We prepare startups and growing companies to raise capital: the pitch deck, the financial model behind it, the business plan, and the valuation and terms to propose. A pitch deck is not a sales pitch; it shows angel and venture investors that the company is a good investment. We have sat on both sides of the table, including as angel investors, so the materials answer what investors actually ask.
What a strong pitch deck must show
A product that solves a critical problem: a "must have", ideally shown with a video or sample.
A large market, with a defensible addressable-market estimate.
Competitors understood, and an advantage the company can sustain.
A clear business model: pricing and go-to-market.
A cost structure that converges with mature peers in the later years.
A funding ask derived from the financial plan, not picked arbitrarily.
An exit strategy, because that is how investors get their return.
Pitch deck outline
About us and traction · Team · Problem and solution · Market size · Competition and advantage · Business model and milestones · Five-year financial plan (P&L, balance sheet, cash flow) · Funding and use of funds · Terms: equity, pre-money valuation, exit valuation, ROI and IRR · Exit strategy
Strategic business plans
A financial plan is only as credible as the strategy it models. Our business plans show where the company is, where it is going and how it will get there, for owners, boards, lenders and investors.
Executive summary · Company · Market · Products · Marketing and sales · Competitors · Organization and management · Operations · Financial plan · Implementation
How engagements work
Pitch decks and business plans are fixed-price, typically delivered in two to three weeks. Ongoing fundraising support (outreach strategy, diligence, term-sheet negotiation) is available monthly.
Examples of our work
Investor documents and fundraising strategy for a five-company group raising a private equity fund.
Fundraising materials, pitch and term sheet for a mobile sports video platform.
Exit plan and sale materials, including financials and buyer selection, for a mobile marketplace app.
Questions founders ask
How long should a pitch deck be?
Usually 15 to 20 slides; the financial model and data room carry the detail.
How do you set the valuation?
From the financial plan, comparable companies and the funding required, expressed as pre-money valuation and investor return.
What is the difference between a pitch deck and a business plan?
The deck tells the investment story briefly; the business plan sets out the full strategy, operations and financial plan behind it.
Do you introduce investors?
Our role is preparation, strategy and negotiation support; we help identify the right investor types and approach.
Related: Fractional CFO · Mergers, Acquisitions & Exits · Early-stage fundraising insights · Contact us