Fintech Startup Pitch Deck Guide | (Framework, Examples & Template)

So, you have a fintech idea you want to pitch eh?

Then, welcome to a pitch deck journey where passion meets profitability! This guide isn’t your typical dull financial sermon. It’s more like a magic carpet ride on a wave of numbers, carrying you to the oasis of investor enthusiasm.

Picture it as your golden ticket to the Wonka factory of finance, where concepts become compelling stories and your ideas translate into an enticing ROI. And fret not, we’ve exchanged the complex jargon for easy-to-understand, vibrant dialogue. With this guide, even a crusty old Scrooge will become an eager believer in your vision.

Sup. I’m Viktor, a pitch deck expert, creative strategist and a martial artist that’s hungry for burgers. I’ve been a pitch deck expert for the past 10 years and helped clients win pitches with my unique approach to creating pitch decks.

So, fasten your fiscal seat belts and dive into the world of financial storytelling. Get ready to transform your pitch from a monotone monologue into a symphony of Investments. 

After all, who said finance had to be as dry as an overcooked turkey? Let’s make it more like a full-bodied vintage wine instead.

Hey, before you read on and spend about 20 hours making a pitch deck:

Consider doing what others like you did. Let me help you develop a killer pitch deck and save 10 hours of your time for a fraction of the cost. All it takes to start is a free 30 min call with me.

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

What Is a Financial Service Pitch Deck?

A financial service pitch deck is a presentation used by financial services firms to explain their services, value proposition, and business model to potential clients or investors. This kind of pitch deck is typically concise and persuasive, aiming to capture the interest of the audience and convince them of the company’s potential profitability or the effectiveness of its services.

The content usually includes details about the financial services offered, information about the team, market analysis, competitive advantage, and financial projections. It also often presents case studies and client testimonials to provide real-world evidence of the company’s success.

The objective of a financial service pitch deck is to communicate complex financial concepts in a simple, understandable manner. It’s designed to inspire confidence in the company’s expertise and ability to provide beneficial financial solutions, ultimately leading to new clients, partnerships, or investments.

How important it is to have a great fintech pitch deck when asking for funding? (According To Research)

Having a strong fintech pitch deck is crucial when seeking funding. It serves as a comprehensive snapshot of your company, covering key aspects such as your mission, team, problem and solution, business model, and financial projections. An effective pitch deck can be a determining factor in persuading investors to fund your venture.

Research supports this assertion. A study by DocSend and Professor Tom Eisenmann from Harvard Business School analyzed the pitch decks of over 200 startups that collectively raised $360 million. They found that on average, investors spend just 3 minutes and 44 seconds reviewing a pitch deck. This implies that entrepreneurs have a very short window to capture the attention of investors and make a strong impression, emphasizing the importance of a well-crafted pitch deck.

Furthermore, the study identified that the slides on which investors spent the most time were Financials, Team, and the company’s Why Now argument. This underlines the need for these elements to be clear, compelling, and well-prepared in a fintech pitch deck.

In the fiercely competitive fintech landscape, where investors receive countless pitches, having a standout pitch deck is essential. A compelling and clear pitch deck not only piques the interest of investors but also demonstrates the founders’ strategic thinking ability and understanding of the market, thereby increasing their confidence in the potential of your business. So, a great fintech pitch deck is not just important but vital when asking for funding.

How to Create a Financial Service Pitch Deck For Your Fintech Startup?

Creating a financial service pitch deck requires careful planning, clear communication, and a compelling narrative. Here’s a step-by-step guide:

• Know Your Audience: Understand who you are pitching to and tailor your content accordingly. Different audiences, such as angel investors, venture capitalists, or clients, have different interests and priorities.
• Narrative: Start by crafting a compelling story that intertwines your company’s vision, mission, and the problem you’re solving. Stories are easier to remember and more engaging than raw data.
• Design & Simplicity: Make use of clean, professional designs. Avoid clutter and make each slide visually appealing and easy to understand. Remember, less is more.
• Problem & Solution: Clearly outline the problem in the market your service is addressing and demonstrate how your service is the best solution. Use evidence to back your claims.
• Market Analysis: Provide data on your target market size, growth prospects, and your service’s potential within it. 
• Business Model: Explain how your company makes money. Be clear and concise.
• Competitive Landscape: Highlight your competition and detail your competitive advantages. What makes your service stand out?
• Marketing Strategy: Describe how you plan to attract and retain customers. 
• Team Overview: Showcase your team’s skills, experience, and achievements. Potential investors need to believe in the people, not just the product.
• Financial Plan and Projections: Project three to five year revenues, income statement, gross profit, costs, and profitability over the next 3-5 years. Be realistic and grounded in your assumptions so that your financial pitch deck makes sense.
• Testimonials/Case Studies: Show examples of customer satisfaction or success stories, if available. This builds trust.
• The Ask: Clearly state what you’re seeking from the audience and what they’ll gain in return. 
• Practice: Rehearse your pitch multiple times to ensure a smooth delivery. 
• Feedback and Revision: After practicing your pitch to others, be open to feedback and willing to revise.

