Pitch materials

What should be in a pitch deck?

Short answer

I believe a pitch deck should clearly explain what you're doing, why the opportunity matters, who is executing the strategy, and what makes your business different. I don't think a pitch deck should be treated as your entire investor marketing strategy. It's one part of a broader set of materials that helps investors understand and evaluate your opportunity. I would prioritize clarity, credibility, and relevance over trying to impress investors with complicated slides.

Checklist

  • A clear company name, brand, and positioning.
  • A strong one-liner explaining the business.
  • An explanation of the investment opportunity.
  • The business model and its competitive differentiation.
  • Information about the management team and relevant experience.
  • A clear explanation of the investment structure.
  • Supporting information and appropriate risk disclosures.
  • A short founder video, one-pager, and organized data room to complement the deck.

From my talks

"who they are working with matters more than the potential investment returns for most investors."

Pitch Decks: 31 Investor Marketing & Pitch Assets for Raising Capital

In my pitch materials discussions, I described asking investors whether they would prefer receiving a short video of the founder explaining their investment approach and unique value. The investors we surveyed consistently preferred having that additional context.

I also described an experiment at investor events where attendees said they received large volumes of emails but very little educational material that wasn't trying to sell them something.

That is why I emphasize having more than just a slide presentation. Educational materials, a concise one-pager, founder communication, and an organized data room can all help investors understand the opportunity.

I want investors to understand who they're dealing with before they make a decision.

Sources Pitch Decks: 31 Investor Marketing & Pitch Assets for Raising Capital; Creating Top-Flight Marketing Materials, title referenced in webinar catalog

What to do next

  1. Review your deck for clarity, differentiation, and credibility.
  2. Create a concise one-pager that communicates the essential information.
  3. Organize supporting materials so interested investors can investigate the opportunity efficiently.

Try the Pitch deck grader. See all pitch materials questions.

Watch: 3 videos

Investor First Impressions: Live Brand & One-Liner Ratings by Active Investors

Active investors review attendee-submitted brands and one-liners and give feedback on clarity, impact, and uniqueness. The session offers insights on sharpening messaging and avoiding common pitfalls.

One-Liner Hot Seat Webinar - Live Feedback on Pitches

The video is a webinar offering live feedback on pitches, specifically one-liners. The description points viewers to the full webinar on FamilyOffices.com.

5 Free Must-Haves Every Investor Wants in Your Pitch Deck (But Almost No One Uses)

The video describes five no-cost additions intended to build trust and strengthen investor pitches. Examples mentioned include high-trust visuals, one-liners, and founder videos.

Richard C. Wilson

General education only. Not legal, tax or investment advice.

About Richard C. Wilson

Richard has run the Family Office Club since 2007, the largest investor club in the world by media reach. The team hosts 30 events a year, including 16 in person, and has hosted more than 340 events. Richard has done 46+ transactions as an investor and shares what he has learned on the Centimillionaire Strategies YouTube channel.

If you're working through a raise and have a question, I'm happy to help. Text or WhatsApp me at (808) 600-9260 or email Richard@CapitalRaising.com.

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