prezi templates, it offers customization options. You can tweak colors, add your images, and moderate the content to align with your brand and product. These are all essential elements for creating a personalized and relevant pitch. 

A selection of new Prezi presentation templates

Collaboration tools

Prezi’s collaboration features come in handy when you’re working with a team. Multiple people can work on the pitch presentation at the same time, offering valuable inputs and different ideas. This way, your pitch deck presentation can reach its full potential. If you like to delegate tasks and give each team member a role in the creation, this feature is great for coordinating efforts. 

Prezi Video

For remote pitching, Prezi Video is the perfect solution as it allows you to add a video of yourself presenting alongside your content. This enables you to make your pitch just as personal as it would be in person. 

To explore how Prezi Video works, watch the following video:

Path tool for story flow

To help create a natural flow for your story, Prezi lets you set paths to move between topics. This easily guides your audience through your presentation in a logical way, which is crucial when it comes to pitch decks. 

Prezi is keeping up with the AI revolution by bringing you a set of AI presentation tools: AI text editing and layout features. These features give you text and layout suggestions, so you don’t need to stress about finding the right words or structure. It can adjust to your writing style, keeping your pitch personal to you but with added clarity and relevance. Discover more about Prezi AI features here .

Successful business pitch presentation examples

Many well-known companies famously used pitch decks in their early stages to secure funding and partnerships. Here’s some you may know: 

Back in 2008, Airbnb was just starting out and needed funding, so they created a pitch deck. This wasn’t just any pitch deck—it was really clear and straightforward, showing off their business model and what they hoped to achieve. They ended up raising $600k from an angel investment round. Their pitch presentation was so successful that people still talk about it today. It’s a classic example of how a good pitch can really set a company on the path to success.

Did you know about Uber’s beginnings? On their ninth anniversary, Garrett Camp, one of the co-founders, shared their first pitch deck. It was a 25-slide presentation that they used way back when they were just starting out. This pitch presentation was a major part of their strategy and really helped in the company’s early growth and evolution. It’s pretty impressive to think how those early slides contributed to making Uber the giant it is today. 

We all know how significant Facebook is when it comes to social media platforms, but it’s all down to their original pitch presentation back in 2004 that propelled them into such success. The pitch deck contained mix-and-match slides for summarizing Facebook’s value proposition, key metrics, and audience demographics. Shortly after the launch of facebook.com, Eduardo Saverin, who was 21 at the time, took their presentation to New York. He was there to pitch Facebook’s Ad platform to potential clients. Now, fast forward to today, Facebook for Business has grown massively. It’s the second biggest digital advertising platform, just behind Google, and holds more than 25% of the market share.

These examples are not only inspirational but show just how important pitch presentations are. A strong pitch is critical for making a good first impression, forming business relations, and opening up opportunities for scaling your business. 

Final thoughts on pitch deck presentations

To wrap up, pitch decks are more than just presentations; they’re your chance to make an impact. They’re vital for anyone looking to get their idea off the ground, especially in the startup world. So when you’re putting one together, keep it straightforward, focus on your key points, and make sure it reflects what you and your business are all about. A well-crafted pitch presentation can open doors, attract investment, and set the stage for your future success. Remember, simplicity and clarity are your best tools. Good luck, and here’s to making your ideas shine!

how to prepare for a pitch presentation

Give your team the tools they need to engage

Like what you’re reading join the mailing list..

  • Prezi for Teams
  • Top Presentations

👀 Turn any prompt into captivating visuals in seconds with our AI-powered visual tool ✨ Try Piktochart AI!

  • Piktochart Visual
  • Video Editor
  • AI Design Generator
  • Infographic Maker
  • Banner Maker
  • Brochure Maker
  • Diagram Maker
  • Flowchart Maker
  • Flyer Maker
  • Graph Maker
  • Invitation Maker
  • Pitch Deck Creator
  • Poster Maker
  • Presentation Maker
  • Report Maker
  • Resume Maker
  • Social Media Graphic Maker
  • Timeline Maker
  • Venn Diagram Maker
  • Screen Recorder
  • Social Media Video Maker
  • Video Cropper
  • Video to Text Converter
  • Video Views Calculator
  • AI Brochure Maker
  • AI Document Generator
  • AI Flyer Generator
  • AI Infographic
  • AI Instagram Post Generator
  • AI Newsletter Generator
  • AI Report Generator
  • AI Timeline Generator
  • For Communications
  • For Education
  • For eLearning
  • For Financial Services
  • For Healthcare
  • For Human Resources
  • For Marketing
  • For Nonprofits
  • Brochure Templates
  • Flyer Templates
  • Infographic Templates
  • Newsletter Templates
  • Presentation Templates
  • Resume Templates
  • Business Infographics
  • Business Proposals
  • Education Templates
  • Health Posters
  • HR Templates
  • Sales Presentations
  • Community Template
  • Explore all free templates on Piktochart
  • Course: What is Visual Storytelling?
  • The Business Storyteller Podcast
  • User Stories
  • Video Tutorials
  • Need help? Check out our Help Center
  • Earn money as a Piktochart Affiliate Partner
  • Compare prices and features across Free, Pro, and Enterprise plans.
  • For professionals and small teams looking for better brand management.
  • For organizations seeking enterprise-grade onboarding, support, and SSO.
  • Discounted plan for students, teachers, and education staff.
  • Great causes deserve great pricing. Registered nonprofits pay less.

How to Make a Successful Business Pitch: 9 Tips From Experts

how to prepare for a pitch presentation

You’ve just had your lunch, and you’re about to get back to work. 

While making your post-lunch tea (or coffee), you can’t stop thinking about being your own boss. 

You wonder if it’s about time for you to turn your side hustle into a full-time business and become an entrepreneur. 

Or perhaps you want to propose the idea of a four-day workweek to your CEO. 

If you want to introduce investors and prospects to your business idea and convince them to take the plunge with you,  you need a strong and persuasive business pitch. 

How to create a persuasive business pitch according to experts 

The good news — it’s possible to craft a convincing and successful business pitch. 

Even better news: This Piktochart business pitch guide shows you how. 

Grab your drink of choice and take notes as we explore the different ways to pitch business ideas (from a sales-style elevator pitch to an innovative workplace pitch), as well as understand what makes a great business pitch. You’ll also get a glimpse into our business pitch templates, and learn expert advice from those who have pitched their way to success (and failure too). 

You can also watch the video below if you don’t have time to go over this guide. It’s also easier to follow along if you sign up for a free Piktochart account and edit the templates yourself (learning by doing).

What is a business pitch? 

A business pitch is a presentation of a business idea to a group of people who can help turn your idea into a reality.

You can pitch to: 

  • Investors who can help fund your idea
  • Potential customers who will pay for your product or service
  • Advocates who will support your idea

In some cases, a business pitch doesn’t have to be all about presenting a new idea. You could be asking for more funding or continued support for an already established business venture. 

Whether through an investment, purchase, or advocacy, a business pitch becomes successful if you can convince people to believe in your idea or pique their interest and get them to learn more. 

Now that you understand what a business pitch is, let’s take a closer look at the different types of business pitches. 

Types of pitches in business

illustration showing the different types of a business pitch

Your business pitch can be narrowed down to the following five types of presentations: 

1. Investor pitch

investor pitch template

In this type of business pitch, you present a  persuasive presentation or pitch deck to a group of potential business partners and/or investors. 

Sign up for a free Piktochart account to get started on creating professional-looking pitch deck templates that you can edit in minutes.

An investor business pitch should typically last for 45 minutes . The best practice for this type of pitch is 20-30 minutes of presentation followed by discussion or a Q&A afterward.

Alternatively, business pitch competitions follow a different best practice. These presentations should last around five to 10 minutes and focus on pitching to investors.

Lastly, the most stringent type of business pitch is most commonly referred to as an ‘elevator pitch’, and should only last around 30-60 seconds.

Let’s dive in so you can learn how to make the perfect business pitch!