Remember, the best pitch decks are those that manage to succinctly convey a compelling narrative about a company’s potential while providing enough detail to be convincing and credible.

What Slides Does A Fintech Pitch Deck Include? The Exact Fintech Pitch Deck Slide Structure You Can Steal And Use

A fintech pitch deck typically includes these key slides: 

• Title Slide: Your company name, logo, and a succinct tagline.
• Mission/Vision: Briefly state the company’s purpose and long-term goals.
• Problem Statement: Clearly outline the financial issue or gap in the market your company addresses.
• Solution: Concisely describe your product/service as the solution to the stated problem.
• Product/Service Demo: Show how your service works. Screenshots, diagrams, or brief videos can be effective here.
• Market Opportunity: Quantify the size of the market your service targets, its growth rate, and the segment you aim to capture.
• Business Model: Explain how your service generates revenue.
• Marketing and Sales Strategy: Outline your customer acquisition and retention strategies.
• Competitive Analysis: Identify your competitors and your service’s unique advantages.
• Team: Introduce key team members, their roles, and relevant experience or achievements.
• Financial Projections: Show forecasts for revenue, expenses, and profitability over the next 3-5 years. 
• Customer Testimonials/Case Studies: Validate your service with positive customer feedback or success stories.
• The Ask: Clearly state what you’re seeking from the audience—be it partnerships, investments, or clients.
• Contact Information: Provide details for the audience to reach out for further discussion.

Secure Your Exclusive Access to My Pitch Deck Template That Facilitated Over $10 Million in Client Funding

When it comes to engaging potential investors and buyers in a Fintech-oriented proposition, a detailed and impactful pitch deck is crucial.

Creating such a pitch deck revolves around the selection of slides, and numerous templates can be found on platforms like Canva, Slidesgo, and Google Slides. But there’s a catch – these ready-to-use templates might not resonate with your brand’s unique identity, necessitating substantial time and effort to tweak them to your branding guidelines. 

Here’s where a more effective solution comes into play and my client Saleh Alhammad, fintech investor and founder of FintVentures, Konsentus and more, reaped the benefits of it.

A bespoke template can not only save you time but also help in crafting a pitch deck that mirrors your brand’s character. This methodology has empowered my clients to create compelling fintech pitch decks in half the usual time, securing them funding, contracts, and investments exceeding $100,000,000. If you’re on the hunt for a more efficient route to developing your fintech business’s pitch deck, reach out for your key to the successful template that has driven others to their goals.

The importance of understanding your audience when creating a financial service pitch deck

Understanding your audience when creating a financial service pitch deck is crucial for a number of reasons:

• Tailored Messaging: Each audience type has unique interests, concerns, and expectations. Investors might prioritize profitability and return on investment, while clients may care more about service quality and cost-effectiveness. By understanding your audience, you can tailor your message to emphasize the points most relevant to them.
• Appropriate Language: Different audiences have varying levels of familiarity with financial jargon and concepts. Tailoring your language to match your audience’s understanding ensures your message is clear and compelling.
• Focused Content: Knowing your audience allows you to present the most relevant data and case studies. For instance, if pitching to investors, they may be interested in your financial projections and market size. On the other hand, potential clients might be more interested in how your services can solve their problems.
• Building Trust: Understanding your audience and their needs demonstrates empathy and customer-centric thinking. It shows that you’ve done your homework and are genuinely interested in meeting their needs, which can help build trust.
• Effective Ask: The “ask” in your pitch will vary based on your audience. You might ask potential clients for their business, while you may seek investment from venture capitalists or other financiers.

In short, understanding your audience is essential for creating a focused, compelling pitch deck that speaks directly to the interests and needs of those you’re presenting to.

