Investor Pitch Deck Template

A business or investor pitch is a brief presentation that provides an overview of your business and typically pulls in information from your business plan. It's your opportunity to convince investors that your business is worth their time and investment.

A pitch deck is a visual presentation used during meetings with potential investors. It should cover the key points of your business plan, the products and services you provide, high-level financial projections, and funding needs. Your pitch deck should work well on its own as a visual document, but it will primarily be used as a tool to tell the story of your business.

To write a business pitch, start by summarizing the sections of your business plan. Identify and highlight your unique selling point, explain your market potential, and outline your business model. Make it compelling, clear, and concise.

This pitch deck template was was crafted by seasoned planning experts with a combined 40 years of experience writing and reviewing business plans. Throughout this template, you find their expert tips and tricks, along with detailed instructions.

This template includes definitions, guidance, and examples to complete your pitch deck. After downloading the template, you'll receive instructions for how to fill out each of the following sections:

Identity

What does your company do or offer and to whom?

Problem worth solving

What challenges does your company solve?

Our solution

How does your company solve those challenges?

Target market

Who makes up your target audience? Who are your ideal segments, personas, or customers?

Competitive landscape

Who are your competitors? What makes them successful in your industry?

Sales channels

How will you get your product/service to customers?

Marketing activities

How will you get your product/service in front of potential customers?

Revenue

What goods/services will drive revenue?

Expenses

What items will cost you money?

Funding required

Have what funding total you need front and center to clearly display what you are asking from investors.

Milestones

What projects or tasks must be completed in order to reach your goals?

Team and roles

Who is a critical part of your internal team (name/role)?

Partners and resources

Who else is supporting your venture/business?

When pitching, avoid being overly technical or using complex jargon, providing too much information, lacking clarity or focus, and failing to articulate the problem your business solves or its unique selling proposition. Additionally, if you’re asking for funding, be sure that you know how much you need and are able to describe how you will use it.

While our pitch deck template offers a solid foundation for your presentation, LivePlan takes it several steps further. Here's how:

Comprehensive Business Strategy: LivePlan prompts you to think through every aspect of your business strategy, ensuring no stone is left unturned. It guides you through the process, making sure your business plan and pitch deck are aligned and robust.

AI-Powered Writing Assistant: Not sure how to phrase your ideas? LivePlan's AI-powered writing assistant helps you articulate your business concepts clearly and professionally. This ensures your pitch communicates your vision as effectively as possible.

Advanced Forecasting Tool: Predicting the future isn't easy, but with LivePlan's forecasting tool, you get as close as you can. This feature lets you generate accurate and compelling forecasts, a crucial part of any pitch to investors.

Automatic PowerPoint Export: Once you've crafted your pitch with LivePlan, it automatically converts your work into a sleek, professional PowerPoint presentation. This saves you time and ensures your presentation looks as good as it sounds.

So, while our pitch deck template can kickstart your presentation, using LivePlan brings your pitch to the next level, giving you a clearer, more confident path to presenting your business strategy.

If you're struggling to write your pitch even when using a template, it’s possible that you may need to spend more time on your business plan. You can look into hiring a professional business plan writer. We even have a free resource to help you ask just the right questions to make sure you find the right plan writer.