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Universal Pitch Deck

Universal Pitch Deck The Ultimate 12-Slide Structure For Any Presentation CREATIVE ACES Marketing “Decks” for Small

The Ultimate 12-Slide Structure For Any Presentation

CREATIVE ACES

Marketing “Decks” for Small Business Marketing

July 2012

INTRO Universal Pitch Deck AdApt the Investor pItch deck As Your own Twelve slides* is all
INTRO Universal
Pitch Deck
AdApt the Investor pItch deck As Your own
Twelve slides* is all you need to succinctly outline your own
presentation or ebook. Regardless of your business, niche
market or service, this structure can serve as your own outline
if you’re presenting to investors or potential new clients.
This is the same outline that has been used by companies
seeking investments from venture capitalists, angel investors
and the same structure used by publicly traded companies
when they report quarterly earnings to Wall Street investors.
The content changes but the structure has, essentially,
remained the same for decades. Why? It’s simple, concise,
it addresses key issues investors use when evaluating
companies.
[tYpIcAl] structure of An
Investor/shAreholder
pItch deck
1.
Overview
2.
The Problem
3.
The Solution
4.
Opportunity and Market
5.
Technology
6.
Unique Competitive Advantage
7.
Competitive Landscape
8.
Market Strategy
I’ve designed numerous presentations for publicly
traded companies, IPO roadshows, special situations/
announcements, quarterly earnings and more. Only the design
and content distinguish one company from another. As a
graphic designer in the business-to-business, specializing in
financial communications, the approach for each presentation
(this structure could easily be published as an ebook or
whitepaper) was HOW this document would correlate with the
overall marketing of the company.
9.
Financial Road map
10.
The Management Team
11.
Current Status
12.
Summary

Slide/Page

t itle Company name Logo Ticker (if public) Tagline Website Nothing else.
t itle
Company name
Logo
Ticker (if public)
Tagline
Website
Nothing else.

#0

Slide/Page t itle Company name Logo Ticker (if public) Tagline Website Nothing else. #0 Universal Pitch

Slide/Page

O vervie W Do this last, it is the “attention grabber.” Make it concise and strong.
O vervie W
Do this last, it is the
“attention grabber.” Make
it concise and strong.

#1

Slide/Page O vervie W Do this last, it is the “attention grabber.” Make it concise and
Slide/Page O vervie W Do this last, it is the “attention grabber.” Make it concise and

Slide/Page

the P r OB le M What is the problem that your services/product will solve? If
the P r OB le M
What is the problem that your
services/product will solve?
If more than one, keep it clear
and simple.
Why have customers contacted
you in the past?
What situation is causing a
problem for your niche market?

#2

Slide/Page the P r OB le M What is the problem that your services/product will solve?
Slide/Page the P r OB le M What is the problem that your services/product will solve?

Slide/Page

the s O l U ti O n Describe your business, be concise. Include compelling benefits,
the s O l U ti O n
Describe your business, be
concise.
Include compelling benefits,
accompany with a defining
graphic that illustrates your
product or service.
This is a critical point, you
either have your audience
hooked by now or you’ve
lost ‘em.

#3

Slide/Page the s O l U ti O n Describe your business, be concise. Include compelling
Slide/Page the s O l U ti O n Describe your business, be concise. Include compelling

Slide/Page

the OPPOrtUnity Quick synopsis of market. Include size and growth of market for the next several
the OPPOrtUnity
Quick synopsis of market.
Include size and growth of
market for the next several
years; focusing on niche or
segments of your market and
percentage you’ll dominate.

#4

Slide/Page the OPPOrtUnity Quick synopsis of market. Include size and growth of market for the next
Slide/Page the OPPOrtUnity Quick synopsis of market. Include size and growth of market for the next

Slide/Page

technOlOgy HOW you/your company will deliver products and services to the client? This is your value
technOlOgy
HOW you/your company will
deliver products and services to
the client?
This is your value proposition.
Before and after diagrams from
case studies, partners essential
to the process, etc.

#5

Slide/Page technOlOgy HOW you/your company will deliver products and services to the client? This is your
Slide/Page technOlOgy HOW you/your company will deliver products and services to the client? This is your

Slide/Page

UniqUe cOMPetitive aDvantage This is also called your “unique selling proposition.” Team, relationships, new insights, expertise.
UniqUe cOMPetitive
aDvantage
This is also called your “unique
selling proposition.”
Team, relationships, new
insights, expertise.
What makes these special?
Why should your customers
care?