2. Sales pitch 

sales demo deck template

The goal of a sales pitch is to answer the question “What’s in it for me?” from the lens of the potential customer. 

The best and most effective salespeople can make a sales pitch in as short as one minute. Also known as the ‘ elevator pitch ‘, this type of business pitch should be able to be delivered in a single elevator ride (30-60 seconds on average). In this format, a short sales pitch should include four key components:

  • Your unique product name and category
  • The specific problem you are trying to solve
  • The innovative solution you offer
  • the unique selling point of benefit to your solution

3. Product pitch 

product pitch template

A product pitch is similar to a sales pitch, however, the spotlight should be on the product and/or solution itself. 

For example, a sales pitch for an email automation software will highlight one or two of its benefits. Meanwhile, a product pitch of the same automation software will focus more on its features, how it works, and how you can integrate the software into your existing setup. 

In a product pitch, you should aim to:

  • Explain your product or offering clearly and concisely
  • Identify and address the target audience and/or industry your product supports
  • Specify the problem the aforementioned faces and how your solution can solve it
  • Provide a realistic example of your solution in action
  • Make sure to use accurate facts backed up by relevant and recent data

4. Job pitch 

job pitch template with piktochart how to make a pitch presentation

If you’re applying for a job or internship and you’re wondering how you can stand out from the crowd (consisting of your peers and other qualified applicants), consider pitching yourself to a prospective employer. 

Applying the same logic used for a sales or product pitch deck; sell yourself!

A job pitch or personal summary pitch should be concise, personalized, and consistent. In a job pitch you should include:

  • A brief introduction to you
  • An explanation as to why you’re a great fit for the company and role
  • Relevant experience and achievements
  • Your goals and career aspirations
“It’s not about bragging or showing off — it’s about giving the other person evidence that you can actually do what you say you can do,” assures Starla Sampaco , TV news anchor at KCTS 9 and founder of Career Survival Guide .

5. Workplace pitching 

pitching at work template

Do you have an idea or initiative that will help your colleagues and help boost the company’s profitability?  Pitch it internally within your workplace, to your team or boss! 

For example, you can pitch a  remote-first culture  or the four-day workweek to your HR, and/or the rest of the leadership team.

Another workplace pitch example? Maybe you might want to propose the creation of a new role in your team which can help advance your career and address a challenge in the organization at the same time. 

To do this, simply create a pitch deck including your main points, the benefits, and proposed next steps to turn your idea into a reality. Piktochart’s workplace pitch decks can help you get your point across through our workplace templates.

The structure of a successful business pitch 

If creating a business pitch sounds intimidating, the team at Piktochart has your back. 

You can address this worry by making sure that you have a business pitch structure that is sure to succeed, using our tips & templates. 

When you have a formulated pitch deck structure, template, and agenda, you’ll know exactly what you’re going to say next, taking the bulk of the stress out of presenting. Additionally, these best practice presentation structures make your business pitch more memorable to your audience and leave a lasting impression. Statistically, it turns out that people retain structured information up to  40 percent more accurately  than information presented in freeform. 

The WHAC Method

the WHAC method of business pitch structure

Whether you’re pitching to a group of potential investors or you’re selling real estate, use the WHAC method when structuring your perfect business pitch. 

The WHAC method is introduced in  The 3 Minute Rule   by Brandt Pividic, an award-winning film director and television producer. He wrote the book to detail his experience and tips as he made hundreds of pitches in Hollywood. 

This well-known WHAC method stands for: 

What is it and what do you offer? 

You start your business pitch by answering the questions: what is it, and what do you offer? 

At this point, you share your business plan and quickly outline the problem and solution you offer. For example, let’s say that you want to pitch the idea of having a UX researcher on your product team. 

You list down existing problems and challenges that your team and/or organization are currently experiencing without a dedicated UX researcher. Afterward, you propose your solution — hiring someone who can step in and do user research. 

How does it work? 

Next, explain your proposal. Provide a quick summary of the benefits of your solution. In our example, share how the UX researcher will help the product team accomplish its objectives.

It can be tricky explaining how your business idea works. Figuring out how to deliver this information in an entertaining and simple manner can turn potential investors into partners, as we’ve seen from some of the best startup pitch decks .

Since you don’t have much time and attention spans are short, the key is to boil down how your idea works into a few key points. Explain how it works from a high-level overview and weave this in as part of your compelling story.

Are you sure? 

Once you have provided the solution, the people listening to your elevator pitch are likely saying to themselves, “will it really work?”

This is the point where you have to provide solid proof in your pitch. You can use testimonials, a short case study, or statistics.

You should also mention financial projections in order to leave a positive impression. If your manager or potential investors will provide funding for your idea, they’ll want to know what the ROI is.

Can you do it? 

The final part of your pitch should answer this question.

Now that your audience has heard you talk about the problem, solution, and proof that it works, you need to show them how you’re going to implement the solution. Think of this point as the “actionable” part of your pitch. You can even provide steps to break down how this can be achieved in a certain timeframe.

“Show how you have thought about how to turn your idea into a commercial outcome or true partnership. This is really an opportunity to start or continue building trust and showing that you care about creating real value for the people in the room is the best way to put you on the right foot,” shares Michael Rosenbaum , CEO of Spacer ,  one of the biggest parking marketplaces in the U.S. 

Like any good sales pitch, you need to show how achievable the results are. At this particular stage, you need to tie in any additional information to show what resources or specific and unique skills are required to make it happen.

Being transparent about what’s required can build trust with potential investors.

How to persuade your audience with your business pitch 

Now that you know the best practice structure of a successful business pitch, take note of the following tips to help make your business pitch more interesting, relatable, and most of all, convince your audience to say “yes”. 

1. Understand what your audience wants from you 

pitch deck template for apps

It’s standard advice across all facets of industry to “know your audience”.  

However, if you’d like to become better at your business pitches, go the extra mile by understanding what your audience wants from you. 

There’s a  difference between understanding and knowing  your audience. Instead of just  knowing  where your client comes from, try to  understand  their pain points, goals, and motivation. 

How do you do this? 

Talk to them in advance, read about the things they publish online (tweets, blog posts), and understand what excites them. By doing so, you’ll be able to tailor your business pitch to their needs, wants, and preferences. 

For example, if you’re pitching to potential clients and investors who are eco-conscious at the same time, it makes sense to highlight how your idea can positively impact the environment. 

Stephen Keighery , CEO of Home Buyer Louisiana and Founder of Bald Eagle Investments USA, shares this tip when it comes to customizing your pitch to your audience: 

“Learn ahead and research about the company or the client you’ll be pitching to, just be sure that every information you obtain is for public knowledge. You can also observe their behavior and their words during the transaction; and perhaps while pitching, use the jargon they use to establish connection and a favorable impression to them.”

2. Have your elevator pitch ready 

mark cuban shark tank pitch meme

Imagine this. You just bumped into Mark Cuban of Shark Tank at the airport lounge, and you can’t believe that you’re sitting next to him! He looks at you and asks you about yourself and what you do. 

This is when you need your elevator pitch handy! 

The Asana team recommends the following  elements of a good elevator pitch : 

  • Introduction
  • Value proposition
  • CTA (call to action)

You don’t have to follow the exact formula. You can mix it up based on the situation, your personality, and the audience you’re pitching to. 

It’s also worth noting that you might not immediately notice the benefit of your elevator pitch.  Think of it as an opportunity for you to make a great first impression. 

3. Use visual aids

If you have the chance to present beyond the elevator pitch, you should never pitch with a presentation that’s filled with texts, numbers, or endless rows of data. 

As humans, our  brains are hardwired to love visuals   — from photographs to infographics to icons. 

When pitching an idea, product, or service, get your audience’s attention (and support!) by telling a story visually and adding a bit of creativity to your PowerPoint slides. 

Images trigger empathy  which in turn can make your audience understand your pitch better. 

The more they understand your idea, the greater the likelihood of angel investors, venture capitalists, and potential customers supporting or advocating for you. 

