Posted on
May 25, 2021
~
8
min read

How to Create a Fintech Pitch Deck

Julian Droste
Julian Droste
Founder, Digital Marketer & SEO
Author Twitter

Creating a fintech pitch deck is not like creating a pitch deck for any other verticle market. You wonder why? Fintech investors are even more analytical than non-fintech investors. This does not mean that other investors do not focus on numbers or are less-smarter than fintech investors! It is just that investors who are not 100% familiar with the financial sector would never invest in a fintech. Therefore you have to put the focus of your fintech pitch deck on different slides than non-fintech pitch decks.

We have assisted a good number of fintech startups over the last couple of years and will give you some useful advice with this article about how you can improve your pitch deck!

Which slides to include?

Fintech Pitch Decks should at least consist of the following 10 slides. You have to understand that when reaching out to investors with this deck it is not about presenting all the numbers and tech to your investors - it is more about making investors hungry for more information about you and your startup!

Set of FinTech Pitch Deck Slides
BaseTemplates Pitch Deck Template - Download now!

Title Slide

The title slide of your fintech pitch deck is built the same as any other title slide. On this slide, you should focus presenting the name of your startup, a catchy claim, and a well-thought logo.

Problem Slide

At some point, you have discovered a problem you are addressing with your startup. The Problem slide is the right place to present this problem to your investor. Additionally, think about using storytelling to present your problem to increase the chance of your investors getting emotionally attached to your pitch.

Solution / Product Slide:

Now that everybody knows the problem you want to address it is time to present the solution you came up with. The solution is simultaneously the product you are going to build. Impress your investors with mockups of your fintech product or show demo screenshots if possible. It is always hard to imagine how a fintech "looks like".

Business Model Slide / Pricing Slide:

Without knowing how you are going to generate revenue no investors will ever invest in your company. It is vital to present a coherent business model you customers are willing to subscribe to. If you already have proof that your business model is applicable or already generating revenue, you should present it here.

Market Slide / Competiton:

Fintechs are on the rise. There is no surprise that a lot of founders decide to found a startup in this field of business. Therefore, you always have to have an eye on your competition and market. By presenting your investors to your competitors you let them know that you are aware of your surroundings and know who you are competing against. You can not build a business without knowing who is trying to steal your customers from you!

Traction / Metric Slide:

The traction you generated over the last couple of years or months is an important indicator of an investor can expect you to have a growing number of users or not. Not only you should present the number of customers you already have, but also your Instagram/Twitter/Facebook followers, monthly users on your website/app, or any other metric that shows how many people you are interacting with.

CAC Slide:

This slide will answer the question of how you will acquire customers. Present your investors how you will bring new customers or clients to your product and give an insight into how you will convert visitors to paying customers.

Team:

The team is the most relevant factor for every investor. Use the slide to show your amazing team. All key members of your team need to be on this slide. Give additional information about why each team member is a vital part of your way to success. If you have too many team members, make sure to not name more than the five most important team members. Otherwise, there will be too much information on your team slide.

Ask:

Your investor knows that building a fintech will cost a lot of money. Do not hold back with the amount of money you are looking for. However, do not just present the number, but also give a little insight about how you will be spending the funds.

Contact

The final slide of your fintech pitch deck should include a direct call to action and several contact options that lead investors to take action right away.

Key Questions to answer with your Fintech Pitch Deck

Make sure to answer the following question with your Fintech pitch deck.

  1. What is your product and how does it solve the big problem?
  2. How do you acquire customers for your Fintech?
  3. What is your pricing and business model?
  4. Why are you the right person/team to tackle the problem you have discovered?
  5. Which are your main KPIs?
  6. How big is your churn?
  7. What is the USP of your Fintech?
  8. Why are you looking for an investment?
  9. How will the funds be spent?

Fintech Metrics

  • Monthly active users
  • Avg. Time Spent on Website
  • CTR of newsletter/email ads
  • Conversion rate
  • Customer Retention Rate
  • Lead to Customer Conversion Rate
  • Churn rate

Design Tips

  • Use a clear and quickly readable font style
  • Make sure to use high-resolution pictures
  • Keep the design simple

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Example Fintech Pitch Decks:

Coinbase

Most of the people who are trading cryptos are well aware of who Coinbase is. Therefore it is highly interesting having a look at Coinbasesˈ Pitch Deck

In 2012 already raised $600K in funding. 8 rounds later, Coinbase has raised $550M in funding. The company is now roughly valued between $1B to $10B.

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N26 Pitch Deck

N26 is a well know Fintech from Germany. Their fintech pitch deck is a great example of how to present a "bank" attractively and compellingly.

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Trumid

Trumid raised $53M with this deck and is worth about $1B by the time of writing these lines. Impressive for a fintech. This is a more detailed pitch deck, but a good one you can learn from.

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Julian Droste
Julian Droste
Founder, Digital Marketer & SEO
Author Twitter LinkAuthor LinkedIN

Writer, content producer and SEO Julian Droste is the author and father of our entrepreneur-helping blog and website. Since the beginning of 2015, Julian has created over 400+ articles about a wide range of topics e.g., math, biology, chemistry, history, engineering, and many more.

His passion for entrepreneurship, presentations, and speeches led him to basetemplates where he can share his experience in building a startup with future entrepreneurs.

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