Early-Stage Fintech Startup | Pre-Seed | Founder-Led

The three founders of a fintech startup had developed an exhaustive 60-page business plan, complete with market research, detailed financial models, and operational strategies.

While the plan demonstrated the startup’s potential, it was too dense for potential investors to engage with effectively.

The company needed a concise, visually compelling pitch deck to clearly communicate their vision, highlight key insights, and secure their seed funding round.

Our Approach:

  1. Key Insights Extraction:

    • Reviewed the 60-page business plan to identify the core story: market opportunity, competitive advantage, business model, and financial projections.

    • Prioritized information that resonates most with investors: scalability, ROI, and differentiation.

  2. Visual Design and Storytelling:

    • Transformed dense text into visually engaging slides using clean layouts, impactful graphics, and charts that communicate data intuitively.

    • Crafted a narrative flow, starting with the problem, followed by the solution, market size, traction, financials, and the ask.

  3. Investor-Tailored Communication:

    • Simplified technical jargon for a broader audience while maintaining credibility for sophisticated investors.

    • Highlighted specific financial metrics (CAC, LTV, ARR growth) to cater to the metrics-focused lens of potential investors.

  4. Collaboration with Founders:

    • Conducted workshops with the founders to refine the messaging and ensure the deck reflected their vision and voice.

    • Iteratively tested drafts with trusted advisors to validate impact and clarity. 

Outcome:

  • Created a 12-slide pitch deck that distilled the startup’s vision and value proposition.

  • The deck enabled the founders to raise $1.8M in seed funding within six months.

  • Secured meetings with top-tier VC firms who complimented the clarity and professionalism of the deck.

Examples of Impactful Slides Created:

  • Market Opportunity: A visually striking TAM/SAM/SOM chart, paired with succinct market trend insights.

  • Financial Projections: Simplified waterfall chart showing 3-year projections, highlighting ARR growth and key drivers.

  • Traction: Infographic summarizing customer adoption metrics and testimonials.