Create a perfect pitch deck - technology & fintech startups from Udemy

Fundraising requires creating A Pitch Deck For Fintech Startups

So you need to raise funds and need to create a pitch deck?

A pitch deck is a brief presentation, often created using PowerPoint or Keynote used to provide your audience with a quick overview of your business plan. You will usually use your pitch deck during face-to-face or online meetings with potential investors, customers, partners, and co-founders.

This could sound very overwhelming, but it doesn't need to be like that? How would it feel to be ready for the perfect pitch in less than two hours of study?

Learn from the founder of TopPitchDeck dot com how to create a pitch book to get the investment your startup deserves. Startup pitching is a topic of special importance when you need to fundraise and are doing pitching to investors.

Through this course we are going to learn how to create pitch decks for startups, with a focus on fintech companies. We will look at why you need a pitch presentation and what are the best practices to create one. We will look at the common mistakes and discuss some tips for writing a better pitch book. The main objective of pitch decks is to provide a good overview of a business that is looking for funding. Also, a pitch book needs to communicate some insight into the personality and culture of the founders. We will cover:

Introduction to pitch presentation course
What is the Pitch Deck?
Why create a great pitch deck?
What are the main formats of pitch decks? Teaser - Short pitch deck - Long pitch deck
Bad pitch decks - the factors you want to avoid that will not help you when pitching to investors
Good pitch decks
Creating a story that will captivate your audience and make your startup memorable
Topics that you need to cover in your pitch book - company information, concept, problem, solution, market size, competition, competitive advantages, product, traction, business model, basic financial forecast, use of funds
How to format your startup pitch
Testing your pitch book - how you can use your friends, acquaintances and colleagues to test your presentation
Sending your pitch book
Analysis of funded businesses and their pitch books - examples specific from the financial services industry that will reveal best practices

By the end of the course, you will know how to create impactful slides, understand your key messages, be sure about the content that needs to be included and have a clear pathway on how to proceed.

#pitchdeck #pitching #findinvestors #business #startup #presentation

What's inside

Learning objectives

How to create a pitch deck to seek investment
How to find and pitch to investors

Create business pitch presentation
Fundraising

How to create a pitch deck to seek investment
How to find and pitch to investors
Create business pitch presentation
Fundraising

Syllabus

Learn what this course will cover in terms of pitch deck creation and presenting to investors

Introduction to perfect pitching

Presentation of Agustin Rubini. Financial savant, author, and advocate, Agustín Rubini has many interests and is devoted to excelling in these fields. With many years of experience as a financial industry strategist, Agustín is the founder of FSPal.com, an award winning fintech consulting and training firm.

He is passionate about the world of finance and the future of financial services. He spends much of his time speaking and writing about fintech and advising businesses on innovation and digital transformation. He has a strong background in developing digital strategy, driving innovation in the financial services industry, and loves coaching and mentoring leaders of startups.

As a means of helping others understand the complexities of the financial services industry, Agustín wrote and published Fintech in a Flash, a comprehensive guide to financial technology. Agustín has also interviewed more than 100 fintech founders to bring out the secrets to creating a successful fintech firm. His best insights can be read in Fintech Revolution.

An advocate of child welfare, arts and culture, and a proponent of education, Agustín combines his love of science and technology, knowledge, and compassion to effect positive change and offer a better understanding of our complex world.

Decide whether this pitch deck course is right for you

Cover what we will learn during this course

We describe what this course will not cover: idea gathering, presentation skills, etc

We cover the structure of the course and the different parts to it

Exercise: Reflect on your idea

This section introduces pitch decks, explains the psyche of investors, introduces different types of pitch decks and looks at good and bad decks qualities

Understand how investors think when you are ready to fund raise

We define what a pitch deck is and why you should invest time in it

We will learn about the different document types that you require when approaching investors

What objectives should you have in mind when creating pitch decks?

