January 4, 2023
Entrepreneurship
Blog post read time icon
3
 min read

Pitch Deck Handbook: Financials Slide

TLDR

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.

Purpose of the Financials 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 to Include

Info and Content that is typically included in the Financials Slide:

  • A graph/chart with labels of a 3 to 5 year projection including: Revenue, Expenses, and Net Profit (or Gross Profit)
  • Break Even Point (Revenue > Expenses)

Info and Content that can be included in the Financials Slide:

  • Various other financial metrics such as gross margin

Financials Slide Locations in a Pitch Deck

Potential Locations:

  • … > Financials > Team > …
  • … > Roadmap > Financials > Ask > …

Find more slides and learn more about the Pitch Deck Handbook here.

Get an email for new posts

Other articles

Using Atomic Design

UX/UI design can get incredibly messy with even small projects. To help keep things organized, I utilize a design system called Atomic Design which was invented by Brad Frost.As with many other designers, I’ve made my own modifications to Atomic Design. In the content below, I’ll talk about how I work with this design system...

Read time icon
2
 min read

Entrepreneur House: Year 1 in Review

Back in January of 2018, a group of friends and myself gathered to talk about what we could do to help and connect entrepreneurial students here at CU Boulder. We came up with tons of ideas from an online map that helped people meet up around campus to renting a house purely for entrepreneurs. Emails were sent out to groups and various schools on campus to figure out if students were looking to get into entrepreneurship or just to be involved in a community of driven people. In the end, the plans all revolved around one core idea: Surround yourself with people who push you to be better on a daily basis. We weren't only aiming for the purebred entrepreneur. We wanted to include anyone who strives to improves themselves day after day in...

Read time icon
4
 min read

Pitch Deck Handbook: Why Now Slide

The Why Now Slide is built to make it clear why this business/solution should be built and launched at the current moment in time. It typically includes; Quantified metrics and/or facts/logic as to why now is the right time. The Why Now Slide can be placed either after you introduce your solution or just before you introduce your solution.

Read time icon
2
 min read