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workflowadvanced In Pitch Deck & Proposal Pack

Investor pitch deck workflow

Build a 12-slide seed or Series A narrative from your facts, stress-test it against investor objections, and hand it to a deck tool to design.

You'll need: Real traction numbers and financial basics · A clear raise amount and use of funds
  1. 1Find the narrative

    Give the model facts, not adjectives. It will build the story around your strongest proof, which is not always the product.

4 steps and 3 ready-to-use prompts are in the full version

Get this resource with editable variables, examples and future updates as part of a download pack.

Get Pitch Deck & Proposal Pack — $39

Example input

Ledgerly, seed, $2.5M, 142 paying restaurants, $31k MRR, 18% MoM growth.

Example output

1. Most compelling reason: restaurants are paying and staying — 142 venues and 18% monthly growth with 2.1% churn in a segment usually considered hard to sell to. 3. Slide order (excerpt) 2. "Independent restaurants lose a working day a week to bookkeeping" 3. "142 restaurants pay us $199 a month to get that day back" (traction moved up) 7. "A $1.4B bottom-up market: 600k venues x $199 x 12" Hardest question #1: "How do you acquire restaurants profitably?" — Slide 9 doesn't show CAC or payback. [NEEDED: CAC by channel]

Troubleshooting

  • The model inflates numbers or adds metrics you didn't give: repeat 'Use only the facts I gave; insert [NEEDED] for gaps'.
  • Titles are labels ('Market'): ask for every title to be a sentence with a verb and a number where possible.
  • The deck tool rewrites your content: paste slide by slide or use its 'preserve text' option if it has one.

Known limitations

  • This is narrative help, not financial or legal advice; securities rules apply to fundraising communications.
  • Investor preferences vary by fund and region; validate with founders or advisers who have raised recently.

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