Another added benefit is that  visuals can elicit emotions  and emotions play an important role in decision-making. 

Watch these 10 legendary pitch decks for visual inspiration.

4. Explain your business model clearly

business model slide in a business pitch

When pitching to investors, imagine them asking, “what’s in it for me?”. 

After learning about how your idea can help solve a problem, they’re interested in how you’re going to advertise to your target market and generate revenue consistently. 

Johannes Larsson , CEO of  Financer.com  explains that being able to articulate their business model was what made them successful in getting business partners on board. 

“We were relatively unknown in the industry, so it took us quite a few tries before we signed our first deal. After that, however, things became much easier — not just because we were building up a name for ourselves but also because we improved our approach. We learned that being able to clearly explain our business model was the key to earning potential partners’ trust. Once we mastered that, we focused on providing proof of fruitful partnerships. It was obvious that this information was what our affiliates cared about, so we made sure to gather evidence of our success and present it in every pitch.”

5. Weave your passion or story with your pitch

story slide for a pitch deck

Your business pitch doesn’t have to sound like you’re reading it straight from a script that someone else wrote for you. 

When appropriate, add a bit of your personal touch.  In short, humanize your pitch and slide deck. 

It will not only improve your relatability factor but also make you feel less nervous. After all, you’re talking about something that you’re passionate about. 

Take it from Debbie Chew, an SEO Specialist at  Dialpad .

“As part of my hiring process, I had to pitch a marketing campaign idea. I started brainstorming a list of potential ideas and their projected impact to decide which one to go with. While doing this, one idea kept coming back to me, and I realized I was most passionate about pitching a campaign related to video meetings. People now spend so much of their time in video meetings, but how much time? And how can we have better meetings? So I built my pitch around this concept and really enjoyed pitching my idea (which also helped me feel less nervous),” shares Chew.  If you can share a personal story or something you’re passionate about in your pitch — while also tying it back to your audience — they won’t forget it. And yes, I got the job!” 

6. Put the spotlight on benefits

pitch deck slide showing benefits

Once you have your audience’s attention, circle back to how your product or service will address customer needs and benefit business partners. 

For  Carsten Schaefer  of  Trust.io , it boils down to being able to share the benefits of your product or service from the get-go. 

“When I first had to get funding for my product, I had to deliver a sales pitch in front of a board of investors. It didn’t succeed, and I learned a lot from it. “Investors want cold, hard facts and the benefits to the end-user. In the end, they want to see if it makes money for them or not. I’m glad I failed because I learned that for an effective sales pitch, you really need to put yourself in the shoes of someone thinking about profit and pure common sense from a business perspective.

7. Highlight why you’re different from the competition

pitch deck slide describe your differentiator

Your business pitch is also an opportunity for you to explain what sets you apart from other businesses or organizations, and essentially explain your unique selling point. What makes your idea different? Why is your business model unique? 

It also helps to address relevant competition head-on in your pitch. For  Brogan Renshaw  of Firewire Digital, this tactic shows clients and investors that you’re an expert on what you are talking about, giving them confidence in your offering.

“I notice that this is a part of my business pitches that completely wins the client over because it answers their questions and concerns on the market position of competitors,” says Renshaw. 

8. Share the story behind your team

pitch deck slide describing your team

Investors and business partners are also curious about the people, employees, as well as the team behind your idea. When creating this presentation slide in your pitch deck, don’t forget to include information highlighting your team and each team member’s relevant skills. 

“Investors want to know whether the founders have worked together before, if your startup’s early hires have complementary skill sets, and whether you’ll be flexible, open-minded, and willing to embrace different perspectives, “  writes  Lauren Landry ,  associate director of marketing and communications for Harvard Business School Online.

9. Have an impressive one-pager

As its name implies, a one-pager is a one-page document outlining your business plan and mission. Think of it as a business brochure . With Piktochart’s online brochure maker , you can easily create one within minutes.

Imagine that an investor or client is too busy to listen to your pitch, you can simply email or hand out your one-pager; your entire business pitch in an easy-to-digest format.  

According to Greg Cullen , Sr. Account Executive at Dialpad, your one-pager should have these three components: 

  • What is the business pain?
  • How the solution you’re positioning can solve said business pain
  • The value of the solution accompanied by the resulting positive impact by moving forward with the platform
“This one-pager condenses everything that is important succinctly into an easy-to-digest easy to digest format for everyone to read – and it ensures that all parties are on the same page. And most importantly, this can be used by the champion you’re working with to sell this internally, whether it’s to the CEO, procurement, etc. The better you make this one-pager, the better the result you’ll have,” recommends Cullen. 

Get funding, win clients, and gain support with Piktochart’s pitch deck creator 

While it may be nerve-wracking, particularly if it’s the first time that you’re creating a business pitch, use the expert tips above as your guideposts for a successful pitch. 

You’ll eventually find your very own unique style and approach to business pitching as you do it more frequently.

If you need help creating any type of business or personal pitch deck, create your pitch deck quickly with Piktochart’s pitch deck creator. The first step is to get your free Piktochart account .

Want additional insight on how to better prepare and deliver a business pitch that you’ll be presenting online? Go to our guide to stress-free, engaging Zoom presentations .

We’re rooting for you and your business!

Kaitomboc

Other Posts

competitor insights 101 the best template for mapping industry players

Competitor Insights 101: The Best Template for Mapping Industry Players

understanding tows a deeper dive into advanced swot analysis

Understanding TOWS: A Deeper Dive into Advanced SWOT Analysis

mastering the craft presentation design strategies from a pro

Mastering the Craft: Presentation Design Strategies From a Pro

Google Slides

How to Create a Pitch Deck (and the 10 Slides You Need)

How to Create a Pitch Deck (and the 10 Slides You Need)

Table of Contents

In the high-stakes world of startups, a pitch deck presentation is often the deciding factor for securing investment, whether in high-pressure situations like Shark Tank or pre-seed pitching rounds. With limited time to make a first impression, the quality of your pitch deck is crucial in leading to that all-important follow-up meeting with investors or VCs.

In this article, we’ll guide you through how to create a pitch deck and the ten essential slides you need. We’ll also explain what makes a good pitch deck (including examples), the 10/20/30 rule, and how to avoid common mistakes.

Success in entrepreneurship isn’t just about hard work, luck, and timing. It’s also about successfully convincing others to invest in your vision, whether you’re seeking funding, advice, mentorship, or partnerships. A great pitch deck will be your essential tool in persuading investors. Let’s get started!

What is a Pitch Deck?

A pitch deck is a slideshow presentation that succinctly conveys your business idea, market opportunity, and value proposition. Startup founders and entrepreneurs commonly use them to present their business ideas, products, or services, also known as a business or investor deck. It is necessary in securing funding, attracting partnerships, and closing deals.

With a concise format of 10 to 20 slides, this visual tool effectively conveys a business idea and its potential to help entrepreneurs connect with investors, clients, or partners. Suppose your pitch catches the interest of potential investors. In that case, there will likely be an in-depth next meeting (i.e., the start of the actual pitching process).

💡 The most common formats for pitch decks are PowerPoint slides, Google Slides, or Apple Keynote presentations.

Purpose of a Pitch Deck

The purpose of a pitch deck is to clearly and quickly communicate your business’s potential. Used in fundraising pitches, idea support, and forming strategic partnerships, it provides a visual snapshot of your business idea and its market viability.

Pitch decks are not only used by startups but also in a variety of other settings. The structure of your slides should enable potential investors to grasp your business idea’s potential quickly.

Types of Pitch Decks:

  • Branding or marketing plan
  • Fundraising
  • Film & TV

The 10-20-30 Rule for Slideshows

10-20-30 rule for slideshows

The 10-20-30 rule, coined by venture capitalist Guy Kawasaki, offers a structured approach to creating effective PowerPoint pitch decks. This rule is a favorite among startups but applies to all types of presentations. It includes:

  • Keeping to just 10 slides.
  • Limiting the presentation to 20 minutes.
  • Ensuring a font size of at least 30 points.

