business plan presentation for investors

How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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From Idea to Investment: How to Make a Business Plan Presentation

Renderforest Staff

26 Sep 2023

13 min read  

Companies that have solid business plans are 129% more likely to grow beyond the startup phase and develop into successful enterprises. 

Moreover, a business plan is the driving force that makes those with business ideas 260% more likely to actually take steps toward launching their ventures .

Why’s that?

We can call it a power of knowing what you’re doing . A good business overview presentation dispels ambiguity and defines a clear path towards success. 

A thorough introduction business plan is a well-oiled and highly organized machine behind the scenes that makes companies thrive and move forward regardless of the competition, changes in the economy, or other forces.

So, if you’re an aspiring individual looking to conquer the business world with your new idea and make investors believe in it, you need a business plan presentation.

This practical how-to guide will help you with that and provide you with top-notch business presentation examples to use as a ready-to-go template .

Business Plan Presentation: Goals and Applications Explained

A business idea presentation is a written, formal, and detailed document that outlines a company’s goals and objectives, strategies, financial projections, and operational plans for achieving success and sustainability.

• The key reason why you need a business plan slide deck is to attract external investors and raise capital for your project . With most early-stage companies striving with the shortage of financial resources, this task is critical for your startup’s survival and success. 
• The secondary objective of the business plan presentation is keeping your internal team focused, motivated, and on track . The plan ensures everyone involved in the project has an understanding of where they’re heading and what the company’s goals are.

Focusing more on the first goal, you should clearly understand that potential investors will first evaluate your business plan’s real chances of generating a return on their investment. So, your first task is to have a presentation plan that shows how you’re going to achieve profit. First things first, you’ll want to have a catchy brand name, and for that, you can use the AI business name generator .

Among other factors that can motivate investors to approve your project , some are critical. 

• You need to be detailed and clear . Investors tend to engage in projects in the industry that are well-familiar to them or explained to them in great detail. They also need to see a logical flow of action items you plan to implement to reach the desired goal.
• Your team should be reliable and professional . Investors put resources into teams they believe in. So ensure your team, their expertise, and clear priorities are represented and explained properly in the business overview slide. 
• Market validation evidence is needed . Investors need to see that the product you try to create is in demand. Given the current market trends and customer behavior, people need to have tangible proof that you are able to feed their needs with your product or service.
• A clear cost breakdown is a must . Your potential investors need to understand what costs are necessary and how much is allocated for each part of the project. Pay close attention to this part, and be realistic with the expenses and estimations. 

Well, you guessed it. Regardless of which business plan presentation template you choose, your presentation should translate your ideas into convincing facts, plans, and actions for the investors to see. 

Consider This While Creating a Business Plan Presentation

You can have a sea of business presentation ideas, but a typical audience’s attention span is 7 minutes . Well, 10 minutes at most if you have a super-engaging presentation or talk like Steve Jobs used to reveal Apple’s new products. 

Based on the short time frame you have, Guy Kawasaki introduced a 10/20/30 rule – a must-follow answer to your “how to make a business plan presentation” question. 

• Have up to 1 0 business plan slides .
• Structure your business model presentation to fit a 20-minute timeframe at most.
• Choose a font size no smaller than 30 . It is better to focus on easy-to-read and professional-looking fonts like Helvetica or Garamond.

Choose a Business Project Plan Presentation Template from Renderforest!

Eliminate the need to spend time creating a business plan presentation from scratch. With Renderforest’s online template library, you can choose any ready-to-go business plan slides template that’s designed with all the key features, creative elements, and professional approach. 

Choose anything from creative, modern, and sleek presentations to minimal or flat designs. Customize in a few clicks to have a personalized, unique presentation. 

Here are the key principles you should keep with your business plan presentation.

Have Clear Objectives

There are different company presentation examples based on the specific objective you chase with your business overview. You may ( and ideally should ) have one core business plan presentation, including all the key sections and details and a few different versions of it based on the key audiences and places you’re going to present it.

Let’s make it clear. 

Say you have a meeting with investors on Monday, another one with your marketing team on Tuesday, and you’re also invited as a speaker to the business event on Saturday. Each of these events has different audiences you need to captivate. And even though the primary idea you want to get across doesn’t change, you need to adapt your visual business plan for each audience. 

• For investors , you should have a thorough business plan presentation outline with a strong emphasis on the financials part. 
• For your marketing team , focus more on the strategic part and ideas for brand recognition you plan to implement. Here, more concentration is needed on motivating the team and having a clear breakdown of responsibilities.
• Finally, for a business event , it’s better to remove some sensitive business plan slides like finance, risks, etc., and replace them with more general and inspiring slides about your company’s vision and story. 

It may take you a few minutes to create a slightly modified version of your presentation, but the audience you’re addressing will appreciate it. 

Try to appear with an adjusted presentation for each audience and place. 

Keep It Clear and Concise

We should probably apologize for overusing the words “clear and concise,” but that’s what really working business slideshow examples are about. 

So, we can’t stress this enough: be as brief as possible. Remember, an overloaded business plan presentation is your no-go area!

• Choose 1, max two font styles, and ensure they go well together.
• Pick colors that form a good contrast together, avoiding too many bright shadows.
• Ensure your business plan slideshow has a healthy portion of negative space.
• Have as much text per page as can be read and digested by the audience without rushing.
• Keep a healthy balance between visuals and text.

The template below is a brilliant business presentation example, considering all the above tips. 

Maintain Visual Consistency

A cohesive, professional, and unified structure across all slides is essential . This means every slide in your business plan presentation should follow the same layout and design principles.

Colors, fonts, graphics, background, and buttons – all should follow the same rules . This will create a holistic, consistent experience for your audience while conveying your message clearly. 

In some cases, certain slides can have different colors than others, but they should all have the same general look. When you look at your business plan presentation, there should be a feeling of congruence across all slides. 

Otherwise, you risk leaving an unorganized, messy impression. 

Template Packs Are Your Best Friends for Creating Visual Consistency

What are business plan slide template packs from Renderforest, and why are they the best solution for a consistent look?

Packs are a collection of different slides – intro, overview, summary, budget, team, mission & vision, etc. that are all designed to work together . No matter which ~10 sample business plan presentations you will choose from them, the final result will be a unified look.

See how our Startup Pitch Deck pack slides go together. 

11 Cornerstones: Business Plan Slides to Include in Your Next Pitch

Well, by now, you should’ve grasped the fundamentals of how to do company presentations. And when you know the theory, it’s time to move on to the practical part – the actual slides you should include in your business plan presentation. 

The good news is you don’t need even a hint of design talent to have a striking business growth plan presentation. With Renderforest’s ready-to-use business plan presentation ideas, your manual work is limited to small editing with drag & drop options.

We’ve collected the key business plan presentation examples for you to grab and go.

Just scroll down to pick one!

Recommended Reading

• Elevate Your Pitch | Marketing Presentation Templates That Convert!
• The Art of Consulting Presentations: Boosting Impact with Renderforest Templates
• 10 Business Presentation Examples | Say Goodbye to PowerPoint!

The Title Slide

Hello, it’s me!

The title slide is the very first impression your audience will get from your business plan presentation. That’s why it should be catchy, intriguing, and not too overloaded with information.

Keep in mind – the title slide of your business plan doesn’t have to include all the text; a few headlines or statements can be enough to captivate the audience.

The best business plan presentation tips say the title slide should include all or some of the following.

• Company/product name
• Presenter’s name
• Short motto or statement
• Catchy photo

Executive Summary

Consolidate all the high-level insights of your presentation here – this is the part to grab the audience’s attention and get them interested in the details.

The goal of an executive summary is to raise interest without revealing too much or giving away all your secrets. 

You should be concise and clear here, focus on the top priorities that make you stand out from the competition, and share insights about what has been achieved and what business goals are ahead.

You can also share a few success stories from your industry or your own company, show how your current strategies have worked well in the past, and use them as an example to move forward. 

Statistics, facts, numbers – these are all great attention grabbers. 

Business Problem and Your Solution

The most successful businesses effectively solve the existing problems which don’t have successful solutions yet. So it’s no surprise a problem & solution is your business plan pitch presentation’s fundamental block.

Describe the issue you’re solving, explain why it’s a major problem ( backed up by relevant statistics ), and show how your product or service can overcome the difficulty.

Include visuals – images, infographics, graphs, and diagrams to emphasize on the issue. You can also highlight customer reviews or success stories to further illustrate the issue. 

Depending on how convincing you are at this stage, you can make or break the whole pitch. 

Your Value Propositions

So, what’s all the buzz about you? It’s time to showcase the unique features of your business and what makes it stand out from the competition. 

Value propositions are the distinguishing features of your product/service that should differentiate you from others in the market.

You can discuss such elements as quality, price, usability, support services, customization opportunities, and other factors of your provided solution that make you better than anyone else and what should drive people to choose you. 

Value propositions can be presented in the form of competitive advantages, service catalogs, benefits, or a simple list of features. 

The golden rule here is to avoid generic phrases and be as specific as possible. 

Market Analysis, a.k.a. Industry Overview

Investors will trust you if you prove you know the field you’re in. Knowing what you and your team are ready to do and knowing what the industry demands or how it works – are two different things. 

So, however deep is your approach to presenting your company’s value propositions, be twice as deep and detailed when it comes to market analysis or industry overview part. 

Explain the size of the market, its development over time, and the competitive landscape. Provide a full list of competitors, their strengths & weaknesses you should consider.

A good practice is to add trends & drivers in your industry – different components that shape the current state of affairs and will impact your future decision-making.

We highly recommend you proceed with your own research here, as publicly available stats ( though very useful ) don’t completely reveal your initiative and dedication to the project.

Even a small survey with your target audience or a focus group can be a great asset for your business ideas presentation. 

Go-to-Market Strategy

Reaching the paramount section – market strategy. When presenting a business plan to investors, that’s your chance to explain what business tactics you’ve chosen and why they are likely to work well.

For this part, you should outline the strategies, tactics, and approaches that will be used to acquire customers. Mention channels you’ll use for customer acquisition (SEO, PPC, social media campaigns, etc.) and their advantages and disadvantages in different markets. 

Talk about pricing models – how will you charge users for different plans/packages, and how are they tailored to attract customers from different market segments? 

Timeline format is one of the best practices when it comes to business plans for presentations . Picture your planned activities in chronological order, with estimated timelines to accomplish tasks. You can also include milestones in the timeline – significant events that will determine the success and development of your business.

Financial Projections

You also need a detailed accounting business plan presentation, where you show a thorough picture of how your company will be making money. 

To make it work, you need to provide a realistic estimate about the amount of money that could be brought in from different areas: sales, investments, grants, etc., and then calculate expenses – salaries for key personnel, office rent & utilities, travel costs.

Try to think outside the box when it comes to financial projections. Include the cost of any external services required, such as virtual assistants, accounting personnel, or marketing campaigns that will be necessary. 

Financial projections are the part where most startups fail because while many know how to scale their business, few can predict future expenses. If you don’t have a proper financial education to carry out this step, consider consulting an experienced financial analyst or accountant. 

Risks and Mitigations

Your business decisions have potential outcomes depending both on external and internal factors. Predicting those outcomes and including them in the business plan presentation for potential investors is called risk assessment or risk analysis – a crucial element without which your business plan presentation can’t be complete. 

The risk assessment part should include an overview of the potential risks, your reserve plan to mitigate them, and the steps you will take for each risk.

Usually, businesses analyze external ( economic, political, and technological ) risks that are beyond their control and internal ( operational, legal, financial ) risks that can be managed and controlled. 

It’s also common to calculate your business’s debt-to-equity ratio as a common financial risk evaluation tool . As debt is a potential risk for your company, and equity is your main resource to cover it, this ratio helps investors measure the financial stability of your business. 

Competitive Landscape 

Where do you stand in the competitive landscape? Here, you need to provide a full list of your competitors, their strengths & weaknesses. 

Besides that, it’s important to explain how you’re different from them and what makes you unique – this is where your value propositions come into play. Show investors how your solution can solve a problem better than others through compelling evidence or experiences related to previous cases. 

The two common ways to include competitor information in your business presentation outline are SWOT analysis and competitor analysis framework . 

In the SWOT analysis, you should talk about the strengths, weaknesses, opportunities, and threats your company has and how it compares to your competitors. 

The competitor analysis framework requires you to compare, evaluate, and rank each of the different business strategies they are using against yours. By doing this, you can identify potential areas and opportunities for improvement in the future. 

Team Overview

When presenting a business plan, don’t forget to honor the people who help you build your business. Investors care about who is on the team and how capable they are of performing their tasks, so it’s important to introduce them in an appropriate way. 

If you’re a small startup, list all key personnel – founders, CMOs, CFOs, etc., and talk briefly about their experience & achievements. Describe the combination of skill sets that makes your team unique and provide evidence to support it. 

If you’re a larger organization, focus on introducing key executives. Show investors how each person is important to successfully make decisions, drive business growth, or innovate in their areas of expertise. 

Also, mention if you have any experienced mentors, advisors, or board members who can help you move your business forward.

Conclusion and Call to Action

If you ask how to present a business plan that leaves a lasting impression, your conclusion and call to action are the key. Basically, you need to explain what will put everything together and leave investors with an overwhelming sense of enthusiasm. 

Summarize your main points and emphasize how all the previous parts create a powerful vision for potential success. Show them why it’s the right time to invest in your business and how they will get a return on their investment.

Finally, explain what you need from them – investments in cash or resources, board memberships, mentorship, etc., and give clear instructions on what investors should do next. 

Tips to Create an Ideal Business Plan Presentation with Renderforest

It’s time to create your new business presentation, and it’s easier than you may think with Renderforest. 

Follow the below quick steps to create the actual presentation of a business plan to your potential investors to secure funding.

Step 1. Choose a Business Plan Presentation Template

Head to our library of business plan presentations to find anything from financial and marketing to startup pitch decks, and choose the one that fits your business best. 

Each business plan presentation pack has a different number of scenes. You can check out which ones have enough slides to include all the important information and pick the best one. 

We recommend picking all your scenes from the same example business presentation pack, as each one differs in design and style, and keeping consistency can be tricky when mixing different packs.

Click on the pack you like the most, and choose “ Create .” All the scenes available in the pack will be accessible to reorder, add, or remove as many business slide examples as you need. 

Step 2. Customize the Slides to Match Your Corporate Branding

Though every business plan slide in Renderforest comes in a neatly organized, professional design, you can still make it fit your corporate branding. 

There are many editing options to make each slide look unique – change colors, font styles & sizes, and add your own images, icons, or GIFs. Make sure that design elements like backgrounds, shapes, or color schemes are all in line with your brand identity to show you mean business. 

Step 3. Download It in Your Preferred Format

Done? Ready to present a business plan? Get the high-quality version of your business plan presentation in different formats, all adjusted to different devices you may use to present. 

Renderforest business plan presentation is all yours – download it in JPG or PDF formats, or share a public link with your potential investors. 

You can be confident about the output quality, as Renderforest has both 4k and HD resolution versions of your presentation slides.

The Bottom Line

Now, the question “how to start a business plan presentation” shouldn’t scare you with too many tasks to do. 

The design part is handled by Renderforest with professionally chosen color and font combinations to fit the industry and purpose.

The tasks left to you are to input all the important information in slides and make sure all your branding elements are present and ready to download.

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Home Blog Business How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

So, how to make a business plan presentation? Let’s see a step by step guide.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

Finally, let’s see some business plan PowerPoint presentation examples & business plan templates that you can use to speed up the presentation design process and save time.

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Business Planning, Business Presentations Filed under Business

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How to Create an Investor Presentation [Templates + Tips]

Written by: Aarushi Singh

When you’re about to raise capital for your startup, having a great investor presentation can grab the attention of VCs and angel investors.

Potential investors often look for information like the problem you’re trying to solve, the business model, the financials and how you plan to spend the money you’re raising.

To make sure your pitch is just right, we’ve shared proven ways to create an investor presentation. This article is for founders who are actively looking for fundings and reaching out to investors.

Here's a short selection of 8 easy-to-edit investor presentation slides you can edit, share and download with Visme. View more below:

Before diving in, let’s take a quick look at what an investor presentation really is.

Ready to create an investor presentation? Use our startup pitch deck theme with 70+ pre-made slides and put together a stunning investor presentation in minutes. It's fast, easy and works in your browser!

What is an Investor Presentation?

An investor presentation provides a clear, concise yet informative overview of your business to potential investors. It covers key points of your business such as your vision, market opportunity, products and services, high-level financials and funding needs.

