The 20 Slide AI Finance Pitch Deck Template For Data-Driven Success

So, you’ve got a groundbreaking idea that’s going to shake up the finance world, but here’s the catch: your pitch deck is as dry as last year’s tax return. Investors are dozing off, and you’re left wondering why no one’s biting. Spoiler alert: It’s not your idea that’s the problem; it’s how you’re presenting it.

Picture this: You’re at a high-stakes poker table, and every other player has the same old, tired tricks up their sleeve. Meanwhile, you’ve got a full house, but you’re playing it like it’s a pair of twos. Frustrating, right?

I’m Viktor, a pitch deck expert, and a presentation expert. Over the past 13 years, I’ve helped businesses secure millions of $ in funding thanks to my approach and I’m sharing it here in this pitch deck guide.

This guide is your ace in the hole. Let’s turn those blank stares into enthusiastic nods and get those investors leaning in for more.

Let’s dive in.

Book a free personalized pitch deck consultation and save over 20 hours of your time.

Join hundreds of successful entrepreneurs who’ve transformed their pitch decks with my help.

Let me develop an investor ready deck by using my hands-off approach, which includes: market research, copy, design, financials, narrative and strategy.

One week turnaround time.

Start Winning Investors Today. Few Slots Left This Month.

The least you will get is 10 actionable tips & strategies to own that next presentation, worth $599, for free.

top-rated-pitch-deck-expert-on-upwork-viktor-ilijev

20 Slide Ai Finance Pitch Deck Template

The above is is just a simplified pitch deck version for educational purposes. You can build one too, with the help of the Gamma app. It will help you build a starter deck, if you have little time and can deal with the lack of design, narrative and overall lack of “this is fundable – feeling”. Try it here.

Founders that are serious about getting the funding they need, opt in for a deck has industry specific content, superb narrative and award winning design like these ones below:

I can help you build that deck with my hands-off process in 7 days or less.

Book a free 30 minute call below if you’re serious about getting an investor ready deck, and we’ll discuss your needs in detail. I’ll help you design the deck, write the content, develop the narrative and flesh out the strategy with financials.

Book the free call

We help 15,000+ founders every month create better pitch decks.

Slide 1: Elevator Pitch

Title: Charting a Visionary Course: A Transformative Journey Through AI-Powered Investing for All

Content:

Solution: AI-powered investing and trading platform designed to democratize access to sophisticated investment tools.
Target Audience: Institutional investors, sovereign funds, retail investors, high net-worth individuals, hedge funds, asset managers, family offices, banks, brokerage firms, pension funds, and endowments.
Benefits: Democratizes access to investment opportunities, enhances decision-making efficiency, and fosters a more equitable financial ecosystem.
Analogy: “Like Uber for investments, making sophisticated trading tools accessible to all.”

Design:

Background image of a dynamic stock market graph.
Company logo at the top.
Concise bullet points with relevant icons.
Callout box with the analogy statement.

Slide 2: Target Market

Title: In-Depth Target Market Analysis Content:

Institutions: Pension funds, asset managers, hedge funds, family offices, banks, brokerage firms, sovereign wealth funds, insurance companies.
Geographical Focus: MENA region with plans for global expansion.
Market Size: Estimated $5 trillion market potential in AI-driven financial services.
TAM, SAM, SOM Analysis:
- TAM (Total Addressable Market): $5 trillion
- SAM (Serviceable Available Market): $1.5 trillion
- SOM (Serviceable Obtainable Market): $500 billion
Additional Data:
- Retail Investors: Market size $50 billion, 15% annual growth rate.
- Institutional Investors: Market size $1 trillion, 20% annual growth rate.

Design:

World map highlighting target regions.
Pie chart illustrating TAM, SAM, and SOM.
Icons representing different types of institutions.
Clean layout with minimal text, focusing on visual representation of data.

Slide 3: Problem and Impact

Title: Current Challenges in Financial Markets Content:

Problems:
- Emotional decision-making leading to financial losses.
- Time-consuming market data analysis.
- Limited accessibility to sophisticated investment tools.
- Complex financial ecosystem.
- Barriers to financial inclusion and lack of financial literacy.
- Economic uncertainty and market volatility.
- Technological gaps in current investment tools.
Impact:
- Widening wealth gap.
- Economic instability.
- Missed investment opportunities.
- Stagnant innovation.
- Persistent financial exclusion.
- Diminished global prosperity.
- Higher risk exposure.
- Inefficient capital markets.
- Decreased investor confidence.
- Limited financial literacy.

Design:

Split screen with problem statements on the left and impact statements on the right.
Icons for each problem.
Visual representation of the impact.
Bold headings to differentiate sections.

