5 Step Guide To Build an Investment Fund Pitch Deck

This 12 slide pitch deck template is perfectly crafted to fit 80% of all pharma deals. If you need a tailor made template, I left a note on where you can ask for it, below. 

Slide 1: Elevator Pitch

Title: Empowering Growth Through Strategic Private Equity Investments
Content:

• Opening Statement (Problem Framing):
  • “The private equity landscape is evolving. Businesses in high-growth sectors are undercapitalized and underserved by traditional investors.”
• Solution (What We Do):
  • “Our fund bridges this gap by strategically investing in scalable businesses, delivering consistent returns for investors while fostering innovation.”
• Value Proposition:
  • “We leverage industry expertise, proprietary deal flow, and an active management approach to unlock untapped potential in middle-market companies.”
• Call to Action:
  • “Join us in driving transformational growth and achieving superior returns.”

Visuals:

• A bold headline.
• A visual metaphor, like a bridge symbolizing connection or a growth chart.

If you need more tips on how to build this slide, check out my elevator pitch article.

Slide 2: Investor Highlights

Title: Why Invest With Us?
Content (Key Stats and Differentiators):

• Strong Fund Performance:
  • “Achieved 25%+ IRR across previous funds.”
• Established Track Record:
  • “$2 billion assets under management with 30+ successful exits.”
• Experienced Leadership:
  • “Led by industry veterans with 50+ years of collective experience.”
• Growing Market Opportunity:
  • “Targeting high-growth sectors with a $100 billion TAM.”
• Value Creation Expertise:
  • “Proven operational strategies to drive EBITDA growth and margin expansion.”

Visuals:

• Infographics or a set of icons highlighting each key point.

Slide 3: Problem Statement

Title: The Market’s Missed Opportunity
Content:

• The Challenge:
  • “Middle-market businesses often lack access to the strategic capital and operational support needed to scale effectively.”
  • “Traditional funding models are either too risk-averse or fail to address operational challenges.”
• Consequences:
  • “Untapped growth potential, under-leveraged market opportunities, and suboptimal outcomes for stakeholders.”
• Supporting Data:
  • “75% of middle-market companies face funding constraints, despite contributing 33% of GDP.”

Visuals:

• A diagram showing bottlenecks or an under-utilized market pie chart.

Check out the problem slide article for more tips.

Slide 4: Solution Overview

Title: Bridging the Gap in Private Equity
Content:

• Our Approach:
  • “We invest in undercapitalized middle-market companies with strong fundamentals and scalable potential.”
  • “Active management to unlock value through operational improvements and strategic growth.”
• How We Create Value:
  • “Targeted investments in sectors with high growth trajectories.”
  • “Proprietary deal sourcing, rigorous due diligence, and a proven value-add approach.”
• Outcome:
  • “Delivering double-digit returns while fostering innovation and economic growth.”

Visuals:

• Before-and-after graphics (e.g., a business transformed from stagnation to growth).

Check out the solution slide article for more tips.

Slide 5: Market Opportunity

Title: A Growing Market Opportunity
Content:

• Total Addressable Market (TAM):
  • “$500 billion in investable middle-market companies across North America.”
• Sector Focus:
  • “Tech-enabled services, healthcare, and sustainable manufacturing—each growing at 15%+ CAGR.”
• Timing Is Key:
  • “Post-pandemic shifts and digital transformations are creating unprecedented opportunities for scalable growth.”
• Supporting Data:
  • Include stats or quotes from leading research firms (e.g., McKinsey, Bloomberg).

Visuals:

• Market trend graphs and sector breakdown charts.

Slide 6: Investment Strategy

Title: Our Proven Path to Value Creation
Content:

1. Target Identification:
   • “Focus on sectors with high growth and market inefficiencies.”
   • “Leverage our proprietary sourcing network.”
2. Due Diligence:
   • “Rigorous analysis of operational, financial, and market dynamics.”
3. Value Creation:
   • “Active board participation, operational restructuring, and digital transformation.”
4. Exit Strategy:
   • “Strategic sales, IPOs, or secondary buyouts to maximize returns.”