A winning pitch deck needs to be both short and complete at the same time. Investors only spend an average of 3 minutes and 44 seconds on a pitch deck. This means you need to strive for quality, not quantity in your investor presentation.

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Investor Presentation Theme [Edit and Download]

The beginning of your investor presentation can make or break the opportunity. Within the first four slides, potential investors begin to evaluate your business idea and determine whether you’re someone they want to invest in or do business with long-term.

In the next section, you'll learn how to put together an investor presentation that helps you make it to the next meeting and secure the funds you need to grow your business.

How to Create the Perfect Investor Presentation

Investors come across several investor presentations every single day. The challenge is to make your pitch deck stand out and hook them right off the bat. You want to strike the right balance between the psychological, business and financial aspects of your presentation.

If you know how to provide a narrative, you can easily create a stellar pitch deck that can communicate your proposal effectively. Here are eight tips that will help.

1. Build a Compelling Story to Hook Investors

It’s important to create a cohesive story that grabs the attention of the investors right off the bat. It’s an opportunity to show how you came up with that idea and why you’re so passionate about it.

The best pitch decks start with a real problem. For instance, you might be working as a customer success rep and recognize a lack of data visibility that you can improve with a simple solution. By sharing why you decided to launch your startup, you can create a powerful narrative.

While there’s no one-size-fits-all when it comes to the “art of storytelling” in investor presentations, there are a few ways you can make sure that you have a compelling story:

• Be concise. Investors make their decisions in just under a few minutes of your presentation. You need to create a crisp and effective story that communicates your idea clearly. Make sure you have a visually appealing presentation design for your pitch deck - not too cluttered with just the right amount of information.
• Differentiate.  Start out by showing why you are different, gaps in the existing market, and how your solution is more poised for success than any competitors. Quantify wherever possible. Emphasize the financial upside of your idea.
• Validate your solution. Provide real-life examples of the problem and use-cases of your solution. Share how many people are struggling with the same challenges, give evidence that your solution works. Client reviews, testimonials, data, case studies, and customer success stories can make investors more inclined and confident.

2. Discuss Target Market and Opportunity

Use this slide to cover your solution’s market potential. Answer questions like:

• What is the need for your product or service?
• What is the total market size?
• How do you plan to transform this into a business opportunity?
• What are the financial outcomes you expect?

Investors will want to know specifics like how many buyers exist and how much money they are willing to spend on your solution. If you’re serving various verticals or industries, divide your market into segments and explain them using different types of your product offerings.

Now, this slide is a bit tricky because every entrepreneur likes to boast about the size of the problem they’re dealing with. Overinflated market size and blanket statements leave the impression that you have not fully understood your market and cause ambiguity.

Instead of saying, “eCommerce is a trillion-dollar industry,” try saying, “We’re aiming to offer our services to a niche-eCommerce vertical which is currently a million-dollar industry, but expected to grow at a compound annual growth rate (CAGR) of 25.3%.”

Instead of saying, “Hospitality is a billion-dollar industry.” Try saying, “Our solution is specifically built for luxury properties with a market size valued at USD 93.37 billion.”

If you want to learn how to give a good presentation , especially when it comes to a pitch desk, lead with solid metrics that reflect you’ve put a good deal of thought into understanding the opportunity.

3. Highlight Your USP and Value Proposition

Investors are trying to find exceptional businesses and you might even have one, but the key is to communicate the value of your startup. Describe the technology behind it, the frameworks you use or the secret sauce behind your solution. When you share this, you are cutting through the noise and establishing the USP of your startup.

You may want to talk about the existing solutions in the market, but avoid spending too much time on competitors. Instead, transition to what makes you better.

One of the most powerful ways to convey your value proposition is by framing use-cases based on real-life scenarios. This is generally where founders like to put up numbers on the presentation slides to engage investors — and the latter love to see the quantifiable value!

This number is usually related to time or cost (or both) that potential buyers can save with your solution. Here are a couple of ways to say this:

• We can reduce manual efforts by X times in the IT industry.
• We can enhance sales metrics for logistics companies by X times.
• We can offer rich data visibility to distributed teams at an affordable price.
• We offer X times more speed than Y solution.

Short, direct statements like this are a great way to provide specifics to the investors. The idea is to use less text and more schematics, diagrams, and flowcharts in your presentation structure . If you have a prototype or demo, this is where you use them in your investor presentation.

4. Showcase Who Needs Your Product and Why

Explaining exactly who needs your product is critical to your investor presentation. It’s much easier to gloss over buyers based on industry trends such as “a product manager in the SaaS industry uses X product or service.” But these findings only reveal the top-level information and are quite far away from what actually happens in real-life sales.

One of the best presentation tips is to share the roadmap for your product adoption. A great way of doing this is by wrapping your stats in a story. So, rather than just presenting stats or saying you can save X amount of monetary value or time for your buyers, explain the behavior or preferences you are overcoming with your solution. This supports your value proposition and immediately grabs the attention of your audience.

Describe their day-to-day wants and needs. Create a journey to show the frustrations of your customers and what your stats mean in practice for them. The goal is to convey the essence of what your solution can achieve.

If you already have early adopters or sales, mention customer success stories and talk about the challenges they have overcome. If you’re still in the ideation or development phase, talk about your strengths or a unique angle that’s going to give you an edge over your competitors.

It can be helpful to bring out features of your product or service at this point in your investor presentation. For instance, if your biggest competitor offers features like complex automations for lengthy workflows, make it a case and talk about how smaller companies would prefer using an easy-to-use software that offers decent automation for shorter workflows.

Remember, your investor presentation is not about pretending you know it all and your competitors are doing everything wrong. You want to fill in the gaps, or cater to a niche audience, or address specific pain points. Unless you’re actually solving a trillion-dollar problem. Then you will have to prove that business case to your investors.

5. Prove You Are the Right Founder and Team

When you’re a growing startup, you must convince people that your vision is the right one and that you have the right team to execute it. Especially when you’re in the early life of your startup where you might not have a lot of “customer success stories” and all you have is people.

Your team slide should feature your founders. While it’s crucial to display a team’s skills and experience, the founding team’s attitude is a big differentiator for investors.

Generally, founders that have first-hand experience with the challenges they’re trying to solve are more passionate about their business idea, challenges they want to overcome, and their target customers are more likely to succeed in the long term.

“Yes, seed investors understand that early-stage companies have many unknowns and the idea will change a lot, so they look carefully at the people to see whether the team will be able to adapt.”

Reid hoffman, linkedin co-founder, and greylock partner.

Think of it like a well-oiled machine - each part has its own function and role that compliments every other part. So, it’s important to put together a team with diverse skills and expertise that is capable of handling different sides of the business.

A good example of a team slide is for the LinkedIn pitch which showed a stunning bench that not only had a substantial entrepreneurial knack and technical expertise but was also experienced in the inception stages of the social networking industry.

6. Current Status, Financials, Timeline and Metrics

Dealing with financial data is a tricky beast of its own. In a CB Insights report about the top 20 reasons startups fail , the second most common reason, behind lack of product-market fit, is “running out of cash.”

When you’re preparing an investor presentation, it’s important to create this slide with just the right amount of details. You shouldn’t dive into in-depth spreadsheets that are too complex to understand. Use visually appealing and concise graphics such as charts to show total customers, sales, expenses and profits.

Walk your audience through your financials such as income statement, sales forecast, and cash flow forecast. You might also want to highlight metrics like customer acquisition cost (CAC).

Explain the current status of your product or service, what future milestones look like, and how you will use the money you’re trying to raise. It can also be persuasive to ask investors for their help and expertise in certain areas as this offers more transparency to them.

7. Finally, Make a Lasting Impression

Now that you’ve collected and structured your investor presentation, it’s time to make a brief, actionable statement that sums up your deck. You may only have 30 minutes with these investors. So, it’s crucial to make a lasting impression that will solve any doubts they may have.

The best pitch decks place traction numbers here or some type of hook to get investors interested. Figures like prototypes ready, existing customers, MRR, ARR, market and predicted growth are great ways to make a last impression.

Another good way of wrapping it up is by providing an executive summary, also called a summary memo, to the investors. Simply put, it’s a two-to-three-page summary of your business that they can share with their partners and other stakeholders to provide an overview of your pitch deck and business.

At the end of it, ask them if they need any additional data or information from your side and set a realistic ETA for when you can deliver them. While sending this information, add the summary of the deck and your investor presentation.

Next Steps For Your Investor Presentation

Creating an investor presentation is intimidating but incredibly important.

There are a lot of things you need to take care of while designing your pitch deck. To make it easier and quicker for you to get started, you can use our pitch deck style presentation theme .

Mix and match slides, customize each and every element, drag and drop built-in graphics or upload your own, add music, interactivity, animation and much more. Create new and custom Dynamic Fields to ensure key information across your project doesn't fall through the cracks.

Sign up for a free account today and create a great investor presentation with all the resources Visme has in store for you.

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About the Author

Aarushi is a B2B SaaS copywriter and content strategist. Being a software engineer, she has a knack for tech products and truly understands SaaS which helps her create value-packed content for B2B audience.

How To Present A Business Plan: 9 Key Elements

• By Judhajit Sen
• April 22, 2024

Key Takeaways:

• A business plan serves as a roadmap for your business journey, outlining its purpose, operations, and future trajectory.
• A business plan presentation, or pitch deck, is a condensed version of your plan that showcases essential details to potential investors or partners.
• A compelling plan presentation is crucial for securing funding, attracting investors, and rallying support for your venture.
• A successful presentation includes the executive summary, company overview, business opportunity, management and leadership team, product and service details, sales and marketing plan, funding request, financial projections, and the appendix. Each section plays a vital role in articulating your business vision and potential for success.

A business plan is like a map of your business journey. It’s a formal paper explaining what your business is all about and what it aims to do. Think of it as a kind of storybook about your business, where you tell people what it does, how it works, and where it’s headed.

Inside a business plan, you’ll find information about the business structure, who’s in charge, and how things are set up. It also discusses how the company plans to sell stuff and make money with fancy financial projections. Plus, it lists everything the business needs, like equipment and supplies, to do its job well.

A winning business plan is like a guidebook for your business adventure. When you write a business plan, it helps you figure out where you’re going, what you need to get there, and how you’ll know when you’ve arrived. And if you’re looking for extra cash for your business, having a solid plan can help persuade folks to invest in your big ideas.

Business Plan Presentation

A business plan presentation, sometimes called a “pitch deck,” is like a slideshow introducing your business basics. It’s something you show during a meeting, whether in person or on Zoom, to give folks the lowdown on your business.

A good presentation covers the essentials: what you’re all about, who you’re trying to reach, how your business works, and what you’re asking for. When you’re presenting your plan, you’re not just sharing your cool idea—you’re hoping to get your audience to help you out with something.

Importance of a Business Plan Presentation

A plan presentation is crucial for your business journey. It’s not just about jotting down ideas; it’s a strategic tool that can help you overcome hurdles and spot opportunities you might have missed. When you present your business plan successfully, you’re clarifying it for yourself and making a compelling case for potential backers—like lenders, investors, or partners—that your venture has what it takes to succeed.

Research backs this up: Studies suggest that entrepreneurs who create a business plan are more likely to build viable businesses and secure funding than those who don’t. It’s not just about writing it down; how you present your plan matters. A polished, professional-looking presentation can make all the difference whether you seek a business loan, pitch your business to investors, or wooing potential partners.

Your business plan is a roadmap for your business endeavors, guiding your decisions and actions.  It’s not just a document for internal use; it’s also a key asset in external interactions. From securing loans to attracting investors or leasing a commercial space, having a solid plan can open doors and set you on the path to success in various professional arenas.

Following are nine tips for presenting your business plan step-by-step.

Executive Summary: A Snapshot of Your Business

The executive summary is the highlight reel of your plan presentation, offering a quick glimpse into your business. It’s your chance to grab the attention of potential investors and lenders right from the start, so it needs to be engaging and informative.

Start by revisiting your plan and picking out the most significant bits. Consider what makes your business unique and why  it’s  poised for success. Highlight vital elements like your business concept, goals, and vision for the future. Describe your offerings and what sets it apart from the competition. Identify your target market and outline your strategy to reach them.

Give a snapshot of your financial standing and lay out your projected revenue and profits for the next few years. Be clear about how much money you need to achieve your goals. Introduce the members of your management team, emphasizing their relevant experience.

The executive summary  must include:

• Your mission statement.
• Details about your products or services.
• Information  about your team.
• Your plans for growth.

Keep it concise yet comprehensive, giving readers a clear understanding of your business and why they should invest.

Company Overview: Setting the Stage for Success

The company overview section of your business plan demonstrates why your venture is poised for greatness. Start by pinpointing the problem your business aims to solve and who will benefit from your solution. Provide demographic data about your target customers and highlight what differentiates your company from the competition, whether it’s specialized expertise or unique product features.

Offer a brief history of your business and detail your products or services. Explain how your offerings address the identified problem and outline your business model , such as direct-to-consumer sales or online distribution. Clarify your business structure, whether it’s a sole proprietorship, partnership, or corporation, and why this setup is advantageous.

Use storytelling techniques to make the problem relatable to your audience and emphasize the significance of your solution. Describe how your offerings meets your customers’ needs and surpasses alternatives in the market.

Outline your revenue model, whether it’s through direct sales, subscription fees, or advertising revenue. Provide examples of early success, such as initial customers, pre-orders, or signed contracts, to demonstrate the viability of your business and build confidence in its prospects. This section sets the stage for the rest of your presentation, showcasing the potential for success and garnering interest from potential investors or partners.

Business Opportunity: Seizing the Moment

This section of your business presentation showcases the potential for growth in your chosen market. Begin by delving into your market analysis, which sheds light on the landscape of your industry. Research competitors’ actions, identify trends and understand what resonates with customers.

Investors look for growth potential of your business, so provide insights into your target market’s size and demographics. Conduct a SWOT analysis to highlight your strengths, weaknesses, opportunities, and threats. Detail how you developed projections, citing interviews or market research data to lend credibility.

Describe the industry’s current state and areas ripe for improvement. If your business operates locally, assess the market in your area and identify gaps or areas for enhancement. List competitors and explain how your business will stand out in the crowd.

Use data to illustrate your business’s performance compared to others in the industry. Incorporate facts and statistics from reputable sources to bolster your presentation’s credibility and professionalism.

Finally, articulate the size of your market and the specific business opportunities it presents. Utilize market research to quantify potential customers and identify target segments. This section paints a clear picture of the market landscape and underscores the vast opportunities awaiting your business’s success.

The Management and Leadership Team: Key Players in Success

Spotlight the individuals driving your business forward. Start by confirming your business’s legal entity status, whether it’s an LLC or another form. Then, introduce your ownership and leadership teams, clarifying roles with an organizational chart and providing resumes to showcase key members’ skills and experience.

Investors often prioritize the team behind a business over the idea itself. Highlight the expertise and talent of your management team through short bios that emphasize relevant experience and industry recognition. Consider including headshots to put faces to names and build rapport.

Describe your organization’s structure, whether it’s a sole proprietorship, LLC, or corporation. If you plan to hire staff or rely on outside consultants , outline your staffing plans here. Investors are looking for assurance that you’ve consulted experts in your field needed to drive your business forward.

Ultimately, investors want to know why your team is the right one to bring your business idea to life. Use this section to showcase the capabilities and dedication of your team, emphasizing their ability to turn your vision into reality. The strength of your team can be the deciding factor in securing support for your business venture.

Product and Service Details: Delivering Value to Customers

Start by describing what you offer and how it meets the needs of your market. Highlight its unique features and the benefits it brings to customers. If you’re taking steps to protect your intellectual property, such as trademarks or patents, be sure to mention it. Similarly, if you’re investing in research and development to enhance your offerings, explain how this will benefit your business and customers alike.

Success depends on offering products or services that customers want or need. Explain the value your offerings provide, how they differ from competitors, and the buying cycle. Demonstrating your understanding of customer needs and preferences boosts confidence in your ability to deliver.

If you’re pursuing intellectual property protections like copyrights or patents, outline your strategy. Additionally, discuss any ongoing research and development efforts aimed at expanding your product line or improving existing offerings. This showcases your commitment to innovation and highlights potential avenues for future revenue growth. By clearly articulating your product and service details, you lay the groundwork for success and instill confidence in potential investors or partners.

Sales and Marketing Plan: Reaching Your Audience

In crafting your sales and marketing plan, remember that even the best product needs a push to reach customers. Outline your strategy for reaching, convincing, and retaining your target audience. Describe the steps leading to a sale, essentially designing your sales funnel, a crucial aspect of effective planning.

