Fundraising · 10 slides
A business plan presentation is the short version of a business plan. It shows a bank, an investor or a partner what the business is, how it earns money, what it needs and when it turns profitable. This template has ten slides: a cover, a summary with the financing request, problem and solution, customers, the business model, revenue, profit and loss, use of funds, milestones and the next step. The full written plan can go in the appendix.
For founders who apply for a bank loan, a grant or investor money, for owners of small companies who plan a new service, product or location, and for consultants who write business plans for their clients.
10 slides
What each slide has to achieve and what to put on it. Scroll through, or open the deck and present it.
A lender or investor decides early whether to read on. Put the name, the plan period and the amount you ask for on the first slide, so nobody has to search for what the document wants.
Many readers stop here, so it has to stand alone. State the amount, what it pays for and the year EBITDA turns positive, with the revenue of the first and the last year. Every number on this slide has to appear again later in the deck.
Say what is wrong today, what you offer and what a first user or pilot has shown. A result from a real pilot or a first customer says more than a claim about the market, and it shows the idea has worked once.
A plan that says “one percent of a large market” does not say who will pay. A funnel from the customers you can reach to the customers you need, with the conversion of each step, shows that the revenue plan rests on a sales plan.
Explain in three numbers how a euro of revenue arises: the price of a unit, how many units a customer buys and how long the contract runs. The revenue slide is then this slide multiplied by the number of customers, and a reader can follow it.
Build revenue from a driver, such as customers times yearly revenue, and not from a growth rate. A column chart with the driver in a note lets the reader change one assumption and see the result, which is what a bank analyst does anyway.
Show revenue, a few cost groups and EBITDA for each year, with the loss in year one visible. Grouping costs into two or three lines shows the structure, and a reader who finds the loss here and the funding for it two slides later trusts the plan more.
A total without a split raises questions. Four items that add up to the amount, with the largest tied to the loss in the profit and loss table, show that you know what the money is for and that the numbers belong together.
Lenders and investors want to see when they can check progress. Five milestones with a quarter or a year, each repeating a number from the plan, give them something to hold you to and show that the plan is a schedule, not a wish.
End on the decision, not on “Thank you”. State the amount and the date by which you need an answer, and offer two ways to check your claims, such as the financial model and a call with a pilot customer.
Brief
Copy the brief or open it straight in the editor. Replace the highlighted parts with your own facts, or attach your files and the numbers come from them.
Create a 10-slide business plan presentation for [company], which [what the business does], covering [years]. Slide 1: cover with the company, the plan period and the financing request in the subtitle. Slide 2: summary with the amount requested, what it pays for and the year EBITDA turns positive. Slide 3: three columns: the problem, our offer and the result of [pilot or first customers] with a number. Slide 4: a funnel from [customers in reach] to [customers needed], with the conversion assumption. Slide 5: the business model with the price per [unit], the average contract and what it includes. Slide 6: a column chart of revenue for [years], with the number of customers and the revenue per customer in the takeaway. Slide 7: a table with the number of customers, revenue, [cost groups] and EBITDA for each year. Slide 8: a donut chart of the use of funds that adds up to [amount]. Slide 9: a timeline with five dated milestones. Slide 10: the next steps with a decision date and a contact. Write every title as a full sentence that states the point. Use my real figures; where one is missing, mark it as an assumption instead of inventing it.
“Revenue grows 100% a year” is a guess. “42 paying employers at €40k a year” is a plan. Pick the driver of your business, such as customers, units or seats, multiply it by the price and show both. A reader can then challenge one assumption instead of the whole forecast.
A plan that is profitable from month one is not believed. Show the loss in the profit and loss table and make it the largest item in the use of funds, so the reader sees that you know how much cash you need. The numbers on the three slides must tie exactly.
A pilot result, a signed contract and a price list are data; the conversion rate and the growth of the customer base are assumptions. Mark the second kind in a note or a takeaway, and say what the pilot showed. Readers forgive an assumption that is labeled and cautious more readily than one they discover.
Put the numbers in a spreadsheet with formulas, so a changed assumption recalculates the sheet, and copy the results to the slides. Upload the Excel file and ask the AI to build the slides from it; it reads the values of all sheets. The AI is instructed to label assumptions, and you stay in charge of every figure, so check the numbers against the model before the deck goes out.
Ten slides leave no room for everything. For a bank, add a slide on the team and one on the three biggest risks, each with a measure, and drop the milestones to the appendix if you must. For a sector with licenses or regulation, add a slide on that first.
FAQ
It should answer the questions of someone who is asked for money: what is the business, who pays for it, how does it earn money, how much does it need and when does it turn profitable. That is the order of the ten slides in this template. Put the request on the first two slides, keep every number consistent from the summary to the profit and loss table, and end on the decision you ask for.
A written business plan is a long document that someone reads alone, with the full market analysis, organization and financial detail. A presentation is the short version that you talk through in a meeting and that a reader can scan in ten minutes. The two should agree on every number, and many founders keep the written plan as an appendix or send it afterwards.
Three years is a common horizon for a loan or an early investor, with the first year in more detail than the others. A longer forecast adds little, because nobody believes year seven. Whatever period you choose, show it on the cover and use it on every slide.
Yes, in practice. The slides show results, but a lender or investor will ask for the model behind them, so keep revenue, costs, EBITDA and cash in one workbook. The AI builds Excel models with formulas, and only the inputs are typed numbers. The slides then show a view of the sheet, and every figure on a slide should be found in it.
A chat assistant can draft text and a structure, but the figures have to come from you. The AI builds the slides from a brief like the one above as an editable PowerPoint file, and you can attach your Excel model as source material. A business plan is often confidential: Slaide sends your request and the content it needs through OpenRouter to language-model providers in the USA, with use for model training excluded by contract. With sensitive material, first check whether processing in the USA is permitted for you. AI makes mistakes, so check every figure and assumption before the plan goes to a bank or an investor.
No. Velnor and all figures are fictional. The arithmetic is consistent: 7, 23 and 42 paying employers at €40k give revenue of €280k, €920k and €1,680k, EBITDA of −€143k, €54k and €203k follows from the cost lines, and the use of funds of €143k, €120k, €40k and €57k adds up to the €360k requested.
Eight fictional elevator pitch examples for founders, consultants, freelancers, job seekers and internal projects, each as a 30 and a 60-second version.
Free elevator pitch generator: fill in six parts and get a 30, 60 and 90 second version with word count, speaking time and a copy button. Runs in your browser.
ARR is the yearly value of a company's recurring subscription revenue at a point in time. Learn the formula, what counts and see a worked ARR roll-forward.
How startups use AI for a pitch deck, investor updates, a business plan and board updates, with Excel financial plans built on formulas.
Free pitch deck checklist for pre-seed, seed and Series A: tick off what each slide must answer, see your progress and turn the gaps into a brief for your deck.
CAC is what it costs on average to win one new customer: sales and marketing spend divided by new customers. Learn the formula, what to include and an example.
Give the AI your brief, approve the page plan and export a .pptx you can keep editing.
Import a .docx so its headings become slides, or let the AI write a new deck from the text.
The pyramid principle by Barbara Minto: give the answer first, group the support and order it. With a worked example and an outline you can reuse for a deck.
Start from this structure, add your numbers and your company's PowerPoint template, and get an editable .pptx.
Build with this structureFree plan, no card needed