5 Important Reasons To Craft A Compelling Story For Your FinTech Pitch Deck

Crafting a compelling story when creating a financial service pitch deck is important for several reasons:

• Engagement: Stories captivate people’s attention in a way that raw data and facts cannot. A well-crafted narrative pulls your audience in, making your presentation more engaging and memorable.
• Simplification of Complex Information: Financial services can often involve complex concepts and data. A compelling story can simplify these elements, making them more understandable and relatable to your audience.
• Emotional Connection: Stories can evoke emotions and foster a deeper connection with your audience. They allow people to see the human side of your business, fostering empathy and understanding, which can drive decision-making more effectively than facts and figures alone.
• Differentiation: In a competitive market, a compelling narrative can distinguish your financial service from others. It showcases your unique approach, values, and vision, helping your audience understand what sets you apart.
• Direction: A story provides a clear, coherent thread through your presentation, guiding your audience from identifying the problem, through how your service provides a solution, to the positive outcome for clients or investors.

To help you improve your narrative, check this selection on the best books for pitching. The authors have won billions in $ thanks to their ability to create stories when pitching and are sharing their methods with you.

The best stories revolve around overcoming obstacles to achieve goals, so shape your narrative around the challenges in the market and how your service overcomes them to provide a valuable solution.

On to design and visuals.

Here’s Why Design & Visuals Are Crucial When Creating A Financial Service Pitch Deck

• Audience Engagement: A well-designed pitch deck, with compelling visuals, can grab your audience’s attention and keep them engaged throughout the presentation. This is essential in ensuring your key messages are heard and remembered.
• Simplification of Complex Information: Financial services often involve complex data and concepts. Visuals like charts, graphs, and infographics can simplify this information, making it easier for your audience to understand and digest.
• Professionalism: The design of your pitch deck reflects on your company. A clean, professional design gives the impression that your company is credible, serious, and trustworthy.
• Brand Consistency: The design should align with your company’s brand image, including your color scheme, fonts, logo, etc. This consistency can enhance brand recognition and perception.
• Narrative Flow: Visuals can help guide your audience through your narrative, showing the progression from problem to solution to outcome.
• Emotional Impact: Visuals can evoke emotions more effectively than text alone, creating a more powerful, memorable impact on your audience.

Hold on. You might want to check my list on the best presentation books. Why?

It’s 1O crucial books that will help you improve the design and structure of your presentations, besides improving its delivery. Check it out below.

10 Best Presentation Books

While visuals are important, they should serve to enhance your message, not distract from it. Keep your design simple and clear, avoid unnecessary clutter, and ensure any text is easy to read.

How To Prepare For The Onslaught of Questions

Preparing for questions and objections when presenting a financial service pitch deck is key to demonstrating your expertise and readiness to potential investors or clients. Here are some strategies:

• Anticipate Questions: Try to anticipate the questions your audience might ask. These could be about your financial projections, business model, competitive landscape, or market size. Prepare clear, concise responses to these potential questions.
• Understand Your Weaknesses: Every business has weak points. Identify yours and prepare responses that show you’re aware of these issues and are taking steps to address them.
• Be Transparent: If you don’t know the answer to a question, it’s better to admit it and offer to find out, rather than guessing or providing incorrect information.
• Practice: Conduct mock presentations with colleagues or mentors playing the role of the audience. Ask them to challenge you with tough questions.
• Provide Data: Back up your responses with data whenever possible. This demonstrates that your answers are not just opinion or conjecture, but are based on solid evidence.
• Stay Calm and Composed: How you respond to questions or objections is crucial. Even if the question seems challenging or confrontational, stay calm, take a moment to consider your response, and answer in a composed, respectful manner.

Questions and objections are a natural part of any pitch. They indicate that your audience is engaged and considering your proposal seriously. Seeing them as opportunities to provide more information and clarify any doubts will help you handle them effectively.

Best Practices When Creating A FinTech Pitch Deck

Creating an effective financial service pitch deck is an art that requires both strategic thinking and creativity. Here are some best practices:

• Keep it Concise: A good pitch deck should be brief yet comprehensive. Aim for around 10-20 slides, each focusing on a single idea.
• Tell a Story: Craft a narrative that leads your audience through the problem you’re solving, how your service solves it, and the benefits of your solution. This makes your pitch more engaging and memorable.
• Understand Your Audience: Tailor your presentation to the specific needs, interests, and knowledge level of your audience.
• Use Visuals Wisely: Use graphs, charts, and images to illustrate your points and simplify complex information. But avoid clutter – each slide should be clean and easy to understand.
• Data is Key: Back up your claims with solid data. This could include market research, financial projections, or customer testimonials.
• Highlight Your Team: Investors and clients don’t just buy into a service, they buy into a team. Show that your team has the skills and experience to deliver on your promises.
• Show Your Unique Value Proposition: Clearly articulate what sets your service apart from the competition.
• Practice Makes Perfect: Rehearse your pitch until you can deliver it smoothly and confidently. 
• End with a Strong ‘Ask’: Be clear about what you’re asking from your audience – whether it’s investment, partnerships, or their business.
• Be Prepared for Questions: Anticipate potential questions or objections and prepare your responses in advance.