Give details on how you’ll spread the word about your offerings. Will you utilize paid online ads, social media promotions, direct mail, local print ads, radio or TV sponsorships, YouTube content, or other methods? List all chosen approaches.

Ensure clarity on the sales journey and why it resonates with your target and existing customer segments. If you’ve begun implementing these methods, share data on their effectiveness.

Include an overview slide of your marketing and sales plan , emphasizing how you’ll reach and sell to your target market. You’ve identified your audience; now explain how you’ll engage and convert them. This section underscores your commitment to connecting with customers and driving sales, essential for business growth and success.

Funding Request: Securing Support for Growth

Outline your financial needs and how you plan to use that money to fuel your business’s growth over the next five years. Clearly articulate the amount of funding required and its intended use, whether for marketing, research and development, hiring key personnel, or expansion into new markets or locations.

Specify whether you’re seeking equity, debt, or a combination of both, and outline the terms  you’re  seeking for the funding. Potential investors or lenders will want to understand the rationale behind the requested amount and the type of financing being sought.

If you’re contributing personal funds to the project, highlight this to demonstrate your commitment and confidence in the venture. It shows that you have “skin in the game “  and are invested in its success.

Explain the purpose behind the funding request, detailing how it will support your business objectives and drive growth. Whether it’s to enhance product development, scale operations, or increase market presence, clarify why the funding is necessary and how it aligns with your overall business strategy. This section is crucial for garnering support from investors or lenders, showcasing your vision and readiness to take your business to the next level.

Financial Projections: Mapping Your Business’s Future

Demonstrating profitability is paramount to securing funding for your business. If your company is operational, include financial statements like profit and loss, balance sheets, income, and cash flow statements.

For both established and new business, a five-year financial plan is crucial. Detail forecasted income and expenditures, breaking the first year into quarterly or monthly projections. Utilize professional-looking charts, graphs, and tables for clarity.

Even if your business lacks past financial data, preparing a budget and financial plan showcases your domain understanding. For new ventures, utilize resources like the U.S. Small Business Administration (SBA) guide or SCORE’s financial projections template. For existing businesses, provide income statements, profit and loss statements, and balance sheets, ideally covering the past three years.

Detail specific steps to achieve outlined financial goals, with more emphasis on the first year. Include interactive spreadsheets for a detailed financial analysis covering production costs, profits, planned investments, and tax projections.

A detailed sales forecast spanning up to five years helps attract outside support. If your business hasn’t launched yet, utilize market research for estimates.

In your presentation, highlight key financial data such as sales forecasts, profit projections, and estimated profitability timelines. Aim to pique interest and prompt further inquiries using facts and figures without overwhelming your audience with excessive details.

Appendix: Additional Resources for In-Depth Understanding

In the appendix section at the end of your presentation , provide supplementary materials to address potential questions and offer deeper insights into your business. Anticipate inquiries and include slides that offer the information you need, showcasing your thorough preparation and understanding of all aspects of your venture.

While the core slides of your PowerPoint presentation capture the essence of your business, the appendix offers additional resources to enrich understanding. Depending on your industry, include permits, licenses, deeds, professional certifications, media clips, patents, customer contracts, and other relevant documents. These materials offer investors and bankers a comprehensive view of your business’s potential.

Consider including a list of critical concepts and industry terms to aid understanding, mainly if your business operates in a niche field. This ensures clarity and fosters better comprehension among readers unfamiliar with industry-specific terminology.

Remember, the appendix is an opportunity to provide supplementary information that bolsters your presentation and demonstrates your thoroughness and preparedness. While the plan document may not be directly referenced, the planning process equips you to present and advocate for your business efficiently.

Navigating Your Business Journey: How To Present A Business Plan

Crafting a plan presentation is akin to mapping out your entrepreneurial journey. It’s more than just a slideshow; it’s your opportunity to portray a vivid picture of your business, its potential, and its path to success. Whether you’re seeking funding, pitching to investors, or rallying support from partners, a well-prepared presentation can make all the difference.

At its core, the presentation distills the essence of your venture into digestible bits, offering a snapshot of your business basics. It covers everything from your business concept and target audience to your revenue model and financial projections. But it’s not just about sharing information—it’s about persuading your audience to join you on your business adventure.

By outlining the importance of a plan presentation and dissecting its key components, we’ve delved into the strategic approach needed to craft a compelling pitch. From the executive summary to business projections, each section plays a vital role in articulating your vision and garnering support for your venture.

Armed with insights into what makes a successful plan presentation, you’re better equipped to navigate the complexities of entrepreneurship. Whether you’re a veteran business owner or a debutant entrepreneur, a well-crafted presentation can pave the way for future growth and success. So, harness the power of storytelling , data, and strategic planning to chart a course for your business’s bright future.

Frequently Asked Questions (FAQs)

1. What is a business plan, and why is it important?

A business plan is like a roadmap for your business journey, detailing what your business is about, what it aims to achieve, and how it plans to do so. Think of it as a storybook about your business, explaining its concept, structure, target market, marketing strategy, financial projections, and more. It’s essential because it helps you clarify your business vision, spot opportunities, overcome obstacles, and persuade potential backers to invest in your ideas .

2. What is a business plan presentation, and why do I need it?

A business plan presentation, also known as a “pitch deck, “  is a slideshow that introduces the basics of your business to potential investors, lenders, or partners. It offers a concise overview of your business concept, target audience, operations, and funding needs. It’s crucial because it allows you to present your business in a visually appealing and engaging format, making it easier for others to understand and support your venture.

3. What are the critical elements of a successful plan presentation?

A successful plan presentation comprises several key elements, including the executive summary, company overview, business opportunity, the management and leadership team, product and service details, sales and marketing plan, funding request, financial projections, and appendix. Whether you want to grab your audience’s attention or provide detailed insights into your business and its potential for success, each section serves a specific purpose,

4. How can I make my plan presentation more compelling?

Focus on storytelling, clarity, and professionalism to make your presentation more compelling. Use engaging visuals , such as charts, graphs, and images, to illustrate key points and data. Keep your language simple and concise, avoiding  jargon that may confuse your audience.  Practice your presentation beforehand to ensure smooth delivery and confidence. Finally, be prepared to answer queries and address concerns raised by your audience, demonstrating your knowledge and readiness to lead your business to success.

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Presenting your business plan to investors is a critical step in securing funding and driving your vision forward. To captivate your audience, focus on clearly defined objectives , a comprehensive market analysis , and detailed financial projections . Engaging storytelling and tailored presentations can significantly enhance your appeal, making it essential to master these elements for a successful pitch.

What are the key components of a successful business plan?

Clearly defined business objectives.

When presenting your business plan to investors, it is crucial to start with clearly defined business objectives . These objectives should articulate what you aim to achieve and serve as a roadmap for your business. Investors are particularly interested in understanding how your objectives align with market opportunities and potential returns on investment. Ensure that your objectives are specific, measurable, achievable, relevant, and time-bound (SMART).

Comprehensive Market Analysis

A thorough market analysis is a cornerstone of an effective business plan presentation. This analysis should cover key aspects such as target demographics, market size, growth potential, and competitive landscape. Highlighting relevant industry trends and opportunities will demonstrate to investors that you have a deep understanding of the market and can navigate its complexities. Utilize data and statistics to back your claims, making your presentation more compelling.

Detailed Financial Projections

Investors are particularly keen on understanding the financial projections of your business. This section should include detailed forecasts of revenue, expenses, and profitability over the next few years. Make sure to address how you will achieve these projections and the assumptions behind them. Providing a clear financial roadmap not only instills confidence in your business model but also showcases your preparedness for potential investor questions about finances.

Outline of Marketing and Sales Strategies

Your marketing and sales strategies must be clear and actionable. This section should explain how you plan to attract and retain customers, as well as how you will generate sales. Investors want to see a well-thought-out plan that outlines specific tactics, channels, and budgets. Including timelines for implementing these strategies can also help investors visualize your path to success.

Organizational Structure and Management Team

Lastly, your business plan should detail your organizational structure and highlight your management team. Investors often look for experienced leadership that can drive the business forward. Include brief biographies of key team members, focusing on their relevant experience and achievements. This information can significantly impact investor confidence in your ability to execute the business plan.

• Ensure your business objectives are aligned with investor interests and market opportunities.
• Use visuals to present market analysis data effectively.
• Be transparent about financial projections and the underlying assumptions.
• Incorporate clear timelines into your marketing and sales strategies.
• Highlight the strengths of your management team to build trust with investors.

How can you effectively tailor your presentation to your audience?

Research the investors' interests and backgrounds.

Understanding your audience is a critical component of an effective business plan presentation. Before you step into the room, take the time to research the investor interests and backgrounds . This knowledge enables you to align your pitch with their specific goals and preferences. Look into their previous investments, industry focus, and any public statements they’ve made about what they value in potential business opportunities. Tailoring your presentation in this way ensures that you can speak directly to their motivations, increasing the likelihood of a positive reception.

Highlight relevant industry trends and opportunities

Investors are often keen on understanding the landscape within which your business operates. By highlighting relevant industry trends and opportunities , you can place your business in a context that resonates with their interests. Discuss current market dynamics, emerging technologies, and consumer behavior shifts that align with your business objectives. This approach not only demonstrates your knowledge but also positions your business as a timely and attractive investment opportunity.

Adjust the level of detail based on investor expertise

Not all investors have the same level of expertise when it comes to your industry. Therefore, it’s essential to adjust the level of detail in your presentation accordingly. For seasoned investors familiar with your sector, a high-level overview with in-depth financial projections and market analysis may suffice. Conversely, for those less familiar, it’s beneficial to provide more foundational information about the business plan components , emphasizing how your business fits into the larger market landscape.

Focus on what matters most to the specific investor group

Every investor has unique priorities. Some may be more interested in financial returns, while others might prioritize social impact or innovation. By focusing on what matters most to the specific investor group, you can craft a presentation that speaks directly to their values. This could mean emphasizing your financial projections, detailing your marketing strategies, or showcasing your team’s qualifications. Tailoring your pitch in this way creates a stronger connection and demonstrates that you understand their investment criteria.

Use relatable examples and analogies

Complex ideas can sometimes alienate your audience. To engage investors effectively, use relatable examples and analogies that simplify your concepts. For instance, if you’re discussing a complex technology, compare it to a well-known product that they’re familiar with. This technique not only clarifies your points but also makes your presentation more memorable. By using familiar references, you can bridge the gap between your innovative ideas and the investors' understanding.

• Prepare a tailored executive summary that highlights key points relevant to the investors.
• Incorporate data and statistics that align with investors' interests in your industry.
• Practice delivering your pitch to ensure you can adjust on the fly based on audience feedback.

What visual aids can enhance your presentation?

Utilize slides to summarize key points.

Using slides is one of the most effective techniques for presenting your business plan to investors . A well-structured slide deck can help you maintain focus and ensure that you cover all essential business plan components . Aim for a clean and professional design, avoiding clutter and excessive text. Each slide should highlight the core message, making it easier for investors to grasp your vision quickly.

Include charts and graphs for data representation

Data-driven decisions are crucial in the investment world. Utilizing charts and graphs can make your financial projections and market analysis more digestible. Investors appreciate when complex data is presented visually, as it helps them see trends, comparisons, and forecasts at a glance. Consider using:

• Bar graphs for comparing sales forecasts
• Line charts to show growth over time
• Pie charts for market share distribution

Use infographics for complex information

Infographics are a fantastic way to distill complex information into easily understandable visuals. They can effectively convey the essence of your marketing and sales strategies or illustrate the organizational structure and management team . By incorporating infographics, you not only make your effective business plan presentation more engaging but also help investors visualize your business model.

Consider prototypes or product demos if applicable

If your business involves a physical product or a software solution, incorporating a prototype or product demo into your presentation can be a game changer. This hands-on approach allows investors to experience your offering firsthand, making your pitch more memorable. It demonstrates your commitment to the business and can significantly enhance your credibility as a founder.

Ensure visuals are professional and clear

Professionalism in your visual aids cannot be overstated. Ensure that all visuals are clear, high-quality, and free from errors. Remember that your investor presentation tips should always align with the professional image you want to portray. Use consistent fonts, colors, and styles across slides to create a cohesive look. A polished presentation reflects well on your diligence and attention to detail.

• Limit text on slides; aim for no more than six bullet points per slide.
• Use a consistent color palette that reflects your brand identity.
• Practice transitioning between slides to maintain a smooth flow.
• Test your visuals on different devices to ensure compatibility.

How can you prepare for potential questions from investors?

Anticipate common questions and concerns.

When presenting your business plan to investors, it’s crucial to anticipate the types of questions they may ask. Investors are often concerned about aspects such as your financial projections , market competition, and the overall viability of your business model. By preparing for these common inquiries, you can demonstrate your knowledge and confidence in your business plan.

• What is your revenue model?
• How do you plan to acquire customers?
• What are the key risks associated with your business?
• How do you plan to use the funds you are seeking?

Practice responses with a focus on clarity

Once you've identified potential questions, it’s essential to practice your responses. Clarity is key when addressing investor inquiries, as investors value straightforward answers that reflect your understanding of the business. Aim to articulate your thoughts succinctly while providing enough detail to satisfy investors' curiosity.

• Rehearse with a mentor or colleague to refine your answers.
• Record yourself to evaluate your tone and clarity.

Gather data and examples to support answers

Backing up your responses with relevant data and real-world examples can significantly enhance your credibility during the presentation. Investors appreciate evidence that supports your claims, making it essential to compile market analysis and financial projections that align with the questions you anticipate.

• Use industry benchmarks to validate your financial forecasts.
• Reference case studies that demonstrate successful strategies.

Be honest about challenges and risks

Investors prefer transparency over sugarcoated responses. Being candid about potential challenges and risks associated with your business not only shows integrity but also prepares you for follow-up questions. Discussing your strategies for mitigating these risks can further reassure investors about your preparedness.

Encourage a conversational approach during Q&A

During the Q&A session, strive to create a relaxed atmosphere that encourages dialogue. This approach can help build rapport with investors, making them feel more comfortable engaging with you. Listen actively to their questions, and respond thoughtfully, fostering a two-way conversation instead of a one-sided Q&A.

• Maintain eye contact to foster connection.
• Use open body language to show you are approachable.

What role does storytelling play in your presentation?

Storytelling is a powerful tool when presenting your business plan to investors . It transforms a simple presentation into a compelling narrative that not only captures attention but also fosters emotional connections. A well-crafted story can make your business idea resonate deeply with potential investors, leading to a more memorable and impactful pitch.

Create a compelling narrative around your business idea

At the heart of an effective business plan presentation is a strong narrative that weaves together the essential components of your business. This narrative should clearly outline your vision, mission, and the problem your business aims to solve. By framing your business objectives within a story, you provide context that makes your plan more relatable.

Use personal anecdotes to connect with investors

Integrating personal anecdotes into your pitch can significantly enhance your connection with investors. Sharing your journey, the challenges you faced, and your motivations can humanize your business and make it more engaging. This approach not only builds trust but also illustrates your passion for the project, which is crucial for how to pitch to investors .

Highlight customer success stories or testimonials

Including customer success stories or testimonials in your presentation can serve as powerful endorsements for your business. These stories demonstrate the real-world impact of your product or service and validate your business plan components. They help investors visualize the practical applications of your offering and the value it brings to customers.

Illustrate the problem and your innovative solution

Effective storytelling requires you to clearly define the problem your business addresses. Use relatable examples to illustrate this issue, making it tangible for your audience. Following this, present your innovative solution in a way that highlights its uniqueness and effectiveness. This structure not only engages investors but also emphasizes the need for your product or service in the market.

Keep the story concise and relevant to the main points

While storytelling is crucial, it’s important to maintain focus and brevity. Keep your narrative concise, ensuring that it aligns with the main points of your presentation. Avoid unnecessary tangents that could dilute your message. A well-structured story should complement your financial projections for startups and market analysis without overshadowing them.

• Practice your storytelling technique to ensure smooth delivery and confident presentation.
• Incorporate visual aids that enhance your narrative, such as slides showcasing customer testimonials or problem-solution graphics.

Incorporating storytelling into your effective business plan presentation can significantly enhance your pitch. It engages investors on a deeper level, making them more likely to remember and invest in your vision. By leveraging personal experiences, customer narratives, and a clear illustration of the problem and solution, you create a compelling case that can set your business apart in a crowded investment landscape.

