The Financials slide serves as a benchmark for where your company is estimated to financially headed over the next few years. It should include: A 3 to 5 year projection including your break even point along with revenue, expenses, and net profit. The Financials Slide typically is placed after your Market Slide or Roadmap Slide.
Unless you have a revolutionary solution such as the light bulb, you’ll need a financials slide (Be realistic. There is a 99.99% chance your solution isn’t on the “lightbulb” revolutionary level.)
Investors care about money to a significant extent because, well, they are investors. Ya, they likely have a drive to solve a greater world problem, but they can’t continue to do that without making smart investment decisions (ones that MAKE them money).
Therefore, you should paint a clear financial picture of your business over the next few years.
The job of your financial slide + model isn’t to be 100% accurate. Its job is to serve as a mental bookmark and provide quantifiable metrics to run further projections off of.
The Purpose of the Financials Slide is to give investors a benchmark of where your company is estimated to head over the next few years.
Info and Content that is typically included in the Financials Slide:
Info and Content that can be included in the Financials Slide:
Find more slides and learn more about the Pitch Deck Handbook here.
The Market Slide is designed to make the solution’s market opportunity clear to investors. It should include; TAM, SAM, SOM, and CAGR. The Market Slide is typically located after the Traction Slide or the Why Now Slide.
The Existing Solutions Slide shows how existing solutions/competitors fail to solve the problem(s) you mentioned. It should include; examples of current solutions/competitors along with how or why those solutions/competitors are failing to solve the problem. The Existing Solutions Slide typically comes after the Problem Slide or Why Now Slide.
The Ask Slide is where you present the details about your fundraise and what the investment money will help you accomplish. On this slide, you should include; the amount you are raising, the runway it provides, the raise details, and the milestones that you are going to achieve with this money. The Ask slide is located just before your Closing Slide.