Financial Service Pitch Deck Examples

Coinbase Pitch Deck

Their seed pitch deck clearly communicates the problem (“Payments on the internet broken”), their unique solution (“Bitcoin API for developers”), and their go-to-market strategy.

Square Pitch Deck

In its early days, Square used a pitch deck that clearly explained how its product worked and how it solved a significant problem for small businesses.

Robinhood Pitch Deck

Robinhood’s pitch deck did an excellent job explaining its value proposition and the market opportunity, providing an overview of the product, and highlighting the team’s background.

How Much Have The Big Fintech Companies Raised?

My Own Ideas To Inspire Your Next FinTech Startup

Fintech Startup for Personal Finance Management

• Slide 1: Introduction
  • Company Name
  • Logo
  • Tagline (e.g., “Simplifying Personal Finance Management”)
• Slide 2: Problem Statement
  • Highlight the challenges people face in managing their personal finances.
• Slide 3: Solution
  • Introduce your fintech solution that simplifies personal finance management.
• Slide 4: Product Demo
  • Show how your product works with screenshots or a short video.
• Slide 5: Market Size
  • Present the potential market size for personal finance management tools.
• Slide 6: Business Model
  • Explain how you plan to make money (e.g., freemium model, subscription fees, etc.)
• Slide 7: Competitive Advantage
  • Highlight what makes your solution unique compared to existing products.
• Slide 8: Marketing Strategy
  • Outline your plan to acquire users and grow your business.
• Slide 9: Team
  • Introduce your team members and their qualifications.
• Slide 10: Financial Projections
  • Share your revenue and growth projections for the next 5 years.
• Slide 11: Ask
  • State what you’re seeking from investors (e.g., investment amount, partnerships, etc.)

Fintech Startup for SME Lending

• Slide 1: Introduction
  • Company Name
  • Logo
  • Tagline (e.g., “Empowering SMEs with Easy Access to Loans”)
• Slide 2: Problem Statement
  • Discuss the difficulties SMEs face in securing loans from traditional banks.
• Slide 3: Solution
  • Introduce your fintech solution that provides easy and quick loans to SMEs.
• Slide 4: Product Demo
  • Show how SMEs can apply for loans and get approval through your platform.
• Slide 5: Market Size
  • Present the potential market size for SME lending.
• Slide 6: Business Model
  • Explain how you plan to make money (e.g., interest on loans, service fees, etc.)
• Slide 7: Competitive Advantage
  • Highlight what makes your solution unique compared to existing lending platforms.
• Slide 8: Marketing Strategy
  • Outline your plan to acquire SMEs and grow your business.
• Slide 9: Team
  • Introduce your team members and their qualifications.
• Slide 10: Financial Projections
  • Share your revenue and growth projections for the next 5 years.
• Slide 11: Ask
  • State what you’re seeking from investors (e.g., investment amount, partnerships, etc.)

Questions That Investors Will Ask You:

What is the fund’s investment strategy?

They’ll want to understand the type of assets you’re investing in, your approach to selecting investments, and how this strategy differentiates you from other hedge funds.

Who is on your team and what is their experience?

They will be interested in the team’s background, skills, and track record, particularly in managing hedge funds and executing the proposed investment strategy.

What is the fund’s risk management strategy?

Investors will want to know how you plan to mitigate risk, manage volatility, and protect their investment.

What are your fees?

They’ll need to know about management fees, performance fees, and any other costs associated with the fund.

What is your fund’s track record?

They’ll want to see past performance data, although they’ll be aware this is not necessarily indicative of future performance.

What are your projections for the fund?

They’ll be interested in your financial forecasts, including expected returns and potential risks.

How liquid is the fund?

Investors will want to understand the terms for withdrawals and any restrictions on liquidity.

How is the fund audited and regulated?

They’ll want reassurance that the fund complies with financial regulations and uses an independent auditor.

What’s your edge or unique selling proposition (USP)?