How should you handle feedback and objections during the presentation?

Listen actively and acknowledge investor concerns.

One of the most critical aspects of handling feedback and objections during your business plan presentation is to listen actively. This means not just hearing the words spoken by investors but also understanding the underlying concerns and motivations. Acknowledging these concerns demonstrates respect and shows that you value their input, which can foster a more productive dialogue.

Maintain a calm and professional demeanor

Throughout your presentation, it's essential to maintain a calm and professional demeanor, especially when faced with challenging questions or objections. This not only reflects positively on you and your business but also reassures investors that you can handle pressure and navigate potential difficulties. Staying composed allows you to respond thoughtfully rather than react impulsively.

Provide thoughtful and informed responses

When addressing investor questions or objections, ensure that your responses are well-informed and articulate. Use data and examples from your business plan components to back up your claims. This not only reinforces your credibility but also helps investors see the validity of your proposal. Tailoring your answers to resonate with the investors' interests and backgrounds can further enhance your response.

Be open to suggestions and alternative viewpoints

Being receptive to suggestions and alternative viewpoints is crucial during your investor presentation. This openness can lead to constructive discussions that may refine your business strategy or approach. By demonstrating flexibility, you show that you are willing to adapt and iterate, which is a valuable trait in the dynamic world of startups.

Follow up on unresolved questions after the presentation

It's often the case that not all questions can be addressed during your presentation. Following up on unresolved questions shows your commitment to transparency and thoroughness. After your pitch, send a follow-up email that includes answers to any lingering queries investors may have posed. This proactive approach can strengthen relationships with potential investors and further demonstrate your dedication to your business.

• Prepare a list of anticipated objections and practice your responses to build confidence.
• Use real data and case studies from your market analysis to support your answers.
• Encourage an open dialogue during the Q&A segment to foster a collaborative atmosphere.

What follow-up actions should you take after the presentation?

Send a thank-you note to each investor.

Following your business plan presentation, it's essential to express gratitude to the investors for their time and consideration. A well-crafted thank-you note can leave a lasting impression and reinforce your professionalism. Aim to personalize each note by referencing specific points discussed during the presentation. This not only shows your attentiveness but also helps to build rapport.

Provide any additional information requested

During the presentation, investors may ask for further details or clarification on certain aspects of your business plan. It is crucial to follow up promptly with the requested information. This demonstrates your responsiveness and willingness to engage in dialogue. Organize the information clearly, ensuring that it aligns with the interests of the investors. This could include:

• Detailed financial projections for startups
• Market analysis to support your business objectives
• Additional data or case studies that highlight your business plan components

Keep investors updated on your business progress

After the initial presentation, maintaining communication is vital. Regular updates on your business progress can keep investors engaged and informed. Share milestones achieved, challenges faced, and how you are overcoming them. This transparency fosters trust and can keep the investors' interest alive as you move toward further funding opportunities.

Schedule follow-up meetings to discuss further

Proactively scheduling follow-up meetings can provide a platform for deeper discussions. This allows you to address any lingering questions and elaborate on your business plan presentation. During these meetings, you can:

• Present additional visual aids for presentations
• Discuss potential collaboration opportunities
• Gather feedback on your business strategy

Being proactive in scheduling these meetings reflects your commitment and eagerness to build a relationship with the investors.

Maintain ongoing communication to build relationships

Building a relationship with investors goes beyond the initial presentation. Regular check-ins, updates, and sharing relevant industry news can keep you on their radar. Use various communication channels, such as:

• Email newsletters to share progress and insights
• Social media updates for informal engagement
• Invitations to industry events where you can connect in person

By maintaining ongoing communication, you not only keep investors informed but also position yourself as a dedicated entrepreneur who values their partnership.

• Always personalize your thank-you notes to make a stronger connection.
• Be prompt in providing additional information; this showcases your efficiency.
• Regular updates should be concise and focused on key achievements.
• Use follow-up meetings to delve deeper into investor interests and concerns.
• Leverage social media platforms for casual updates and engagement.
• Choosing a selection results in a full page refresh.

13 Free Business Plan Powerpoint Templates To Get Now

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By Iveta Pavlova

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Are you looking for business plan PowerPoint templates to grab right away and blow your audience away? In this selection, we’ve gathered 12 modern and completely free business plan PowerPoint templates designed according to the latest trends . The templates include everything you need in order to impress your potential partners with your business planning. They are easily editable, certainly memorable, and completely free to download.

You may also be interested in The Best Free PowerPoint Templates to Download in 2022

1. Strategic Business Free Powerpoint Template

An attractive template for Powerpoint made to help you present your business plan and strategies. The template comes with 25 handy slides that can be edited according to your needs. Plus, you have over a hundred business icons and high-quality vector graphics to depict your concepts and ideas.

• 25 different slides
• PPT file format
• 16:9 aspect ratio
• 100 business icons and high-quality vector graphics

2. Voodoo 2.5 Free Powerpoint Template with Animations

• 10 slides in the free version: 5 presentation slides and 5 infographic slides
• a modern, clean business design with smooth animations
• fully editable graphic elements and free fonts
• includes a dark version, as well

3. Investment Business Plan Template for Google Slides & Powerpoint

A minimalist business plan Powerpoint template made in a modern style and a classy grayscale color theme. The template includes 30 different slides with super useful layouts. Pretty much, you’ve got all you need to present your business overview, market analysis and competition, marketing, management, operating, and financial plans, and more.

• 30 different slides for various purposes
• 16:9 widescreen format
• compatible with PowerPoint and Google Slides
• graphics, maps, and over 1000 icons
• attribution is required (in the final slide)

4. Insurance Business Plan Template for Google Slides & Powerpoint

A business plan presentation template is available with versions for PowerPoint and Google Slides. This template is made in a modern corporate style and is suitable for serious topics. With 30 different templates and customizable assets, you can easily include your business overview, present your sales, management, and financial plans, and more.

• 30 slides in a modern corporate style
• PowerPoint and Google Slides compatibility
• graphics, maps, and 1000+ icons for customization

5. Clean Corporate Biz Free Powerpoint Template

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How to Create an Effective Investor Presentation

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Investor presentations are a crucial tool for entrepreneurs and business owners seeking funding or investment opportunities. A well-crafted presentation can captivate potential investors, showcase your business's potential, and ultimately secure the financial support you need. To help you create an effective investor presentation that stands out from the crowd, we've compiled some essential tips and strategies.

Understanding Your Audience

Before diving into the details of your presentation, it's crucial to understand your audience. Investors have specific expectations and interests, so tailoring your pitch to their needs is essential. Research the individuals or firms you will be presenting to, and consider their investment preferences, industry focus, and track record. By understanding your audience, you can customize your presentation to resonate with their specific interests and increase your chances of success.

Crafting a Compelling Story

Every great investor presentation tells a compelling story. Start by clearly articulating your business's mission, vision, and unique value proposition. Describe the problem your product or service solves and how it addresses a market need. Use storytelling techniques to engage your audience emotionally and make your presentation memorable. By connecting with investors on a deeper level, you increase the likelihood of their investment in your business.

Presenting a Solid Business Plan

A well-structured and comprehensive business plan is the backbone of any investor presentation. Start with an executive summary that provides a concise overview of your business, highlighting key aspects such as market opportunity, competitive advantage, and financial projections. Then, dive into the details of your business model, target market, marketing strategy, and sales projections. Be prepared to answer questions and provide supporting data to back up your claims.

Creating Visually Engaging Slides

Investor presentations often rely heavily on visual aids, such as slides, to convey information effectively. When creating your slides, keep them clean, concise, and visually appealing. Use high-quality images, charts, and graphs to support your key points and make complex information more digestible. Avoid overcrowding your slides with text and opt for bullet points or short phrases instead. Remember, your slides should complement your presentation, not overshadow it.

Demonstrating Market Potential

Investors are often interested in the market potential of your business. Clearly articulate the size of your target market, its growth rate, and any emerging trends that support your business's viability. Use market research and industry data to back up your claims and demonstrate a thorough understanding of your industry's dynamics. Present a compelling case for why your business is well-positioned to capture a significant share of the market.

Highlighting Your Team's Expertise

Investors not only invest in ideas or products but also in the people behind them. Showcase your team's expertise, experience, and track record to instill confidence in potential investors. Highlight key team members and their accomplishments, emphasizing how their skills align with the business's goals. Demonstrating a strong and capable team can significantly enhance your presentation and increase investors' trust in your ability to execute your business plan successfully.

Addressing Potential Risks

No business is without risks, and investors understand that. Acknowledge and address any potential risks or challenges your business may face. Be transparent about your mitigation strategies and contingency plans, showing investors that you have considered potential obstacles and have a plan in place to overcome them. This demonstrates your preparedness and commitment to ensuring the long-term success of your venture.

Crafting an effective investor presentation requires careful planning, research, and attention to detail. By understanding your audience, telling a compelling story, presenting a solid business plan, creating visually engaging slides, demonstrating market potential, highlighting your team's expertise, and addressing potential risks, you can create a presentation that stands out and captures the attention of potential investors. Remember, practice makes perfect, so rehearse your presentation thoroughly to deliver a confident and impactful pitch. Good luck!

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How to Create a Business Plan Presentation

Noah Parsons

9 min. read

Updated August 1, 2024

It’s been said that business plans are worthless – it’s the planning process that is truly valuable . In many ways, this is a true statement. The business plan document that you create isn’t necessarily that useful because few people will ever review it in detail.

But, the process you went through to create that document forced you to think in detail about your business and answer questions that you might not have answered otherwise.

The planning process forced you to become an expert in your business, your target market, and your operations.

The expertise that you created in the planning process is what you need to showcase when you pitch your business to lenders and investors. Figuring out how to distill all of that knowledge into a few slides and a ten-to-twenty-minute presentation is the next challenge.

This guide will help you turn your business plan into a cohesive and convincing presentation that will help you win investors and wow your audience. 

• What is a business plan presentation?

A business plan presentation is also often called a “ pitch deck .” It’s a set of slides, often designed to accompany an in-person or Zoom meeting, that presents the fundamentals of your business.

A great business plan presentation explains what you do, who your target audience is, how your business operates, and what your “ask” is. After all, you probably aren’t just presenting your business plan to share your great idea, you’re trying to convince your audience to do something for you.

When you’re designing your business plan presentation, it’s helpful to know if you’re going to be able to talk through your presentation, or if it’s just going to be emailed out. This 

• Why do you present a business plan?

Your business plan presentation is all about the “ask”. Whether you’re trying to raise money for your business, win a business plan competition, or pitching a potential new employee to join your business, you have a reason for presenting your business. As you work on your business plan presentation, keep this in mind. Know who your audience is and what you want from them at the end of your presentation. More often than not, your goal will be simply to get to the next meeting or have some opportunity to continue the conversation. 

• 6 Tips to create a convincing business plan presentation

We’ll cover exactly what to include in your business plan presentation in the next section, but first let’s go over a few tips that will help you prepare a great presentation.

1. Start with a review of your business plan

Your business plan presentation is a summary of your business plan, so use your plan as a starting point. You already have all the information you need to, so just go back to your plan and highlight the key points that you plan to cover in your presentation. If there are key statistics or facts about your market that you want to highlight, identify those so that you don’t forget to include them in your presentation.

2. Tell a story

The key to engaging your audience is to hook them with a story. Think about the problems your customers face when they’re using a product or service from the competition. Explain what life is like before your business arrives to provide a novel solution. The more that you can get your audience to nod along and understand the point of view of your customer, the more likely they are to support your business. 

3. Use visuals

Business plan presentations shouldn’t be slides crammed with text and other information. Instead, focus on using imagery to convey your message. You don’t want your audience to just be reading a slide full of information while you talk – they won’t really give you their full attention when this happens. Instead, use photos, charts and graphs, or diagrams to explain your business and the problems you are solving. 

4. Use large, easy to read font

Always use a relatively large font in your presentation – 30pt or larger. Your audience shouldn’t have to strain to read what’s on your slide. Using a large font will also force you to choose your words carefully because you won’t have that much room on the page for a lot of words. 

6. Research who you’re presenting to

Nailing your presentation requires knowing your audience. For example, suppose you’ve invented a new medical device and are presenting to a room full of industry experts and medical professionals. In that case, you’ll want to present using terminology that they are familiar with.

However, if your presentation is to investors who may not be as familiar with your industry, you may need to simplify things and make sure to use language that they will understand. 

• What to include in your business plan presentation

As a general rule, try to keep your presentation to 10-12 slides. Although you could probably talk about your business all day, your audience is looking for a concise presentation that clearly communicates what your business does and where you are going.

Here are the 10 slides you should include your presentation:

1. Introduction 

This is sometimes also called the title slide. You should include your company name and logo and a one line summary of your business. This might be your mission statement, or just a short tagline that explains what you’re doing in a nutshell. For example, Spotify might have said, “We’re revolutionizing how people listen to music and how artists get paid”. Instagram might have said, “We make it easy for anyone to produce professional-looking photos”.

2. The problem and your solution

This is where your story-telling skills need to come into play. You want to make your problem real to your audience. You want them to relate to people who have the problem, even if they don’t have the problem themselves. You want your audience nodding along in understanding.

With your problem clearly identified, you now explain your solution. This is a description of what your product or service is and what it does. Explain how it solves your customer’s problem and how it compares to the competition. 

3. Target market and opportunity

Your next step is to explain the size of your market and what your business opportunity is. You’ll use the market research data from your business plan in this slide to show how many potential customers are out there and you’ll show the different market segments that your business will target . 

4. Business model and pricing strategy

Your business model is an explanation of how you make money. For many businesses, this is very straightforward and doesn’t require much, if any, explanation. For others, more details will be required. For example, a business like Google provides their search engine for free to users, but sells ads in the search results. 

5. Traction

Traction is evidence of early success with your business. This might mean a list of initial customers, pre-orders through a Kickstarter campaign, or signed contracts with potential buyers. Any evidence that you can provide that proves that your business will be a success is useful to showcase here. 

6. Marketing and sales

Be sure to include a slide that provides an overview of your marketing and sales plan . You’ve identified your target market and now you need to explain how you’re going to reach them and sell to them. 

7. Financial projections

You shouldn’t try and fit your entire financial plan into your business plan presentation. Instead, extract the highlights and present them here. A sales forecast chart and profits chart could be useful. If you have a guess as to when you’ll become profitable, include that information. The goal of your presentation is to spark interest and get your audience to ask for additional information, so don’t overload things in your initial presentation.

8. Your team

Who is behind your business is often even more important than your idea. People come up with good ideas all the time. Investors are looking not just for a great idea, but for a team of people who can turn that idea into reality. Use this slide to provide a brief overview of your team and the rationale behind why your team is the right team to make the business a success. 

9. Use of funds

Assuming that you are presenting your business plan to raise money for your business, you’ll need to explain how you’re going to use that money. Is it for marketing or perhaps R&D? Maybe you need to raise funds to hire key additions to your team or to expand to a new location. Make it clear why you need the money and how you’re going to use it.

10. Call to action

Finally, don’t forget your “ask.” If you’re seeking investment, ask for it. If you are trying to convince someone to join your team, ask them to join. Your business plan presentation exists for a reason and there’s no harm in being direct about what you are looking for.

11. Appendix

Aside from the core slides of your presentation, it’s always useful to have additional slides ready to answer questions that come up. A great presentation leaves the audience interested and wanting to know more. Try and anticipate those questions and add slides in the appendix that helps answer those questions. When the audience asks a question that you’ve prepared a slide for, skip into the appendix and answer that question with your slide. This method shows your audience that you’re well prepared and have thought through all aspects of your business.

This is where it all comes back to planning. The plan document itself may not be useful, but the process you went through will leave you well-prepared to present your business plan expertly and successfully.

Check out our analysis of 7 well-known startup pitch decks for examples of businesses that successfully did this.

• Download your free pitch deck template

Get a jump start on your business plan presentation by downloading our free pitch deck template . It has everything you need to get started and includes all the key slides you need for a winning presentation. 

But a good business pitch is only as good as the business plan behind it. So, to be sure you’re prepared to pitch to investors, you can also download our free business plan template . It has everything you need to back up your pitch and impress external stakeholders.

Noah is the COO at Palo Alto Software, makers of the online business plan app LivePlan. He started his career at Yahoo! and then helped start the user review site Epinions.com. From there he started a software distribution business in the UK before coming to Palo Alto Software to run the marketing and product teams.

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Investment Business Plan

It seems that you like this template, investment business plan presentation, free google slides theme, powerpoint template, and canva presentation template.

