Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Courses
  • Tutoring
  • Home
  • Business Management & Operations
  • Strategy, Entrepreneurship, & Innovation

Investor Pitch - Slide 10: Financial Forecast

Include financial projections in your Pitch Deck

Written by Jason Gordon

Updated at April 15th, 2022

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Marketing, Advertising, Sales & PR
    Principles of Marketing Sales Advertising Public Relations SEO, Social Media, Direct Marketing
  • Accounting, Taxation, and Reporting
    Managerial & Financial Accounting & Reporting Business Taxation
  • Professionalism & Career Development
  • Law, Transactions, & Risk Management
    Government, Legal System, Administrative Law, & Constitutional Law Legal Disputes - Civil & Criminal Law Agency Law HR, Employment, Labor, & Discrimination Business Entities, Corporate Governance & Ownership Business Transactions, Antitrust, & Securities Law Real Estate, Personal, & Intellectual Property Commercial Law: Contract, Payments, Security Interests, & Bankruptcy Consumer Protection Insurance & Risk Management Immigration Law Environmental Protection Law Inheritance, Estates, and Trusts
  • Business Management & Operations
    Operations, Project, & Supply Chain Management Strategy, Entrepreneurship, & Innovation Business Ethics & Social Responsibility Global Business, International Law & Relations Business Communications & Negotiation Management, Leadership, & Organizational Behavior
  • Economics, Finance, & Analytics
    Economic Analysis & Monetary Policy Research, Quantitative Analysis, & Decision Science Investments, Trading, and Financial Markets Banking, Lending, and Credit Industry Business Finance, Personal Finance, and Valuation Principles
  • Courses
+ More

Table of Contents

Slide 10: Financial ForecastAdditional Information

Slide 10: Financial Forecast

The financial forecast is a snapshot of the most important aspects of the financial statements. Take a look back at the Financial Projections material to refresh yourself on the content of the financial projections. The main information that you should show in the financial projections are are follows:

  • Revenue assumptions (Sales Volume and Average Price)
  • Cost Assumptions (Total fixed costs and Variable Costs as a percentage of sales)
  • Startup Costs
  • End of your Net Profit/Loss for 12 months, Year 2, and Year 3
  • Break-even Analysis

The above information will tell the investor about the use of cash and the expected revenues that will result from the expenditure of money. This is the one slide where you may include a complicated slide. You may want to take a snapshot of select portions of the income statement. This will show allow the investor to get a holistic view of the potential revenue production at various points in the business growth cycle.

Back to: Entrepreneurship

Additional Information

Too much information can be overwhelming, while too little information can leave a customer or investor uncertain. Generally, it is a safe bet to use the most commonly understood and expected financial calculations, such as the Return on Investment (ROI), PayBack period, Cost-Benefit Analysis, and Profit Margin.

investor pitch financial projections investor presentation

Was this article helpful?

Yes
No

Related Articles

  • Vertical and Horizontal Integration Strategies - Explained
  • Business Plan - Competitive Analysis
  • Small Business Innovation Research Act (SBIR) - Explained
  • Needs vs Wants (Customers) - Explained



©2011-2021. The Business Professor, LLC.
  • Privacy

  • Questions

Definition by Author

0
0
Expand