Pitch Deck Financial Narrative
Startup & Fundraising
Quick Answer
Enter your key metrics model assumptions and funding ask. Paste into Claude or ChatGPT. Get complete financial narrative content for your pitch deck slides ready to drop into your presentation.
What You Get
Complete financial narrative content for 4-5 pitch deck slides covering traction metrics with context, financial model summary with key assumptions, use of funds breakdown, and investor return framing based on your valuation and growth trajectory.
Who Is This For
Founders raising seed through Series B rounds, startups preparing investor pitch decks, and entrepreneurs seeking angel or VC investment.
About This Template
The financial section of a pitch deck must do three things in under 5 minutes: prove the business is working, show a credible path to scale, and justify the investment ask. Most founders either overwhelm investors with too many numbers or present metrics without context. This template guides founders through entering their key financial metrics and model, then uses AI to produce the complete financial narrative for slides covering traction, financial model summary, use of funds, and investor returns.
Fill In Your Details
Your company name
e.g. Seed, Series A, Series B
e.g. $1.2M ARR growing at 15 percent month-over-month
Your 3-5 strongest metrics: customers, retention, NPS, growth rate, logo wins
e.g. $5M Series A
e.g. $20M pre-money
How you will deploy the capital: hiring plan, product, marketing, operations
e.g. $25M ARR in year 3
Any comparable companies that have been acquired or gone public with approximate valuation multiples
Gather these details then use them to fill in the prompt below.
AI Prompts
Generate pitch deck financial narrative
Paste this prompt into Claude or ChatGPT with your inputs filled in.
You are a venture capital associate helping a founder prepare the financial section of their investor pitch deck. Using the information below, write the complete financial narrative for 4-5 pitch deck slides. Company: [company_name] Round: [funding_round] Current ARR: [current_arr] Key metrics: [key_metrics] Funding ask: [funding_ask] Pre-money valuation: [pre_money_valuation] Use of funds: [use_of_funds] Year 3 projection: [year_3_revenue] Comparable exits: [comparable_exits] Write narrative content for these slides: Slide 1 — Traction Headline metric that leads. Supporting metrics with context. Why these numbers prove product-market fit. Slide 2 — Financial Model Summary Current state, year 1 and year 3 projections in 3-4 bullet points. Key model assumptions in plain language. Path to profitability. Slide 3 — The Ask Funding amount and pre-money valuation. Use of funds in 3-4 specific allocations with percentages. What milestones this capital achieves. Slide 4 — Why Now and Returns Market timing. Implied investor return at exit based on comparables. Exit scenarios. Write bullet points as they would appear on slides — concise, specific, and compelling. No generic statements.
Sample Output
This is an example of what AI produces when you use this template.
Traction Slide Content
Headline: $1.2M ARR | 15% MoM growth | 94% gross retention Supporting bullets: - 94 customers including 3 Fortune 500 companies signed in the last 90 days - Net revenue retention of 118% — customers expand faster than they churn - CAC payback period of 8 months at current blended CAC of $1,400 - NPS of 67 — top quartile for B2B SaaS Context: We have grown from $0 to $1.2M ARR in 18 months with zero outbound sales — all inbound and referral.
The Ask Slide Content
Raising $5M Series A at $20M pre-money ($25M post). Use of funds: - Sales and marketing: $2.5M (50%) — hire 4 AEs and double marketing budget to accelerate from $1.2M to $4M ARR - Product and engineering: $1.5M (30%) — 3 senior engineers to build enterprise features required by Fortune 500 pipeline - Operations and G&A: $1M (20%) — finance, legal, and executive hires to support scale Milestones this capital achieves: $4M ARR by month 12, Series B ready at $8M ARR by month 18.