02.01Pitch Deck Development
The core narrative deck, argued rather than decorated.
A deck is a sequence of claims, each of which must earn the next slide. We build the argument first — problem, wedge, economics, proof, ask — then write to it, so nothing exists on a slide that cannot be defended when questioned.
What you keep
- 12–16 slide investor deck, narrative-led
- Claim-to-evidence map behind every headline number
- Editable source files — yours to keep and adapt
You need this when
Your deck describes the company but never states the argument for investing.
Investor / Elevator Decks
Short-form versions for cold intros, forwards and first screens.
The first read is rarely in a meeting — it happens in an inbox, in under a minute. A compressed deck exists to earn that meeting, which means it must carry the thesis, not a summary of the long deck.
What you keep
- 5–6 slide elevator deck
- Forwardable intro email copy
- Version tuned for warm intros vs. cold outreach
You need this when
Introductions stall between the forward and the first call.
Investor Presentation Design
Typographic and data-visual craft applied to the finished argument.
Design here does one job: reduce the reader's effort. Consistent hierarchy, honest charts and restrained emphasis make a strong argument legible — and make sloppy thinking impossible to hide behind decoration.
What you keep
- Designed deck with a reusable slide system
- Chart library built on your real data
- Brand-consistent template for future updates
You need this when
Your content is right but the deck reads as heavier than the business.
Financial Model & Projection Development
A driver-based model an analyst can open, trace and stress.
Projections are only credible when the drivers are visible. We build bottom-up from unit economics and capacity constraints, keep assumptions on one sheet, and make the sensitivities live — so the model answers questions instead of triggering them.
What you keep
- 3–5 year driver-based model with monthly detail near-term
- Assumption sheet, scenario toggles and sensitivity tables
- Cash, runway and hiring plan linked to the raise
You need this when
Your projections hockey-stick and no single driver explains why.
Investor Data Room Preparation
Diligence documents indexed before diligence begins.
Diligence speed is a signal in itself. Assembling incorporation, cap table, contracts, financials, compliance and IP in advance turns a two-month document hunt into a link — and removes the silences where deals cool.
What you keep
- Structured, permissioned data room with index
- Document gap list with remediation sequence
- Diligence question bank with prepared responses
You need this when
A request for “the usual documents” would take you three weeks.
Fundraising Materials & Documentation
The supporting set around the deck and model.
Between the first meeting and the term sheet, investors ask for artefacts nobody prepares: cohort detail, org plan, customer references, competitive teardown. Having them ready keeps the process in your tempo rather than theirs.
What you keep
- Investor FAQ and objection handling notes
- Metric definitions memo so numbers reconcile across documents
- Update-letter template for the raise period
You need this when
Each investor request sends the team into a scramble.
