The document provides a guide for creating an effective pitch deck, outlining essential components like the overview, problem definition, and solution. It emphasizes the importance of clarity, compelling visuals, and well-structured financial projections to engage potential investors or customers. Additionally, it covers competitive analysis, market strategy, team presentation, and concludes with a call to action for further interaction.

1. Universal Pitch Deck: Title
Keep it simple: Company Name, Logo,
Tagline and Website
REPLACE THIS TEXT WITH YOUR LOGO!
Free PowerpointTemplate (August 2013) designed by
Joann Sondy | Creative Aces –
Design & Digital Publishing
www.creativeaces.com

2. Overview Slide
 Do this last, it is the “attention grabber.”
 Write concise and strong copy.
Reverse copy goes here.
Keep it brief and don‟t reduce the font size.

3. The Problem
 What is the problem that your services/product
will solve?
 If more than one, keep it clear and simple.
 Why have customers contacted you in the past?
 What situation is causing a problem for your
niche market?
Reverse copy goes here.
Keep it brief and don‟t reduce the font size.

4. The Solution
 Describe your business, be concise.
 Include compelling benefits, accompany with a
defining graphic that illustrates your product or
service.
This is a critical point, you either have your audience
hooked by now or you‟ve lost „em.

5. The Opportunity
 Quick synopsis of market.
 Include size and growth of
market for the next several
years; focusing on niche or
segments of your market and
percentage you’ll dominate.
Graphs can provide visual
interest and convey the
message without copy blocks.
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Chart Title Here
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6. Technology
 HOW you/your company will deliver products
and services to the client?
 This is your value proposition.
Before and after diagrams from case studies, partners
essential to the process, etc.

7. Unique Competitive Advantage
 Team, relationships, new insights, expertise.
 What makes these special?
 Why should your potential customers care?
This is also called your “unique selling proposition” or
USP.

8. Competitive Landscape
 Who are your direct competitors?
 What differentiates you/your company?
Everyone has competitor, so ask yourself, again, “why
do my customers work with me?”

9. “Go To” Market Strategy
 This is your ideal customer profile and how
you’ve crafted your marketing plan to address
those key problems.
How and what do my customers buy?

10. Financial Roadmap
 No doubt this is the most critical slide in any investor
pitch deck!
 For those not seeking investment funding, this slide can
be used as an exercise to establish projections for
revenue and expenses; key to pricing your
product/services.
This slide is best implemented for those seeking funding. A
deep understanding of the business model and financial
projections for ~ 5 years out. Revenue and expense
analysis, capital investments, more.
Be prepared for questions.

11. Current Status
 What have you already accomplished?
 Next steps?
Reverse copy block for awards, certifications, target
achievements, etc.

12. The Team
 Emphasize what YOU bring to the table; relevant
accomplishments, etc.
 Who’s on the team, strategic partners?
 How do all team members contribute?
Reverse copy block for awards, certifications, target
achievements, client testimonials, etc.

13. Summary
Summarize your THREE strongest points; distilled down to memorable sound bites.
Solicit feedback and interaction, “Q&A”. What is your CALL TO ACTION?
How obtain more information?
Now, go back and rewrite the
Overview slide/page.

14. Sample Formats
The following slides are my standard five formats which
you can pick up and quickly customize.

15. Bullet Slide
 Line 1
 Line 2
 Line 2b

16. TEXT & GRAPHIC LAYOUT
 Introductory text
here.

17. Table slide
COL1 COL2 COL3 COL4
Row1 ## ## ## ##
Row2
Row2
Row4

18. Bar Chart
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19. Simple org chart
• Subnote 1
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• Subnote 2a
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• Subnote 3a
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