We explain what you need to know about investors so that you can reach them better and more efficiently

We describe common elements seen in bad pitch decks presented to investors

Reflecting on bad slide decks

We explore the key success elements that all great pitch decks have in common

How to use the power of storytelling to create a memorable pitch deck

Learn why storytelling is an important tool for sales and fund raising

Learn how you can apply storytelling into the creation of a pitch deck

Learn the 7 components that a good story requires in order to be effective and powerful

Create your outline

We teach you how to map your story into a slide deck

Once the story has been decided, it is time to create the actual slides for the pitch deck

Only once you have created the deck it is time to invest some time in formatting it to make it powerful

In this section, we take a deep dive into every one of the key slides of a pitch deck and provide you with real life examples

In this lecture we describe the vision slide and provide examples on how people have created it

In this lecture we describe the team slide and provide examples on how people have created it

In this lecture we describe the problem slide and provide examples on how people have created it

In this lecture we describe the target market slide and provide examples on how people have created it

In this lecture we describe the solution slide and provide examples on how people have created it

In this lecture we describe the business model slide and provide examples on how people have created it

In this lecture we describe the traction and performance slide and provide examples on how people have created it

In this lecture we describe the competition slide and provide examples on how people have created it

In this lecture we describe the financial projections slide and provide examples on how people have created it

In this lecture we describe the Ask slide and provide examples on how people have created it

In this lecture we cover other slides such as Marketing, Demo, and Exit strategy that are sometimes found in pitch decks

In this section, we will look at how you test you deck and send it to investors

We cover some simple tricks to test your deck and give you the required confidence that it is ready

We cover the best practices for distributing your pitch deck

In this section, we critique pitch decks from funded companies

Pitch deck assessments

Assessment of the original Revolut pitch deck

Assessment of the Series B pitch deck for Brex

Course completion

Wrapping up

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Aimed primarily at founders seeking investment, this course is suitable for founders with a background in finance

Taught by an industry expert, this course provides insights and best practices from the financial services industry

Helps learners create impactful slide presentations and understand the key messages

Suitable for learners with a basic understanding of pitch decks and fundraising

Focuses on fundraising for fintech startups, which may not be relevant to founders in other industries

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Create a perfect pitch deck - technology & fintech startups with these activities:

Attend webinar: Overview of the financial services industry

Show steps

Understand the financial services industry landscape.

Browse courses on Financial Services

Show steps

Find a reputable webinar or online event on the topic of financial services.
Join the webinar and take notes on key concepts and insights.

Attend an investor pitching workshop

Show steps

Learn best practices for pitching to investors.

Browse courses on Investor Pitching

Show steps

Find an investor pitching workshop or seminar.
Attend the workshop and take notes on key insights and strategies.
Apply the techniques learned to your own pitch deck and presentation.

Show all two activities

Career center

Learners who complete Create a perfect pitch deck - technology & fintech startups will develop knowledge and skills that may be useful to these careers:

Financial Analyst

Financial Analysts provide valuable insights into investment decisions by studying economic data and making sound judgments. This course will aid in developing the necessary skills for this role, which involves analyzing financial information, creating financial models, and presenting findings to clients. The course's emphasis on pitch deck creation can be particularly useful for Financial Analysts who need to present financial data in a clear and persuasive manner.

See salaries and explore the career path for Financial Analyst

Investment Banker

Investment Bankers facilitate the flow of capital between investors and companies seeking to raise funds. This course can equip you with the skills to succeed in this role by providing a comprehensive understanding of fundraising strategies, pitch deck creation, and investor psychology. The course's focus on the financial services industry will also be highly relevant.

See salaries and explore the career path for Investment Banker

Venture Capitalist

Venture Capitalists invest in early-stage, high-growth companies with the potential to generate significant returns. This course will provide you with the knowledge and skills to evaluate investment opportunities, conduct due diligence, and negotiate terms with entrepreneurs. The course's focus on pitch decks will be particularly valuable for Venture Capitalists seeking to assess the potential of startups.

