Pitch deck structure and writing
Problem, solution, market, traction, business model, team, competition, the ask and use of funds, written plainly and ordered the way investors read.
04 · Grow and transact
Investor Decks, Projections and Fundraising Support
We prepare the investor pitch deck and financial projections a founder needs before the first serious investor meeting: a deck that tells the story in the order investors read it, and a model that still makes sense when they open the spreadsheet.
Many Bangalore founders build the deck and the model separately, and it shows. The deck promises one growth rate, the model assumes another, and the hiring plan sits in neither. Investors notice. We keep the narrative, the numbers and the supporting documents in step, so every question has one answer. We do not raise money on your behalf or promise an outcome; we make sure you walk in prepared.
Who it's for
Built for owners at this stage
- Founders preparing for a pre-seed, seed or Series A conversation
- Bengaluru startups whose current deck has never been read by someone who reads financials
- Businesses approaching banks or lenders that ask for projections
- Owner-run SMEs bringing in a strategic investor or a new partner
What we hear
Problems we solve
- The deck is long on vision and short on numbers an investor can test
- Projections are a top-line growth rate with no costs, hiring or cash behind them
- You cannot say how much to raise, what it pays for or how long it will last
- Diligence requests arrive and the documents are scattered across inboxes
- Figures in the deck, the model and the accounts do not match
The work
What's included
Financial model for investors
A driver-based model linking revenue, costs, headcount and cash, with base, cautious and stretch scenarios and assumptions you can change and defend.
Use of funds and runway
A clear line from the amount you are raising to what it will be spent on and the milestones it should carry you to.
Data room preparation
Incorporation papers, cap table, agreements, accounts and compliance records organised before an investor asks for them.
Investor Q&A preparation
A practice run on the questions your numbers are likely to draw, so your answers stay consistent from one meeting to the next.
Our approach
How we deliver it
We start from your accounts and your plan, not a template. Historic numbers anchor the model, and the deck is written after the model, so the story rests on figures that already reconcile. You own the assumptions; our job is to pressure-test them before an investor does.
Where a priced round needs a valuation, or a statutory valuation report has to be filed, we bring in our valuation work and partner registered valuers. After the round, the same model becomes the base for investor reporting, which is where many founders move on to Virtual CFO support.
How we work
Understand first, then solve
- UnderstandHow your business actually runs
- DesignA solution that fits you
- ImplementProcesses, systems and tools, put in place
- Stay with youAs your business grows
Working together
How engagements usually run
Deck and model preparation is a project, normally finished before outreach begins. Founders who want support through the round and the reporting that follows often continue on a monthly Virtual CFO retainer.
- One-time diagnosticA clear look at where the business stands and what to fix first.
- ProjectA defined piece of work, from setup to a restructuring or fundraise.
- Monthly retainerOngoing accounting, compliance and Virtual CFO support.
FAQ
Questions owners ask
What should a pitch deck include?
Most investors expect the problem, your solution, the market, traction so far, how you make money, the team, the competition, how much you are raising and what it will be used for. Keep it short enough to read in a few minutes, and make sure every number in it matches your financial model.
How detailed should financial projections be for investors?
Detailed enough to show how the business makes money. A common format is monthly for the first year or two and annual after that, with revenue drivers, costs, hiring and cash shown separately. Investors care less about the headline figure than about whether the assumptions behind it are reasonable.
Can you introduce us to investors or help us raise funds?
We do not act as a broker and do not promise introductions, funding or a particular valuation. Our role is to prepare the deck, the model and the documents so that you can run the fundraise yourself, well prepared.
How long does it take to prepare an investor deck and model?
It depends on how current your accounts are and how settled your plan is. Founders with up-to-date books move faster. We agree a timeline once we have seen what exists today.
Keep exploring
Related services
Further reading: When Does a Startup Need a Virtual CFO?
Let's start with a conversation.
Tell us where your business is today and where you want it to be. We'll listen first, then show you how we can help.
Statutory filings, legal documents and valuation reports are prepared and signed by appropriately qualified professionals (Chartered Accountants, Company Secretaries, advocates and IBBI-registered valuers) from our team and partner network. This page is general information, not legal, tax or financial advice.