They’ll want to know what makes your fund different from and potentially better than other options available to them.

How does your fund fit into my portfolio?

Depending on the investor’s existing portfolio, they may be interested in how your fund complements their other investments.

Remember, thorough preparation and transparency are key to answering these questions effectively and winning investors’ trust.

Some Questions Fintech Owners Ask About Financials, Pitch Decks and Financial Projections (You Might Find Useful)

What is a fintech startup pitch deck?

A fintech startup pitch deck is a presentation which outlines a fintech startup’s business model, market opportunity, financial projections such as recurring revenue and traction, and other key information to potential investors.

Why are financials important in a pitch deck?

Financials are important in a pitch deck because they provide potential investors with a clear understanding of the financial health and potential of the startup. It helps investors evaluate the viability of the business and assess the potential return on investment.

What should be included in the financial slide of a pitch deck?

The financial slide of a pitch deck should include key financial projections, such as revenue, expenses, and profitability over a specific period. It should also include metrics like gross margin, net income, and cash flow to provide a comprehensive view of the startup’s financial performance.

How can financial projections help attract potential investors?

Financial projections help attract potential investors by showcasing the startup’s growth potential and profitability. Investors want to see a clear path to revenue generation and understand how their investment can generate returns.

What are the best financial projections to include in a pitch deck?

The best financial projections to include in a pitch deck are those that accurately reflect the startup’s expected revenue and expenses. It should also highlight key metrics like customer acquisition cost, lifetime value, and other relevant financial indicators.

How can I calculate revenue projections for my fintech startup?

You can calculate revenue projections for your fintech startup by considering factors such as the size of the target market, pricing strategy, customer acquisition rate, and potential upsells or cross-sells. It is important to base your projections on realistic assumptions and market research.

How much does it cost to create a financial projections slide template for my pitch deck?

The cost of creating a financial projections slide template for your pitch deck may vary depending on several factors, including the complexity of your business model and the expertise of the professionals you hire. It is recommended to work with experienced financial experts or use reliable templates for accurate and professional-looking projections.

What should I include in the financial slide template for my pitch deck?

The financial slide template for your pitch deck should include key financial information such as revenue projections, expense breakdown, profit margin, and cash flow analysis. It should also highlight any key financial metrics or milestones that are relevant to your business model.

Do I need financial projections if I’m not currently raising money?

While financial projections are essential for fundraising purposes, they can also be valuable for internal planning and decision-making. Financial projections help you understand the financial health of your business, identify areas for improvement, and set realistic goals for growth and profitability.

Is it difficult to make impressive financial projections for my startup?

Making impressive financial projections for your startup can be challenging, especially if you are new to financial modeling or lack expertise in the specific industry. However, with the right tools, resources, and guidance, you can create accurate and compelling financial projections that impress potential investors and stakeholders.

Closing Thoughts

A compelling fintech pitch deck isn’t just about presenting your idea, but it is also about conveying the vision, the potential for scalability, and the revenue model of your financial technology firm in an engaging and persuasive manner. 

According to a 2021 study by DocSend, successful pitch decks typically comprise 19-20 slides, and investors spend an average of about 3.7 minutes reviewing them. This highlights the importance of creating a concise, clear, and captivating pitch deck that can quickly and effectively communicate your business’ value proposition. 

Furthermore, the research indicates that the Problem, Solution, Why Now, and Business Model slides are the ones investors spend most of their time on, underscoring the necessity to particularly focus on these areas when crafting your pitch deck. 

In a rapidly evolving fintech landscape, where new ideas and innovations continually challenge the status quo, an effective pitch deck can make all the difference. Remember, your pitch deck is more than a presentation; it’s the story of your business. Use it wisely, and it can open doors to invaluable partnerships, funding, and growth opportunities.

You got this.

But if you don’t got it:

Consider doing what 100s of others like you did. Let me help you develop a killer pitch deck and save 10 hours of your time for a fraction of the cost. All it takes to start is a free 30 min call with me.

Book The Call

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

More Resources

Check my cornerstone guide on pitch decks that helped my clients win more than 100,000,000$ in funding:

You’ll learn how to create a pitch deck by following my bulletproof step-by-step guide that helped my clients get $100+mill in funding. It includes:

• How to build the slides (including elevator pitch slide, financials slide, and more)
• Startup pitch deck examples
• What investors need to see
• What a pitch deck needs to be
• What a pitch deck can’t be
• Tips and tricks when creating a pitch presentation

Check out all the other pitch deck guides here: