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▪ This pitch deck template is an open source project. Go to

File > Make a Copy and start building!

▪ This template alternates between slides that share our

philosophy on creating the perfect pitch deck and sample
slides that you can edit and use.

▪ This is one template from our Secret Playbook. Check out

the other templates and please send any feedback or
suggestions to [email protected].
Confidential — Do Not Distribute 2
 The perfect Series A For an in-person The best pitches follow Be self-aware of your Never email your pitch
pitch deck is ~20 meeting, be prepared a story arc where you weaknesses and the deck directly. Always
slides. to fit your pitch into as grab someone’s questions VCs will use a web service like
little as 30 minutes. attention, introduce a immediately ask about Docsend so you can
The perfect Series B conflict and build your business. Tackle track engagement.
pitch deck is ~25 slides For an emailed pitch, toward a gradual the hard questions
to account for an investor will scan a resolution and before they are asked Eliminate friction so
additional data slides. deck in less than 3 ultimately your ask. with slides that let you avoid password
minutes so make sure frame the perspective. requirements and
the key points are Whereas seed pitches make the deck
obvious. are all about selling downloadable.
vision, Series A is
centered around
proving product/market
fit and then
extrapolating GTM.
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 1 2 3 4 5 6
Title Slide
The Hook Problem Solution Why Now? Market Size
with Mission

7 8 9 10 11 12
Business Production Team Financials The Ask
Competition
Model Vision

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1

▪ Points to Cover:
– Who are you?
– Your company’s core mission in a single sentence.
– Brief history of the company including how/when/why started.

▪ Key Objective:
– Start the presentation off on the right foot. Everyone should know the
basic idea and value proposition of the company.

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 Logo placeholder

COMPANY NAME
Mission Statement

Insert your picture with your product

Insert Insert your picture
your with your product
picture
with your
product
 Logo placeholder

COMPANY NAME
Mission Statement
2

▪ Points to Cover:
– Highlight the most impressive things about your startup. This can be
financial metrics, customer logos and/or amazing people.

▪ Key Objective:
– Grab an investor’s attention and make them want to learn more.

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The Hook: Insert Something That Grabs Attention

XXX% Growth in 2020

$XX Current ARR

X% Net Retention
>X% of accounts upgrade quarterly

X% ACV Increase
Year over year (all customers)

LOGO
The Hook: Insert Something That Grabs Attention

X%
Growth

X%
Net Revenue Retention

Xx
Growth in Customers

LOGO
The Hook: Insert Something That Grabs Attention

Customer Examples

logo logo logo logo logo

Key Metrics

MRR Runway MoM Growth

$ Months %
$ Cash on hand Avg. for 20XX

LOGO
3

▪ Points to Cover:
– Describe the pain of the end user or customer.
– Note how they address this issue today.
– Share any statistics or research around the state of the industry and the
impact on the end user or customer.

▪ Key Objective:
– Establish the need for your company’s solution.
– Convince the room that solving the problem is worth solving.

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The Problem

Stakeholder 1 How they do it now Stakeholder 4

Description text about

the shortcomings of
current solutions
Stakeholder 2 How they do it now Stakeholder 5

Target
client
Main problem

Stakeholder 3 Stakeholder 6

Pain Point 1 Pain Point 2 Pain Point 3

Brief description Brief description Brief description

LOGO
The Problem

1 1st Step
5 5th step
4 4th Step

2 2nd Step
Icon for Icon for
Icon for
user’s user’s
target user
stakeholder stakeholder

6 6th Step

3 3rd Step

7 7th Step

Key message/conclusion about the end problem for the customer / user and how it’s affecting them

LOGO
4

▪ Points to Cover:
– Demonstrate your value proposition and show how the end user or
customer benefits.
– Provide use cases or case studies with anecdotes. (logo wall slide can
live at the end of this section)
– Highlight elements of your technology that give you potential for
leverage/scale as you grow.
– Include a screenshots, GIFs or a short demo.
▪ Key Objective:
– Help your audience understand how you solve the problem and the
value your solution creates.

