Overview
Series A investors dig into metrics, efficiency, and scale plans. This deck helps founders present a crisp growth story anchored in data, customer love, and a clear path to the next milestone.
When to use this deck
- Institutional investor meetings focused on diligence-level questions.
- Interim board meetings during fundraising cycles where you need consistent framing.
- Strategic partner pitches when exploring co-selling or market expansion.
What’s inside the template
- Traction dashboard illustrating ARR, NRR, cohort retention, and capital efficiency.
- Customer proof including expansion stories, logos, and champion quotes.
- Go-to-market engine slides deconstructing funnel stages, conversion rates, and payback.
- Product roadmap and platform strategy revealing expansion levers and moat.
- Financial plan overview with hiring roadmap, scenario analysis, and use of funds.
Data & documentation to gather
- Clean subscription metrics with cohorts, segment splits, and pipeline coverage.
- Financial model outputs for base, upside, and downside scenarios.
- Customer reference materials, competitive intel, and product vision artifacts.
Customization tips
- Create appendix packs for deeper dives into product architecture, security, or GTM experiments.
- Automate metric refreshes by connecting to your finance warehouse or RevOps dashboards in ML Clever.
- Swap slide order based on investor preference (product-first vs. metrics-first) using saved layouts.
Related playbooks
Maintain investor trust post-close with the Finance Board Report Deck and equip sellers using the Marketing Sales Pitch Deck.
