
Investor Pitch Deck Financials Review
Starting at
$
1,000
About this service
Summary
What's included
Deliverable 1: Pitch Deck Financials Audit
• Review of your financial assumptions, projections, and metrics • Notes on alignment between business story + numbers • Identification of red flags investors will question
Deliverable 2: Revised Financial Slides
• Cleaned-up, polished financial slides (charts, KPIs, revenue/expense forecasts) • Simple, investor-friendly formatting
Deliverable 3: Action Plan (PDF or Google Doc)
• Recommendations for what to emphasize, simplify, or remove • Quick “Investor FAQ” notes so you can anticipate tough questions
Duration
2 weeks
Skills and tools
CFO
Financial Analyst
Investor

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Microsoft Excel

Microsoft Power BI

Microsoft PowerPoint

Tableau