#6

Slide/Page UniqUe cOMPetitive aDvantage This is also called your “unique selling proposition.” Team, relationships, new insights,
Slide/Page UniqUe cOMPetitive aDvantage This is also called your “unique selling proposition.” Team, relationships, new insights,

Slide/Page

cOMPetitive lanDscaPe Who are your direct competitors? What differentiates you/your company? Everyone has competitor, so ask
cOMPetitive
lanDscaPe
Who are your direct competitors?
What differentiates you/your
company?
Everyone has competitor, so ask
yourself, again,
“why do my customers work with
me?”

#7

Slide/Page cOMPetitive lanDscaPe Who are your direct competitors? What differentiates you/your company? Everyone has competitor, so
Slide/Page cOMPetitive lanDscaPe Who are your direct competitors? What differentiates you/your company? Everyone has competitor, so

Slide/Page

“gO tO” Market strategy How and what do customers buy? This is your ideal customer profile
“gO tO” Market
strategy
How and what do customers buy?
This is your ideal customer profile
and how you’ve crafted your
marketing plan to address those
key problems.

#8

Slide/Page “gO tO” Market strategy How and what do customers buy? This is your ideal customer
Slide/Page “gO tO” Market strategy How and what do customers buy? This is your ideal customer

Slide/Page

Financial rOaD MaP This slide is best implemented for those seeking funding. A deep understanding of
Financial rOaD
MaP
This slide is best implemented
for those seeking funding. A deep
understanding of the business model
and financial projections for ~ 5
years out. Revenue and expense
analysis, capital investments, more.
Be prepared for questions.
No doubt this is the most critical
slide in any investor pitch deck!
For those not seeking funding, this
slide can be used as an exercise
to establish projections for revenue
and expenses; key to pricing your
product/services.

#9

Slide/Page Financial rOaD MaP This slide is best implemented for those seeking funding. A deep understanding
Slide/Page Financial rOaD MaP This slide is best implemented for those seeking funding. A deep understanding

Slide/Page

cUrrent statUs What have you already accomplished? Next steps?
cUrrent statUs
What have you already
accomplished?
Next steps?

#10

Slide/Page cUrrent statUs What have you already accomplished? Next steps? #10 Universal Pitch Deck, The Ultimate
Slide/Page cUrrent statUs What have you already accomplished? Next steps? #10 Universal Pitch Deck, The Ultimate

Slide/Page

Emphasize what YOU bring to the table; relevant accomplishments, etc. Who’s on the team, strategic partners?
Emphasize what YOU
bring to the table; relevant
accomplishments, etc.
Who’s on the team, strategic
partners?
How do all team members
contribute?
Slide/Page Emphasize what YOU bring to the table; relevant accomplishments, etc. Who’s on the team, strategic

#11 the teaM

Slide/Page Emphasize what YOU bring to the table; relevant accomplishments, etc. Who’s on the team, strategic
Slide/Page Emphasize what YOU bring to the table; relevant accomplishments, etc. Who’s on the team, strategic

Slide/Page

sUMMary Summarize your THREE strongest points; distilled down to memorable sound bites. Solicit feedback and interaction,
sUMMary
Summarize your THREE
strongest points;
distilled down to memorable
sound bites.
Solicit feedback and
interaction, “Q&A”.
What is your CALL TO
ACTION?
How obtain more information?
Now, go back and rewrite the
Overview slide/page.

#12

Slide/Page sUMMary Summarize your THREE strongest points; distilled down to memorable sound bites. Solicit feedback and
Slide/Page sUMMary Summarize your THREE strongest points; distilled down to memorable sound bites. Solicit feedback and

C REATIVE ACES

aBOUt

12 sliDes. that’s it.

UNIVERSAL PITCH DECK

Creative Aces is a design and publishing firm specializing in designing visual communications that enhance your company and its story.

Creating innovative solutions for all aspects of a marketing mix including brochures, direct mail, corporate ID, advertising, e-books, annual reports and web designs.

Thirteen if you include the Title slide, a slide that should be up on the screen when your audience enters the room.

The real work is preparing the content to be concise, direct and informative. Loading a slide with bullet after bullet of copy that you’re going to read to your audience is counterproductive.

Key elements are logo, corporate color palette, existing image library including product shots, graphics/charts that can be created to visualize data, emphasizing select points visually and, of course, overall flow of the document.

The slides should RE-ENFORCE your message, you’re the one delivering the presentation the audience should be focused on YOU.

Like the idea of doing an ebook like this instead of a boring old white paper?

I’m standing by.

The content of this 12-slide structure could be expanded into a well-written ebook/whitepaper. Greater depth of the topic to serve as a “thought leadership” piece with insights for investors, clients, potential clients and community.

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