Slide 4: The Opportunity

Title: Seizing the Market Opportunity Content:

Market Trends:
- Digital banking surge.
- Increased use of big data and analytics.
- Popularity of robo-advisors and automated trading.
- Focus on cybersecurity.
- Supportive regulatory environment.
- Demand for personalized financial services.
Potential:
- Significant growth in underserved markets such as emerging economies, SMEs, rural areas, youth market, and women & minorities.
- The global AI market projected to grow from USD 214.6 billion in 2024 to USD 1,339.1 billion by 2030 with a CAGR of 36.6%.

Design:

Trend chart showing growth in AI adoption in fintech.
Icons or images representing key trends.
High-impact statistics with bold fonts.
Clear, concise text with ample white space for readability.

Hold on. You might want to check my list on the best presentation and communication books...

These are crucial books that will help you improve the design and structure of your decks and presentations, besides improving your delivery and skyrocketing your confidence when facing investors. Check them out below.

10 Best Presentation Books

26 Best Communication Books

Slide 5: The Gap

Title: Addressing the Market Gap Content:

Current Solutions: Traditional investment platforms with limited AI capabilities.
Market Gap: Lack of accessible, sophisticated AI-driven trading tools for all investor types.
Our Solution: Comprehensive AI-driven platform providing:
- Advanced analytics.
- Real-time trading.
- Personalized investment strategies.
- Democratized access to investment tools.

Design:

Diagram comparing current solutions vs. Tiger Capital A.I.’s solution.
Highlight key gaps with red markers and how we address them with green markers.
Use of contrasting colors to emphasize the gap and solution.
Minimal text with focus on visual clarity.

Slide 6: Unique Solution

Title: Our Unique AI-Powered Platform Content:

Technology:
- Proprietary AI algorithms.
- Machine learning and big data analytics.
- Real-time decision-making and predictive analytics.
Features:
- Smart portfolio management with automated rebalancing.
- Advanced trading robots.
- Sentiment analysis tools.
- Dynamic risk management systems.
- Natural Language Processing (NLP) integration.
- Blockchain for transparency and smart contracts.
USP:
- Tailored investment strategies.
- Enhanced security and transparency.
- AI-driven precision and efficiency.

Design:

Flowchart illustrating how the AI-powered platform works.
Icons representing each feature.
Screenshots or mockups of the platform interface.
Emphasize unique selling points with bold text and icons.

Slide 7: Customer Benefits

Title: Benefits for Stakeholders Content:

Investors:
- Higher returns with AI-driven precision.
- Emotion-free investing.
- 24/7 market monitoring.
- Smart portfolio management.
- Comprehensive risk management.
- Access to advanced tools.
- Financial inclusion and global reach.
- User-friendly experience.
Institutions:
- Enhanced performance through AI-powered insights.
- Cost reduction via automation.
- Strategic diversification.
- Improved resource efficiency.
Society:
- Increased financial inclusion.
- Economic transformation.
- Empowerment through education.

Design:

Three columns for each stakeholder category with icons and short bullet points.
Visuals such as graphs or charts showing potential returns and cost savings.
High-impact images representing financial inclusion and economic growth.

Slide 8: Plain Vanilla

Title: Integration with Existing Technologies Content:

Compatibility: Seamless integration with financial systems (e.g., Bloomberg, Reuters).
Risk Mitigation: Compliance with global financial regulations, robust cybersecurity, scalable infrastructure.
Example: Successful integration with a major financial institution.

Design:

Diagram showing how the platform integrates with other systems.
Icons representing security, compliance, and scalability.
Screenshot of the integration interface.
Minimal text with emphasis on visuals.

Slide 9: Competitor Analysis

Title: Competitive Landscape Content:

Competitors: Traditional financial institutions, robo-advisors, other AI-driven investment platforms.
Strengths and Weaknesses:
- Strengths: Advanced AI solutions, democratized investment tools, strong leadership, strategic partnerships, transparency, and low fees.
- Weaknesses: Limited brand recognition, high development costs, dependence on AI advances, regulatory hurdles, customer skepticism.
Our Positioning:
- Superior AI capabilities.
- Extensive market reach.
- Higher user satisfaction rates.
Opportunities:
- AI financial services, underserved markets, global digital finance trends, accelerating financial inclusion, strategic collaborations.
Threats:
- Intense competition, rapid tech changes, regulatory changes, economic downturns, cybersecurity risks.

Design:

Bar chart comparing key metrics (user base, ratings, reviews).
SWOT analysis (Strengths, Weaknesses, Opportunities, Threats).
Icons representing different competitors.
Clean layout with emphasis on key points.