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Your Solution

user

Insert icon Insert icon about the

Insert icon of Insert icon of Description text
about your customer > product
your product your solution
business interaction

user

Your Business
Description text

Type here how does your Type here how does your Type here what does your client Type here the benefits for a 3rd
customer interact with your product works for your gets after using your product. party user related to your
product. customer. customer.

icon
Benefit 1 icon
Benefit 2 icon
Benefit 3
Brief description Brief description Brief description

LOGO
Your Solution

Customer Workflow Customer Workflow

Customer
User icon 3rd party
icon
● Benefit 1 ● Benefit 1
● Benefit 2 ● Benefit 2
● Benefit 3 ● Benefit 3
Description text ● Benefit 1 Description text
● Benefit 2
● Benefit 3

Key message/conclusion about your solution

LOGO
XX+ Happy Customers

LOGO
5

▪ Points to Cover:
– Show the historical evolution of your category and define recent trends
that make your solution possible today.
– What analogs exist that help convince you this will work?

▪ Key Objective:
– Convince investors that your market is undergoing transformation.
– Showcase tailwinds that your company can harness.

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Why Now? (Sample Trend)

Client Server Software-as-a-Service Mobile Enterprise

Driven by personal PCs in Driven by the Internet in Smartphones widely adopted

1980’s & 1990’s 1990’s & 2000’s upon release in 2007
$ $ $

X$ Across
X
Mobile Phones & Tablets Countries

LOGO
6

▪ Points to Cover:
– Identify your ideal customer profile.
– Calculate TAM (top down, bottoms up) and show the adjacent possible
from current market size to potential market size in 5 years.

▪ Key Objective:
– Prove that this is a big enough market that you can build a big business.
– Show that you have an interesting wedge into a big opportunity.

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Addressable Market

2019 26.4M
X $300/user

2016 21.1M
$7.9B
Future TAM
X $250/user/year

2013 18.2M $5.2B

Current TAM
Description
about original
TAM

LOGO
$X BN Worldwide Market

$37B
$28B
$21B

2017 2019 2021

LOGO
Bottoms-Up Market Opportunity

Addressable Market Attributes Companies Potential ACV Total Market Value

Commercial 0 - 1K Employees 200,000 $XX $XX

Mid-Market 1K - 10K Employees 20,000 $XX $XX

Large Enterprise 10K+ Employees 8,000 $XX $XX

Total $XX

LOGO
Market Size with Multiple Products

$2.5B
$2.5B

logo

$2.5B
$2.5B

$2.5B

LOGO
7

▪ Points to Cover:
– Share a matrix of competitors with strengths/weaknesses.
– Show how you are positioned within the market.

▪ Key Objective:
– Show your key advantages over your competition.
– Demonstrate key reasons why you win.

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Competitive Landscape

Competitor Competitor Competitor Competitor Competitor

Company Your logo
logo logo logo logo logo

Price $ $ $ $ $

Feature

Feature

Feature

Feature

Feature

LOGO
Competition

logo
Y-Axis Positive
logo

Your logo
logo logo logo

X-Axis Positive

X-Axis Negative
logo logo

logo

logo logo

logo

Y-Axis Negative

LOGO
Competitive Positioning

Large logo

logo
logo Your
logo
logo
logo
logo
Midsize logo
logo
logo

logo logo logo

Small

Point Solution Suite

LOGO
Competition

X-Axis Negative X-Axis Positive Why do we win?

● Fact 1

Enterprise Your
● Fact 2
logo
5.000+ employees Logo
● Fact 3

● Fact 4

● Fact 5
Mid-Market logo logo logo logo
251-4.999

SMB logo logo logo logo logo logo

51-250

LOGO
8

▪ Points to Cover:
– How do you make money?
– SaaS metrics and GTM unit economics.
– Distribution model.

▪ Key Objective:
– Show that you understand the operating levers of the business.
– Defend key assumptions underlying the business plan.

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Sales Process

Leads MAGIC NUMBER

XXX

Opportunities X% $ ACV
#
XXX Sales Efficiency
$ S&M

Demo Meetings X%
XXX
# days
Avg. Sales
Cycle Deals
X%
XXX
$
#:# # Months
LTV/CAC CAC Payback
CAC

LOGO
Marketing Engine

Conferences SEM
and Events Cost per Lead
Cost per Lead $
$

Cost per acquisition: Webinars Outbound

Cost per Lead Cost per Lead
XX% first-year $ $

contract value

Retargeting Content
Cost per Lead Marketing
$ Cost per Lead
$

LOGO
Land and Expand

Case study
describing one
customer’s upsell
over time

Initial Upsell to Upsell to Upsell to

Contract More Seats Second More Seats
Product

LOGO
9

▪ Points to Cover:
– Show the product roadmap.
– Demonstrate how you can expand pricing and market size.
– Show how you can build a moat.