Rewards come after a great investment, and this applies especially to companies. You’ll need to attract potential investors and other people to put their trust in your project. With this free presentation template, you can explain your business plan, your market research and everything you need to strike a new deal.

When trying to convince your audience of the viability of your plan and all the steps that are to be taken, first and foremost you need to convey a sense of formality: your project is serious, well-thought, professional. The design of our slides are suitable for this, with a minimalist and elegant look displaying a geometric approach. They include several pictures with buildings from different perspectives: your plan is solid from all points of view. The palette is as sober as it gets, since it’s focused on dark gray and white, so there are no distractions whatsoever. As for the typography, just look at it. For titles, there’s a serif font with a firm look, and is very readable on screens. For body text, we’ve opted for a sans-serif typeface to better differentiate your content. Numeric data is essential and your investors will expect you to present that as clearly as possible, so you’ll have an easy time using the graphs, charts and other resources that we provide. Everything is customizable, which means you can create a captivating presentation totally adapted to your needs.

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How to Develop a Killer Business Plan Presentation [with Template]

Written by Dave Lavinsky

On This Page:

What is a Business Plan Presentation?

How to create a business plan presentation, free business plan presentation templates to download, when should you create a business plan presentation, business plan presentation mistakes to avoid [& how to do it right].

Before they meet you to discuss the possibility of funding you, investors will frequently want to read your business plan or at least your executive summary . If they like what they see, then you’ll have to present your business plan/concept to them.

You will use your written business plan to create a presentation or pitch deck to show your audience, which may include potential business partners, angel investors, venture capitalists, lenders and others. Whether you are starting a new business or growing an existing venture, if you need to raise funding, you need to nail this presentation!  

A business plan presentation is a summary of your business idea which highlights the company’s purpose, business model, funding requirements, development status, and other business essentials.

A presentation template typically includes the following:

• Product and/or Service Demo
• Business Model
• Competition
• Go-To-Market Strategy and Marketing Plan
• Financial Projections
• Funds Being Raised

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you provide the necessary information in your presentation to meet their needs.

Most business plan presentations are in the form of a pitch deck, or slide deck, however, there are some options in terms of the platform you use to present your business plan presentation. This may include Microsoft Powerpoint, Google Slides, Prezi, Canva, etc. Note- presenting a business plan with a unique format could be a mistake because investors like to keep things simple.

To create a business plan presentation, often referred to as a pitch deck, you will need to go through the business plan itself and highlight the key points that investors need to know.

Start with a title slide with the basic information about you, any business partners you may have, and your company.

Then, follow the steps below for each essential slide in your business plan presentation:

On this slide, describe the major problems that your target customers are experiencing. Try to express the problem in simple language so that investors can grasp it quickly, especially if they aren’t within your target customer segments.

For example, if you have a website development business, you may want to express the problem as:

“Many business owners waste valuable time, energy, and money trying to create a business website on their own. This is because they lack technical knowledge of business website design and business development.”

2. Solution

Once you’ve successfully convinced the audience that there’s a problem, it’s time to present them with your company’s product or service. So on this slide, explain how your firm intends to address the issue you highlighted. Emphasize how scalable your solution is. Scalability refers to a business’s ability to expand as demand for its services grows.

Continuing with the website development company as an example, your solution might be:

“Our business provides website development services to business owners who lack the technical knowledge of business website design and business development.”

3. Product and/or Service Demo

On this slide, you’ll detail your product(s) and/or service(s). If you have a working prototype of your invention, it should be shown here. If a prototype isn’t feasible, attempt to convey your offering to the investors as best as possible. Offer pictures or screenshots of your product/service in use from customers.

For example, in a website development business presentation, you may want to show your business’s working product as follows:

“We provide website development services including business website design, business hosting, and business email setup. Our clients are able to manage their business websites independently without having to rely on external IT support.”

You may also link to some examples of websites that you’ve developed so far to demonstrate your skills in this field.

Describe the real or predicted size of your target market in this slide to back up your claims about the scale of the problem and your company’s scalability.

This section of your presentation will pique the interest of potential investors. They want to know if the market is big enough and whether you can grow big enough to pay them a good return on their investment if you achieve a significant share of the industry.

So, describe the size of your market, key trends, and how big your business may develop if it achieves a major market share. This slide will be highly data-driven and is frequently evaluated by investors. Make sure your data is from trustworthy, verifiable sources and that all of your estimates are accurate.

For a website development company, this section may be as follows:

“There are over 25 million business owners in the United States alone. There were an estimated 32.4 million business websites worldwide by 2016 and this is expected to grow exponentially as business computing takes root across the globe. In fact, research from developer Gartner forecasts that business’s digital business models would generate more than $340 billion of business value by 2020, leading them to estimate that more than three out of four business processes will involve digital technology by 2018.”

5. Business Model

On this slide, you need to describe how your business generates revenues.  You can include things like your business’s pricing plan, how much it costs to acquire each customer, the business channels you’ll use, etc.

Your target audience must find your business credible and pricing feasible. If you’re targeting large enterprises with big budgets, mention that in this slide.

For example, in a website development company, you might  say something like this:

“Our business provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

6. Competition

On this slide, you’ll describe your rivals — those firms or solutions that are currently addressing the issues you described above. Clearly show how various options to your company exist in the market.

Competition is generally a good thing. Investors frequently believe a market or issue does not exist if there are no competitors.

Perform a SWOT Analysis for similar organizations and emphasize their distinct qualities. How does your firm distinguish itself from the competition? What makes your product or service stand out? What is it about your company that gives it an edge over the competition? State what gave you a competitive advantage.

Competitors for a website development company might include business website builders, business email providers, and business hosting services.

“Our company provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

Your business plan presentation should include the specific benefits that your business brings to customers. Financing demand is not enough; you need to show the compelling reasons why people will buy your product or service rather than someone else’s.

7. Go-To-Market Strategy

The goal of the Go-To-Market approach is for your company to communicate its unique value proposition to specific target consumers.

On this slide, you’ll explain how you intend to attract consumers to your product or service. If some aspects of your marketing plan are already in place, note them and the outcomes. The goal of this presentation deck’s slide is to demonstrate to investors that you have the capacity to expand your business into a global market.

As a website development business, your go-to-market approach may include business networking events, business trade shows, and business partnering opportunities.

“Our business networking events provide us with the opportunity to market our business by meeting potential clients. Businesses that are interested in finding out more about what we do attend these business networking events.”

On this slide, name the individuals on your management team. To demonstrate how and why they are the ideal individuals to manage your project, describe their skills and prior accomplishments.

Investors will be particularly interested to learn who will be in charge of executing the company ideas outlined in the presentation. Due to bad execution, a lot of wonderful business ideas never get off the ground because there are not enough competent individuals in the correct positions. 

9. Traction

The term “traction” refers to evidence or proof that consumers desire your firm’s goods or services.

On this slide, you should include the following information: annual growth rates for your business based on relevant measurements such as sales, website traffic, users, sign-ups, downloads, and so on.

If your business is growing at a consistent rate, add a graph to the slide. Include indicators that are most easily measurable in your company’s success and expansion. 

For a website development business, the indication of traction may be the business website traffic count.

“Our business has more than 10,000 business websites on our hosting service plan.”

10. Financial Projections

Here you’ll include a three to five-year projected income statement for your company. If you’re a startup, make sure your estimates are reasonable since you won’t have any prior data.

Investors will use your projections to determine the potential future scale of your business and whether it may satisfy their desired ROI.

On this slide, indicate when you anticipate breaking even and begin generating profits. Also note where additional fundraising is required, which advances to the following slide. 

11. Funds Being Raised

The final slide of your business plan presentation should detail the amount of money you’ll require to reach your objectives. Rather than providing a fixed figure, you may wish to provide a range and demonstrate what you can accomplish with various amounts of money.

Importantly, emphasize the core benefits of the funding. Is it for staffing, product development, marketing strategy, or something else? To grow your company, where and how will the investor’s money be utilized?

An example of funding requests for a website development company may look like the following:

“Our business is in need of XX additional funds to further grow our business into a global market. Funds will be utilized for business website hosting, network leasing, business website traffic measuring equipment, and advertising.”

Business Plan Presentation Template – Google Slides Format Business Plan Presentation Template – Microsoft PowerPoint Format Business Plan Presentation Template – PDF Format

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you are providing the necessary information in your presentation to meet their needs.

Also, be sure to make your presentation deck well in advance leaving you enough time to rehearse your pitch, so that you feel confident during the actual presentation.  

No matter what platform you choose to design your presentation there are common mistakes business owners make when developing the presentation. If you avoid these pitfalls, you will have a much higher chance of success.

Focusing on Non-Essential Information in the Presentation

One of the most common mistakes when creating presentations is including the entire business plan into the deck instead of just the main points your recipients want to see. Most investors do not have time to read hundreds of pages of non-essential information.

How To Do It Right:

Before you start crafting your presentation deck, create an outline highlighting the main points necessary for presenting to your potential investor. Be sure to answer the following questions when designing your pitch deck:

• How is this company different from others?
• Why should I invest in your business when there are other funding options available to me?
• Who is the target market for this company?
• What measurable outcomes do you hope to achieve in the next 3 years?
• What will be your biggest obstacles to success in achieving these business goals?

Not Timing Your Presentation

If you have thirty minutes (or ten minutes or five) to present, you simply must time your presentation to use the time available – no more and no less. If you go over the time allotted you might not be cut off, but they will keep in mind that you could not follow directions when they consider starting an investing relationship with you. If you do not use the entire time available, you will lose a valuable opportunity to explain your concepts further and they may, again, consider you somewhat incompetent.

Practice, practice, practice! Building a beautifully designed deck is only part of the presentation. Practicing is the single most critical part of the presentation. Rehearsal is especially important if you are pitching to a new company or people with specific expertise who will be looking for every detail in your presentation. Remember, timing is not just about how long your pitch deck should be but also about getting up and walking around to keep your audience’s attention. As you become more comfortable with your presentation, your confidence will also grow which will initiate a more memorable experience for your investor.

Obsessing Over Graphics and Animation

You should spend time on your presentation deck because it is a reflection of you, not because you want to use cool animations or graphics. If an animation needs explaining, don’t do it – just go with plain pictures that are easy to understand. Animated slides that are not used sparingly can lose their effect and be distracting.

How to Do It Right:

Your slides should be easily understood by individuals who have little background in your industry – just like the investors you are pitching to. If an animation or graphic is necessary to illustrate a concept, keep it simple and to a minimum so as not to distract the intended listeners.

Presenting Poorly Designed Slides

Avoid using too much text on the slides by including all the information from your business plan. The problem with too much text on slides is that the investor will attempt to read rather than listen to what you are saying. And if there is too much text, it will become more and more difficult to read the font size.

Quality slide design takes practice and is a topic in and of itself. To develop presentations with quality slide design, entrepreneurs should either hire a designer or become trained on the proper presentation software – most likely PowerPoint, Prezi, or KeyNote – so they can do it themselves.

Each slide should be focused on graphics or a few bullet points. Paragraphs or lists of text should be narrated by the presenter rather than written on the slides. Double-check all slides for spelling and grammatical errors. Having another set of eyes on the presentation will help to get another perspective.

The investment owners make to improve their presentation delivery will be well worth it as prospective investors are often turned off by owners who do not have professional slide designs and mistakes throughout the presentation.

Giving the Full Financials

Presenting the complete pro forma financial statements on slides is another serious mistake. In a short presentation, an investor does not have the time to take in all of this data and all you will convey is that a) you have a financial plan and b) you don’t know how to present.

Financials should be presented in summary format with just a few key metrics and numbers on each slide. Presenting these numbers in chart or graph format is an even better idea. If the numbers you show interest the investors, they will have time to peruse the complete financial projections and statements within your business plan at a later time.

Lack of Clarity and Confidence

Remember that these presentations may be the first, and only, impression with your prospective investors. If you seem ill-prepared or muddled when presenting the deck, investors will not get an accurate picture of what your business is about.

Rehearse your pitch multiple times until you can deliver it in a way that is clear and confident. You need to know what you want to convey in each slide and how this information compliments your business. Practice your pitch with family members or friends who will provide constructive feedback to help you prepare.

Failing to Deliver the Message

Business plan presentations are not meant to be a reiteration of a business plan. While you may think that you should convey all aspects of your plans, remember you are really marketing yourself and your business idea.

A successful presentation is about your ability to execute your business idea or concept by highlighting the following pieces of important information: who you are, what you want to accomplish, why this will succeed, and how you plan to do it.

This means that while there should be enough content in the slides for investors to conduct more research on your company on their own, your mission is not just to slide through hundreds of pages but convey a specific pitch in just a few slides.  

The business plan presentation is your opportunity to show investors what you have planned for the future of your business. If you want to learn how to present a business plan and create a perfect business plan presentation, utilize the information in this article and remember these quick tips:

• Keep it simple and focused on one or two key points.
• Make sure that your business slides are easily understood by those who don’t know much about business, especially your industry.
• Present the numbers in charts and graphs rather than as full financial statements.
• Practice! Rehearse until you feel confident and clear before taking on any potential investors.

You’ll be able to make an excellent first impression with them if you do all of this right – now go out there and ace those presentations!  

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How to Create a Quality Business Plan Presentation

The Art of Perfect Pitch

• April 18, 2024
• 13 Min Read

Want to hook potential investors to your business idea? A compelling business plan presentation will do that for you!

Do you wish to create a business plan presentation that’s not only visually attractive but also contextually enriching and sound? Well, it takes a detailed understanding of the subject matter and little effort on your end to create a professional presentation for your investors.

Don’t fret. We are here to help you out with this blog post. It includes everything you need to know about business plan presentations and outlines an efficient way to create yours.

Ready to get started? Let’s dive right in.

What is a Business Plan Presentation?

A business plan presentation also known as a pitch deck is a concise yet detailed presentation of your business idea.

It explains your business objectives, concept, solution, target market, operations, and strategies through attractive visuals and bite-sized simplified concepts.

A great pitch deck successfully communicates your business plan and your purpose of presentation, whether it is to raise funds, demonstrate traction, or grow your network.

It is quite helpful when you want to familiarize people with your business idea without diving into extreme details.

Translating your promising business idea into a presentation is quite a challenge. However, is it worth the effort? Let’s take a look.

Benefits of having a Business Plan Presentation

Having an insightful professional pitch deck is an asset for your business. If you don’t believe it, here are a few benefits to change your mind.

1. Secure the funding

The most obvious benefit of having a pitch deck.

Investors want to know the viability and feasibility of your business idea to consider funding your business. A well-crafted pitch deck with a strategic layout will make it easier for you to prove the worthiness of your business idea.

2. Explain your business plan

No one has time to dive into your detailed business plan, at least initially. A quick presentation or an elevator pitch is what you need when you want to tell your audience about your business idea in a couple of minutes.

You can enhance your networking considerably by having a pitch deck that’s ready to be presented anytime.

3. Keep the audience engaged

It’s easy to keep the readers engaged in a presentation with its powerful visual components. After all, charts, graphs, and pictures are easier to decipher than complex blocks of text.

By adopting a storytelling approach, you can easily convey your business objectives and strategies without risking the attention of your readers.

4. Gather feedback

Presenting your business plan allows you to gather feedback from seasoned entrepreneurs and experienced investors. Such feedback helps you to identify potential gaps in your planning and refine the strategies accordingly.

Convinced now? Well, then let’s learn what a visionary business plan presentation should include.

What to include in your Business Plan Presentation?

Whether you create a presentation using an advanced tool like an AI pitch deck generator or Microsoft PowerPoint—here are 10 essential components to include in your business presentations.

1. Title slide

It is an introduction slide including basic business information such as name, logo, and tagline. Additionally, it must include the name of the presenter and contact details so that readers can reach out.

You can also consider adding an extremely crisp and short one-line summary of your business to show what your business does or aims to do. Remember, it has to be much more concise than your executive summary.

While the entire presentation needs to be visually appealing, the first slide plays an extremely crucial role in capturing and retaining the reader’s attention.

So make sure that you incorporate appropriate brand elements in a neat design and present your business in a strong light.

The most brilliant business idea is the one that solves some real-life problems. And if that’s not the case with your business, reconsider your idea.

This slide is your chance to put your storytelling skills to use. Weave a compelling narrative and talk about the problem your target market is facing. Make people relate to the problem even if they are not the ones facing such issues.

Here’s an example of how a home cleaning service provider would illustrate the problem:

3. Solution

After talking about the problems, it is now time to push forth your solution.