Slide 10: Case Studies and Pilot Projects

Title: Proven Success Stories Content:

Case Study 1: Institutional Client A
- Challenge: Low portfolio returns.
- Solution: AI-driven strategies.
- Result: Achieved 20% higher returns within 6 months.
Case Study 2: Sovereign Fund B
- Challenge: Suboptimal asset allocation.
- Solution: Predictive analytics.
- Result: Optimized portfolio performance, reduced risk by 15%.
Metrics: Increase in user base, revenue growth, positive user feedback.

Design:

Before-and-after graphs for each case study.
Quotes from satisfied clients.
High-quality images of team working with clients.
Clear headings and concise text.

Slide 11: Timeline

Title: Implementation and Scaling Roadmap Content:

Short-Term Goals (Next 6-12 months):
- Finalize AI platform development.
- Launch pilot program.
- Secure $3 million seed funding.
- Execute targeted marketing campaigns.
Medium-Term Goals (1-2 years):
- Public launch of the platform.
- User acquisition target: 50,000 retail investors, 20 institutional clients.
- Geographical expansion beyond MENA.
- Raise $10 million in Series A funding.
Long-Term Goals (3-5 years):
- Establish market leadership.
- Continuous innovation and R&D.
- Forge strategic partnerships.
- Reach $1 billion AUM.
- Contribute to global financial inclusion and literacy.

Design:

Timeline graphic with milestones and dates.
Icons representing different phases.
Visual highlights for key goals.
Minimal text with focus on visuals.

Slide 12: Why Now

Title: Urgency and Market Timing Content:

Current Need:
- Rising demand for AI in finance.
- Increasing regulatory support for fintech innovations.
- Growing awareness of financial inclusion.
Market Timing:
- Strategic entry during rapid technological adoption.
- Positioning as a first-mover in emerging markets.
Call to Action: Join us in revolutionizing financial markets and driving global economic transformation.

Design:

Compelling visual of a clock or urgency indicator.
Statistics supporting the current market trends.
Call to action with bold text.
Background image related to financial markets.

Slide 13: Team and Credentials

Title: Meet the Team Content:

Ali Alghannam – Co-Founder & CEO
- Visionary leader with a strong background in AI and finance.
- Proven track record in fintech innovation and driving economic transformation.
- Bachelor of Science in Business Administration from Northern Arizona University and an MBA from Florida Atlantic University.
Paul Triporo- Co-founder/President
- Inventor and Serial Entrepreneur: Successfully founded and led multiple ventures across various industries.
- Angel Investor: Proven expertise in identifying and nurturing high-potential startups, driving growth and value creation.
- Executive Leadership: Results-driven executive with extensive experience in sales, marketing, and dealing with HNWI clients.
- Creative Visionary: Adept at developing and executing processes to transform creative ideas into actionable and successful business strategies.
Advisory Board:
- Dr. Laura Brown – AI Ethics and Governance Expert
- David Martinez – Former CEO of Leading Investment Bank
- Raj Patel – Fintech Entrepreneur and Investor

Slide 14: Investor Memo

Title: Investment Opportunity

Content:

Company Overview:
- Founded in 2022, Tiger Capital A.I. is a pioneering fintech company leveraging AI to revolutionize investing and trading.
- Mission: Democratize access to sophisticated investment tools, enhance financial inclusion, and drive global economic transformation.
Market Opportunity:
- Addressing a $5 trillion market potential in AI-driven financial services.
- Strong growth prospects with a CAGR of 36.6% from 2024 to 2030.
Unique Value Proposition:
- Proprietary AI algorithms for predictive analytics and real-time decision-making.
- Comprehensive platform offering advanced trading robots, smart portfolio management, sentiment analysis tools, and blockchain integration.
- Proven success with early adopters and pilot projects demonstrating significant performance improvements.
Financial Highlights:
- Seeking $3 million in seed funding to support product development, marketing, and operations.
- Projected user acquisition of 50,000 retail investors and 20 institutional clients within 1-2 years.
- Long-term goal of reaching $1 billion in assets under management within 5 years.
- Immense valuation potential with a projected value of $389M.
Why Invest Now:
- Rising demand for AI in finance, increasing regulatory support, and growing focus on financial inclusion create a ripe market environment.
- Strategic first-mover advantage in leveraging AI for investment and trading solutions.
- Strong leadership team with a proven track record in fintech innovation and strategic execution.

Slide 15: Business Model

Title: Business Model and Revenue Streams

Content:

Subscription Fees (SaaS Model): Monthly or annual subscription fees from retail investors for access to the AI-powered investing platform.
Algorithm Licensing Fee: Fees from institutions for licensing advanced AI algorithms to enhance their trading and investment strategies.
AUM Fees: Asset Under Management (AUM) fees from institutional clients, charged as a percentage of the assets managed using Tiger Capital A.I.’s platform.
Data Analytics Services: Fees from institutions and investors for advanced data analytics services to support investment decisions and risk management.

