Pitch Deck Services: story, design and the numbers

It is a written and designed investor presentation, built from scratch for founders raising equity: a pre-seed or seed round, a bridge, a Series A, or a real estate syndication raising from limited partners. Narrative and copy first, slides second. On Standard and Premium, the numbers on the money slide come from a model that opens in Excel.

Our team has written $1B+ in funding documents for 500+ founders across 30+ countries. What each of those figures counts. The same team writes our business plans, financial models and market research, so a deck, a plan and a model bought together tell one story.

Three fixed prices: $1,950, $2,950 and $3,950, agreed on the call before anything is designed. Every tier we sell is listed in one place: see every price we charge.

Missing one or two of these does not stop the project; it changes where the effort goes, because we spend the first days building the numbers with you rather than dressing them up. Where the gap is market evidence, we will say whether market research is worth buying alongside. The one thing we cannot substitute is traction: we will not invent a number for a slide.

You receive an editable PowerPoint file (.pptx) in your brand plus an export-ready PDF. Standard and Premium add the five-year financial model as a working Excel file and a one-page data-room summary; Premium adds syndication or LP-level modeling.

Pitching at a demo day? Say so on the call. For the pitch not to count as general solicitation under Rule 148, the offering information is limited to four items (see below), and, once your counsel confirms the route, the ask slide can be cut to match.

A round is one consolidated set of comments from you and one updated deck back. Gather feedback from co-founders and advisors into a single list rather than sending changes one at a time, because a deck rewritten in fragments loses its through-line. Essential includes one round. Standard and Premium are unlimited within the agreed scope: rewriting slides, changing numbers, restructuring, restyling.

Unlimited is not unbounded. If the business, the market or the round itself changes mid-project, that is a new brief and we requote rather than quietly running the clock. Everything else, including the rewrite you want after your first three investor meetings, is inside what you paid for.

When we rebuild a deck that has gone out and gone quiet, the faults we find are seldom design faults. Four are worth checking before you send yours.

The ask is vague. "Raising $2M" with no instrument, no runway and no milestone attached leaves the most important slide unfinished. The numbers tie to nothing. If the projection slide cannot be traced to a spreadsheet that opens and recalculates, the first diligence question is one you cannot answer, which is why, on Standard and Premium, we build the model before the slide rather than after it. The market is a top-down circle. A trillion-dollar TAM with no bottom-up build from units, prices and reachable customers says nothing about how many customers you can actually win. Traction is described, not measured. "Strong early interest" is not a number; forty-one paying customers at $290 a month is.

Who counts as accredited? Under Rule 501(a), the two financial tests for an individual are net worth that "exceeds $1,000,000", alone or with a spouse or spousal equivalent, excluding the primary residence; or income above $200,000 ($300,000 jointly) in each of the two most recent years, with the same reasonably expected this year. Directors, executive officers and general partners of the issuer also qualify, as do holders of certain SEC-designated professional certifications.

Demo days. Rule 148 keeps a demo day pitch from counting as general solicitation, which matters in a 506(b) round, if conditions on the sponsor, the issuers and the event are met. One limits your offering information to "a notification that the issuer is in the process of offering or planning to offer securities, the type and amount of securities being offered, the intended use of proceeds of the offering, and the unsubscribed amount in an offering". The list has no valuation, price or cap; ask counsel first.

Form D. Rule 506 issuers file it "no later than 15 calendar days after the first sale of securities in the offering", or the next business day if that is a weekend or holiday (Rule 503(a)(1)). The first sale is "the date on which the first investor is irrevocably contractually committed to invest". SEC charges no Form D filing fee; states may require their own filings and fees.

Worked example. Your first investor becomes irrevocably committed on Friday 6 November 2026 (a signed subscription agreement, if counsel confirms that is the commitment). Fifteen days later is Saturday 21 November, so Form D is due Monday 23 November 2026. A later wire or closing does not move that date.

A deck is a document for raising equity. In these cases it is the wrong purchase, and we point you at the right one instead of selling you slides.

You are raising debt. If a bank or an SBA lender has asked you for a business plan and a cash flow forecast, take the request literally: a deck does not substitute for either. Start with an SBA loan business plan or a business plan. You are filing an immigration application. E-2, EB-5 and L-1 filings are built on a written plan and its supporting evidence; slides are not that document. See visa business plans. A lender, CDC or agency asked for an independent feasibility study. Different deliverable, different author obligation: see our Feasibility Study Services and what the SBA actually requires. You have no numbers yet. Buy the financial model first; a deck built on figures you have not tested is a liability in the second meeting. Your round is six months away, or your budget is under $1,950. Take the free template and model, draft it yourself, and come back when the raise is real.