However, sticking to 10 slides isn’t always the optimal approach for everyone. As David from NextView VC reminds us, it’s crucial to present in a manner that feels authentic to you. Treat pitch deck templates as flexible starting points, and tailor them to highlight the uniqueness of your startup.

What should be in a pitch deck

A pitch deck should concisely outline your business idea, market, strategy, finances, team, and funding needs in an engaging story. You should use between 10 and 20 slides depending on your needs and audience.

In the next section, we’ll guide you through creating each slide.

The 10 most important slides in an investor deck:

  • Business overview: A brief introduction to the business, including the mission and vision.
  • Problem statement: Identify the problem or need in the market the business intends to solve.
  • Solution slide: The product or service offered by the business as a solution to the identified problem.
  • Market size and analysis: Information about the target market and industry, including size, growth potential, and customer demographics.
  • Product and business model: How the business plans to make money, including the product and pricing strategy.
  • Go-to-market plan: The approach to promoting the product or service and acquiring customers.
  • Competitors: A look at the competitive landscape and how the business differentiates itself from competitors.
  • Financials: Financial projections and current financial status.
  • Team: Information about the key team members, their roles, and their experience.
  • Ask: The specific funding request and how it will be used to grow the business.

Now that we’ve covered the basics, we’ll move on to how to create a pitch deck.

Create presentation slides with AI in Seconds in Google Slides

10M+ Installs

Works with Google Slides

slidesai

How to create a pitch deck

We’ll take a step-by-step approach to making the essential 10 slides in a pitch deck. It will cover the most critical aspects of your business idea and pitch presentation. You may add more slides as you go, but let’s start by looking at each of these 10 slides, their purpose, and what information should be included.

Slide 1: Business overview

The first slide of your pitch deck will set the tone for the rest of the presentation. The business overview (title slide) should briefly capture the core of your idea and stand out to investors.

  • Include your logo.
  • title slide
  • Name of your idea, business, or startup.
  • Summarize your concept into a catchy headline.

Slide 2: Problem

Use this slide to lay the groundwork of your pitch by focusing on the problems or pressing needs that your business addresses. Highlight the market gap and illustrate why it’s an important opportunity.

  • Present the problem your business solves in the form of a problem statement.
  • Emphasize its relevance to your audience.
  • Back up your points with solid data like market statistics or instances of current inefficiencies.

Slide 3: Solution

The solution (or value proposition) slide should address each problem mentioned in the previous slide. There could be many ways to solve a problem, so clarify how your solution benefits your target segment.

  • The value proposition of your product or service.
  • What sets it apart from competitors.

Slide 4: Market size

This slide should provide a clear picture of the market analysis and landscape based on your research. Illustrate the scale of the market you’re targeting or part of, demonstrating growth prospects and business opportunities. Key points to include:

  • Break down the market opportunity into TAM, SAM, and SOM.
  • Note any important market trends.
  • Use visual aids like charts or graphs to effectively depict market size and trends.

Slide 5: Product & business model

Summarize your product and business model in this slide to show how you will make money, scale, and be profitable.

  • Highlight your product’s main features or services.
  • Add visuals like screenshots or images for clarity.
  • Detail your revenue streams, cost structure, and pricing strategy.

Be ready to explain any challenges within your business model and your solutions.

Slide 6: Go-to-market strategy

The go-to-market (GTM) slide outlines your strategy for entering the market and acquiring new customers. Explain how you will distribute your product or service and reach your target audience.

  • Outline each phase of your GTM strategy.
  • Define your ideal customer or buyer persona and how you provide value to them.
  • Explain your sales and marketing approaches to reach customers.

Having a good idea or product isn’t enough to convince investors. They need to know if you have a viable, thought-out strategy to reach and serve the target market.

Slide 7: Competitive analysis

Demonstrate your understanding of the market and the competition in this slide by providing data and market research. Offer data-driven research to map out the competitive landscape, including:

  • Identification of major competitors and alternatives.
  • Specify your unique selling proposition (USP) and competitive advantage.
  • Strategy and positioning against competitors.

Be straightforward in this slide and reassure investors that you are aware of your competition and have a plan to achieve and maintain a competitive edge. You could mention potential challenges, risks, or disruptors.

Slide 8: Team

Many investors often consider the team behind a startup as one of the most critical factors in their decision-making process. A study done on over 21,000 startup founders suggests that the founder’s personality – or the combined personalities of the founding team – is paramount to entrepreneurial success.

  • Include all founders, management, and advisors.
  • Roles and responsibilities.
  • Highlight key skills and relevant experience.
  • Mention any meaningful connections.

The team slide has to instill confidence in potential investors that this is the right team for the job, even if you are a solo founder.

Slide 9: Financials

This is a critical slide where investors may spend the most time reading to get a glimpse into the business idea’s financial feasibility and potential return. Describe how you plan to generate revenue and your pricing strategy. Each startup will show different financial figures based on their stage.

Basic financial data:

  • Income statement
  • Sales forecast
  • Expenses and burn rate
  • Profitability
  • Market size (Total Addressable Market, Serviceable Available Market, Serviceable Obtainable Market)
  • Projected revenue growth for at least three years.

Other KPIs you may include:

  • Customer acquisition cost (CAC)
  • LTV/CAC ratio (indicates how sustainable the business model is)
  • Customer growth

Coming up with these figures demonstrates your financial acumen and your understanding of the key metrics that drive business success.

Slide 10: Ask

The last slide should wrap up the pitch with a snapshot of your current standing, any accomplishments, a timeline, and the use of funds.

  • The current state of affairs (growth, market share).
  • State the amount of funding needed and how you plan to use it.

Investors want to know if your startup/idea is worth investing in, so show them evidence of progress, past successes, or the potential for future success.

What makes a good pitch deck?

A good pitch deck gets your point across to investors and captures their attention. Successful pitch decks are clear, focused, and persuasive. Many investor pitch decks follow a similar structure because they give investors a snapshot of a business’s investment potential.

These are traits of a good pitch deck:

✅ Concise and clear, without fluff or distracting details.

✅ Focused on telling the story of the startup/idea and its potential.

✅ Structured with a logical flow. Each slide supports the overall narrative.

✅ Persuasive , backed by data, research, and appropriate graphs and charts.

💡 Save time by using an AI pitch deck presentation maker like SlidesAI

Best pitch deck examples

Here are some of our favorite pitch deck presentations. The best pitch decks balance detailed information with simplicity. Take a look at these pitch deck examples across different stages of funding:

Airbnb pitch deck (Pre-seed)

Airbnb pitch deck

LottieLab pitch deck (Seed)

LottieLab pitch deck

Copy.AI pitch deck (Series A)

Copy.ai pitch deck

Wanderlist pitch deck (Series B)

Wanderlist pitch deck

Crunchbase pitch deck (Late stage)

Crunchbase pitch deck

💡 Check out more free pitch deck templates here .

Top 3 mistakes to avoid with your pitch deck

These common mistakes can diminish the impact of your presentation. Strive for a balance between thorough information and simplicity for maximum impact.

Mistake 1: Overemphasizing aesthetics

Overdesigning your slide deck can detract from your core message while pitching. In most cases, it is safe to leave out PowerPoint animations and excessive graphics. Use brand colors if possible; any image, graph, or chart you include should directly support your narrative.

💡 Pro tip: Maintain a consistent visual theme and leave out flashy design elements.

Mistake 2: Overloading information

It’s natural to want to share a lot of information on each slide, but doing so can make it harder for your audience to tell what’s important. VCs hear hundreds of pitches each year – you need more clarity in your pitch to catch their interest within your allocated time. Focus on the key information and overall structure of the pitch deck presentation.

💡 Pro tip: Prioritize clarity and conciseness to make a lasting impact.

Mistake 3: Lack of personalization

Pitch deck templates are a great starting point, but remember to tailor your pitch and content to your audience. Investors differ in their interests and priorities. Understanding what your audience value can significantly improve your pitch’s impact.