Introduce your products and services and explain how they will solve your target customers’ problems.

Highlight the competitive edge of your solution and illustrate how yours is a solution filling some unmet demand.

Instead of wordy long texts, translate your solution into easy-digestible text blocks and visuals.

Continuing our previous example, here is how you can add a solution to your pitch deck.

4. Market Analysis

Market analysis is quite extensive and you can take up to 2-3 slides to convey essential information.

Now, you can filter and decide what to include in your presentation. However, ensure that your market analysis includes details about the industry overview, target market analysis, and competitors analysis.

Industry Overview

In this slide, you will describe the state of the industry, its current market size, emerging trends, and the market share of your business.

Ensure that you collect data from highly authoritative sites like BLS and industry publications to increase the reliability of your research.

Present your data through visually enriching graphs and charts and prove the potential of your chosen marketplace to the readers.

Target Market Analysis

In this slide, you will tell the readers about your target market and what your potential customer looks like.

Introduce your target market and describe what your ideal customer looks like. Talk about their age, gender, income, problems, interests, and spending capacity in this slide.

The easiest way to do so is by creating a visual customer profile or a buyer’s persona of your ideal potential customer.

Here’s an example of a buyer persona for a cleaning services company:

Target Market

Age: 35 Occupation: Full-time professional Income: $90,000 annually Lifestyle: Suburban family Problems: Struggles to balance work, family, and house cleaning Goal: Minimize time on chores and maximize family time

Looking for easy-to-book and convenient high-quality cleaning services

Competitive Analysis

Readers want to know about the state of competition in your market and this slide is something they look forward to.

Include a SWOT analysis of your competitors or simply describe the competitive landscape for your business. Show your competitive advantage over the competitors in terms of pricing, product offerings, target market, and related business components.

Ensure that your slides explain all this information through flowcharts, diagrams, images, infographics, and crisp text blocks. The idea is to offer everything that your audience might need to make informed decisions.

5. Business Model and Pricing Strategy

This is one of the most important sections where you explain your business model to the audience.

Demonstrate how you would be making money with your business. This can be quite simple or complex depending on your service offerings, revenue model, and pricing strategies.

Use images and visuals to explain this section and charts to present your pricing plans.

For example, a cleaning services company can present its pricing plans as depicted in the image.

6. Traction

Any sort of evidence that supports your business idea can be used here to gain the confidence of investors.

This could be early recorded sales, a Kickstarter campaign, an MVP of your software, social proof, strategic partnership—literally anything that proves that your business is a success.

In case of an in-person presentation, you can show the practical demo of the product while presenting.

However, if you are going to send a presentation through email you have to find a way to attach proofs in the mail itself.

7. Sales And Marketing Strategies

In this slide, you will talk about your sales goals and methods to achieve those goals. Moreover, you will also talk about your strategies to market and brand your business.

Introduce different marketing streams and your marketing budget to reach your target audience. Instead of listing it all down, find a way to create self-explanatory visuals with minimum text.

Also, include details about your existing marketing strategy if any, and the results it is generating.

8. Operations Plan

Investors want to see the practical aspects of your business. They want to know if you have the skills and understanding essential for running a business.

Give them an insight into your day-to-day business operations. Explain your business processes. Demonstrate all the essential resources and equipment you need for your business.

Introduce the prospective investors to your team. Present your key personnel and management team on this slide. Describe their core competencies, key skills, and achievements through graphical representation.

Introducing your team shows the investors that you have the right people to drive the business on a successful path.

10. Financial Plan And Projections

This is again the most important section, especially, if you are presenting in front of investors.

Instead of adding your detailed financial plans here, just add important figures and highlights.

This could include details about your ROI, sales projections, revenue milestones, cash flow, and aspects that offer an overview of your business’s financial health.

Newly founded startups can show financial projections and back them with claims and proof. The idea is to excite the investors about your business by offering adequate financial information.

Learn more: Create a financial plan for your startup business

11. Funds Being Raised

Ensure that your pitch deck offers concrete information about the funding you need for your business.

Instead of offering one fixed amount, give a range of options and show what you can do with different amounts. Explain core areas where your funding will go. Do you require funding for marketing, diversification, staffing, expansion, or product development?

Also talk about the returns investors can expect on their investment and back those figures with calculative predictions.

With that, end your pitch deck with a call to action to drive necessary action from readers.

And those are all the sections a business plan presentation must include. Let us now explore some tips before you kickstart making your own presentation.

Tips to Create a Winning Business Plan Presentation

Translating your idea into a presentation gets much easier if you stick to these handy tips:

1. Use online resources

It’s a huge struggle trying to structurally and contextually fit your ideas into a 10-slide deck. Instead, get yourself a subscription to a pitch deck generator to create stunning pitch decks.

However, if you don’t want to spend a penny, you can use a free PowerPoint template as well.

2. Know your audience

Before you start, know the purpose of your presentation and your target audience. This will help you identify information that is actually essential for your audience, thereby making your pitch decks more nuanced and specific.

3. Focus on clear writing

Explain your complex business ideas crisply and concisely in a simple easy-to-understand language.

You can use AI tools like ChatGPT, Jasper, QuillBot, and Writesonic to translate your ideas into words. However, such tools may lack a contextual understanding of business planning.

Instead, use tools like Upmetrics that specialize in business planning and offer advanced AI assistance to write pitch decks and business plans.

4. Recheck your Fonts

Choose simple and clean fonts to design your presentation. Avoid using too many different fonts as well.

Helvetica, Calibri, Arial, and Gill Sans are among the popular fonts for presentation. They are pleasing to the eye and make content scannable.

Set the font size to at least 30 points. Fonts smaller than that will look messy on the slide.

5. Balance the Visual Elements

Adding visual elements to your PPT templates and business presentations increases the audience’s ability to grasp your business concept.

However, too many visual elements without a purpose will create clutter. Know the difference between clutter and sophistication and remember that presentation needs to reflect your business idea in the best possible light.

6. End with a CTA

Don’t leave the reader hanging midway. Guide them with a CTA telling them exactly what you want them to do.

Add contact details and a link or document to a detailed business plan. This will help investors to connect and discuss further opportunities with you.

How to Pitch to Investors?

Now that you have learned the fundamentals of creating a compelling business plan presentation, it’s time to present it to your potential investors.

Here are a few things to bear in mind while delivering your presentation.

1. Tell a Story

When you practice your presentation, ensure that there is a narrative binding everything together.

This can perhaps be the most difficult task. However, you must find a hook to keep the readers engaged.

Now, figures and brilliant ideas can overpower your narration if you don’t have a simple, humane story at the core. So take your time, practice the pitch, and find ways to engage your readers with a compelling story.

2. Practice Your Pitch

A little extension of what we said earlier.

Making a presentation and presenting a presentation are completely different things. While you already know how to make a presentation, learn how to pitch to investors to be able to attract funding for your business.

Now, you might not be a great presenter. However, a little practice can fix everything.

Know what you are going to say on each slide, make notes of it, and practice it several times till you get it right.

Practice even when you get comfortable explaining the contents of your pitch deck. This will help you polish your presentation skills.

Record yourself and look out for minor details to refine your presentation delivery. Reviewing yourself critically might be great for your presentation.

3. Get Realistic

Even after presenting a hundred pitch decks, your presentations may go off-route. You can never predict or control the exact environment of a new investor pitch. Be ready for untimely interruptions, unplanned questions, and glitches.

Understand your business idea thoroughly to get realistic and comfortable with uncertainty in the presentation. Create a checklist from an investor’s perspective and see if your presentation has every detail one needs before investing.

And there you have it. Now, let’s make you a stunning pitch deck to get your funding.

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Looking for the most effective way of creating a business plan presentation?

There you go. Use Upmetrics AI pitch deck generator to create your pitch decks in less than an hour. This tool offers a strategically designed pitch deck template that includes all the sections essential for a presentation.

All you need to do is answer the questions, use inbuilt AI assistance to write the content, and see your pitch deck coming together. It’s as simple as that.

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Frequently Asked Questions

How to create a business plan presentation.

There are different ways to create a business plan presentation. While you can use PowerPoint templates to design your presentation, you can also consider using an AI pitch deck generator to create strategically sound pitch decks for your investors.

Whatever you choose, ensure that your presentation is visually and contextually rich and caters to your specific audience.

What is the best format to present a business plan?

While there is no strict rule regarding how to structure your pitch deck, following this structure can help you establish a linear flow.

• Summary/ Title
• Problem and the solution
• Market analysis
• Revenue model
• Sales and marketing strategies
• Operations plan
• Management team
• Funding requirement

What is the 10-20-30 rule?

Guy Kawasaki’s 10-20-30 rule stands for a 10-slide presentation to be delivered within 20 minutes with a font size no smaller than 30 points. This rule is quite helpful in making your pitch decks memorable and compelling.

What is the best AI pitch deck generator?

Upmetrics, Pitch Bob, Beemer Docs, and Beautiful AI are some of the best AI pitch pitch deck generators available online. However, Upmetrics , however, is the best choice given its advanced AI business planning functionalities for a cost-effective price point. It’s extremely easy to use and requires no steep learning.

Cannot think of what to write? This business plan course will indeed be a great help.

How to make your business presentation stand out?

Here are a few tips that can help you prepare and deliver an exceptional business presentation:

• Know your audience
• Engage in storytelling
• Keep it visual rather than textual
• Practice your presentation
• Add essential business plan components

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

Reach Your Goals with Accurate Planning

How to Make a Business Plan Presentation? Guide & Examples

An innovative way to display your ideas and convince your team or clients is to present an idea with a business plan presentation. An effective presentation can showcase your mind and create an engaging meeting covering all necessary plan elements.

Every venture requires funding to start or grow and expand its business. A clear and detailed business plan will make it easy for the investor to understand your vision and goals. Hence, making it easier for them to fund you.

Whether you are a team, investor, or client, you must understand the importance of a business plan PowerPoint presentation. With the right strategy, you can influence anyone about your objectives and pitch your idea with an effective presentation. In this article, you will learn how to make a business plan presentation to grow your business. 

What is a business plan presentation?

The purpose of a business plan presentation is to summarize a company’s strategic goals, operational details, and financial forecasts concisely and visually engagingly. It typically includes key information such as the business model, target market, competitive analysis, marketing strategy , and financial projections. The business plan aims to communicate the business concept, demonstrate viability to stakeholders, and secure support or funding.

Key elements Of A Business Plan Presentation

A business plan presentation must include certain content that accurately represents your ideas. Usually, about 10 to 12 slides are required for an effective presentation. The key elements of the business plan must include the following:

Company Profile

Market analysis, customer profiles, marketing and sales strategies.

• Organizational Structure And Management

Services And Products

Financial plan, executive summary.

Your plan must have details about the company profile and should be explained using infographics in your slides. With the right graphics, one can better understand your company and its objectives. The company profile usually includes the history of the company, an overview of products and services, its customers, and its targeted market. 

The market analysis in your business plan presentation explains the size of your target audience, the problem it solves, and the consumer’s needs. It should include the strengths and weaknesses of your products and services. It must also include competitors’ market research and how your product will handle the competition. This way, you can show your investors how your product will stand out from the competition and your Unique Selling proposition. 

It is a sub-part of your market analysis. Your market research not only focuses on the competition but also the consumers. The customer profile includes most customers’ age, career, or location. It also includes their goals, problems, and behavior patterns. It can also provide how to attract that particular audience section and how they will trust your products. With customer profiles, you can determine the right price point, after-sales services, and market reach for consumers (both online and offline).

Once you explain your products’ needs, the next step is to market them. It is best to have a better market analysis to understand the ins and outs of your targeted market. The strategies usually include budgets, communication channels, marketing goals, and the resources needed to sell the products. Any investor investing in your product will be more easily convinced if they see a foolproof plan that guarantees a solid return on investment. Nothing is better than showcasing your marketing and sales strategies and impressing investors with effective plans. 

Organizational Structure and Management

The next order of business after your marketing strategy is the team. It is better to introduce your team and management people to make your investors acquainted with the ones in charge. Investors bet on the foundations, and your team is your foundation to grow your business It is easier for them to trust when they know who your team members are. 

An organizational chart representing your team and explaining their work and roles in the project is a good start. It will also highlight the effective hierarchy of work and establish a formal order of command that is followed. This structure will ensure your team follows a professional work culture. 

The services and products include tools that can benefit the targeted consumers. These tools include product canvas, value proposition canvas, and many others. Such tools ensure that the product fits the said customer. It also helps define your customer profiles and explains the market needs. 

The last but most important section of this business plan is the project’s financials. It is what the investors most care about. You can include the history data to establish your successful operations and how it will give you an edge in handling your new product.

Along with history, a future plan about how much funding you need and how you will execute your plan to use the said funding. You can use templates to save your time. They are available online. For example, try SlideUpLift templates to create a financial map for your investors. This plan must include all financial data and a plan B. This shows the investors that you are well prepared for all the situations.

It is best to conclude your presentation with an executive summary . It is a great way to explain how and why your plan is the right step for them. You can also add features and services you will offer. A precise yet appealing conclusion can offer you an edge. You can take it as the perfect ending as it concludes your plan. 

What is the difference between a business presentation & a business plan presentation?

A business presentation is a method of presenting information about your business. It can include marketing strategy or any other aspect related to the business. 

On the other hand, a business plan presentation is a way to interact with your investors, shareholders, and the audience. It includes your objectives, market research, customer profile, financial stakes, and the core of your idea. The business plan PowerPoint presentation is a foolproof roadmap of how you will execute your idea into a business model. 

How to make a business plan presentation?

A business plan presentation helps you explain your plan and execution strategies in an organized way through visuals. You can influence your audience with a good presentation that includes step-by-step interaction with all the sections. Each part and content of the presentation displays the need for your product and ensures trust and confidence for the investors. It is best to include useful information through a well-prepared visual aid and verbal explanation.

Here are the steps on how to create a business plan presentation:

Review essential business information

The first step is to review each element of your business plan closely. It acts as the base while collecting information for your presentation. It creates a firm foundation and effectively starts your business plan.

Research business competitors

You must also include your competitors’ information and statistics in your business plan presentation. With sufficient information and facts, you can help your product stand out. This information can help you build your reputation as a unique brand. This will create a professional and reliable image of your business for the consumers.

Network with prospective investors

Once you have collected the necessary information and prepared your strategies, the next step is approaching the right investors and stakeholders to showcase your business plan. You have higher chances of maximizing your investments by reaching the right audience. It also helps you understand and question your product in detail before you enter the market at your full capacity. Investors can also provide their valuable feedback, and all of this requires networking. 

Recommended: Explore our Strategy Roadmap PowerPoint Template here!

Create a slide presentation of your business plan

The next step is to display your plan uniformly and convince them to put their money into your product. One can attract investors and stakeholders better with effective strategy and influential products. Slides presentation is a visual approach and is better at convincing investors than just sharing statistics tables. 

Practice your business plan presentation

The final step is to practice your presentation before presenting. You can do a demo run of the presentation for your team members and understand the common doubts they have. A demo run can help you identify your faults and prioritize which section is more vital than others. Your team must also brainstorm questions your investors are likely to ask so that you are well-prepared beforehand.

Top 10 slides you need for a business plan presentation

You need at least ten slides to present your idea effectively. Covering one topic in each slide is more appealing as it helps the audience counter questions after each slide. Here are the top 10 slides you can add to the plan presentation:

Slide 1: The Title Slide

A title slide is an introduction to your presentation. Just add your business name, logo,  slogan, and motto you believe in. You can begin your presentation with the next slide with just a few introductory lines.

Slide 2: The Problem Statement

As we discussed, it is better to come directly to your product and explain the problem it solves. Rather than beating around the bush, please focus on the facts and explain them with a story. You can also include effective infographics, fun facts, and engaging questions to increase audience attentiveness. You must ensure that your problem statement is short, clear, and easy to understand. This slide will shape your whole presentation. You will attract your audience’s attention by clearly conveying the problem your business solves. 

Slide 3: Your Business Solution

Now, as soon as you discuss the problem, you must focus on the solution to how your products solve the problem and conclude the slide by connecting it with the story. You can add a step-by-step solution or use graphs to help your audience understand the process.

Slide 4: Your Pricing Plan

The following slide should discuss your price strategy. A more effective payment plan will only retain prospective customers. It is better to attract customers with appealing prices and impress them so they keep on purchasing your product or service. It is easier said than done. But once you convince investors of your problem/solutions, you must impress them with your revenue stream strategy. You may also add your competitors’ pricing to this slide to justify how reasonable your pricing plan is.

