The Ultimate Pitch Deck Checklist to Create an Unbeatable Pitch


Presenting your business plan to your investor’s team, potential customers, partners, or co-founders can be the make-or-break step to sealing the deal. It’s important that your presentation is effective and persuasive. The right pitch deck allows you to organize information coherently, identify key selling points, show the progression of success for your company’s product, and answer common investment questions investors may have.

We’ve compiled a checklist of all the elements you should include in your pitch deck so that any prospective investors are left with no doubt as to why investing in you will be a smart decision.

How to write a winning pitch deck?

A pitch deck is a visual presentation that you use to communicate your business plan to potential investors. It’s the core of your business plan and includes the following sections:

Introductory Page

The Introductory page is always the first page of a pitch deck, this is a page where you introduce yourself to investors and what they are about to see. This page is also a place to highlight your company’s background and a good place to put your company’s logo in brief.

TIP: THE CORE PRESENTATION

This is where you present your business plan. The business plan should be beautifully designed and should be given as a takeaway, the idea is to allow investors to read more of your business because the presentation should only be brief but rich in content.

I have a  complete guide on writing a business plan on this blog post “How to write a business plan step by step” targeting investors and highlighting all your key messages that will open investors’ wallets, as well as how to present your product, including how they are differentiated from competitors.

The best pitch decks start with a clear overview of your product and progress. If you’re in the early stages of development, this section can include a roadmap to where you’re going.

Mission and vision

The mission and vision of your pitch deck should also be concise but highlight your company’s overall vision and mission.

If you’re pitching to investors, they want to know that you have a clear vision of what you’re trying to achieve.

If you’re pitching to partners or customers, they want to know that you have a clear vision of what you’re trying to achieve.

Value proposition

When pitching your business to investors, the value proposition is a key element of your pitch deck that helps investors understand what they will get from investing in your company.

In this section, you want to explain how your company will create value for investors.

The value proposition should answer the following questions:

  • Why should investors buy into your company?
  • Why are you better than the competition?
  • What will your company bring to investors?

Company history.

The company history section is a key part of the pitch in case you are pitching an existing business with a history behind it,  investors need to know what you have accomplished in the past to understand your vision for the future.

You can also mention the key programs, recognitions, and awards that your company has won.

If you plan to include this section for a start-up, please note startups are known for their high failure rate, so it’s important to present your pitch deck in a way that investors can understand the challenges of the startup world, this means only a brief description of the past and focuses more on the future of the start-up.

In this section, you want to highlight your experience in the startup world.

Products and services

It’s important to include a products or services section in your pitch deck, this is a section that allows you to explain to investors your product, what you have developed so far, and how your company is positioned in the market.

A product section should include:

  • Who are you selling to?
  • What are the benefits of your product?
  • Who is your target customer?
  • How are you different from the competition?

A service section should talk about the service you offer and what you can bring to your customers.

It’s important to explain the benefits of your service to your customers and why they should choose you over your competitors.

The key message in this section is to highlight the benefits of your product, you can use numbers or use storytelling to highlight the benefits.

You can also highlight the customer value proposition.

If you’re pitching a new product or service to investors, this section should highlight the training and support your company provides.

This is a good place to mention your customer support service and highlight your company’s knowledge of the industry.

Market Analysis

Market size is one of the most important elements of a pitch deck. The size of your market is what makes your company special.

You can measure the market size in two ways:

1. Revenue size

2. Target market size

In a competitive market, A company with a large market is a clear winner over a company with a small market.

It doesn’t always mean a large market is attractive to investors, if your products and services target a selected market, it’s important to show how valuable the products are to the selected market and how you plan to offer the pricing of your products/services in order to run the business at a profit.

Customer Base

It’s important to highlight your customer base in your pitch deck.

This is the best section to show the size of your customer base.

You can also highlight the different types of customers your company has.

An analysis of your customer base market needs and trends in the market can help you understand the dynamics of your market.

Here are some questions you can ask yourself to help you understand your market:

Why are your customers choosing your company?

It’s not just the product that they’re choosing, it’s the company behind it. If you have a product that your customers are using for a particular purpose, it means that your product is working for your customers. It means that you are fulfilling a need. If your customers are choosing your company because of the product, then your customers are choosing your company because of the company. They are choosing you. That’s a great thing.

The question now is what kind of products and services are your customers buying? What types of products and services are your customers using your products and services for? When people buy your product or service, they use it for a particular purpose.

You have to think about that purpose. It’s not just the product that they’re buying, it’s the company behind it. It’s the company that is offering the product, it’s the company that is providing the service. It’s the company that is offering the service that is important. The company that is offering the service that is important.

Competitive analysis

Competitive analysis is a way of comparing your company to your competitors.

This section should highlight the competitive advantage your company has over your competitors.