Slide 16: Financial Projections Trajectory

Title: Financial Projections Trajectory

Content:

Year 1-2:
- Retail Clients: 14,000 clients/year
- Subscription Fee: $50/month
- Annual Revenue from Retail Clients: $8.4M
- Institutional Clients: 10 clients/year
- Annual Fee per Institutional Client: $250K
- Annual Revenue from Institutional Clients: $2.5M
- Total Annual Revenue: $10.9M
Year 3-5:
- Retail Clients: Growth rate of 25% annually
- Year 3 Revenue: $10.5M (Retail) + $2.5M (Institutional) = $13M
- Year 4 Revenue: $13.125M (Retail) + $2.5M (Institutional) = $15.625M
- Year 5 Revenue: $16.406M (Retail) + $2.5M (Institutional) + $20M (AUM Fees) = $38.906M

Slide 17: Vision Mission and Values

Vision:

Empowering global prosperity through AI-powered investing for all

Mission:

Democratizing Access: To democratize access to smart investment solutions, bridging the gap to wealth creation.
Leveling the Playing Field: Enhancing global financial inclusion and fostering innovation.
Challenging the Status Quo: Creating a more equitable, inclusive, and empowering financial ecosystem for the betterment of all.

Values:

Integrity: Upholding the highest standards of integrity in all our actions.
Excellence: Striving for excellence in every aspect of our business.
Transparency: Ensuring transparency in our processes and interactions.
Innovation: Constantly innovating to stay ahead in the financial technology landscape.
Data-Driven: Making informed decisions based on robust data analysis.
Diversity: Valuing diversity and promoting inclusivity within our organization and community.
Empowerment: Empowering our clients and team to achieve their fullest potential.
ESG (Environmental, Social, and Governance): Committing to sustainable and responsible business practices that benefit the environment, society, and our governance.

Slide 18: Exit Strategy

Title: Exit Strategy

Content:

Strategic Acquisition: Potential acquirers include fintech giants, financial institutions, and tech leaders.
IPO: Preparing for an Initial Public Offering with robust governance, experienced management, and optimal timing.
Mergers & Partnerships: Exploring synergistic growth opportunities with complementary firms.
Secondary Sale: Opportunities for VCs, private equity, and high-net-worth individuals to invest or acquire shares.

Founders Toolkit: Rare Finds To Help You Optimize Your Work.

Instead of spending money on monthly subscriptions for tools that will make a dent in your pocket, opt in for lifetime deals. One single payment, same enterprise level quality, all features that you’d normally pay 100s of $$$ for:

TidyCal – Why pay for a monthly Calendly limited tier version, when you can get the same for one single payment.
SuperOkay – The best in class client portals to manage all projects, files and links with your clients.
Letterly – Speech to text note taker. The app organizes your thoughts in whichever format you want. Your personal Jarvis, without the suit.
Headway – Finally, Headway has a lifetime deal. Supercharge your daily habits.
Bettersheets – Sheets are a founders best friend. Become a master of them with Bettersheets.
Content Writer -No brainer for founders that want to create SEO optimized content fast.
Video Recorder – If you don’t want to pay for Loom, but still need its functionalities, then you don’t want to miss this tool.

Last Words

Alright, we’ve walked through the ins and outs of crafting a killer finance pitch deck. By now, you should be well-armed to turn that “meh” response into a “where do I sign?” But let’s be real—this isn’t just about nailing a presentation; it’s about owning the room and making sure your idea gets the attention it deserves.

Here’s the deal: You’ve got the tools, the know-how, and the strategy. What’s left? Just one thing—taking action. Because, let’s face it, all the prep in the world won’t mean jack if you don’t step up and deliver. It’s your moment. Don’t just let it pass by.

I’ve been in the trenches, seen the good, the bad, and the forgettable. Trust me when I say that a solid pitch deck can be your secret weapon. But remember, it’s not just about the slides; it’s about the story you’re telling and the confidence you bring to the table.

So, are you ready to go out there and make your mark? I’ve got a feeling you are. Go ahead—knock ’em dead. You got this!

But if you don’t got it:

Join hundreds of successful entrepreneurs who’ve transformed their pitch decks with my help.

Let me develop an investor ready deck by using my hands-off approach, which includes: market research, copy, design, financials, narrative and strategy.

One week turnaround time.

Book The Free Strategy Call. Limited Slots Available.

The least you will get is 10 actionable tips & strategies to own that next presentation, worth $599, for free.

If you want to really dive into the world of pitch decks, check out our complete collection of pitch deck guides, pitch deck outlines and pitch deck examples. Got a pressing issue? Check out our forum and post your questions there.

For more guidance, check out my fintech pitch deck guide or my other resources: