Energy Foundry

Pitch Deck

The purpose of your Investor Deck is not to answer all possible questions. Instead, it should outline the story of your company and get people interested in learning more.

The story you craft should get them engaged enough to start filling in the blanks for themselves (if you are pitching investors with expertise in your industry, they should have some background knowledge to do this).

Here are some storytelling tips & tricks to keep in mind when creating your deck and presenting your pitch.

Your deck should be able to stand on its own, without your presentation. Compelling decks are concise, tell a story, and are visual.

If you are looking for more inspiration here are pitch decks from some the of the most successful companies.

Investor Relations Docs

It’s important to update your investors on the financial status and overall progress of the company. Consistent communication is a major component to fostering a healthy relationship with investors. This can be accomplished with a regularly scheduled email or newsletter. Updating investors with key milestones or challenges the company is facing can help you gain another perspective and potential solution. Maintaining these relationships and good communication is the first step in showing your investors that you are a good steward of their capital.

Below is a template our portfolio companies use when communicating KPI’s with investors.

Investor Update Template

Board Meeting Docs

Generally speaking, a good board deck is divided into housekeeping and major issues/topics. You should discuss customer/sales, milestones, KPI/metrics and financials and spend a majority of your time discussing growth objectives or issues.

Your deck should include more than you plan to discuss in person, especially as your company scales and more data can be reported. Below is a template that we have found works well for our portfolio companies.

Template Board Meeting Deck

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