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Finance Presentation

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Created by:

​[Sender.FirstName][Sender.LastName][Sender.Company]​

Prepared for:

​[Client.FirstName][Client.LastName][Client.Company]​

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Table of Contents

01 Financial Model 02 Assets 03 Liabilities 04 Equity 05 Revenue

06 Growths 07 Expenses 08 Cash Flow 09 Projections 10 Financial Statements

How to present a financial model?

The financial model outlines in what manner exactly finances are handled in terms of company operation or project implementation. With this first slide, all you need to do is provide a statement of the approach your budgeting or financial specialist(s) employs. The budget model is the most common approach where a certain budget is set for a month, quarter, month, or year, which is reported accordingly before and after every set fiscal period. The forecasting model implies financial planning and analysis based on the existing budget and its fluctuations, and it can complement the budget model (which is why we provide the combination of two in the example above).

Budget Model

Financial Model

Segmented financial analysis that results in quarterly financial reports.

Forecasting Model

Forecasts are built based on regular budget analyses.

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Start by stating the main financial model lying at the foundation of your business/project:

How do you list financial assets?

The Assets slide should enlist all the major assets at your company’s disposal to see the big picture of financially-valuable items that it uses to keep operating and reap market benefits. This may include everything from the basic hardware and budget to stock items, raw materials, and intellectual property of any sort.

Assets

List the main existing assets company- or project-wise:

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Company Shares

Office Property

Office Equipment

Intellectual Property

Stock Products

Raw Materials

Bank Accounts

Cash

What to include in financial liabilities?

A financial liability is, basically, an obligation to settle an issuance of a certain economic benefit by a third party. This may include various corporate loans, mortgages, secured investments, warranties that you set for products you offer, and anything else you get on mutually-beneficial conditions business-wise but will have to compensate for over time.

Liabilities

Present all the current, long-term, and contingent liabilities your company or project has.

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  • Office Mortgages

  • Corporate Loans

  • Product Warranties

  • Investment Returns

  • Deferred Revenues

Equity

List all the existing equities, i.e., shares of your company or project owned by related investors:

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Common Shares

Preferred Shares

Dividends

Retained Earnings

Contributed Surplus

Extra Paid-in Capital

Treasury Stock

Owner's Distribution

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Revenue

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$600k

XXX%

XXX%

Total revenue for a fiscal period

Common Sales

Dividend Revenue

XXX%

Sales Return

XXX%

XXX%

ROI

Interest Revenue

Growths

Present your financial growth statistics by outlining the main financial development metrics

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% over a fiscal period;

Sales

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Revenue and Earning Rates

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Return on Equity

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Price-to-profits Ratio

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Rates on Return

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Net Income

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Margins

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Expenses

$100k

$50k

$40k

Marketing and advertising

Regulatory fees and licenses

Employee salaries

$600k

Hardware maintenance

$80k

$250k

Software Maintenance

Rent and legal fees

How do you present a cash flow statement?

The Cash Flow slide allows you to define the flow of cash (or the equivalent of cash) passing through your company during a fiscal period across certain segments of operation. Thus, the usual cash flow statement is subdivided into operating activities (cash generated due to the company’s direct activity, e.g., sales, employee management, etc.), investing activities (cash invested in business-wide aspects, such as scaling, purchase of assets, etc.), and financing activities (cash coming from banks and investors, as well as finances for shareholders). In each category, state particular financial goals, tasks, and operations that happened during a fiscal period.

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Cash Flow

$600.000

Budget at the beginning of the fiscal period

Operating Activities Cash Flow

Investing Activities Cash Flow

Financing Activities Cash Flow

  • Sales receipts

  • Supplier payments

  • Interest payments

  • Salaries

  • Rent ​

  • Asset purchases/sales

  • Loans

  • Business scaling

  • Dividends

  • Stock repurchase payments

  • Loan repayments

How to present financial projections?

Based on your in-house calculations, you can fill up cash flow or revenue projections for upcoming months, quarters, or years. The most basic form would be to provide a table with a projected number of customers, rates of revenue, volumes of expenses, and the resulting cash flow over future fiscal periods.

Projections

Report the volumes of revenue projected in terms of company operation over upcoming fiscal periods:

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October

November

February

Customers

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​

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Revenue

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Expenses

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​

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Projected Сash Flow

​

​

​

How to present financial statements?

On the last slide, recapitulate and summarize the key financial statements that are presented in your report. In particular, specify the total volume of assets, liabilities, equity, revenue, and expenses as well as the percentage of growth in your company over a fiscal period.

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Financial Statements

Highlight the key statements regarding the relevant state of finances in your company or project:

Assets

Total volume

Liabilities

Total volume

Equity

Total volume

Revenue

Total volume

Growth

Expenses

Total percentage

Total volume

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FAQ

  • A good finance presentation highlights the relevant state of finances in a company or project across all operational and non-operational activities that involve internal and external financial assets. It should reflect all major items shaping and affecting the budget and cash flow in a company. For this, you can take your in-house fiscal period research and use the above template for a fast, free-of-charge reference as to where to specify what.

  • Make sure to keep your financial report specific and to the point, as well as accurately structured. Slides should be neat and subsequent, you don’t have to barrage report viewers with endless figures and statements but lead them through a set of usual fiscal period fluctuations, from the general financial state and assets in hand to growth metrics and future projections. The above finance presentation template should give you more than a hint – use it as you see fit.

  • A thorough finance presentation outlines the financial model employed in your company, assets that it owns, liabilities that it holds, equity situation, revenue figures, growth rates, major expenses made, cash flow directions, and projections for upcoming fiscal periods. All of that should be summarized with clear financial statements. The above free template provides all the necessary finance presentation slides you need to tailor an exhaustive yet concise report.

Finance Presentation PandaDoc

Use premade finance presentation slides to produce comprehensive reports fast with our free finance presentation template.

Disclaimer

Materials (e.g. templates, educational articles, blog posts and informational content), made available through PandaDoc, including via any integrations, connectors, extensions, plugins, or third-party AI platforms (e.g. ChatGPT, Claude, or similar tools) are for general information purposes only and are provided "as is." These materials do not constitute legal, regulatory, or compliance advice and should not be construed as such. It is your responsibility to ensure materials meet your specific legal requirements. Consult a qualified attorney licensed in your jurisdiction before relying on these materials. PandaDoc disclaims all warranties, express or implied, including fitness for a particular purpose or non-infringement.

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Finance Presentation

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