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Woo investors with robust numbers in your pitch

April 10, 2025

I attend a lot of pitch competitions, and I’ve noticed one consistent theme: presentations are often too focused on the technical details of a product or service, while lacking critical information on the go-to-market strategy, business model, and financials.

There’s no doubt that the product is important and must work. That said, a pitch competition is not the place to dive into all its technical intricacies—especially since you don’t know how technical the audience is or whether they can even understand the lingo.

Investors want to make money, and their hearts sing when they hear terms like “positive cash flow.”

In this blog, we’ll discuss which financial data from your pro forma should be included in your pitch deck to bring your story to life for investors.

  • Three Key Areas of Information to Include

There are three types of data you should consider including to make your execution roadmap clear and transparent:

1. Business Model Snapshot

    • How many revenue streams do you have, and what is their launch timeline? Explain which ones you are focusing on first, and why.
    • Pricing strategy per revenue stream.

Relevant unit economics, such as gross profit margin for product companies, customer lifetime value for subscription-based businesses, and CAC (Customer Acquisition Cost) for all models.

Examples of Business Model Snapshot in the pitch deck slides


2. Financial Summary

    • A graph of revenues and EBITDA.
    • As an alternative, you could include operating margin underneath.
      Consider adding a timeline axis with key product development milestones to explain the growth trajectory.
    • Another useful graph might be showing user/customer/subscription growth.

Examples of Financial Summary in the pitch deck slides

3. Use of Funds

    • How much money are you raising?
    • What are the main uses of the funds? Examples: Product, Marketing, Salaries, R&D

Discuss which milestone this raise will allow you to achieve and what’s next.

Examples of Use of Funds in the pitch deck slides

These three sections provide initial clarity on your execution plan. If investors want more details, you can refer them to the data room where your full financial model resides.

Investors aren’t just buying into your product—they’re buying into your business. When your pitch includes a clear, numbers-backed roadmap to profitability, it shows you’re not just a visionary, but a capable operator.

If you’re not sure whether your financials are investor-ready, or want a second pair of eyes on your pitch deck, we’re here to help.

📅 Book a free 30-minute consultation here and get expert feedback on how to strengthen the financial side of your story. Let’s make your numbers sing.

  • About Author

Victoria Yampolsky is a serial entrepreneur, strategic CFO advisor for numerous early-stage start-ups and expert in financial modeling and valuation. She’s a passionate advocate for female founders and fair access to capital for all.

As the President and Founder of The Startup Station, a strategic CFO advisory firm and financial education platform for startups and small businesses, she has collaborated with over 150 founders across 15 industries, assisting them in raising more than $50M in venture capital funding. Victoria taught finance to 20,000 entrepreneurs worldwide through The Startup Station’s courses on accounting, financial modeling, valuation and startup finance, The Startup Station’s meetups, and Bank of America Institute of Women’s Entrepreneurship at Cornell.

Victoria founded PowerUp Globally, a non-profit initiative that aims to close the gender funding gap. PowerUp Globally offers Female Founder Mindset Gym, a program for early-stage female founders that combines resilience and financial training with mentorship.

Victoria also co-founded America Loves Startups, a premier nationwide pitch competition and entertainment platform for diverse founders. More than just a pitch competition, AMLS is a national entertainment platform with a venture capital focus and an audience reach of up to 10M. Think of it as American Idol, but for startups.

Before venturing into entrepreneurship, Victoria spent nearly a decade on Wall Street in Deutsche Bank Research and IT Consulting at CapGemini.

Victoria holds a Bachelor’s Degree, Cum Laude, in Computer Science, with a minor in Mathematics from Cornell University, and an MBA, with honors, from Columbia Business School.

Still have questions?

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