Investor Deck

Business Plan Articles

Investors require perfection in terms of the investment opportunities that they place money in. While the deck design does not need to be perfect, the investment opportunity that you are presenting had better be perfect. They receive thousands of investment requests per month and without communicating it, you’re just another fish to be tossed at sea.

The perfect investor deck is designed to improve your chances of getting funded by structuring your company in a way that communicates the strongest points for your company. By doing this, it builds a logical investment case that makes sense to analysts and draws the attention of managing partners.

Investor Deck Process

The investor deck process is designed to communicate the critical points of your company and build a logically structured investment case. By investment case, we mean the type of company that you are. For instance, a 12 year old biotechnology company that needs $22.0 M for a leveraged buyout is a different case than a 12 month old biotech start-up in Boston.

The process is structured towards the start-ups and in a way that distinguished your case to communicate to the investment group that you did your due diligence. Focus on finding ones that have invested in similar companies and show them that you are aligned with their fund’s investment and interest targets.

Business Model

The business model of your company should be successful in generating profits from customers through the value it creates. Investors will seek to see a business model that is well established and capable of generating a profit from the value it delivers to the market. There are several components to a good business model that include the value chain, relationships established with customers, and the key positioning in the market.




Marketing Plan

A good marketing strategy is based upon a local understanding of the Calgary market and the demographics of your target audience. It is uniquely based upon your business model and combined online and offline strategies in order to generate leads and integrate a custom sales pipeline. The marketing strategy depends on your company’s unique positioning in the industry and how it delivers value to your customer base. Pro Business Plans has worked with many companies in Calgary to develop a unique approach to the market and establish specific objectives to meet as it scales.




Financial Projections

The financial projections for a company should cover many factors including the revenue projections, budgeting, and risk analysis. A good financial model is based upon historical performance or similar companies. We use the financial performance from companies within our portfolio to make solid projections or the future. The model is both conservative and based on logical arguments drawn from a combination of several factors.




What is Included in Our Custom Investor Deck?


  • Marketing Plan
  • SWOT Analysis
  • Competitive Analysis
  • Profitability Analysis
  • Personnel Plan
  • Organizational Chart
  • Company Valuation
  • Executive Summary
  • Company Description
  • Keys to Success
  • Three Year Objectives
  • Product or Service Description
  • Market Research
  • Fundraising Support
  • 12 Month & 3 Year Profit & Loss
  • 3 Year Balance Sheet
  • 12 Month & 3 Year Sales Forecast
  • 12 Month & 3 Year Cash Flows
  • Break-Even Analysis
  • Financial Ratio Analysis
  • Management Team

Speak With An Expert advisor about your plan at (877) 810 - 4172