Investor & Funding Presentations

The Financial Smith's presentation service combines financial acumen with persuasive storytelling. We don't just design slides; we structure the strategic narrative required to raise capital, update boards, or sell complex services. Whether you are a startup seeking Series A funding or a corporation reporting quarterly earnings, we ensure your message is clear, data-backed, and visually impactful.

Narrative

Persuasion

Impact

Financial Presentation
Financial Presentation
Financial Presentation
Strategizing the flow and narrative structure of an investor presentation.
Strategizing the flow and narrative structure of an investor presentation.
Strategizing the flow and narrative structure of an investor presentation.

What we do

Articulating value through strategic design

A great deck is built on a foundation of solid strategy. We partner with founders and executives to distill complex financial models and business strategies into clear, compelling presentations. Our focus is on the "investor story"—ensuring that the market opportunity, business model, and financial projections are communicated with the clarity and confidence required to close the deal.

Services Offered

Specialized presentations for critical moments

We create high-stakes presentation materials that drive investment, alignment, and action.

1

Investor Pitch Decks

Crafting the end-to-end narrative and visuals for seed, Series A, and growth-stage fundraising.

1

Investor Pitch Decks

Crafting the end-to-end narrative and visuals for seed, Series A, and growth-stage fundraising.

1

Investor Pitch Decks

Crafting the end-to-end narrative and visuals for seed, Series A, and growth-stage fundraising.

2

Board Meeting Packs

Structuring concise, data-rich updates for board of directors and executive committee meetings.

2

Board Meeting Packs

Structuring concise, data-rich updates for board of directors and executive committee meetings.

2

Board Meeting Packs

Structuring concise, data-rich updates for board of directors and executive committee meetings.

3

Financial Storytelling

Translating dense spreadsheets and models into digestible visuals and key takeaways.

3

Financial Storytelling

Translating dense spreadsheets and models into digestible visuals and key takeaways.

3

Financial Storytelling

Translating dense spreadsheets and models into digestible visuals and key takeaways.

4

Sales & Partnership Decks

Designing persuasive materials to secure B2B contracts and strategic alliances.

4

Sales & Partnership Decks

Designing persuasive materials to secure B2B contracts and strategic alliances.

4

Sales & Partnership Decks

Designing persuasive materials to secure B2B contracts and strategic alliances.

5

Financial Model Integration

Ensuring that the charts in your deck align perfectly with your underlying financial models.

5

Financial Model Integration

Ensuring that the charts in your deck align perfectly with your underlying financial models.

5

Financial Model Integration

Ensuring that the charts in your deck align perfectly with your underlying financial models.

6

Pitch Coaching & Scripting

Preparing leadership teams to deliver the presentation with confidence and handle Q&A.

6

Pitch Coaching & Scripting

Preparing leadership teams to deliver the presentation with confidence and handle Q&A.

6

Pitch Coaching & Scripting

Preparing leadership teams to deliver the presentation with confidence and handle Q&A.

How we work

Our process for crafting the pitch

Financial Presentation
Financial Presentation
Financial Presentation

We use a narrative-first approach to ensure the story drives the design, not the other way around.

Narrative Discovery

We begin by deconstructing your business model and identifying the core value proposition and "ask."

Narrative Discovery

We begin by deconstructing your business model and identifying the core value proposition and "ask."

Narrative Discovery

We begin by deconstructing your business model and identifying the core value proposition and "ask."

Storyboarding & Structure

Our team outlines the flow of the presentation, ensuring a logical progression of ideas and data.

Storyboarding & Structure

Our team outlines the flow of the presentation, ensuring a logical progression of ideas and data.

Storyboarding & Structure

Our team outlines the flow of the presentation, ensuring a logical progression of ideas and data.

Visual Design & Data Viz

We apply professional design principles to visualize your data and brand identity for maximum impact.

Visual Design & Data Viz

We apply professional design principles to visualize your data and brand identity for maximum impact.

Visual Design & Data Viz

We apply professional design principles to visualize your data and brand identity for maximum impact.

Refinement & Delivery

We iterate based on feedback and deliver final, editable assets ready for the boardroom.

Refinement & Delivery

We iterate based on feedback and deliver final, editable assets ready for the boardroom.

Refinement & Delivery

We iterate based on feedback and deliver final, editable assets ready for the boardroom.

A close-up of a storyboard layout with sticky notes and sketches for a pitch deck narrative.
A close-up of a storyboard layout with sticky notes and sketches for a pitch deck narrative.
A close-up of a storyboard layout with sticky notes and sketches for a pitch deck narrative.

Get in Touch

Stop Guessing. Start Strategizing.

Financial clarity is just one conversation away. Fill out the form to schedule a consultation and see how we can turn your data into a competitive advantage.

Close up of hands writing in leather notebook on wooden desk
Close up of hands writing in leather notebook on wooden desk
Close up of hands writing in leather notebook on wooden desk

Other Services

Data visualization monitor close up
Real-Time Data & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

Data visualization monitor close up
Real-Time Data & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

Data visualization monitor close up
Real-Time Data & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Bookkeeper inputting financial data into accounting software
Financial Systems Setup & Automation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

Bookkeeper inputting financial data into accounting software
Financial Systems Setup & Automation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

Bookkeeper inputting financial data into accounting software
Financial Systems Setup & Automation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

financial education
Financial Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.

financial education
Financial Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.

financial education
Financial Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.