Slide 5: Business Operations Information

Briefly explain your business objectives and operations in your Business Plan Presentation. Add how you have planned to streamline your business operations to save time and resources. You can help them understand your work better by explaining it step-by-step. 

Slide 6: Your Marketing Plan

Now you have a Problem statement and your solution. But how will you enter the market?  How will you let your target audience know about your services and products? A product is as good as nothing if it doesn’t reach your customers’ hands. For this, you need a marketing strategy. Add your go-to market strategy to this slide. It helps investors understand how you will reach your targeted audience. The more you impress investors with a marketing strategy, the more chances you have of investment. 

Slide 7: Industry Overview

This slide shows current industry conditions. It includes your competitors and how they are operating the market. Just keep the data fact-based to make it more credible. 

Slide 8: Financial Projections

This slide displays how fast you will grow and what your investors can expect in returns. It will include money management and growth strategy as well. Add all the details about how much you will spend on various stages. Include your revenue and profit expectations for the following years as well. Financial projections for 3-5 years can help you reach your goals faster.

Slide 9: Your Team

This slide is an introduction to your team. Add all the crucial team members responsible for executing the plan. This will give investors a sense of your company’s hierarchy. And help them understand who is responsible for what. A well-established team with dedicated and motivated people always boosts investors’ and stakeholders’ confidence in the business.

Slide 10: Concluding Slide

The last slide must be an executive summary or a conclusion. This slide will discuss all the essential topics you discussed in a precise form and help you conclude better. Adding this slide is best; it helps your audience remember the vital topics and keeps them engaged throughout. 

Business plan powerpoint presentation examples

There are thousands of business plan powerpoint presentation examples and templates you can select from. Besides basic free presentations, you can download executive summary templates , project management presentation templates , and other templates from many online resources. It is easier to select among these templates once you have a concept in mind. Even if you have no budget to buy premium PowerPoint templates , you can download a free template to cater to your needs from SlideUpLift’s website.

How to present a business plan presentation?

The best way to present your business plan is with PowerPoint presentations. You can use ready-made templates and edit them as per your requirements to ease the job. Usually, up to 15 slides must be displayed to display your overall execution strategy. But you can add or remove slides as per your content. Using simple vocabulary and easy-to-understand terminology for such business presentations is vital. 

Most interesting presentations have a variety of graphs, tables, and infographics to engage the audience. You can also add a risk assessment to ensure you are prepared for every situation. With effective market and consumer research, you can convince investors better. Even if you have the best presentation, you might lose the opportunity if you don’t practice it well. Always practice presentations multiple times and be prepared for questions from investors. 

Tips and Tricks to make your Business Plan powerPoint more Memorable

Here are some tips that can help you present your business plan presentation effectively and influence investors easily:

Focus on the Main Points

The presentation usually covers a vast range of topics and information. However, it is necessary to focus on the prioritized data. Most investors are more interested in financial data than understanding each other’s aspects. Provide precise yet critical points about each slide and ask questions after each topic to ensure they know everything. It is not ideal to explain each topic in detail as It will make your presentation boring.

Use Common Language

Use simple yet professional language for your presentation. Try to use easier words over technical language or over-the-top vocabulary, as it will make the presentation challenging to understand. Most financial data is already too entangled, and using confusing language can make it worse. Using simple, layman-like, and understandable language to express your viewpoint is better. Also, use infographics and graphs to make it more engaging and easy to grasp.  

Genuinely Deliver Information

A presentation is a serious matter for your business. It is essential to maintain professionalism so that your investors can rely upon you with your money. Always stay excited and try to deliver information genuinely. Try to avoid using filler content. Write to the point and short content. Ensure your overall presentation is easy to read and skimmable. 

Prepare for the Questions Beforehand

Always prepare an expected questionnaire for the investors. These must include all questions you and your team think your investor will be curious to ask. Put yourself in the investors’ shoes and think. If prepared beforehand, you can give accurate answers and include the necessary information.

Practice Again and Again

The best thing you can do is practice repeatedly. The more presentations you give, the better you will be at presenting them. It’s better to present twice in front of your team so you are prepared overall. 

Time Management

Any presentation that goes on for long will eventually become boring. With just facts and data, your audience will lose interest. Hence, it is better to share necessary information quickly. Always time your presentation and try to keep it on point. This will maintain audience enthusiasm about your product and help you answer their questions correctly.

Mistakes to Avoid When Making A Business Plan Presentation

Sometimes, no matter how much you try, mistakes are unavoidable. But there is no harm in minimizing these to present your product efficiently. Hence, here are the most common mistakes one can avoid in a business plan presentation:

Not Timing Your Presentation

The most obvious mistake is not timing your presentation. If one fails to time the presentation, it can become extended and boring. It must catch up on the targeted goals and shouldn’t become repetitive. It is better to keep the presentation precise and short. With just 10 to 12 slides, one can present effectively and share the overall project without wasting time on unnecessary topics. 

Focusing on Non-Essential Information in the Presentation

The presentation usually involves a variety of topics. You must focus on the priority topics more than the rest of the information. If each topic is explained thoroughly, it will consume a lot of time. Deciding what is necessary and what must be explained well is better. This also guides investors to understand what your primary goal is and what comes next.

Overloading Data

Refrain from overloading your presentation with information. Keep your slides’ data content precise and short. Also, explain it in keynotes, as explaining each topic will elongate the presentation. The audience can better understand your presentation with simple bullet points and visuals.

Lack of Graphs and Tables

A presentation is more engaging than raw data because of the infographics. It can be just a data dump if your presentation lacks graphs, tables, and other visuals. Creating a business plan presentation filled with visuals, color schemes, and easy-to-read fonts is better to keep the audience interested in your idea.

Ignoring Audiences and Their Needs

One of the blunders you can make while creating a presentation is to ignore your audience. You must prioritize your audience’s needs and keep pushing how your products solve those needs. You should buy your product and assess it like your consumers. This can decide whether your investor thinks your product is worth it.

Why you should choose SlideUpLift’s pre-made business plan presentation templates

A premade presentation template from SlideUpLift can offer you an edge and make the business plan presentation process much faster. Our ready-made, fully editable presentation template can be easily altered to your needs and likes in just a few clicks. You can add more or reduce the amount of data you want. With thousands of templates, SlideUpLift covers all bases to create your desired perfect presentation. Not only do we offer free PowerPoint templates, but we also have an exclusive variety of templates for Google Slides as well at affordable prices.

How To download SlideUpLift’s business planning templates? 

The most essential step before downloading SlideUpift Templates is registering on our website. You can then login and select from a range of templates. Depending on your need, you can either pay for a template or select a free template for your presentation. In addition, we also offer membership plans if you are interested in getting various other services apart from professionally designed business plan presentations. The process of getting the membership and downling these templates is simple and easy to follow. 

Here is a list of some of the best and most used templates from SlideUpLift:

• Executive Summary Templates For PowerPoint & Google Slides
• Project Management Presentations Collection PowerPoint Template
• Roadmap Templates For PowerPoint & Google Slides
• 30 60 90 Day Plan Collection For PowerPoint
• List Templates Collection For PowerPoint  
• Business Planning Isometric PowerPoint Template
• One Page Strategic Plan PowerPoint Template

Business Plan Presentation — Conclusion

The best answer for how to make a business plan presentation is to use research data appealingly. A simple download template can be converted into an effective way to engage an audience and convince them to understand your business model. 

With effective sales, marketing, and business strategies, a business plan presentation can showcase your objectives clearly and ensure your idea influences the investors. Your presentation can become a vision for your business, so it should inspire your investor as it motivates you. 

With SlideUpLift, download, edit, and create your own version of a presentation that helps you to see the bigger picture. With attractive templates, fonts, and color schemes, find your own way to deliver your vision and display it in a structured manner. 

A business plan presentation is a way to interact with your audience to display your business plan. It is a detailed presentation that targets investors and shareholders to get inspired by the product and acquire funding for the business.

How do you create a business plan presentation?

The simplest way to create a business plan presentation is to download a premade template online. You can then edit it according to your needs. You must research the market, targeted audience, and your competition in-depth. 

This will include information, and your business plan must include such data. Also, include a financial strategy to ensure your business is a wise choice for investment. One can also include sales marketing and awareness strategies to attract more customers. Finally, a risk assessment makes your plan more foolproof. Hence, including one will make your presentation more engaging

One can present a business plan presentation with at least ten slides. Each slide should include a topic and explain why the product stands out to the investors. Data must be kept short and precise, and graphs and infographics must be presented enough to engage the audience. With easy-to-understand language, more straightforward vocabulary, and effective planning, a presentation can inspire your audience and encourage them to invest more and more in your project. 

What should be included in a business plan presentation?

The business plan presentation must include every detail of your overall business plan. It must include your team, operations, marketing, and sales strategies, and financial goals. Along with these, it must also include your mission, vision, objectives, and how you solve the issues. It should be a gateway to your product’s vision, so you must be precise and explain why and how it is essential. 

Where do you find the best templates related to business plan PowerPoint?

There are hundreds of websites that offer business plan PowerPoint templates. Among others, SlideUpLift stands as the best there is to offer. With over 4000 templates, we cater to every professional’s needs. You can select free-of-cost, affordable, or exclusive templates depending on your needs. Professionally designed templates allow you to edit and create unique presentations as per your requirements. With SlideUpLift’s easily customizable templates, you can inspire the audience better.

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35+ Best Business Plan Presentation Templates

We handpicked a collection of modern and creative business plan PowerPoint templates you can use to walk through a pitch, investor presentation, or an overview of your business plan. The perfect way to present your next business plan in style!

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FAQs About Business Plan Presentation Templates

What is a business plan presentation template.

A Business Plan Presentation Template is a pre-made design framework meant to showcase a business plan in a well-structured, visually appealing manner. These templates provide a standard layout that aims to present the content of the business plan efficiently and compellingly, making it easier for the audience to understand and retain key information.

These templates often include slides for detailing the company overview, mission statement, market and competition analysis, marketing and sales strategy, financial projections, etc. Since they are customizable, they allow personalization to cater to specific business needs or personal preferences.

Why should a company use a Business Plan Presentation Template?

Using a Business Plan Presentation Template comes with several advantages for a company. Firstly, it saves time and effort since it eliminates the need to create a presentation from scratch. Companies can instead focus on just inputting accurate, insightful information about their business plan.

Secondly, the professional design of the template ensures a positive impression on the target audience, be it potential investors, partners, or employees. The standardized format allows for easy understanding, making the presentation more effective in conveying the message.

How can I customize a Business Plan Presentation Template?

Typically, Business Plan Presentation Templates come with editable elements. These range from texts to images, graphical elements, color schemes, and more. You can modify these as per your business needs. For instance, you can substitute placeholder texts with your company's real data, change colors to match your brand identity, or adjust graphs to represent your financial figures.

Most editing can be done directly in the software tool where the template was created (like MS PowerPoint or Google Slides). For more complex modifications or if you're unable to do it yourself, you can hire a graphic designer or use design platforms like Canva.

Where can I find Business Plan Presentation Templates?

There are many platforms on the internet where you can access Business Plan Presentation Templates, both free and paid. Online office suites like Microsoft Office and Google Workspace offer a wide variety of business-related templates, including those for business plans. Other platforms like Canva, Template.net, and SlideModel specialize in providing professionally-designed presentation templates.

Before selecting, ensure that the template is appropriate for your business type and model, and that it includes all the necessary sections required in your business plan. Also, check if the template is compatible with the software you intend to use for your presentation.

What should be included in a Business Plan Presentation Template?

A comprehensive Business Plan Presentation Template should include several key sections. These typically comprise an Introduction or Company Overview, Executive Summary, Mission and Vision Statements, Detailed Business Description, Market Analysis, Organization and Management Structure, and Description of Products or Services.

Furthermore, it should include sections for Marketing and Sales Strategy, Funding Request (if applicable), Financial Projections, and a Conclusion or Summary. However, the sections might vary depending on the needs of the business or the specific purpose of the plan.

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Top 10 Investor Presentation Templates with Samples and Examples

You are a dogged entrepreneur about to seize a once-in-a-lifetime opportunity: presenting your concept to prospective investors. You need the people to believe in your idea to get that funding.

Did you know that 75% of investor presentations bomb in their investment pitch ? Which means, you need the right Investor Presentation Template to be a part of the 25%. SlideTeam is here to help, providing you with the best means to capture your audience. With our Top 10 Investor Presentation Templates that will wow your backers, you will stand out.

Want a short, customizable investor pitch to get your idea funded anyway? Read out blog on investor pitch deck slides

Unleash Your Investor Pitch with SlideTeam's Investor Presentation Templates

Believe us; YOU WILL ROCK IT! Try our templates and increase your chances of getting the money you need. Are you ready? Here we go!

Template 1: Investor Presentation to Raise Capital from Series C Funding PowerPoint Presentation Slides

Renowned business author and industry expert Brian Tracy once said, " Investment in knowledge pays the best interest ." This sentiment holds true with this Series C funding comprehensive template that covers all the essential elements, starting with an agenda for the company's operational overview, highlighting key metrics such as store count and revenue split.

Present current business statistics, showcasing the market opportunity, and the problem your company solves. Highlight your unique selling points and the vision and values ​​that drive your organization forward. Showcase your achievements with detailed descriptions, and delve into your product categories and features. Convey your value proposition and attract potential investors for Series C funding today.

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Template 2: Investor Presentation to Raise Private Equity Funds PowerPoint Presentation Slides

Want to grow your company by investing in private equity? This PPT Deck of 47 slides contains everything you need, including a detailed agenda, an in-depth company analysis, convincing figures, and a concise summary of the key issues and core values. Demonstrate why your business idea is the greatest investment opportunity, lay out your team's organizational structure, and emphasize your venture's competitive advantages. Get your message through with a download of this this impressive set of slides.

Template 3: Investor Presentation to Raise Capital from Series A Round PowerPoint Presentation Slides

Is your business prepared to take the next step by participating in a Series A round of funding? We've got you covered! 

This comprehensive deck includes various issues crucial to your success, with captivating backdrop graphics and pertinent material. It includes everything you need to make an impression for capital fundraising , including an agenda that sets the scene, information that grabs attention, pictures of your team in action, discussion of obstacles and triumphs, and an emphasis on your core values.

Template 4: Multiplayer Gaming System Investor Presentation PPT Template

In the competitive gaming industry, a fascinating investor presentation is essential. This amazing template attracts gamers with a mission statement that encapsulates your brand and highlights the exponential audience growth.

You'll see your gaming platform's potential with data-driven presentations on product development, sales, distribution methods, and revenue. Introduce your leadership team to platform performance metrics using this template. SWOT analysis features may reveal the gaming industry's landscape and top companies' advantages. Ready to jump in? Elevate your investor presentation and dominate the gaming industry!

Template 5: Sustainable Farming Investor Presentation PPT Template

Do you belong to the agriculture segment and require a presentation to attract capital? This deck simplifies your company's value proposition, enticing investors. It highlights your farm goods, services, plant health monitoring, and preventive measures that can attract investors.

This strong template includes investment prospects, a worldwide capital market platform, a successful company strategy, attractive financial highlights, and a competitive evaluation of industry leaders. Finally, it discusses significant players, the acclaimed board of directors, and future agricultural company stakeholder management efforts. Get this powerful template to have better financing options!

Template 6: Bio-Processing Firm Investor Presentation Complete Deck

Augment your investor presentations! Use our pitch deck template! It informs investors with convincing data and highlights your firm's value proposition, massive potential market size, and lucrative business strategy.

Showcase industry leaders to compete. Show investors your company's chronology. Present confident financial predictions and capital requirements. Introduce your bio-processing firm's key clients, capable leaders, and renowned board members and advisors. Download the deck to begin your success journey.

Learn more about the same presentation templates Amazon uses to lure investors. Read blog Amazon investment templates .

Template 7: Supply Chain Logistics Investor Presentation Template

Chris Caplice, author and logistics expert, said, "Supply chains compete, not companies." Logistics efficiency can make or break a firm. And this is the presentation template you need to make it.

Show investors how your courier management solution addresses industry challenges using slides. Promote automated shipping tracking and customer services. It comprises logistics industry data, market forecasts, and a sound corporate strategy with significant revenue streams. Present your company's mission, values, target audience, premium services, significant clients, headquarters, and experience.

Template 8: Investor Presentation for Software Development PPT Template

Software development funding requires a good investor presentation. And this template emphasizes application pitch essentials.

