How to Create a Successful Pitch Deck

Hey guys! Today I want to tell you how to create a successful pitch deck!

Pitch decks are vital to starting a fund.

So, what are the main elements you need to consider when making your pitch deck?

Here’s some common pitching practices…

  • Discovery questions – know your investor; speak on their level
  • Pitch length – less than 15 minutes
  • Problem & Solution – simple layout that I use

Like Lincoln said in my video...

“Personally, I like presenting my problem and solution right away, followed by the info on the market, management, and the core of your fund.”

Lincoln Archibald

There’s no one right way to do it. However, you do need to present the right information in the right way.


When pitching a fund, you are selling the strategy and the sponsor.

What’s your investment thesis? What are you trying to prove? These are vital points to consider when setting up a good strategy.

What’s The Process?

Dive into things like due diligence, investment criteria, the hierarchy of decision making in the fund, and any other details that the investor needs to know.

Give them some visuals. Where is the money coming from and where will it go?

Reader Deck or Presentation Deck?

Considering how and where you will pitch the investor can help you decide if you should make a reader or presentation deck.

Presentation = used when presenting to other people. Minimal text and multiple charts.

Reader = used when a personal presentation of the deck is not available.

Show Your Team

Don’t get caught up in bios; just tell the investor why your team members are great (show off their accolades/responsibilities in the fund).

Last, but not least…

Show them a case study. How did your latest investment/fund do? What did you do to get such great returns?

People want real world examples of why you and your team are legit.

Well, that’s it for today!


Bridger Pennington

Want to get direct guidance for your fund? Schedule a time with my Fund Advisors!

DISCLAIMER: This content is for educational and informational purposes only. It is not to be taken as tax, financial, or legal advice. You should always consult a legal professional before taking action. Furthermore, this is not a recommendation to buy or sell any security. The content is solely just the opinion of the authors.

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