Creating your pitch deck is only the beginning of your business planning process. Following up on a successful investor pitch requires the necessary planning documentation to support your presentation. These are just a few documents you should prepare after your company pitch deck.
A company’s executive summary, also known as a summary memo, is a two- to three-page overview of the company’s operations. This document provides an overview of your business that investors can share with their partners. Written in a straightforward manner, your executive summary should summarize what you have in your pitch deck.
It may be necessary for you to provide some additional information about your technology if you’re starting a tech company or medical company. You might want to provide more detailed documentation, diagrams, workflows, and so on, as investors in these types of companies will often want to vet your technical claims with an expert.
Detailed financial models
In order to gain a deeper understanding of your business’ underlying assumptions, investors who are seriously interested in your business will want to see detailed financial forecasts for the next three years.
You must explain your plans for hiring and employee-related expenses, research and development expenses, manufacturing costs, and marketing expenses to investors. Provide a detailed sales forecast, a profit and loss forecast, and a cash flow forecast. Balance sheets are also often required. Use graphics whenever possible to represent your data visually. The effectiveness of this method has been proven.
Detailed market research
The research you’ve done so far and your target market may require more information. Although this isn’t always the case, it’s a good idea to be ready to present the information in some form. Your pitch deck shouldn’t include this data, but you should be prepared to provide it if asked.