Pro Business Plans Surpasses $4.0 B in Advisory Transactions Globally Read More +
Series B Pitch Deck
Business Plan Articles
Many Series B round companies that request funding are often in a much better position than earlier round companies. They typically receive more appealing financing terms from a more respectable investment firm and raise more capital.
Despite having strong growth metrics needed for another funding round, however, many investors will also often request a pitch deck as a synopsis for what the company does. Websites usually only provide limited information, especially
regarding the key team members and historical performance metrics.
The value proposition of a Series B round company should be well established, tested, and proven by this stage. The value proposition should be relatively straightforward and easy to understand from your investment team. This may only
take a couple slides with very specific information about your business and should be very easy to understand. When dealing with Series B round investors, it is often more effective to discuss what your value proposition has been and
will continue to be – rather than proposing a pivot, since your historical operating performance is largely based on this value proposition. In other words, if you have grown 1,000% by solving problem X, you may not want to switch
to problem Y unless you have a good reason.
Related: Avoid these 7 Pitch Deck Mistakes
The business model for a Series B pitch deck explains how you deliver the solution to the market. It is likely that your business model has changed given your experiments performed after your seed and Series A rounds, so this should
be reflected in the business model. Slides for this should be simple and clean as possible – if it is complex and difficult to understand, it will likely be concerning for many investors. Not because they don’t understand it, but because
complex often means that it is difficult to manage and more things can go wrong as you scale. For instance, greater regulations, intermediaries, and complex engineering issues all cause delays and pitfalls for growth.
The financial projections should be almost entirely based on what operating experience you have acquired since your inception. If you increase the rate of growth, you should have a clear justification for why it will increase that is
ideally reflected in your financial model and business strategy. For instance, if you have only been able to convert 10% of free members to paid members for the past 18 months, assuming you can get this to 20% in your financial projections
should have a clear reason why. The financial projections should show the number of customers, average order, and growth associated with your marketing efforts and product development rather than just listing number and clearly outline
what exactly you are requesting the funds for.
Related: Approaching Investors for Capital
What is Included in Our Custom Series B Pitch 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