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Financials Pitch Deck

Created by:

[Sender.FirstName][Sender.LastName][Sender.Company][Sender.Email]

01 Executive Summary 02 Income Statement 03 Balance Sheet 04 Cash Flow 05 Revenue 06 Profit & Loss 07 Expenses 08 Churn 09 Financial Projections 10 Thank you

$XXX.XXX

Executive Summary

Add your summary of the financial information presented in a pitch deck.

Make assumptions and conclusions on the most important financial aspects like revenue growth, churn ratio, or financial projection.

Investors may often overlook the numbers. Your notes will help the target audience to understand particular data better.

Revenue Growth

Income Statement

	Q1	Q2
Total Revenue
Total Expenses
Income
Net Profit (Loss)

Balance Sheet

Asset Type	Prior Year	Current Year
Current Assets
Fixed Assets
Other Assets
Total Assets
Current Liabilities
Long-term Liabilities
Other
Total Liabilities
Balance

Cash Flow

Asset Type		Q1	Q2	Q3	Q4
Operating Activities
Investing Activities
Financing Activities
Net Increase
Total Cash

Revenue

	Actual / Q1	Target / Q2
Sales Revenue
Service
Transactional
Project
Recurring
Total

Profit

Actual

$XXX,XXX

Targeted

Loss

Actual

$XXX,XXX

Targeted

Profit & Loss

$XXX,XXX

Expenses

	Q1	Q2
Wages
Utilities
Marketing
Advertising
Operational
Total

Churn

Value: $0.00

(%XXX)

Financial Projections

	Year 1	Year 2	Year 3
Number of Sales/Clients
Value per Deal
Returns/Churn
Total Value

Thank You

[Sender.FirstName][Sender.LastName][Sender.Company] [Sender.Email]

Useful resources

FAQ

Financials pitch deck covers the data about your company’s Earnings, Expenditures, Financial Projections, and Revenue Goals. This information lets investors estimate the viability of your business and help you track and plan the state of your financial affairs.

You may show general financials as a slide in your pitch deck or break it into several slides if you need a narrow and in-depth coverage of your financial information. Supply your charts and tables with text comments to add context to the data. Our financial pitch deck template lets you make it plain and easy to see through.

The high-level financials in a pitch deck include Income Statement, Cash flow, Sales/Churn, Revenue Growth, and Financial Projections. These are the most important statements investors want to see in your pitch deck. The low-level data include the Balance Sheet, Financial Model, Expenses Breakpoints (sales, marketing, advertising, operational), Growth Dynamics, and Gross Margin.

To make your financial slides more understandable, you may explain the meaning of financial KPIs if you target your pitch deck to a broad audience. Show one piece of financial information per slide. Bars, graphs, and charts will help you visualize the dynamics but make sure to include a text summary of the data. You may present your financial KPIs like revenue and user acquisition using icons so that the main achievement won’t get lost in the number flow.

Financials Pitch Deck

Table of Contents

Executive Summary

Income Statement

Q1

Q2

Total Revenue

Total Expenses

Income

Net Profit (Loss)

Balance Sheet

Asset Type

Prior Year

Current Year

Cash Flow

Asset Type

Q1

Q2

Q3

Q4

Revenue

Actual / Q1

Target / Q2

Profit & Loss

Expenses

Q1

Q2

Churn

Financial Projections

Year 1

Year 2

Year 3

Thank You

Financials Pitch Deck

Useful resources