▪ Key Objective:
– Help an investor understand how you see the future.
– Demonstrate your ambition and the size of the opportunity.

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Roadmap Slide

PHASE 01 PHASE 02 PHASE 03 PHASE 04

INNOVATE CALIBRATE DOMINATE VERTICALIZE

Phase Focus Phase Focus Phase Focus Phase Focus

Eg: Platform development Eg: Support for private cloud Eg: Support for on-prem Eg: Verticalize & Solution Focus

icon icon icon icon icon icon icon icon icon icon icon icon

Key feature Key feature Key feature Key feature

Key feature Key feature Key feature Key feature

Major Objectives Major Objectives Major Objectives Major Objectives

● Insert data point ● Insert data point ● Insert data point ● Insert data point
● Insert data point ● Insert data point ● Insert data point ● Insert data point
● Insert data point ● Insert data point ● Insert data point ● Insert data point

LOGO
Product Roadmap

Today Q4 Q1 Q2 Q3 Q4
2017 2018

Insert 1st
● Insert data point
Category (e.g. ● Insert data point ● Insert data point ● Insert data point
● Insert data point
● Insert data point
Enterprise ● Insert data point
● Insert data point
Features)

Insert 2nd ● Insert data point ● Insert data point ● Insert data point ● Insert data point
Category

● Insert data point ● Insert data point ● Insert data point

Insert 3rd ● Insert data point ● Insert data point ● Insert data point
● Insert data point ● Insert data point
Category ● Insert data point
● Insert data point ● Insert data point ● Insert data point

LOGO
Innovation timeline
Brief description of the
innovation

Brief description of the 7th innovation

innovation

Brief description of the 5th innovation

innovation

Brief description of the 3rd innovation

innovation

1st innovation
8th innovation

Brief description of the

6th innovation innovation

Brief description of the

4th innovation innovation

Brief description of the

2nd innovation innovation

Brief description of the

innovation

2016 2017 2018 2019 and 2020 LOGO

10

▪ Points to Cover:
– Roles and backgrounds of founders and key executives.
– Discuss your unique founder/problem fit
– Share board/advisers if relevant.
– Highlight future hires if relevant.

▪ Key Objective:
– Convince an investor that you have the right team, experience and
motivation to go the distance.
– Demonstrate that you are good at recruiting.

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Team Slide

T’Challa Tony Stark Carol Danvers Clint Barton Natasha Romanoff

Founder, CEO Founder, CTO VP Marketing VP Sales VP People

Past Experience

LOGO
Team Slide

Investors

Diana Prince Barry Allen

CEO CTO
Board of Advisors

Clark Kent Bruce Wayne Lois Lane Lex Luthor Arthur Curry
VP Sales VP Finance Daily Planet LexCorp Atlantis

LOGO
11

▪ Points to Cover:
– Historical and projected income statement.
– Cash burn and runway.

▪ Key Objective:
– Demonstrate that you understand your financial statements.
– Show that you have an achievable forecast and that you understand
your burn rate.

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Financials slide
2018 2019 2020E
Ending ARR $ $ $

Revenue $ $ $
COS 0.0 0.0 0.0
Gross Margin $ $ $
Gross Margin % % % %

Sales & Marketing 0.0 0.0 0.0

Research & Development 0.0 0.0 0.0
General & Administrative 0.0 0.0 0.0
Total Expenses $ $ $

Operational Profit (Loss) ($) ($) $

Operational Margin (%) (%) %

Cash Flow from Operations ($) ($) $

LOGO
12

▪ Points to Cover:
– Share prior investment amounts and the last post-money valuation.
– Discuss what you are looking to raise now and the milestones you will
achieve with new capital.

▪ Key Objective:
– Help an investor understand the capital requirements of your business
and the progress you will make with this round of financing.
– Let investors know what you are looking for in a partner.

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 Over the next 24 months:

1 Milestone
Description

Raising
2 Milestone
$XX million Description

3 Milestone
Description

LOGO
Participation from existing Investors:

Investor logo

Raising
Investor logo

$XX million
Investor logo

LOGO
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