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Must Read Simple 2 Page Lending Company Pitch Deck Outline

Presentation and Pitch Expert. Ex Advertising.

$100mill In Funding. Bald Since 2010.

Are you looking to secure funding for your innovative lending startup? Crafting an effective lending pitch deck outline is the first step towards attracting potential investors.

In this article, we’ll provide you with a comprehensive guide to creating a compelling lending pitch deck that follows a well-structured outline.

Whether you’re in the early stages of your lending company or seeking to scale your existing operations, this outline will help you capture the attention and interest of investors, guiding you through the crucial elements needed to make your pitch irresistible.

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.

Discover how to succinctly present your lending company’s vision, strategies, financial projections, and competitive edge, all while addressing potential risks and challenges.

Let’s dive in and unlock the power of a winning lending company pitch deck outline that speaks volumes to potential backers and partners.

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.

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


1. Title Slide

  • Company name/logo: [Your Company Logo]
  • Your name and position: [Your Name, CEO/Founder]
  • Contact information (email, phone): [Your Email Address, Your Phone Number]

2. Problem Statement

  • Describe the problem or pain point in the lending industry: The lending industry is fraught with inefficiencies and barriers, making it difficult for individuals and businesses to access affordable and convenient loans. Traditional banks often have long approval processes, strict credit requirements, and limited accessibility, leaving many underserved by the financial system.
  • Use statistics or real-world examples to illustrate the problem: For example, 70% of small businesses in [Your Target Market] struggle to secure the funding they need to grow, and the average approval time for a personal loan from a traditional bank is [X] weeks, causing frustration and missed opportunities.

3. Solution

  • Explain how your lending company addresses the problem: [Your Company Name] is revolutionizing the lending industry by leveraging cutting-edge technology and data analytics to provide fast, transparent, and accessible loans to individuals and businesses. We eliminate the need for extensive paperwork, reduce approval times to hours, and offer flexible terms tailored to each borrower’s unique needs.
  • Highlight the unique features or advantages of your solution: Our proprietary risk assessment algorithms enable us to assess creditworthiness more accurately, allowing us to serve a broader range of customers. Additionally, our user-friendly mobile app and online platform provide a seamless borrowing experience, and our customer support team is available 24/7 to assist borrowers.

4. Market Opportunity

  • Provide market research and data: The lending industry in [Your Target Market] is currently valued at [Market Value] and is projected to grow at a [Growth Rate] CAGR over the next [X] years, driven by increasing demand for credit solutions and the shift towards online lending.
  • Show the potential size of the market: Our research indicates that there are over [Number of Potential Borrowers] potential borrowers in our target market, representing a [Market Size] market opportunity.
  • Identify your target customer segments: Our primary customer segments include [Segment 1], [Segment 2], and [Segment 3]. These segments were chosen due to their significant need for loans and our ability to cater to their specific requirements.

5. Business Model

  • Describe how your lending company makes money: [Your Company Name] generates revenue primarily through interest on loans. We offer competitive interest rates to borrowers while maintaining healthy margins. In addition to interest income, we may also generate revenue through fees for specific services, such as late payment fees or loan origination fees.
  • Explain the pricing strategy and revenue streams: Our pricing strategy is designed to remain competitive while ensuring profitability. We offer tiered interest rates based on creditworthiness and loan terms, allowing us to cater to a wide range of customers. Our revenue streams include interest income, service fees, and potentially, partnerships with third-party financial products.

6. Traction

  • Share key milestones and achievements: Since our launch in [Year], we have achieved significant milestones, including:
    • Total loans disbursed: [$X million]
    • Customer base: [X,XXX] borrowers
    • Average loan approval time reduced from [X weeks] to [X hours]
    • Expansion into [New Market/Geography]
  • Include data on customer acquisition, user growth, or revenue: We have experienced month-over-month user growth of [X%] and have maintained a loan repayment rate of [X%], demonstrating the trust and satisfaction of our customers.

7. Product/Service

  • Present details about your lending products or services: [Your Company Name] offers a range of lending products, including personal loans, business loans, and mortgage loans. Our platform allows borrowers to apply for loans online, receive instant decisions, and access funds quickly. Borrowers can also manage their loans, make payments, and monitor their credit score through our user-friendly mobile app and website.
  • Include screenshots, prototypes, or demos if applicable: Display screenshots of our platform to give investors a visual understanding of the user experience. You may also provide a live demo during your pitch presentation.
  • Explain how your offering stands out in the market: Our platform’s standout features include real-time credit assessment, automated loan processing, and personalized loan recommendations. We provide borrowers with financial education resources and tools to help them make informed borrowing decisions.

8. Technology and Infrastructure

  • Discuss the technology stack and infrastructure: Our lending platform is built on a robust and scalable technology stack, including [Key Technologies]. We have invested in state-of-the-art security measures to protect customer data and ensure compliance with regulatory requirements.
  • Highlight any proprietary algorithms or software: We have developed proprietary credit scoring algorithms that allow us to assess credit risk accurately. This proprietary technology gives us a competitive advantage by enabling us to serve a broader range of customers while maintaining sound risk management practices.
  • Emphasize how technology enhances your lending process: Technology allows us to streamline the entire lending process, reducing paperwork and approval times. It also enables us to provide a seamless and convenient experience for borrowers while minimizing operational costs.