See salaries and explore the career path for Venture Capitalist

Private Equity Investor

Private Equity Investors acquire stakes in private companies, often with the goal of improving their operations and increasing their value. This course will provide you with the skills to identify and evaluate investment opportunities, structure deals, and manage portfolio companies. The course's emphasis on financial modeling and valuation techniques will be highly relevant to this role.

See salaries and explore the career path for Private Equity Investor

Angel Investor

Angel Investors provide early-stage funding to promising startups. This course will provide you with the knowledge and skills to evaluate investment opportunities, conduct due diligence, and negotiate terms with entrepreneurs. The course's focus on pitch decks will be particularly valuable for Angel Investors seeking to identify and invest in high-potential startups.

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Product Manager

Product Managers are responsible for developing and overseeing the launch of new products. This course can equip you with the skills to succeed in this role by providing a solid foundation in market research, product design, and customer feedback analysis. The course's emphasis on storytelling and captivating audiences will be highly relevant for Product Managers who need to effectively communicate their product vision to stakeholders.

See salaries and explore the career path for Product Manager

Market Research Analyst

Market Research Analysts gather and analyze data to understand market trends, customer behavior, and competitive landscapes. This course will provide you with the skills to conduct market research studies, analyze data, and present findings to clients. The course's emphasis on storytelling and communicating insights will be highly relevant for Market Research Analysts who need to effectively convey their findings to stakeholders.

See salaries and explore the career path for Market Research Analyst

Business Development Manager

Business Development Managers identify and acquire new customers for a company's products or services. This course will provide you with the skills to develop and execute business development strategies, build relationships with potential customers, and close deals. The course's focus on pitch deck creation and storytelling will be highly relevant for Business Development Managers who need to effectively convey the value of their products or services to potential customers.

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Sales Manager

Sales Managers lead and motivate sales teams to achieve revenue targets. This course will provide you with the skills to develop and execute sales strategies, manage sales pipelines, and close deals. The course's emphasis on pitch deck creation and storytelling will be highly relevant for Sales Managers who need to effectively convey the value of their products or services to potential customers.

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Marketing Manager

Marketing Managers develop and execute marketing campaigns to promote a company's products or services. This course will provide you with the skills to conduct market research, develop marketing strategies, and measure campaign effectiveness. The course's emphasis on storytelling and captivating audiences will be highly relevant for Marketing Managers who need to effectively communicate their marketing messages to target audiences.

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Public relations manager

Public Relations Managers manage a company's relationships with the media and the public. This course will provide you with the skills to develop and execute public relations strategies, manage media inquiries, and build relationships with key stakeholders. The course's emphasis on storytelling and communicating effectively will be highly relevant for Public Relations Managers who need to convey their messages to a wide range of audiences.

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Communications Manager

Communications Managers oversee the development and execution of internal and external communication strategies. This course will provide you with the skills to write and edit communication materials, manage media relations, and develop crisis communication plans. The course's emphasis on storytelling and communicating effectively will be highly relevant for Communications Managers who need to convey their messages to a wide range of audiences.

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Event Manager

Event Managers plan and execute meetings, conferences, and other events. This course will provide you with the skills to manage event budgets, negotiate contracts with vendors, and ensure that events run smoothly. The course's emphasis on storytelling and captivating audiences will be highly relevant for Event Managers who need to create memorable and engaging events.

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Fundraiser

Fundraisers solicit donations from individuals and organizations to support a cause or organization. This course will provide you with the skills to develop and execute fundraising strategies, manage donor relationships, and track fundraising progress. The course's emphasis on storytelling and communicating effectively will be highly relevant for Fundraisers who need to convey their cause or organization's mission to potential donors.

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Nonprofit Manager

Nonprofit Managers oversee the operations of nonprofit organizations. This course will provide you with the skills to develop and execute strategic plans, manage staff and volunteers, and secure funding. The course's emphasis on storytelling and communicating effectively will be highly relevant for Nonprofit Managers who need to convey their organization's mission and impact to stakeholders.

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