Start with your company's history and product value propositions. Lists your app's main concerns. The deck analyzes your software and monetization strategies. This presentation identifies your ideal customer, analyzes the industry landscape, and shows major competitors' market share and application information. It shows your organization's overall fundraising and assets . Use this template to shine as software development success awaits!

Template 9: B2B SaaS Investor Presentation PowerPoint Complete Deck

This PPT Template lets you explain your solution's concept, business approach, and the huge market potential. Showcase your talented and dedicated workforce and explain why investors should select your B2B SaaS above the competition.

Discover growth-guaranteed client acquisition tactics and show how you're different from the competition. Present your vision and product roadmap . Give your audience the best presentation with this deck and watch their enthusiasm increase.

Template 10: Investor Presentation PowerPoint Template Bundles

A well-designed presentation influences 65% of investors' decisions. Don't take a chance on success.

You may communicate your vision with these 12 slides. This template is ideal for expert talks and gatherings. Explore the company overview, portfolio , investor-specific client composition dashboard, competitive analysis, and 2030 vision. Track profitability and growth with a dashboard and share your strategic objectives to generate confidence. Avoid mediocrity. Improve investor presentations to stand out and boost your pitching with this PPT Template.

Get Desired Investments with Us!

Level up your investor pitches with SlideTeam's Investor Presentation Templates . Unleash your creativity, captivate investors, and secure the funding you deserve. Get access to the ultimate toolkit for successful presentations. Revolutionize your pitch today!

You can also try out the beverages presentation template if you own a beverage business. Find out more by reading the blog.

FAQs on Investor Presentations

What is in an investor presentation.

Attracting investors and securing cash may be accomplished with the help of a well-crafted investor presentation. The company's history, goals, and values ​​are all staples of any such document. The presentation emphasizes the issue addressed, the company's USP, and its intended audience. Details on the market, its potential, the company's management, its finances, and its future forecasts are all included. The product or service, expansion plans, and early successes may all be highlighted in a presentation to potential investors.

How do you structure an investor presentation?

To convince investors to back your company, you must give them a well-organized presentation. Get them interested immediately by opening with a strong statement of your value offer. Then, please explain the issue your company is trying to tackle and how it differs from any other. The market study should be included, highlighting the current size, projected growth, and intended audience. Then, present your company plan, income sources, and financial forecasts. Draw attention to your team's expertise and distinguishing features.

How do you conclude an investor presentation?

It's important to make a strong impression on investors when you wrap up your presentation. Summarize your main arguments, stressing the possible ROI and reiterating your value offer. Focus on the market's potential and highlight any progress or accomplishments you've made to bolster your argument. Reaffirming your team's knowledge and competence is important to carry out the company strategy. Give investors a glimpse into your plans and explain what you want to do next, whether that's more conversation or asking for their financial backing. In closing, thank investors for their time and attention and give them a clear call to action.

What are the key highlights of a good investment pitch?

Following are the highlights of the investment pitch:

• A concise description of the company's offering, including its value proposition and distinguishing features.
• development potential and market opportunity are already apparent
• Knowledgeable about and empathic with the intended audience
• Good financial estimates and a well-defined revenue strategy.
• Team with a proven track record of achievement, backed by years of expertise
• in market distinctiveness and competitive advantage, were emphasized
• Proven success with a combination of measurable objectives and user feedback
• Excellent preparation, interesting delivery, and stimulating imagery.
• Direct appeal to the interest of possible backers.

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Tips on presenting your business plan to investors

Find out what you need to know before you walk into an investor pitch. Presented by Chase for Business .

You put days, months — maybe even years — into crafting your business plan. You double- and triple-checked all the numbers. You had it professionally designed. And now the day has come. All that hard work has paid off and you have a chance to present your plan to a potential investor or group of investors. And while who you know is often a big advantage in business, in this case, what you know is even more important.

Know your business plan

Once you’ve made it to the step of presenting your winning business plan  to potential investors, chances are they’ve already read it, or at least part of it, and want to hear more. Be sure you know your plan inside and out. They may ask you to give a 30-second elevator speech, which is a high-level summary of your business, your customers and what sets you apart. Or they may want you to recite the entire executive summary from memory. The point is, you have to be ready for anything. Prepare to reiterate, elaborate or consolidate what’s in your plan, and anticipate any questions investors may have.

Know your audience

Many career investors will speak about their experiences, their backgrounds, what they look for in business partners, what they like to hear during a pitch (and what they don’t), industries they’re interested in and more. That’s why it could be valuable to do some research upfront. Look for any interviews they may have given, articles or blogs they’ve authored and what’s on their social profiles. If you know anyone in their network, talk to them. The better you know the audience you’ll be presenting to, the more you can cater the presentation to appeal to them. For instance, if you know that a potential investor is a staunch environmentalist who believes in saving trees, you may not want to bring a dozen copies of a 30-page business plan to the meeting.

Know your customers

Investors want to know the people they may be getting involved with, and that includes your customers. Thoroughly research your target audience. Instead of presenting a bulleted list about your customers, you might engage investors by telling a story. Walk them through a typical day in the life of a customer. Where do they live? What do they like to do? What are their needs? And how does your product or service help fulfill those needs? If investors become vested in your customers, they may be more likely to invest in your business.

Know your data

When it comes to letting go of their hard-earned money, most investors just want you to show them the numbers. It wouldn’t be unusual for a potential investor to ask for market statistics, revenue forecasts or customer acquisition costs during a pitch. Be sure you have realistic data and can back it up. After all, no matter how much investors like you as a person or believe in your product, their main goal is to make money. Their wheels are always turning as they try to figure how much of a return they can get on their investment and how long it will take.

Know your environment

You were so excited to get the meeting invite with a potential investor that you glossed over the details. But taking a closer look can make all the difference between being well prepared and scrambling at the last minute.

For an in-person meeting, the invite most likely includes the address, floor number, conference room name or specific location. If you’re close enough and have the time before the meeting, you may want to consider visiting the location. And if you’re able to get into the conference room, even better. If it’s not possible to visit, think about calling the meeting coordinator to ask any specific questions about the meeting room. Either way, here are some things you may want to confirm before the big day:

• What is the size/layout of the room?
• Is there one big conference table?
• Is there a large TV or monitor?
• Will everyone be sitting?
• Will you need a microphone?
• Does the room have an internet connection? Is it password protected?
• Are there available outlets?
• Will you need to bring an extension cord or an HDMI cable?

If the meeting is virtual, you’ll still want to prepare but in a different kind of way. With this type of meeting, you may have to work a little harder to keep your audience’s attention. Be ready with these tips:

• Make sure the sound, picture and material are clear, crisp and engaging.
• Set up your space ahead of time.
• Check the lighting in the room at the time of day as the meeting so that you can open or close shades, add additional lamps or make any adjustments.
• Be sure the background is uncluttered and professional.
• Try signing on to the video platform you’ll be using to avoid any last-minute login issues.
• Check that your speakers and computer microphone are working properly.
• Do a practice run with a friend or family member, and record the presentation to see what it will look like from your audience’s point of view. 

Know your time

The last thing you want to do is prepare an amazing 30-minute presentation, only to find out you only have 10 minutes to present. Even though the meeting invite may indicate a one-hour meeting, things change and some meeting booking programs don’t allow customizations. It wouldn’t hurt to confirm how much time you have to present so there are no surprises.

The bottom line

In the same way it helps to develop a business plan checklist when crafting a business plan, it’s also important to put the same time and effort into creating a strategy for presenting that plan to potential investors. Following these tips can be a great place to start. As with anything in business and in life, knowledge is key. The more you know, the more prepared and comfortable you’ll be come pitch day.

For more ideas on how to get funding to grow your business, speak with a Chase business banker .

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How to Write a Business Plan For Investors (That They Will Love)

The Startups Team

A good business plan does more than just inform readers about what your company does, how you earn money, or what you want to do. It persuades the reader that your company is awesome, gets them excited about the opportunity to get involved, and makes them want to help you succeed.

But how do you write a good business plan for investors? You probably didn’t go to business school and if you’re a first-time founder, it can be really hard to figure out how to do something so technical. But don’t worry! This guide will walk you through how to write a business plan for investors, will help you answer the most important questions about your business, and will show you the best ways to illustrate them. We’ve also thrown in some additional resources you can turn to for help.

And if that’s still not enough, Bizplan is giving Startups.com readers 50 percent off their first month of business planning services. Check it out here .

The Big Picture

There are 14 important sections of a business plan. But that is by no means an excuse to write out your entire life story on paper. The average business plan should be around 15 pages — no more than 20.

In the past, the average business plan was anywhere from 40 to 100 pages, and guess what they found out? No one was reading all of that. So don’t let important information about your company get lost in a jumble of words. Investors look for founders who can provide the most value in the least amount of time, and your business plan is a great indication of that ability.

The Big Questions

By the time readers are done reading your business plan, they should have a clear understanding of the following: Why (Why this? Why now? Why you? Why them?) and how (How will you make money? How will you get customers? How will you grow your business?).

These questions should be answered throughout your business plan, and should prove to those reading it that your company has the right product, market, team, time, and strategy to make them a return on their investment.

So without further adieu, here is a breakdown of writing a business plan for investors:

1. Executive Summary

The Executive Summary is an introduction to the main ideas that you will discuss in the rest of the plan. If an investor read only the Executive Summary and nothing else, you’d want them to be able to walk away with a clear understanding of the main highlights of your business and why it’s exciting.

A good Executive Summary includes quick, one to two sentence overviews of the following information: mission statement, product/service summary, market opportunity summary, traction summary, next steps, and vision statement.

Pro tip: Although the Executive Summary comes first, it is often helpful to write it last because you’ll have worked through everything by then.

2. Investment Opportunity

The Investment Opportunity section is where you tell investors what your goals are, why they are integral in helping you achieve those goals, and what they have to gain from getting involved with your company. This includes:

• Your Funding Goal : How much money do you need to move forward
• Terms : What will investors get in exchange for their investment?
• Use of Funds : How do you plan to use those funds? (Hint: a 6-figure salary for yourself isn’t what they’re looking for here)
• Milestones : What will you be able to achieve with their investment?

Again, the most important question to answer here is why: Why should investors want to be a part of your company, and why is now the time for them to get involved? Identify the three to four key factors that make your company a great opportunity and make sure they’re included in this section.

3. Team Overview

This is where you introduce your team and how you’ll work together to bring the business to life. An ideal Team Overview section makes the case not only that your team is the right team for the job, but that you’re the only team for the job.

In order to do this, you need to create a bio for each member of the team. Each team bio should include: the team member’s name; their title and position at the company; their professional background; any special skills they have developed as a result of their past experience; their role and responsibilities at your company; and what makes them uniquely qualified to take that role on.

Pro Tip: This is not the time or place for cheesy fun facts or hobbies. Aim for three to five concise sentences on each team member.

4. Market Opportunity

Before you do a deep dive into what your company does, it’s important to set the stage and provide readers with some insight about why you’re starting this company in the first place. A good market opportunity section addresses two key points: The problem that your product/service solves, and the industry trends that make now the time for your company to succeed.

When writing the “problem” part of this section, consider two questions: What problems do your target customers face that your product/service solves? What annoyances or inconveniences do they face that your company helps to eliminate?

When writing the “trends” section, consider these three questions: What recent emerging trends have you developed your product/service in response to? Are there any new or emerging technologies that make your product/solution possible? Are there any specific brands you can point to that illustrate the demand for products/services like (but not too like) yours?

And to sum it all up, write a conclusion that answer this question: How do the problems customers face and the trends that are happening come together to create the perfect environment for your company to succeed?

5. Company Synopsis

The company synopsis section is where you introduce readers to your company and what you have to offer. This is the easy part: It’s where you get to talk about what you’re doing and why it’s awesome.

Consider these questions if you’re having trouble getting started: What does your company do? How does it solve the problem you’ve previously outlined? What products and services do you offer? How will customers use your product/service? What are the key features? What makes your product/service different from anything currently available?

6. Revenue Model

This is where you answer the age-old question of any business: How does your company make money? Identify all current/initial revenue sources, including pricing, COGS, and margins.

Ask yourself: Why is this revenue model the right fit for your current stage? How does your pricing compare to competitors? Are there additional revenue sources you plan to add down the line? If you haven’t started generating revenue when & how will you “flip the switch”?

7. Traction/Company Milestones

It’s important for investors to see that your business is more than just an idea on a cocktail napkin; it’s an actual, viable business. Traction is a huge part of making that case.

Here are some key categories of traction that signal to readers that your company is making moves.

• Product Development : Where are you in the process? Is your product in the market?
• Manufacturing/Distribution: Do you have an established partner for production/manufacturing? Distribution?
• Early Customers and Revenue : Do you have existing customers? How many? And how fast are you growing? Have you started generating revenue?
• Testimonials and Social Proof : Do you have any positive client reviews of your product/service? Any high profile customers or industry experts?
• Partnerships : Have you secured partnerships with any established brands?
• Intellectual Property : Do you have any patents for the technology behind your company? Is your company name trademarked?
• Press Mentions : Has your company been featured by any media outlets? Which ones?

8. Industry Analysis

The industry analysis section provides a bird’s eye view of the industry your company is positioned in, what’s happening in the industry, and where your company stands in relation to your peers. You want readers to walk away from your business plan seeing not only that you’re an expert in your company but that you’re highly knowledgeable about the industry you’re entering into.

Be intentional about the statistics you include in the plan. Include only numbers that really help to illustrate: the size of the opportunity your company is positioned to address; the demand for your solution; the growth of the audience/demand for your product that is already happening; and competitor analysis.

Now that you’ve introduced readers to your industry, it’s time to give them a glimpse into the other companies that are working in the same space, and how your company stacks up. Identify at least three sources of competition for your company and answer the following questions about each one:

• Basic Info : Where are they based? What stage of growth are they in?
• Traction : How much revenue do they generate? How many customers do they have? Have they received funding?
• Similarities and Differences : What are their strengths? How do you plan to neutralize them? What are their weaknesses? How is that an advantage to you?
• The Takeaway : What can you learn from your competitors to make your company stronger?

Pro tip: When identifying competitors, it’s important to think outside the box, and look beyond companies that are offering the exact same product or service that you are. A skimpy competitor analysis section doesn’t tell investors that your solution is unrivaled — it tells them that you’re not looking hard enough.

9. Differentiating Factors

The differentiating factors section is where you outline how your product/service is different from others on the market and how those differences will help you to maintain your strategic edge. Ask yourself: What are three to five key differentiators between your company and other solutions out there? How will these advantages translate into a long-term advantage for your company?

10. Target Audience

The target audience section is where you show readers that you know who your audience is, where they are, and what is important to them.

Some questions to help you get started include: Who are the people that your product/service is designed to appeal to? What do you know about customers in this demographic? Does your target audience skew more male or more female? What age range do your target customers fall in? Around how many people are there in this target demographic? Where do your target customers live? How much money do they make? Do they have any particular priorities or concerns when it comes to the products/services they buy?

11. User Acquisition and Marketing Strategy

Now that we know who your customers are, the next question is: How do you plan on getting them?

Ask yourself: How will you get your first customers? Who will you target first? Will you introduce your product in certain key geographic locations? Are there any existing brands that you are planning to partner with? How do you plan to raise awareness for your brand? What forms of media will you use? Why? Do you have a presence on social media? Which platforms do you use and why? Essentially, what is your marketing strategy ?

12. Future Growth and Development

Once you’ve accomplished all the short-term goals, built out your initial product offering, and acquired your first customers — what will you do to grow your business from there?

Ask yourself: Do you have any new products in the pipeline? How will these new products enhance your current offerings? Are you planning to expand into new markets (new cities, new demographic categories)? Can you provide a timeline of when you expect each new development to take place? What metrics or conditions will help you to decide when it’s time to move forward? What are some potential exit strategies for your company down the road? Will you seek acquisition by a larger company? Do you plan to take the company public with an Initial Public Offering?

13. Financial Overview

Financial data is always at the end of the business plan, but that doesn’t mean it’s any less important. In fact, poor financials can rip apart anything you initially had going for you. The charts, tables, and formulas in your financial section show an investor how well you’re doing and what your odds are for continued survival.

The three most important things to include are: cash flow statement, income statement, and your balance sheet. While these three things are related, they measure quite different aspects of a company’s financial health.

We’re Here To Help

There you have it: A comprehensive guide to writing your next business plan for investors. Sound like a big undertaking? Our friends at Bizplan.com have your back. Click here for a Startups.co exclusive discount on their services. Good luck!

Bhavin Bhagat

The truly informative article you shared.

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