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Templates Finance

Presentation · 7 slides

Series A pitch template for PowerPoint

Show it works and can scale: traction, unit economics, the plan and the round.

Free: it uses no credits. You get your own copy to edit, in the look you pick here.

Look: Mint

When to use it

Use it when a company has early traction and needs to show it can scale, with unit economics, a plan and the round.

How to use it

  1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
  2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
  3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

  1. [company] Series A · [date]
  2. Where we are Why is [company] ready to scale now?
  3. Traction Annual recurring revenue, Growth over the period, Customer retention
  4. Unit economics A table: Measure, Value, How it is worked out
  5. The plan for the round
  6. Risks and how we handle them What could stop us? What are we doing about it?
  7. Next steps We are raising [amount] and would like to talk with [investor].

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

  • {{company}}
  • {{date}}
  • {{arr}}
  • {{growth}}
  • {{retention}}
  • {{cac}}
  • {{ltv}}
  • {{payback}}
  • {{date_1}}
  • {{date_2}}
  • {{date_3}}
  • {{amount}}
  • {{investor}}

What is inside

{{company}}
Series A · {{date}}
Slide 1
Where we are
Why is {{company}} ready to scale now?
What we have proved
What we have still to prove
What the round pays for
Slide 2
Traction
{{arr}}
Annual recurring revenue
{{growth}}
Growth over the period
{{retention}}
Customer retention
Slide 3
Unit economics
MeasureValueHow it is worked out
Cost to win a customer{{cac}}Which costs, over which period?
Value of a customer{{ltv}}Which assumptions?
Payback{{payback}}How many months, and from what?
Slide 4
The plan for the round
{{date_1}}
First milestone
What is reached?
{{date_2}}
Second milestone
What is reached?
{{date_3}}
Third milestone
What is reached?
Slide 5
Risks and how we handle them
What could stop us?
What are we doing about it?
Slide 6
Next steps
We are raising {{amount}} and would like to talk with {{investor}}.
1. First action — who owns it — by when
2. Second action — who owns it — by when
3. The decision we need, and by when
Slide 7