9. Marketing and Sales Strategy

  • Explain your customer acquisition and retention strategies: We employ a multi-channel marketing approach, including digital advertising, social media, content marketing, and partnerships with relevant financial and e-commerce platforms. Our customer acquisition costs have been optimized through targeted marketing campaigns.
  • Outline your sales channels and distribution plan: Our primary sales channels include our online platform and mobile app. We also partner with affiliate marketers and financial advisors to expand our reach. We are actively exploring partnerships with local banks and credit unions to reach a broader audience.

10. Team

  • Introduce key team members and their roles: Our team is composed of industry experts and professionals with a deep understanding of finance, technology, and lending. Key team members include:
    • [Your Name], CEO/Founder: Responsible for overall strategic direction and vision.
    • [Co-Founder/CTO/CFO/CMO, etc.]: Provide brief descriptions of other key team members and their roles.
  • Highlight relevant experience and expertise: Each team member brings a unique set of skills and experience, such as fintech startups, banking, technology development, and compliance.
  • Show why your team is well-suited for this venture: Our collective experience positions us to navigate the complexities of the lending industry, build innovative solutions, and execute our growth strategy effectively.

11. Financial Projections

  • Provide financial forecasts for the next 3-5 years: We project significant revenue growth, with anticipated revenues of [$X million] by year [X].
  • Include income statements, balance sheets, and cash flow projections: Display key financial statements that illustrate the company’s financial health and expected profitability.
  • Highlight key financial metrics (e.g., ROI, CAC, LTV): Key metrics show investors that your company is financially viable and on track to deliver returns.

12. Funding Needs

  • Specify how much funding you’re seeking: We are seeking [$X million] in funding to accelerate our growth plans and expand our lending operations.
  • Explain how the funds will be used (e.g., product development, marketing): The funding will primarily be allocated to:
    • Scaling our technology infrastructure
    • Marketing and customer acquisition
    • Regulatory compliance and risk management
    • Expanding into new markets or geographies
  • Mention any existing investments or funding rounds: If applicable, mention any previous funding rounds or notable investors who have already supported your company.

13. Competitive Analysis

  • Identify your competitors: Our main competitors in the lending industry include traditional banks, peer-to-peer lending platforms, and online lenders such as [Competitor 1], [Competitor 2], and [Competitor 3].
  • Highlight your competitive advantages: What sets us apart from our competitors is our:
    • Advanced technology that allows for faster loan processing
    • Accurate risk assessment algorithms, enabling us to serve a broader range of customers
    • User-friendly mobile app and online platform for a seamless customer experience
    • 24/7 customer support and financial education resources
  • Show how you differentiate from other lending companies: While some competitors focus on a narrow customer segment, we offer a more inclusive approach, providing loans to individuals and businesses with varying credit profiles and needs.

14. Risks and Challenges

  • Acknowledge potential risks and challenges: We recognize that the lending industry is subject to regulatory changes, economic downturns, and market fluctuations. There may also be cybersecurity risks and the challenge of maintaining a strong credit portfolio.
  • Explain how you plan to mitigate these risks: We have a dedicated compliance team to stay abreast of regulatory changes. Additionally, our diversified loan portfolio and advanced risk assessment algorithms mitigate the impact of economic downturns. We continuously invest in cybersecurity measures to protect customer data.

15. Milestones and Timeline

  • Outline future milestones and goals: Our upcoming milestones include:
    • Launching a mobile app update with enhanced features
    • Expanding into neighboring markets [Market A and Market B]
    • Achieving profitability by [Year X]
  • Provide a timeline for achieving these milestones: We anticipate achieving these milestones within the next [X] quarters, leading us towards our long-term vision of becoming a leading online lending platform in [Your Target Market].

16. Ask and Contact Information

  • Clearly state what you’re asking from potential investors: We are seeking investment of [$X million] to fuel our expansion and innovation efforts. Your investment will help us achieve our vision of revolutionizing the lending industry.
  • Include your contact information for follow-up questions: For any inquiries or to discuss investment opportunities further, please reach out to [Your Email Address] or [Your Phone Number].


And there you have it – a comprehensive outline to build a pitch deck that’s as compelling as your lending company vision. Remember, your pitch deck is more than just a presentation; it’s a storytelling platform that encapsulates your passion, vision, and the solution you’re bringing to the financial world.

Tailor it to your audience, keep it clear and concise, and let your unique selling proposition shine through. Now that you’re armed with these guidelines, it’s time to create a pitch deck that opens doors and wins over investors. So go ahead, give it your best shot, and let your lending company be the next big thing to hit the market! 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.

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 guidespitch 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 digital bank pitch deck guide, digital bank pitch examples or bank pitch deck outline.

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