Skip to main content

Financials Pitch Deck

Image 1

Created by:

[Sender.FirstName][Sender.LastName][Sender.Company][Sender.Email]

Table of Contents

01 Executive Summary 02 Income Statement 03 Balance Sheet 04 Cash Flow 05 Revenue 06 Profit & Loss 07 Expenses 08 Churn 09 Financial Projections 10 Thank you

Image 2

$XXX.XXX

$XXX.XXX

$XXX.XXX

Executive Summary

Add your summary of the financial information presented in a pitch deck.

Make assumptions and conclusions on the most important financial aspects like revenue growth, churn ratio, or financial projection.

Investors may often overlook the numbers. Your notes will help the target audience to understand particular data better.

Revenue Growth

Revenue Growth

Revenue Growth

Income Statement

Q1

Q2

Total Revenue

Total Expenses

Income

Net Profit (Loss)

Balance Sheet

Asset Type

Prior Year

Current Year

Current Assets

Fixed Assets

Other Assets

Total Assets

Current Liabilities

Long-term Liabilities

Other

Total Liabilities

Balance

Cash Flow

Asset Type

Q1

Q2

Q3

Q4

Operating Activities

Investing Activities

Financing Activities

Net Increase

Total Cash

Revenue

Actual / Q1

Target / Q2

Sales Revenue

Service

Transactional

Project

Recurring

Total

Profit

Image 3

Actual

$XXX,XXX

Targeted

Image 4

Loss

Actual

$XXX,XXX

Targeted

Profit & Loss

$XXX,XXX

$XXX,XXX

Expenses

Q1

Q2

Wages

Utilities

Marketing

Advertising

Operational

Total

Churn

Image 5
Image 6
Image 7
Image 8

Q1

Value: $0.00

Q2

Q3

Q4

Value: $0.00

Value: $0.00

Value: $0.00

(%XXX)

(%XXX)

(%XXX)

(%XXX)

Financial Projections

Year 1

Year 2

Year 3

Number of Sales/Clients

Value per Deal

Returns/Churn

Total Value

Thank You

Contact us:

[Sender.FirstName][Sender.LastName][Sender.Company] [Sender.Email]

Financials Pitch Deck

Used 4,914 times

Reviewed by Denis Malkov

Show your financial pitch deck information using our editable template slides.

Template preview

Related templates

FAQ

  • Financials pitch deck covers the data about your company’s Earnings, Expenditures, Financial Projections, and Revenue Goals. This information lets investors estimate the viability of your business and help you track and plan the state of your financial affairs.

  • You may show general financials as a slide in your pitch deck or break it into several slides if you need a narrow and in-depth coverage of your financial information. Supply your charts and tables with text comments to add context to the data. Our financial pitch deck template lets you make it plain and easy to see through.

  • The high-level financials in a pitch deck include Income Statement, Cash flow, Sales/Churn, Revenue Growth, and Financial Projections. These are the most important statements investors want to see in your pitch deck. The low-level data include the Balance Sheet, Financial Model, Expenses Breakpoints (sales, marketing, advertising, operational), Growth Dynamics, and Gross Margin.

  • To make your financial slides more understandable, you may explain the meaning of financial KPIs if you target your pitch deck to a broad audience. Show one piece of financial information per slide. Bars, graphs, and charts will help you visualize the dynamics but make sure to include a text summary of the data. You may present your financial KPIs like revenue and user acquisition using icons so that the main achievement won’t get lost in the number flow.

Disclaimer

Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.