💡 Pro tip: Find out what resonates with your audience and include or address them in your deck.

  • No design skills required
  • 3 presentations/month free
  • Don’t need to learn a new software

slidesai

A thoughtfully prepared pitch deck is essential for securing investment. View your pitch deck as a brief yet compelling introduction to your startup’s potential, aiming to secure further discussions and, ultimately, funding. By adhering to the 10-slide structure recommended in this article, you can effectively convey your business vision, introduce your team, emphasize your market edge, and outline your financial forecasts.

Organize your slides to ensure your business concept is easily understood. Be succinct and clear, and align your content with what investors typically seek. Steer clear of common pitfalls like cramming slides with information or not customizing your deck to align with investor interests. Wishing you success!

Frequently Asked Questions

Is a pitch deck the same as a business plan.

A pitch deck and a business plan are not the same. While a pitch deck visually presents key aspects of your business idea, a business plan is a comprehensive written document that outlines all aspects of your business. A pitch deck can summarize your business plan but cannot replace it.

What happens after a successful first pitch?

Pitch deck guides often focus on the initial meeting with venture capitalists, but that’s just the start. Investment decisions involve multiple meetings, due diligence, negotiations, and paperwork. As NextView VC’s David Beisel puts it, “The purpose of all venture capital meetings is to get another meeting.” Read more about what to expect after a successful first pitch .

What about other slides, like the traction slide?

Traction slides are to showcase proof of any progress, achievements, and market acceptance. For early-stage startups, including pre-seed, traction might not necessarily mean revenue. It can be any evidence that validates your business idea and market demand, such as user sign-ups.

Save Time and Effortlessly Create Presentations with SlidesAI

App screenshot

Cart

  • SUGGESTED TOPICS
  • The Magazine
  • Newsletters
  • Managing Yourself
  • Managing Teams
  • Work-life Balance
  • The Big Idea
  • Data & Visuals
  • Reading Lists
  • Case Selections
  • HBR Learning
  • Topic Feeds
  • Account Settings
  • Email Preferences

What It Takes to Give a Great Presentation

  • Carmine Gallo

how to prepare for a pitch presentation

Five tips to set yourself apart.

Never underestimate the power of great communication. It can help you land the job of your dreams, attract investors to back your idea, or elevate your stature within your organization. But while there are plenty of good speakers in the world, you can set yourself apart out by being the person who can deliver something great over and over. Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired together are more memorable); don’t underestimate the power of your voice (raise and lower it for emphasis); give your audience something extra (unexpected moments will grab their attention); rehearse (the best speakers are the best because they practice — a lot).

I was sitting across the table from a Silicon Valley CEO who had pioneered a technology that touches many of our lives — the flash memory that stores data on smartphones, digital cameras, and computers. He was a frequent guest on CNBC and had been delivering business presentations for at least 20 years before we met. And yet, the CEO wanted to sharpen his public speaking skills.

how to prepare for a pitch presentation

  • Carmine Gallo is a Harvard University instructor, keynote speaker, and author of 10 books translated into 40 languages. Gallo is the author of The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman  (St. Martin’s Press).

Partner Center

How to make a great presentation

Stressed about an upcoming presentation? These talks are full of helpful tips on how to get up in front of an audience and make a lasting impression.

how to prepare for a pitch presentation

The secret structure of great talks

how to prepare for a pitch presentation

The beauty of data visualization

how to prepare for a pitch presentation

TED's secret to great public speaking

how to prepare for a pitch presentation

How to speak so that people want to listen

how to prepare for a pitch presentation

How great leaders inspire action

More From Forbes

A startup's guide to surviving the fundraising circus.

  • Share to Facebook
  • Share to Twitter
  • Share to Linkedin

Henry Chen , Founder, Sapien, Ottawa, ON, Canada.

The startup fundraising process is exhilarating. But at the same time, it's daunting. Success isn't guaranteed, and every pitch and meeting feels like a performance.

As someone who has been through this process more than a few times, I want to share the truths to prepare you for the ups and downs of securing funding, and how you can survive what can feel like a circus at times.

What To Expect At First

Fundraising is just plain necessary for turning your startup dreams into reality. It's all about convincing venture capitalists (VCs) that your idea is worth their investment.

This process requires confidence and a compelling narrative that makes potential investors eager to participate in your vision. Remember, you aren't just selling a product or service. You're selling potential. Find a way to connect your vision for that potential to their potential for profit.

Samsung Issues Critical Update For Millions Of Galaxy Users

Drake kendrick lamar feud timeline another trespasser caught at drake s toronto home police say, the best queen mattresses that promote more restful nights, putting together an undeniable pitch deck.

Your pitch deck is your key tool in the fundraising circus. It should answer basic questions like, "How will this make money?" or "Do people actually want this?" and impress with its potential for growth. It’s not about what you have today but what you and your investors could build together tomorrow.

Use this tool to balance defensive data points with offensive, eye-catching projections. Keep it concise yet comprehensive, and address potential concerns while highlighting your ambitious goals.

Pitching Is A Dance

Pitching to investors is like an elaborate dance. Each meeting and each presentation is a chance to captivate your audience. You'll drink countless cups of coffee and shake hands more times than you can count, perfecting your pitch with each interaction. It's common to hear phrases like "I'm interested," though learning to discern genuine interest from polite dismissals is important during this stage. Always remember: Commitment is only confirmed with a term sheet.

Handling Rejection

Rejection is an inevitable part of the fundraising journey. Instead of letting it dishearten you, use it as a stepping stone. Each "no" brings you closer to the "yes" that will transform your startup's future. Learn to accept rejections graciously and use the feedback to refine your approach.

The moment you secure your first term sheet is an extremely important milestone. It will feel both exhilarating and surreal, offering validation for your hard work and vision. This initial success can propel you to secure additional investors, turning tentative interest into firm commitments as you see more investors make faster positive decisions with the additional group confirmation behind their decision.

Essential Survival Tips For Founders During The Funding Stage

So how do you get from a dream to a funded startup with so many intangible elements that you can’t control? You can’t control how people will react to your pitch or company, but you can control your process, methodology and what you bring to each and every pitch.

1. Refine Your Pitch Relentlessly

Your pitch is the core tool in your fundraising toolkit. Continuously refine and adapt it based on feedback from each meeting. Be open to criticism and use it constructively to improve your delivery and content. A pitch that resonates with one investor might not work with another, so flexibility and responsiveness are key.

I've been through more than one emergency pitch production on a tight deadline to make sure it's tailored to the investor we’re meeting the next day. Usually, those are the pitches that connect most effectively. Don’t be afraid to scrap everything and create something that you know will resonate.

2. Build And Leverage Your Network

Your network is invaluable during the fundraising process. Engage with mentors, peers and industry connections to gain insights, introductions and advice. Networking isn't just about expanding your list of contacts; it’s about building meaningful relationships that can open doors to potential investors. These relationships could last well into the future, leading to future startups and opportunities.

3. Understand Your Investors On A Personal Level

Research potential investors thoroughly before meetings. Understand their investment history, focus areas and what they look for in a startup. Tailoring your pitch to align with their interests can significantly increase your chances of securing funding.

4. Manage Your Time Wisely

Fundraising can be time-consuming. I have seen this firsthand as my days have turned into back-to-back pitch meetings separated only by a rushed meal eaten between calls. Manage your schedule effectively to balance fundraising efforts with running your startup, prioritize activities that offer the greatest return on investment and delegate or postpone less critical tasks whenever possible.

5. Prepare For Due Diligence

Welcome to the show: You need to be ready for in-depth scrutiny at every level of the fundraising process. Have all your financials, business plans, and legal documents organized and ready for investor review. Demonstrating preparedness and transparency during due diligence can significantly influence an investor's decision to fund your startup.

6. Stay Resilient And Persistent

Fundraising often takes longer than anticipated. Prepare mentally for a marathon, not a sprint. Persistence is crucial; don’t be discouraged by rejections. Learn from each experience and keep pushing forward with your vision.