Visuals:

• Flowchart of the investment lifecycle or timeline highlighting these steps.

Slide 7: Portfolio Highlights

Title: Proven Success Across Diverse Investments
Content:

• Portfolio Overview:
  • “30+ investments across high-growth sectors, with an average 3.5x MOIC.”
• Highlighted Deals:
  • Tech-Enabled Services:
    • “Company A: Transformed from $20M to $100M in revenue in 4 years.”
  • Healthcare:
    • “Company B: Improved EBITDA margins by 15% through operational efficiencies.”
  • Sustainable Manufacturing:
    • “Company C: Exit with 5x return within 5 years.”
• Testimonials:
  • “We partnered with [Fund Name] to drive transformation and exceeded our growth targets.”

Visuals:

• Logos of portfolio companies, case study callouts, or a performance chart showing historical returns.

Slide 8: Competitive Advantage

Title: Why Choose Us?
Content:

• Proprietary Deal Flow:
  • “Access to exclusive, off-market opportunities through extensive network relationships.”
• Operational Expertise:
  • “Hands-on value creation through a team of industry specialists.”
• Risk Mitigation:
  • “Robust risk frameworks ensure capital protection and strategic growth.”
• Track Record:
  • “Proven ability to deliver outsized returns across market cycles.”
• Market Insight:
  • “Deep understanding of emerging trends and agile investment strategies.”

Visuals:

• Venn diagram showcasing competitive advantages or an “edge matrix.”

Slide 9: Team Overview

Title: The Experts Behind the Strategy
Content:

• Leadership Team:
  • Brief bios highlighting expertise in private equity, finance, and target sectors.
  • Example:
    • “John Doe (Managing Partner): 20+ years in private equity, leading $5B+ in transactions.”
    • “Jane Smith (Operations Lead): Former COO of a Fortune 500 company with deep operational expertise.”
• Advisory Board:
  • “A network of industry veterans supporting strategic decisions.”

Visuals:

• Photos or icons of team members with concise bios.

Slide 10: Financial Projections

Title: Delivering Consistent and Predictable Returns
Content:

• Expected Performance:
  • “Target IRR: 20%+; Target MOIC: 3x.”
  • “Capital deployed within 3 years, with projected exits in 5-7 years.”
• Revenue Drivers:
  • “Organic growth, M&A strategies, and operational efficiencies.”
• Fund Timeline:
  • “Year 1: Investment phase.
    Year 3: Portfolio optimization.
    Year 5-7: Exit phase.”
• Illustrative Scenarios:
  • Provide sensitivity analysis or scenario modeling to show return profiles under different conditions.

Visuals:

• Bar charts for projected returns and timelines.

Check out the financials slide article for more tips.

Slide 11: Risk Management

Title: Protecting Capital While Driving Growth
Content:

• Diversification Strategy:
  • “Investments across multiple industries and geographies to reduce risk.”
• Due Diligence:
  • “In-depth financial, operational, and market analysis.”
• Downside Protection:
  • “Structured investments with preferred equity and minority protections.”
• Crisis-Resilience:
  • “Proven risk management framework ensures stability even in volatile markets.”

Visuals:

• Risk matrix or framework illustration.

Slide 12: Closing Slide

Title: Partner With Us for Transformational Growth
Content:

• Key Takeaways:
  • “Our mission is to unlock value, drive innovation, and deliver consistent returns for investors.”
  • “A trusted partner with a proven track record of success.”
• Next Steps:
  • “Contact us to explore investment opportunities.”
  • “Join our network of successful partners.”
• Contact Information:
  • Include the fund’s website, email, phone, and LinkedIn.

Visuals:

• Inspirational image (e.g., a growing tree or skyline) with contact details prominently displayed.