Investor deck checklist
Make every slide count.
Before hitting send, make sure your deck tells a story investors actually want to read. This checklist helps you tick all the right boxes — from clarity to traction — so your pitch stands out for the right reasons.
Before hitting send, make sure your deck tells a story investors actually want to read. This checklist helps you tick all the right boxes — from clarity to traction — so your pitch stands out for the right reasons.
VISION
You have clearly stated what you want to achieve with the company
It is clear to the reader how you are going to make the world a better place
PROBLEM
The problem you are trying to solve is defined
The definition of the problem is brief
Your grandma can understand the description of the problem
SOLUTION
The description of the solution is clear
The description can be understood without a technical background
It is clear from the deck what differentiates your solution from competing solutions
BUSINESS MODEL
After reading the deck, the reader understands how you make money (or areplanning to)
TEAM
Who are the team members and what are their roles
Experience in the field and links to their LinkedIn profiles
An explanation of why the team members are best in their roles
An explanation of why this team as a whole is the best to do what you are trying to do
SOURCE OF MOAT
It is clear what gives you a unique competitive advantage over anyone elsetrying to do the same or compete with you
Market and competition
TAM, SAM, and SOM of the market
Future development of the market
Who are your target customers
Key competitors in the market
GO-to-market strategy
Your growth model is clear (i.e. marketing,product, or sales-led growth)
Explanation of how you conquer the market with your growth model
What you are going to achieve with the round
Technical milestones
Go-to-market milestones
Key metrics
Metrics and financials
What are the main metrics you are following
Current financials and metrics
Forecast build bottom up using the metrics
CAP TABLE
A clear breakdown of ownership between the founders, team, and investors, takinginto account all issued instruments
Terms of the round
Size of the round
If equity: Pre-money valuation
If convertible: Interest, conversion discount, valuation cap