By incorporating these focused, actionable strategies into your approach, you'll increase your ability to navigate the fundraising process successfully. Remember, the goal isn't just to secure funding but to build lasting partnerships that will support your startup's growth over the long term, and sign that term sheet that signifies the real commitment you need to bring your startup’s vision to life.

Forbes Business Council is the foremost growth and networking organization for business owners and leaders. Do I qualify?

Henry Chen

  • Editorial Standards
  • Reprints & Permissions
  • Today's news
  • Reviews and deals
  • Climate change
  • 2024 election
  • Fall allergies
  • Health news
  • Mental health
  • Sexual health
  • Family health
  • So mini ways
  • Unapologetically
  • Buying guides

Entertainment

  • How to Watch
  • My watchlist
  • Stock market
  • Biden economy
  • Personal finance
  • Stocks: most active
  • Stocks: gainers
  • Stocks: losers
  • Trending tickers
  • World indices
  • US Treasury bonds
  • Top mutual funds
  • Highest open interest
  • Highest implied volatility
  • Currency converter
  • Basic materials
  • Communication services
  • Consumer cyclical
  • Consumer defensive
  • Financial services
  • Industrials
  • Real estate
  • Mutual funds
  • Credit cards
  • Balance transfer cards
  • Cash back cards
  • Rewards cards
  • Travel cards
  • Online checking
  • High-yield savings
  • Money market
  • Home equity loan
  • Personal loans
  • Student loans
  • Options pit
  • Fantasy football
  • Pro Pick 'Em
  • College Pick 'Em
  • Fantasy baseball
  • Fantasy hockey
  • Fantasy basketball
  • Download the app
  • Daily fantasy
  • Scores and schedules
  • GameChannel
  • World Baseball Classic
  • Premier League
  • CONCACAF League
  • Champions League
  • Motorsports
  • Horse racing
  • Newsletters

New on Yahoo

  • Privacy Dashboard
  • Buying Guides

Pitch Deck Teardown: Cloudsmith's $15M Series A deck

Back in September 2021, Cloudsmith raised $15 million in Series A funding for its cloud platform that manages companies’ software supply chains. At the time, that was the largest Series A round for a Northern Ireland company since 2005, so it definitely got something right! I was delighted to look over Cloudsmith’s deck to see how it did it. The deck included some redacted numbers, but there was still enough data to get a good picture.

We're looking for more unique pitch decks to tear down; here's how you to get involved . Read our 90+ Pitch Deck Teardowns here .

Slides in this deck

The presentation has 36 slides — 25 make up the main deck, eight are in the appendix and three are addenda. While it is substantial, there is room for improvement. For example, I'd remove unnecessary slides like the organizational chart (nobody cares and certainly not in an intro deck) and combine similar slides, such as the competition and competitor pricing slides. While there is much to appreciate about the deck, let's take a closer look to identify other areas for refinement.

Cover slide

Problem / cause slide

Problem / impact slide

Solution — logistics slide

Solution — Cloudsmith slide

Accumulating trust slide (customer list)

  Product slide

  Ecosystem slide

  Positioning slide

  Customer segmentation slide

  Go-to-market slide

  Market size slide

  Market penetration map slide

  Traction slide

  Forecast slide 

  Pricing slide

  Partners slide

  Organization chart

  People slide (team)

  Use of funds slide

Raising Series A (ideal investor slide)

  Closing slide

  Appendix interstitial

  Roadmap

  Product

  Target logos

  Competition

  "Why we win "

  "What’s your dream? "

  Competition pricing

  Addendum interstitial

  Net revenue retention

  Growth plan

Three things to love about Cloudsmith's pitch deck

Cloudsmith originally submitted its deck  months ago, and every time I looked at it, I was frustrated by how much of the deck was redacted. It was hard to get a feeling for what impressed its investors to hand over the cash. But there's still a lot to learn, even with information missing, so I decided to dive in. (Hey, startup founders: This is your very unsubtle hint to submit your own deck to the Pitch Deck Teardown series !)

Here are some slides that I liked:

A promising summary

The summary slide for Cloudsmith effectively sets the stage for a comprehensive and enticing company overview. It functions as an engaging opener within the pitch deck, designed to clearly articulate what Cloudsmith does and its impressive performance to date. This all but ensures that potential investors understand the promising nature of the opportunity from the get-go.

This slide captures the essence of Cloudsmith's operations and achievements in a compact yet potent format. It presents key information that informs and excites, creating a compelling case for why investment is not only an opportunity but also a strategic move for those looking to capitalize on emerging tech trends.

Although some figures are redacted, the visible metrics are quite promising, suggesting strong performance and potential. Even the redacted portions are "correct." It's a little sus to hide your NPS (net promoter score) — come on, that's hardly a business secret — but you definitely want to show your ARR (annual recurring revenue), MRR (monthly recurring revenue), number of customers, etc.

However, the slide could be even more effective by including the financial "ask": how much capital Cloudsmith is seeking and what the funds will be used for. Detailing the specific use of funds could help bridge the gap between investor interest and action, making a stronger case for why an investment now could be pivotal for Cloudsmith's trajectory — and help build a little FOMO right out of the gate.

What's now? What's next?

The remarkable "Now and Next" slide is a dynamic way to show the company’s substantial achievements and ambitious future plans. This slide artfully blends past triumphs with aspirations for growth, providing investors with a captivating narrative.

The slide illustrates Cloudsmith's capabilities and solid foundation. It articulates the company's practical benefits, simplifying complex technical concepts for investors. This clarity ensures that even those unfamiliar with the technical intricacies can grasp the significant value Cloudsmith brings to its customers.

Transitioning from the present to the future, the slide invites investors to embark on a shared vision with the company. The outlined expansion plans are not just about growth; they are also about leveraging existing strengths to build a thriving future.

Cloudsmith's plans are not really detailed enough to be fully credible, however; this slide evokes my "Sure, yeah, and how are you going to do that?" snark. But I'm certainly paying attention at this point, and loving the forward-looking hint at the substantial growth the company is envisioning.

Helloooooo, traction

The best form of traction is revenue, and Cloudsmith has a graph displaying its ARR from August 2019 to April 2021, which looks healthy. Now, as the numbers are redacted, I can’t be certain exactly how healthy, but the graph is pointing in the right direction, and Cloudsmith knew that it needed to share those figures.

The company also included other useful metrics on its traction slide, indicating customer numbers, LTV (lifetime value) and CAC (customer acquisition cost), among others. Again, the figures are redacted, but assuming they’re healthy, this is a good example of what to include on a traction slide. There are no vanity metrics, and it’s not trying to use a crystal ball to look into the future, which by definition isn’t traction.

Now, given that this is a Series A financing, we're talking about growth here, and most growth rounds are done exclusively on traction. If you have it, the fundraise will be pretty straightforward. If you don't, well, you're in for a tough time. So I have to ask: Why are we only getting this chart on slide 17? If this were my pitch deck, this would be slide 3 or 4; this is exponential growth(ish), and looking great. Lead with that!!

Three things that Cloudsmith could have improved

Before you start flinging your deck into the general direction of VCs, take a beat. Examine each slide in your deck. Ask yourself, "Does this slide actually help raise cash?" If not, ditch it. Sometimes, less is more. One killer slide can pack a bigger punch than a couple of lackluster ones. Trim the fat and keep your audience hooked on what really matters: your fundraising goals.

A quick shuffle that would help trim the fat and streamline the deck:

Delete slides 2, 21, 24, 29, and 32.

Merge slides 30 and 33, then move to the main deck and create single, better problem and solution slides.

Move slide 8 to the appendix and slides 28 and 31 to the main deck.

OK, with that reshuffle out of the way.

Two solution slides? Are you sure about that?

