Poster yellow / ink and coral

A pitch deck proposal for a startup raising its Series A while selling to larger customers. It covers where readers stop in the current deck, one story told in an investor deck and a sales deck, what is included, a five-week timeline, a similar client’s results and three one-time options.

Pitch Deck and Sales Presentation Proposal

Overview

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Thank you for the conversation</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want investors and buyers to understand your company in the first three minutes.</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Where your deck stands today</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From your deck analytics for the last 60 days and our call.</p>

Your situation

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend one story told in two decks: 15 slides for investors and 12 for buyers.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Both decks share the same facts, charts and design, so your founders and sales team describe the company the same way.</p>

<p>The problem, your product, the market, traction, team and the raise, with a 10-slide appendix for due diligence.</p>

Investor deck

<p>Leads with the buyer’s problem and shows results from three named customers.</p>

Sales deck

<p>Notes for every slide and two rehearsals, so everyone tells the story the same way.</p>

Speaker notes and rehearsals

What we recommend

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">What is included</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Everything in the recommended option, Investor and sales decks.</p>

A story outline you approve before any slide is designed

Investor deck of 15 slides and a 10-slide appendix

Sales deck of 12 slides

Every chart rebuilt from your source data

Two rounds of changes on each deck

Editable files in PowerPoint, Keynote or Google Slides, and a PDF of each deck

A master template with 20 layouts for your team

Building or checking your financial model

Introductions to investors

Claims we cannot check against your data

<p>You own the decks, the template and all source files once the final invoice is paid. Fonts and icons are licensed for your team, and any stock photos are bought in your company’s name.</p>

What is included

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Five weeks from kickoff</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}, so both decks are ready before your first investor meetings.</p>

<p>Interviews with the founders and your sales lead, then a story outline for both decks.</p>

Story

<p>Slides, charts and speaker notes, with two rounds of changes.</p>

<p>The sales deck built from the same story and template.</p>

<p>Two rehearsals, final changes, the master template and all files.</p>

Rehearse and hand over

Timeline

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Who you will work with</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">{{SELLER_NAME}} is your main contact and writes the story.</p>

<p>Writes the story and the words on each slide, and runs the rehearsals. Forty investor and sales decks since 2019, mostly for software companies.</p>

Presentation strategist

<p>Designs the slides and the master template in your brand.</p>

Presentation designer

<p>Rebuilds every chart from your source data and checks each number.</p>

Data designer

<p>Joins both rehearsals with your founders and sales lead.</p>

Speaker coach

Who you will work with

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Results for a similar client</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A clean energy software company, and what changed in one funding round.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Options and fees</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three options. We recommend Investor and sales decks.</p>

Investor and sales decks

Plus the material your reps send after a call.

Decks and sales kit

<p>Fees are in USD and exclude tax. This proposal is valid until {{VALID_UNTIL}}.</p>

Options and fees

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Common questions</h2>

Questions

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Next steps</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

Pitch Deck and Sales Presentation Proposal - Preview