The 13-Slide Fund Manager Pitch Deck Template

So, you’ve got the Midas touch with trading. Six years in the game, and your track record is the stuff of legend—or at least, it should be. Yet, when it comes to pitching yourself as a fund manager, somehow the room goes quiet, and not in the good, everyone’s-in-awe kind of way. The reality check? It’s not your performance; it’s how you’re selling it.

Here’s the deal: You could be the next Warren Buffett in the making, but if your pitch deck reads like a dry financial report, you’re going to lose the audience before you even get to slide three. But don’t sweat it—I’m here to help you flip the script.

I’m Viktor, a pitch deck expert and creative business strategist. 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.

Let’s jump in and turn your track record into a pitch they can’t ignore.

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What do you think of having 12 dead simple formulas, that will help you craft 12 slides, in about 1 hour? That’s what you’ll get, when you download my 12 slide framework. Save hours crafting your pitch deck copy with my tested approach that includes:

Elevator pitch one sentence formula
Problem/ solution slide one sentence formula
Competitor slide one sentence formula
9 other formulas, tips, tricks and advice

The formulas worked for 40+ industries and 500+ companies. Including the one you’re looking at now.

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13 Slide Fund Manager Pitch Deck Template

The above is is just a simplified pitch deck version developed as part of our entrepreneurship program for graduate studies.

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.

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Alternatively, get the custom template for just $69,99.

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As soon as the payment is processed I’ll send over a quick questionnaire and deliver the deck in 24 hours and less.

1. Elevator Pitch Slide

Elevator Pitch: As a seasoned trader with six years of experience and a proven track record, I offer unique insights and strategies for consistent returns in the market. My fund management approach blends deep market analysis with adaptive trading strategies to maximize investor returns while minimizing risk.

2. Target Market

Target Market:

Total Addressable Market (TAM): The global investment market is worth trillions, with institutional investors and high-net-worth individuals seeking diverse investment opportunities.
Serviceable Available Market (SAM): Our primary focus is on institutional and high-net-worth investors actively looking for fund management services that offer transparency, reliability, and consistent performance.
Serviceable Obtainable Market (SOM): Initially targeting investors in the US and Europe, who represent a significant portion of the $100 billion actively managed fund market.

3. Problem and Impact

Problem:

For Investors:
- Difficulty in finding reliable fund managers who consistently deliver high returns.
- High management fees that erode potential profits.
- Lack of transparency in fund operations and decision-making processes.
Impact:
- Investors often experience subpar returns compared to market benchmarks.
- Reduced trust and confidence in fund management services.
- Missed opportunities for wealth growth and financial security.

4. The Opportunity

Opportunity:

Market Analysis:
- There is a growing demand for transparent and performance-driven fund management solutions.
- Current market conditions favor innovative approaches to fund management that leverage technology and advanced analytics.
Potential:
- By capturing even a small percentage of the actively managed funds market, our fund can manage substantial assets under management (AUM), translating to significant growth and returns for investors.

5. The Gap

Market Gap:

Existing Solutions:
- Many fund managers underperform, charging high fees without delivering corresponding value.
- Limited transparency in fund management processes creates distrust among investors.
Our Solution:
- Offering a unique blend of advanced algorithmic trading, AI-driven market analysis, and a personalized investment approach.
- Providing clear, transparent reporting and communication to build trust and confidence among investors.

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6. Unique Solution

Unique Solution:

Technology and Strategy:
- Leveraging advanced algorithmic trading and AI-driven market analysis to identify profitable trading opportunities and optimize investment decisions.
- Combining quantitative analysis with qualitative insights to create a balanced and adaptive trading strategy.
Benefits:
- Higher Returns: Consistent outperformance of benchmark indices through sophisticated trading strategies.
- Lower Fees: Competitive management fees with no hidden charges, ensuring more of the returns go directly to investors.
- Transparency: Regular, detailed reports and direct communication channels with investors to maintain trust and provide clarity on fund performance and decisions.

7. Customer Benefits

Benefits for Investors:

Higher Returns: Utilizing advanced trading strategies and market analysis to deliver consistent, superior returns compared to traditional fund managers.
Lower Fees: Implementing a fee structure that is competitive and transparent, ensuring investors receive maximum value from their investments.
Transparency: Providing comprehensive and regular reports, as well as maintaining open lines of communication to keep investors informed and confident in their investment decisions.

8. Plain Vanilla

Alignment with Existing Technologies:

Risk Mitigation: Ensuring alignment with established financial platforms and adherence to regulatory standards to minimize investment risks and enhance operational efficiency.
Operational Efficiency: Integrating with existing fintech solutions for seamless trade execution, portfolio management, and investor reporting, reducing overhead costs and improving service quality.

9. Competitor Analysis

Competitor Analysis:

Competitors: Established fund managers like Vanguard, Fidelity, and emerging fintech-driven funds.
Our Edge:
- Performance: Proven track record of outperforming market benchmarks.
- Fees: Lower and more transparent fee structure.
- Technology: Advanced algorithmic trading and AI-driven market analysis providing a competitive advantage.
- Personalized Service: Enhanced investor relations through regular updates and direct communication, building stronger trust and loyalty.

10. Case Studies and Pilot Projects

Case Studies:

Example 1: Managed a pilot fund for a group of high-net-worth individuals, achieving a 20% return over 12 months, outperforming the S&P 500 by 5%.
Example 2: Directed institutional funds for a mid-sized company, generating a 15% ROI during a market downturn, showcasing the fund’s resilience and effective risk management.

11. Timeline

Timeline:

Year 1: Establish the fund, secure regulatory approvals, and initiate initial fundraising efforts.
Year 2: Achieve $50 million AUM by expanding the investor base through targeted marketing and relationship building.
Year 3: Scale AUM to $200 million, introduce new investment products and strategies to diversify the portfolio and attract more investors.

12. Why Now

Why Now:

Market Conditions: Favorable economic environment for launching new funds, with increased investor interest in innovative and transparent fund management solutions.
Technological Advances: Availability of cutting-edge technologies enabling more accurate market predictions, efficient fund management, and better investor experiences.

13. Team and Credentials

Team:

Founder and Lead Manager: Experienced trader with a strong track record of delivering consistent returns and managing significant investment portfolios.
Supporting Analysts: A team of financial analysts with expertise in various sectors, ensuring comprehensive market coverage and informed investment decisions.

Advisors: Industry veterans providing strategic guidance and leveraging their networks to enhance fund growth and stability.

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Last Words

So, there it is—your blueprint for turning those six years of trading expertise into a fund that investors will actually fight to be part of. You’ve got the skills, the strategy, and now, the pitch deck to match. It’s no longer about hoping someone will see your potential; it’s about making them realize they can’t afford to miss out on what you’re offering.

Here’s the bottom line: Investors aren’t just buying into numbers; they’re buying into you—your vision, your strategy, your confidence. So, go ahead, make your pitch, and watch them lean in. This isn’t about crossing fingers; it’s about knowing you’ve got what it takes to win them over.

Catch you on the other side, where your fund is fully backed, and your investors are smiling. Let’s make it happen. 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.

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