Let's get real about solution slides: They're supposed to be your strategic ace up your sleeve, not a deep dive into the nitty-gritty. They should give a bird's-eye view of how your company plans to tackle the big, bad problem you've laid out. But here we are, with two slides that seem to have forgotten their purpose in life and are lost deep in the weeds. It's like Cloudsmith is trying to show off how much it knows rather than focusing on the strategic overview. Keep it high level, folks.

There's slide 6, strutting around with its three boxes that scream, "I'm useful!" but whisper, "I'm not solving anything." Sure, it's packed with info, but it's like that guest at the party who talks a lot but doesn't really say anything important (I know this all too well, because I'm frequently that guest, but hear me out). These boxes might feel good about themselves, but they're not doing the job of moving us toward a solution. It's time to refocus and make sure every element on that slide is there to contribute to the solution, not just to take up space.

And don't get me started on the full problem/solution quartet. The company has a narrative as clear as mud here. Four slides of dense text that probably seemed like a good idea at the time, but in reality, they're just a homework assignment for your audience. If you had paired that bloated slide 5 with a streamlined slide 7, you'd have a sharper problem statement and a solution that doesn't require a map and compass to understand. Instead, cut the clutter and make it easy for everyone to see the genius of your solution.

Hello, faces

Oh, Cloudsmith, your team slide is a paradox wrapped in a PowerPoint. It's somehow managing to give too much and too little at the same time: a magic trick no investor wants to see. There's a deluge of details about the core team, which isn't exactly what is needed to wow investors at this stage. They want the juicy stuff about why your founders are the chosen ones to lead this venture. You're teasing with hints, but come on, give the full story. Dive deep and show why they're the captains of this ship . And while you're at it, throw in their LinkedIn profiles. It’s the digital age; investors are gonna stalk. Make it easy for them.

And speaking of unnecessary info, while it's great to know who's keeping the ship steady, a play-by-play on every core team member for a Series A pitch isn't needed. What would spice things up is a quick mention of your overall headcount. It provides a glimpse of your scale and scope without bogging everyone down with the minutiae. Keep it sleek, keep it smart, and keep the focus on what really matters: making the investors believe you've got the best team to take this "to da moon," as the crypto kids like to say . 

Here's some money — now tell me what you're going to spend it on

Could this half-assed financial riddle slide be any more vague? It dances around the topic of money like it's a hot stove, vaguely hinting at how the company will spend the cash but clamming up regarding the actual amount it's looking to raise. Here's a tip: When you're asking for money, don't be shy. Spell it out, loud and clear. How much do you need? Don't leave investors guessing or they might guess themselves right out of the meeting room.

And on that subject, ditch the percentages . They're about as helpful as a chocolate teapot. Use hard numbers, dates and details. Say when you're planning to make those key hires, and what these new knights in shining armor will cost you. More importantly, what dragons are they going to slay? Lay out the goals these hires will help you achieve, and please, for the love of clarity, make it specific — the how, what, when, where and why. Offer investors the roadmap, not just the destination.

Now, about those goals: You've got aspirations, but how are you going to turn those daydreams into reality? What needs to happen? Do you need people, tools and infrastructure? And how much will these dreams cost? Once you've sorted all that, dazzle with the potential benefits. What wonders will these investments work for your company? Remember, it's all about SMART goals here: specific, measurable, achievable, relevant and time-bound. Tell the investors what they'll get for their money, and make it clear that if you hit those goals, you'll be able to raise a chunky Series B to keep chasing that ARR figure up and to the right.

The full pitch deck

If you want your own pitch deck teardown featured on TechCrunch, here’s more information . Also, check out  all our Pitch Deck Teardowns  all collected in one handy place for you!

Recommended Stories

Doctor who: the devil’s chord review: is this madness.

'The Devil's Chord' is a mess, but it's probably an intentional mess.

Motional cut about 550 employees, around 40%, in recent restructuring, sources say

Around 550 employees across autonomous vehicle company Motional have been laid off, according to information taken from WARN notice filings and sources at the company. Earlier this week, TechCrunch reported that Motional is pausing commercial operations and delaying plans to launch a robotaxi service with its next-gen Hyundai Ioniq 5 robotaxis until 2026 as it undergoes restructuring. An employee at Motional who spoke to TechCrunch on the condition of anonymity said every team has been affected, with high-level departures including the company’s chief operating officer, Abe Ghabra.

Last-minute Mother's Day gifts that ship super-fast

By this point, the best Mother's Day gifts are the ones with fast shipping.

Rory McIlroy denies rift between him and Tiger Woods despite disagreements: ‘There’s no strain there’

“I think friends can have disagreements or not see eye to eye on things.”

Joanna Gaines' Target line is up to 20% off! Refresh your home for spring with new bedding, cookware and more

The design star's line is a sea of pretty neutrals that can give your place a seasonal glow-up.

Pssst: You can save 35% on a Le Creuset Dutch oven in the brand new Peche color — just in time for summer

The soft coral-esque shade will add the happiest pop of color to your kitchen — especially at $150 off.

'Better than Rogaine': This $20 hair oil helps get rid of flakes and stimulate growth, shoppers say

The top-rated treatment was formulated to add shine, battle dandruff and encourage new strands.

Former MLB infielder, Little League World Series star Sean Burroughs dies at 43

The seven-year major leaguer collapsed while coaching his son's Little League game on Thursday.

Stock market today: Dow nabs 8th straight winning session, S&P 500 marches back toward record high

Investors are listening out for a parade of Fed speakers to test a growing confidence that a rate cut is on the way.

Novak Djokovic hit in head by water bottle, needed medical attention after opening win at Italian Open

Italian Open organizers said a water bottle accidentally fell out of a fan’s backpack while they were trying to reach down to get his autograph on Friday in Rome.

Apple’s big AI rollout at WWDC will reportedly focus on making Siri suck less

Apple will reportedly focus its first round of generative AI enhancements on beefing up Siri’s conversational chops. The company will reportedly roll out a new version of Siri powered by generative AI at its WWDC keynote on June 10.

Novavax stock doubles after Sanofi deal marks 'new chapter' for company

Novavax stock popped Friday on news of a licensing deal and minority stake from Big Pharma player Sanofi.

Roku Voice Remote Pro review: The best $30 you'll ever spend to upgrade your Roku TV experience

Toss your old Roku remote. This one is backlit, rechargeable and voice-powered.

Anthropic's Claude sees tepid reception on iOS compared with ChatGPT's debut

Consumer demand for mobile AI chatbot apps outside of ChatGPT may be waning. Earlier this month, Anthropic launched its first mobile app on iOS, providing access to its Claude 3 model for both free and paid users. Unlike ChatGPT, Claude did not become a new App Store hit.

Malik Nabers, Jayden Daniels call off $10,000 bet on Offensive Rookie of the Year award after gambling education

Well that didn't last long.

RIP Chevy Malibu; BMW passes on pickups; EV business breakdowns | Autoblog Podcast #831

Greg has a special guest this week - Pras Subaranian from Yahoo Finance. They take a look at the business side of recent auto news, and yes, talk cars.

The buzziest EV IPO of the year is a Chinese automaker

Electric vehicle demand might be softening, but investors appear to be excited about the U.S. debut of a Chinese luxury EV brand. Geely-owned Zeekr hit the New York Stock Exchange with a splash on Friday, making it the first major U.S. listing by a Chinese company since 2021, following China’s effective ban on foreign IPOs. The company's stock price soared 38% in the first few minutes of trading, giving Zeekr a potential $7 billion valuation.

Save your floors! These genius 'As Seen On TV' furniture leg protectors are down to about $1 a pop

'The chairs glide smoothly now': This affordable home hack has over 17,000 five-star fans.

Do you own products that were recalled this week? Our list includes Planters nuts, Igloo water bottles and Skims pajamas

Here's what you should do if you have any of these potentially risky items in your home.

VC fund performance is down sharply — but it may have already hit its lowest point

Venture capital has been hit hard by souring macroeconomic conditions over the past few years and it's not yet clear how the market downturn affected VC fund performance. SFERS's venture portfolio recorded a -.9% internal rate of return last year through the third quarter, according to data from the pension fund's May 8 meeting. The data also highlighted that the venture portfolio recorded a 48.8% IRR in 2021 and -19.9% return in 2022.

IMAGES

  1. What is a Pitch Deck? Examples, Tips and Templates (2021)

    how to prepare for a pitch presentation

  2. 10 sales pitch presentation examples and templates

    how to prepare for a pitch presentation

  3. 4 Ways to Make your pitch presentation more effective

    how to prepare for a pitch presentation

  4. How to Engineer a Perfect Business Pitch

    how to prepare for a pitch presentation

  5. How to make the perfect pitch presentation

    how to prepare for a pitch presentation

  6. 25+ Best Pitch Deck Examples, Tips & Templates for 2019

    how to prepare for a pitch presentation

VIDEO

  1. How to Use Pitch.com to Make Presentations

  2. Pitch Presentation- LCC112_FFLCC112-3

  3. Startup pitch presentation #startup #pitch #presentation #tech

  4. Business Pitch Presentation

  5. Sales Pitch Presentation Video

  6. How to prepare Pitch Deck for Investors

COMMENTS

  1. How to do a Pitch Deck Presentation (plus free templates!)

    Pitch Deck Presentation Templates. This template pack has 3 incredible slides that would fit perfectly into any Pitch Deck. First, its vision and mission slide will allow you to give your audience a more in-depth look at what your business is really about. It also has a great geometrical process diagram.

  2. How to create impactful pitch presentations

    Audience interaction. Question prompts: To make your pitch presentation more interactive, encourage audience participation and questions. Read the room: Always be aware of the audience's reactions and adjust accordingly. If they seem disinterested, you might need to change your approach or pace. As a pitch deck presenter, your role is to deliver your content in a way that makes an impact.

  3. What Makes a Great Pitch

    Pitching for new business is a make-or-break moment for many teams. You want to win the pitch, and so you develop a detailed slide deck, tout your credentials, capabilities and successes (case ...

  4. Guide to Pitch Decks: 10 Elements to Include in a Pitch Deck

    Guide to Pitch Decks: 10 Elements to Include in a Pitch Deck. A pitch deck can give businesses and entrepreneurs a detailed but concise snapshot of their company to attract investors. Understanding the necessary elements of a successful pitch deck can help bring you one step closer to the funding you need. A pitch deck can give businesses and ...

  5. How to Make a Successful Business Pitch: 9 Tips From Experts

    Identify and address the target audience and/or industry your product supports. Specify the problem the aforementioned faces and how your solution can solve it. Provide a realistic example of your solution in action. Make sure to use accurate facts backed up by relevant and recent data. 4. Job pitch.

  6. How to Make Winning Pitch Decks in 2022 With PPT Templates (+Video)

    Use an infographic to explain the steps in your business or how the parts of your company fit together. Check out infographic elements and chain them together to jazz up a presentation. 3. Add a SWOT Slide for Visual Strategies. One of my favorite visuals for a pitch deck is a SWOT slide.

  7. What is a Pitch Deck? Examples, Tips and Templates

    Quick Read. A pitch deck is a visual presentation that tells the story of a business to persuade and engage potential investors. The most common pitch deck slides are introduction, problem, solution, market size and opportunity, product, traction, team, competition, financials and use of funds. Learn from the eight real life pitch deck examples ...

  8. How To Build A Successful Startup Pitch Deck (With Examples)

    The first may be the one you create to pitch potential cofounders to join you on the team. In this type of presentation, you'll likely want to focus on the company's mission, the culture they'd be joining (or helping to establish), and the growth potential they have a chance to be a part of. The second type would be a comprehensive deck ...

  9. How to structure a winning presentation

    If you want your audience to stay engaged, you need to structure your ideas as a well-crafted story. Follow these three steps to clearly define your narrative before you start creating your slides ...

  10. How to Create a Pitch Deck for Investors [Templates + Design Tips]

    The aim is simple: keep your copy simple, succinct and to the point. A presentation deck is no place to be wordy. Instead, limit to 6-8 lines per slide — roughly 30 words per slide. You can also try the 5 x 5 x 5 rule of writing presentation copy: 5 lines of text per slide with. 5 words per line and placing only.

  11. 10 Presentation Design Tips + Video (To Make the Best Pitch Deck in 2022)

    For even more details on how to design your pitch deck presentation, study the tutorial below: 1. One (Powerful) Photo Is a Thousand Words. First, never underestimate the power of strong photography in your presentation designs. Using emotional photography can make your presentation visually more interesting.

  12. How to structure your pitch deck to win over investors

    6 essential components of a pitch deck. No matter what stage of funding your company is at, your pitch deck will need to cover each of these topics: Your mission or vision. The problem you're ...

  13. How to Make a "Good" Presentation "Great"

    When in doubt, adhere to the principle of simplicity, and aim for a clean and uncluttered layout with plenty of white space around text and images. Think phrases and bullets, not sentences. As an ...

  14. How to Create a Pitch Deck? 10 Must Slides to Include

    The first slide of your pitch deck will set the tone for the rest of the presentation. The business overview (title slide) should briefly capture the core of your idea and stand out to investors. Include your logo. title slide. Name of your idea, business, or startup. Summarize your concept into a catchy headline.

  15. What It Takes to Give a Great Presentation

    Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired ...

  16. How to make a great presentation

    The secret structure of great talks. From the "I have a dream" speech to Steve Jobs' iPhone launch, many great talks have a common structure that helps their message resonate with listeners. In this talk, presentation expert Nancy Duarte shares practical lessons on how to make a powerful call-to-action. 18:00.

  17. 9 steps to delivering a standout pitch

    Finally, start conversations early. Getting to know your audience, involving your team, and recruiting mentors will set you up for success. The more feedback you can get early on, the better ...

  18. What is a Pitch Deck Presentation? and how to create one

    What is pitch deck? A pitch deck is a 10-20 slide business presentation designed to give a short summary of your company, your business model, your traction, and your startup vision. A pitch deck can be used for several purposes, from trying to get a meeting with an investor, to presenting in front of an audience during a demo day.

  19. How to Create a Successful Business Pitch

    We're going to walk you through this guide to creating your own business pitch as well as share a variety of pitch deck templatesthat can help you see success. 1. Be Concise and to the Point. A good business pitch requires you to provide crucial points regarding your business.

  20. How To Write a Pitch in 5 Steps (With Example and Tips)

    1. Read the submission guidelines. The first step when writing a pitch is to ensure you're abiding by the guidelines for submitting the pitch. If the business you want to pitch to has a set of submission guidelines, start by reading through them to make sure that you're following them precisely. Once you're familiar with the guidelines, you can ...

  21. Sales Pitch Mastery: Stand Out in Presentations

    Unique Value Proposition. Be the first to add your personal experience. 6. Follow-Up Strategy. Be the first to add your personal experience. 7. Here's what else to consider. Be the first to add ...

  22. How to Make Winning Pitch Decks (With PowerPoint Templates)

    Trying to raise funds for your business? Need to wow investors with winning slides? You need to create a pitch deck in PowerPoint, the best tool to attract f...

  23. How To Create A Pitch Deck

    To make it even more powerful you may want to add some description about the product itself and some quotes of some of your existing clients talking about how much they love your product. 5 ...

  24. A Startup's Guide To Surviving The Fundraising Circus

    You can't control how people will react to your pitch or company, but you can control your process, methodology and what you bring to each and every pitch. 1. Refine Your Pitch Relentlessly ...

  25. CULTURAL SENSITIVITY in Global pitch deck

    CULTURAL SENSITIVITY in Global pitch deck | Startup pitch deck presentation guide💡Your next steps to success: ️ - Book a free consultation: Jumpstart your ...

  26. Pitch Deck Teardown: Cloudsmith's $15M Series A deck

    The presentation has 36 slides — 25 make up the main deck, eight are in the appendix and three are addenda. Back in September 2021, Cloudsmith raised $15 million in Series A funding for its ...