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Financials Pitch Deck

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Created by:

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

Table of Contents

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

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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

Revenue Growth

Revenue Growth

How do you present an income statement?

An income statement delivers useful insights into the business’s efficiency, viability, and dynamics. Estimate your revenue and calculate it using the formula Net Income = (Total Revenue + Gains) – (Total Expenses + Losses). You may present an income statement listing your revenue and expenses positions within a certain period. Or you may give the total number on a slide to keep the attention focused.

Income Statement

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Q1

Q2

Total Revenue

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Total Expenses

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Income

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Net Profit (Loss)

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Balance Sheet

Asset Type

Prior Year

Current Year

Current Assets

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Fixed Assets

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Other Assets

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Total Assets

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Current Liabilities

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Long-term Liabilities

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Other

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Total Liabilities

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Balance

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Cash Flow

Asset Type

Q1

Q2

Q3

Q4

Operating Activities

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Investing Activities

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Financing Activities

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Net Increase

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Total Cash

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Revenue

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Actual / Q1

Target / Q2

Sales Revenue

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Service

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Transactional

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Project

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Recurring

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Total

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How do you present a profit and loss statement?

The Profit and Loss statement (P&L) reflects the same data as the income statement and is often used interchangeably. Depending on your pitch deck audience, you can present your financial data on P&L using icons to show the value or break it into an in-depth review of each aspect using the slide template given above.

Profit

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Actual

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Targeted

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Loss

Actual

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Targeted

Profit & Loss

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Expenses

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Q1

Q2

Wages

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Utilities

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Marketing

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Advertising

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Operational

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Total

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How do you present churn?

Present your churn in value and percentage ratios within a certain period. List how many clients left you or any other insights that you have. Explain your churn dynamics compared to the previous period.

Churn

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Q1

Value: $0.00

Q2

Q3

Q4

Value: $0.00

Value: $0.00

Value: $0.00

(%XXX)

(%XXX)

(%XXX)

(%XXX)

How do you present financial projections?

Present your financial projections focusing on one aspect, e.g. the revenue, sales, or expenses projection, if your pitch deck covers a short period or targets a general audience. Or you may put together all the financial projections if your audience needs an in-depth look at how your business may operate within years.

Financial Projections

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Year 1

Year 2

Year 3

Number of Sales/Clients

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Value per Deal

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Returns/Churn

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Total Value

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Thank You

Contact us:

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

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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.

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Financials Pitch Deck

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Reviewed by Denis Malkov

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