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  • Writer's pictureWade Myers

Create a Killer Pitch Deck with a Financial Pro Forma that Venture Capital Investors Will Love

Our Pitch Deck Summary report is automatically created for you when you use our app and is specifically designed for that one all-important slide in your pitch deck: your 5-year financial pro forma summary.

The financial pro forma summary report is a great way to represent a high-level, five-year summary of your Income Statement, Balance Sheet, and Cash Flow Statement. Here is an example of how that looks when pasted into a PowerPoint slide in a pitch deck:

Following your pitch, if an investor would like to see more information on your business plan pro forma, we would suggest the following path of escalation for venture investor due diligence:

  1. The full PDF report (produced from the main left hand menu of the Startup Financial Model web app), which shows the annual summary view of all reports

  2. Then if their interest continues and they want to see more, especially if they want to drill into your assumptions and see how the monthly and quarterly build up of your model, assign them as a "read-only" user to your financial model in our web app so they can review all information.

Here's the good news: while most startups only have a five-year financial summary with nothing behind it, you can pitch with confidence with the Startup Financial Model because you have the most robust model available backing up your plan with clearly visible assumptions, unit economics, and comprehensive reports - all in a format that is very easy to adjust, change, and review.

As always, all reports are available via our web app, a CSV download, a PDF, or via the Excel download (as an in-app upgrade/purchase).

Can't find an answer? Contact us and we'll get back to you!

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