AI Skill Report Card

Crafting Investor Decks

A88·Sep 27, 2026·Source: Web
14 / 15

Given a startup description (product, traction, market, team, ask), produce four deliverables:

  1. Pitch Structure — slide-by-slide outline
  2. Investment Thesis — why this is a compelling bet, in investor language
  3. Financial Narrative — how the numbers tell a growth story
  4. Funding Roadmap — round strategy from current stage to exit/next milestone

Example prompt: "We're a B2B SaaS startup, $15k MRR, 12% MoM growth, raising a $1M seed." → generate all four sections tailored to seed-stage SaaS investors.

Recommendation▾
Add a third example for a later-stage/growth or down-round scenario to broaden coverage of edge cases
14 / 15

Progress:

  • Gather inputs: product, stage, traction metrics, market size, team background, ask amount, use of funds
  • Identify the round type (pre-seed/seed/Series A+) — this determines tone, metrics emphasized, and investor expectations
  • Draft Pitch Structure (slide outline)
  • Draft Investment Thesis (the "why now, why us, why this market" argument)
  • Draft Financial Narrative (connect historical numbers to projections with a causal story)
  • Draft Funding Roadmap (this round → milestones → next round → eventual outcome)
  • Cross-check consistency: numbers in Financial Narrative must match the ask in Funding Roadmap and claims in Investment Thesis

1. Pitch Structure

Standard 10-12 slide sequence, adapted to stage:

  1. Title / one-liner
  2. Problem
  3. Solution
  4. Product demo/screenshots
  5. Market size (TAM/SAM/SOM)
  6. Business model
  7. Traction (metrics, logos, growth chart)
  8. Competition / positioning
  9. Team
  10. Financials & projections
  11. The ask (amount, use of funds, terms)
  12. Vision / closing

For pre-seed with no traction: compress slides 7-8, expand Problem/Solution and Team. For Series A+: expand Traction and Financials, compress Problem/Solution.

2. Investment Thesis

Frame as a syllogism an investor can repeat to their partners:

  • Market: why this market is big/growing/underserved now
  • Wedge: why this product/team wins the entry point
  • Moat: what compounds over time (network effects, data, brand, switching cost)
  • Timing: why now, not 2 years ago or 2 years from now
  • Team fit: why this team specifically executes this thesis better than others

3. Financial Narrative

Don't just list numbers — tell the causal story:

  • What drove past growth (channel, product change, pricing)
  • What breaks/scales as you grow (unit economics improving or not)
  • What the raise unlocks (specific levers: hiring, channel spend, product bet)
  • Connect burn rate → runway → milestones reached before next round

Valuation logic: anchor to comparable rounds (stage, sector, geography), traction multiples (ARR multiples for SaaS, GMV multiples for marketplaces), and round dynamics (dilution target typically 15-25% per round).

4. Funding Roadmap

Show the multi-round arc:

  • Current round: amount, valuation/terms, use of funds, runway
  • Milestones this round must hit to justify the next round
  • Next round: expected timing, size, valuation step-up logic
  • Long-term: path to profitability or strategic exit/IPO
Recommendation▾
Include a brief note on handling investor objections or due diligence follow-up materials (data room prep)
18 / 20

Example 1: Input: Pre-seed fintech, no revenue, working prototype, founder ex-banker, raising $500K SAFE. Output:

  • Pitch Structure: heavy emphasis on Problem (regulatory pain point), Team (domain credibility), and Vision; light on Traction (replace with pilot LOIs or waitlist).
  • Investment Thesis: "Regulation X creates a forced market shift by 2026; incumbents can't move fast; founder's banking network gives distribution edge others lack."
  • Financial Narrative: 18-month runway plan — 6 months to compliance certification, 6 months to first 3 paying pilots, 6 months to Series A metrics ($50K MRR).
  • Funding Roadmap: $500K SAFE now (uncapped or $4-6M cap) → hit $50K MRR + certification → raise $3-4M seed at $15-20M valuation.

Example 2: Input: Series A marketplace, $2M GMV/month, 20% take rate, raising $8M. Output:

  • Pitch Structure: Traction and Financials expanded to 3-4 slides each with cohort retention and CAC payback; Team slide shortened to key hires only.
  • Investment Thesis: "Two-sided liquidity achieved in 3 cities; playbook is repeatable; capital buys market #4-10 before a well-funded competitor claims them."
  • Financial Narrative: unit economics improving with density (CAC down 30% in mature cities); raise funds expansion into 6 new cities over 18 months.
  • Funding Roadmap: $8M Series A at $32-40M pre → target $8M GMV/month and positive contribution margin in 5 cities → Series B at $80-120M valuation.
Recommendation▾
Consider a short template/checklist for the 'use of funds' breakdown to make the ask section more actionable
  • Every claim in the Investment Thesis must be traceable to a number in the Financial Narrative — investors cross-check this immediately.
  • Lead with the metric that matters most for the stage: pre-seed = team/market conviction; seed = early signal (retention, growth rate); Series A+ = unit economics and repeatability.
  • State the ask precisely: amount, instrument (SAFE/priced round), use-of-funds breakdown (e.g., 60% hiring, 30% marketing, 10% ops), and runway it buys.
  • Use round numbers and ranges for valuation (avoid false precision like "$6.37M pre-money").
  • Keep the one-liner and problem statement jargon-free — a non-expert should grasp it in one read.
  • Don't inflate TAM with top-down market sizing only — always pair with bottom-up SAM/SOM logic.
  • Don't present financial projections without stating the assumptions driving them (growth rate, churn, CAC) — investors discount unexplained hockey sticks.
  • Don't ask for funding without specifying what milestone it buys — "runway" alone isn't a use of funds.
  • Don't mismatch the funding roadmap's next-round valuation with current traction multiples — anchor step-ups to comparable market data.
  • Don't bury the ask on the last slide with no earlier signal — investors should see round size/stage context by slide 2 (in the one-liner or subtitle).
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Grade AAI Skill Framework
Scorecard
Criteria Breakdown
Quick Start
14/15
Workflow
14/15
Examples
18/20
Completeness
18/20
Format
15/15
Conciseness
14/15