There are three key areas to look at:

1. Market share

2. Revenue

3. Cost

Market share is the percentage of a given market that your company controls. It’s important to show the size of your market, but it’s even more important to show the percentage of the market that your company controls.

Revenue is the total amount of money that you’re generating from your products or services.

Cost is the amount of money you’re spending on your business and marketing.

In this section, it’s important to showcase how your company, products, or services differ from the competition.

Case Study

It’s important to highlight a case study, a case study is a story that you use to highlight a key point.

The key point you want to highlight in the case study is why you’re the best choice for investors.

This is the best section to show how you’re different from your competitors and what you can offer investors.

You can also highlight the benefits your company can bring to the investors.

You can also include the risks and challenges that your company may face.

Opportunity.

It’s important to mention opportunities in your pitch deck.

There are two types of opportunities:

1. Growth opportunities

2. Market opportunities

You can use these opportunities to highlight what you plan to do with your company in the future.

You can also highlight the challenges that you may face and how you plan to overcome them.

You can also include your plans for the future.

Legal

It’s important to mention legal issues in your pitch deck.

This is the best section to highlight any legal issues you may face.

This is also the best section to highlight the challenges you may face and how you plan to overcome them.

For in-depth coverage of the legal part of your pitch deck, you can mention the exact laws your business is operating on and how you plan to adhere to the laws.

Management team

It’s important to highlight the management team in your pitch deck.

This is a great section to highlight your management team and how they’ve helped you grow your company.

This is also a good section to highlight the success of your management team.

Financial projections

Financial projections are the key focus on your pitch deck,  investors want to see the future of your company.

There are two types of financial projections:

1. Income statements

2. Balance sheet

Income statements should highlight the growth of your company, the growth of your company should be clearly defined.

Balance sheets are important for all businesses, but they’re especially important for businesses that plan to generate revenue.

Balance sheets are important for investors to understand the growth of your company.

Business Financing.

It’s important to mention financing in your pitch deck.

There are two types of financing:

1. Equity financing

2. Debt financing

In equity financing, you use the money raised from the investors to pay for the costs of running the company.

The investor owns a share of the company.

In debt financing, you use the money raised from the investors to pay for the costs of running the company.

What are you asking for?

You can use the “What are you asking for?” section to ask for the investment you need.

It’s important to clearly define the investment you need.

It’s important to highlight the amount of money you need to raise.

It’s also important to highlight the return investors can expect from their investment.

The best way to do this is to define the percentage of return you need from the investment.

Actions and Milestones

This is where you detail the key milestones that you are going to achieve in the next 12 months.

The reason why investors want to know about milestones is that it helps them understand how far along your company is. If you have a roadmap that is complete, they will know exactly where you’re going.

Investors Pitch deck Presentation tips

To help you rock your presentation, we’ve included four tips in this post to help you present your pitch deck and get funded.

Keep it short

With a few short sentences, introduce yourself and your topic so that your listeners know what you are going to say. And then don’t spend too much time on it. You can say a lot in 20 minutes if you just stick to the essentials.

Keep it simple

One slide should not try to pack too much on it. This makes it harder for people to understand what you’re trying to say. Also, the visual will overwhelm your audience and you’ll lose sight of your main point.

Make sure to practice full transparency. Don’t put anything in there that could come back to hurt you, or your company, or its future investors.

Pitch as a Team.

If possible, bring a few key team members with you to run the pitch meeting, Investors love teams. Make sure any team member who comes has something to do because the investor will be watching closely to see if you’ve recruited a great team to take on the challenge of presenting the idea.

Pitch deck design

The success of your pitch deck depends on how good your design is. It’s also important to be sure that the design you choose does not detract from the message you are trying to convey.

Good design allows you to tell your story visually but adds emotional appeal to your message. It can also make you more relatable to your audience by engaging more of their senses.

A company’s pitch deck is the bridge between the company and potential investors, and those ten slides can mean the difference between a company’s success or failure.

Conclusions

Pitching decks are one of the most important things in business. It’s what makes the difference between being successful and being a failure. When pitching a business to investors, it’s important to have a good pitch deck. This will help investors understand the potential success of your business. When pitching a business to investors, you have to know how to present the deck. You have to know how to present it so that investors will understand your business. It’s a great idea to hire an investor who knows how to present a pitch deck. If you’re looking for a pitching deck, we would conclude this article by wishing you the best with one of the best decisions of your life. If you have any questions, do not hesitate to ask them.

James Ndungu

James is a one-on-one business consultant who helps CEOs, executives, and solopreneurs build their personal and professional branding. After working in PR and marketing for multibillion-dollar companies and startups for over a decade, James knows what truly generates conversions, sold-out launches, and New York Times interviews—and it's not understanding the marketing flavor of the week. It's all about how well you connect with people whose hearts are racing and how well you communicate your knowledge to them.

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