Business documents
Pitch deck design
A pitch deck is the set of slides a business uses to explain itself to investors, partners or major customers. It may be presented in a meeting or sent ahead as a PDF and read alone, so it has to work both ways. Good deck design starts with a story in a sensible order, gives each slide one idea with a headline that states it, shows numbers honestly and keeps the look consistent and calm. Design cannot fix a weak case, but it can stop a strong case from being lost in clutter.
This page covers story order, slide headlines, charts, presented versus sent decks, an editable master and accuracy.
Illustrative diagram
- Problem
- Solution
- Customers
- Traction
- Ask
A common story order
Problem
What is wrong or missing, for whom.
Output: Why care
Solution
What you do about it.
Output: What it is
Market and customers
Who buys and how many could.
Output: Who for
Traction and model
Evidence so far, how you make money.
Output: Why now
Team and ask
Who is doing it and what you need.
Output: Next step
Headlines that state the point
Replace topic labels like 'Market' with headlines that say what the slide shows, such as 'Independent gyms spend heavily on admin software they dislike'. A reader who sees only the headlines should be able to follow the argument. The rest of the slide supports that one point with an image, a chart or a few words.
One idea per slide
Slides crowded with bullet points are hard to follow in a meeting and tiring to read alone. Give each slide one idea, and if you have more to say, add a slide. Use large text, plenty of space and a consistent position for headlines. Detail that some readers need, such as full financials, can go in an appendix.
Honest charts
Numbers in a deck are scrutinised. Label axes and units, start bar charts at zero, show the period covered and the source, and mark forecasts clearly as forecasts. A chart that exaggerates growth by cropping an axis can undermine the whole deck if a reader notices. Keep one message per chart and state it in the headline.
Presented and sent decks
| Version | Design approach |
|---|---|
| Presented | Minimal text, large visuals; you speak the detail |
| Sent as PDF | Slightly more text so each slide stands alone |
| Appendix | Detail for those who want it |
Example: a deck for a food delivery start-up
Illustrative example — not a client case study
Situation: A start-up's deck has thirty dense slides and charts with unlabelled axes.
- The story is reordered into problem, solution, customers, traction, model, team and ask.
- Each slide gets a headline stating its point; detail moves to an appendix.
- Charts are rebuilt with labels, sources and forecasts marked.
What this shows: The deck could be followed from its headlines alone. This example is illustrative.
Before sending
Story
- Headlines tell the argument
- One idea per slide
Numbers
- Sources and periods shown
- Forecasts labelled
Files
- PDF that reads alone
- Sensible file size
An editable master
Decks can change often as figures update and conversations move on. A master template in the presentation software you use, with set layouts for title, statement, chart, image and team slides, lets you add and edit slides without breaking the design. Locking brand elements keeps the deck consistent as different people edit it.
Accuracy and claims
Everything in a deck should be accurate and supportable: customer names only with permission, figures you can back up and forecasts clearly labelled. If you are raising investment, there may be rules on financial promotions; check with your adviser before circulating the deck widely.
Length
There is no fixed number of slides. A deck that tells the story clearly in as few slides as it needs, with detail in an appendix, respects the reader's time. Cut any slide that does not move the story on.
Images and product shots
A clear screenshot of your product, a photo of it in use or a simple diagram of how it works can explain more than a paragraph. Crop screenshots to the part that matters and remove real customer data. Use photos of your actual team rather than stock images on the team slide.
A readable PDF
When sent, the deck becomes a PDF. Export with real text rather than images, keep file size reasonable for email and check that slides read in the right order on a phone. Name the file clearly with your company name and date.
Questions about pitch deck design
What is a pitch deck?
Slides explaining a business to investors, partners or major customers.
What order should a deck follow?
Problem, solution, customers, traction and model, team and ask is one common order.
How much text should a slide have?
One idea, stated in the headline, with little else.
Should the presented and sent decks differ?
They can; a sent deck needs slightly more text to stand alone.
How should charts be shown?
Labelled, sourced, honest axes and forecasts marked.
Do we need an editable template?
Yes; decks change often and need easy updates.
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