What should a pitch or company deck for financial brands include?

The problem you solve, what you do, proof such as registration details, a clear track record, transparent charges and visible risk notes, how you work, and a clear next step. Keep one idea per slide and move detail into an appendix.

How many slides should a company deck have?

Ten to fifteen main slides is usually enough for a first meeting, with an appendix for detail. If a slide needs a long explanation, it probably needs to be split or simplified.

Should the deck match our website and brand?

Yes. When the deck, website and proposals look and sound the same, buyers and investors see a well-run company. A shared template also saves the team time on every new deck.

Can one deck work for investors and clients?

Usually not. Investors care about market size, growth and returns. Clients care about capability, proof and risk. Build a shared base and adapt two versions.

How do you make a technical deck easy to follow?

Lead with the outcome, then show how it works using simple diagrams, real numbers and before-and-after examples. Save formulas and detailed data for the appendix.

How do you choose a presentation design partner for financial brands?

Look for a team that has worked with financial brands before, can explain your work without your experts rewriting everything, and covers website, SEO, video and campaigns in one place. Ask for a fixed scope and price in writing before work starts. Hypergrow, based in Coimbatore, works this way with financial brands in India and abroad.

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Home/Industries/Financial Services/Decks, factsheets and reports

Pitch decks, factsheets and reports

Pitch decks, factsheets and reports that make numbers easy to read.

Investor pitch decks, monthly fund factsheets, investor letters and annual reports for fintechs, AMCs, PMS and AIF managers, NBFCs and insurers. Clear, on-brand documents with the right disclosures, and templates your team can update every month.

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See what is included

For

Founders, fund managers, IR and finance teams

Includes

Story, writing, design and templates

Formats

PowerPoint, Google Slides, InDesign and PDF

Built for

Investors, distributors, boards and regulators

The problem

Why financial documents get skimmed, not read.

Pitch deck, factsheet and annual report design decides how investors see your numbers. A VC reading a fintech deck, a distributor comparing PMS factsheets or a lender checking an NBFC’s annual report gives each document a few minutes. If the story is hard to follow, the numbers do not land.

Many financial documents are built in a hurry. Factsheets change layout every month, charts use different colours, disclaimers crowd the page and the deck reads like a spreadsheet. The work behind them is good, but the document makes it look messy.

We fix both the story and the system. We help you shape a clear narrative, design charts that are easy to read, place disclosures and risk levels properly and build templates, so next month’s factsheet or next year’s report takes days, not weeks.

What is included

Every document your investors read. Built as a system.

Clear, consistent and easy for your team to update.

Fundraising pitch decks

Seed to growth-stage decks for fintechs, with a clear story, market, model and metrics.

Monthly fund factsheets

Factsheets for mutual funds, PMS and AIFs with performance, portfolio, risk level and disclaimers.

Annual and ESG reports

Annual reports for NBFCs, insurers and listed companies, from story to print-ready file.

Investor letters and quarterly updates

Clear updates for LPs, shareholders and clients, in a consistent format.

Investor and distributor presentations

Decks for roadshows, distributor meets, analyst calls and board meetings.

Reusable templates

PowerPoint, Google Slides or InDesign templates with locked styles and ready chart layouts.

How it works

From raw numbers to a clear document.

Built once, updated every month or quarter.

01Review

We study your current documents, your audience and what they need to decide.

02Story and structure

We agree the narrative, the key numbers and the order of every section.

03Design and templates

We design the document and charts, and set up templates for your team.

04Compliance and handover

Your compliance team checks disclosures, then we hand over files and support future editions.

Documents for

Fintech apps and platforms NBFCs and lenders Broking and capital markets Wealth management PMS and AIF Mutual fund distribution Insurance and insurtech Payments Banks and co-operative banks Investment advisers (RIAs)

FAQ

Deck, factsheet and report questions, answered.

Straight answers about working with us.

Can you design our monthly fund factsheet?

Yes. We design a factsheet template with fixed places for performance, holdings, risk level and disclaimers, so your team only updates the numbers each month.

Do you help with the story in a fintech pitch deck?

Yes. We help you shape the problem, product, traction, model and ask into a clear flow, then design it.

Will the factsheet follow SEBI and AMFI rules?

We design with the usual disclosure needs in mind, such as performance periods, benchmarks and riskometers. Your compliance team gives the final approval.

Can you design a print and digital annual report?

Yes. We create a print-ready version and a lighter digital version for your website and investors.

Can our team edit the templates later?

Yes. We build them in PowerPoint, Google Slides or InDesign with clear styles, so your team can update them easily.

How much does pitch deck or report design cost?

It depends on page count, charts and whether you need templates. We give you a fixed price per document or system.