Everything You Need to Start Your Pitch Deck

Taking your business by the horns and funding your venture for lucrative returns is not an easy feat, nor is it something you can simply wave a stick at and hope for the best.

In this discussion, we’ll review the key essentials for starting your capital raise deck (CRD).

Read on to learn how to forge the brand you’ve been itching to create!

A Comprehensive Strategy

Firstly, you need to develop a clear roadmap to your goals.

This involves asking yourself a series of questions, such as:

• What is my value-driven offer?
• Who am I targeting?
• What are my unique selling points?
• What do I actually want to achieve?
• How will I achieve it?

This begins to develop your brand identity. This strategizing is crucial because it will serve as a blueprint for you to reference to ensure your objectives are on the right track.

We help you with this during a Brandstorm™ (a brainstorming session for your brand project).
It’s the opportune time to discuss everything from your company background to the financial narrative of your capital raise deck.

A Clear Brand Story

Next, you will want to begin crafting your brand story. This is connected to your strategy but focuses on how you will present yourself to your ideal prospects.

For instance, will your CRD position yourself as a brand that is solving a solution in an underserved market?

Or, are you presenting something new and innovative that has massive upside potential?

These types of distinctions in your brand story will either pave the way for a compelling back story or muddle your CRD with a bunch of facts and figures piled into one document.

Then how do you develop our brand story you might ask?

As mentioned, knowing where you fit in the marketplace and how to position yourself as an authoritative figure in your field is paramount.

You must also establish your visual and verbal identity. i.e., company voice, color schemes, vision statement, value proposition, web architecture, logo design, etc.

Additionally, investors want facts. They want to know the tangible metrics behind your CRD to gauge whether it’s worth their time.

Some common questions investors typically ask are:

• How much cash flow have you managed in the past?
• Do you have conservative, moderate, or aggressive projections of ROI?
• Is there a gap in the market you can leverage?

And many more…

To tell your brand story in a compelling way, you must also be prepared to share key information from your collection of high-value assets.

High-Value Assets

If and when you decide to work with Brand Iron, we will ask you to send us pertinent information.

This step is to leave no stone unturned for the opportunity to showcase your brand in the best light.

From this, we may ask for things such as:

• A high-level summary of the company’s background
• Descriptive bios of the team behind the brand
• Past collaborations and accomplishments
• A comprehensive proforma
• Timeline of milestones
• Market Reports
• Notable awards

This allows our team to dig deep into your value points and present them in flying colors.

Results-Driven Content

We’ve broken down the sections below to give you a birdseye view of what a CRD consists of.

Please note, however, that every CRD is different. The sections and number of slides will vary based on your unique needs.

• Table of Contents
• Overview
• The Problem
• The Solution
• Business Model
  • The Product, Technology, or Service
• The Opportunity
  • Traction
  • Marketing plan
• Financials
  • Use of funds
  • Proforma
  • The Need/Ask
• The Team
• Recap and Close

For more information on CRD layout, check out our blog on ‘The power of a brilliantly designed capital raise deck.’

A Plan for the Near and Distant Future

After you create a killer CRD, you’ll want to put systems in place so that your brand gets in front of the right audience.

This can include steps such as creating go-to-marketing foundations, investor outreach campaigns, or implementing data-driven analytics to ensure ongoing success.

In any case, crafting a CRD is only the beginning of a revenue-driving future, and we recommend planning ahead and implementing systems to generate optimal interest in your brand.

Conclusion

In summary, pursuing your ventures to raise the capital you need is ambitious, to say the least!
However, you need to take smart and actionable steps to achieve the goals you want.

Whether developing an effective strategy, organizing yourself to create a compelling brand story, or setting up systems for long-term success, it starts with paving a clear path toward the direction you need to go in and striving for excellence by positioning yourself as a top contender in your field.

If you’re looking for extra support and a fresh perspective from seasoned veterans, book a complimentary strategy session and start building the foundations of your capital raise deck!