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Financial Mastery

Slide 13 of 18

What to put on the financial plan slide

The job of this slide: Where this is going, in one table and one chart. Include: Revenue, gross margin, EBITDA, cash for 3-5 years; Key assumptions in small text; Base case only (scenarios in appendix).

Plan: ~$4.2M ARR by year 3Revenue & EBITDA chartAnnual summary tableSlide 13 · Pitch Deck Blueprint

What to put on it

  • Revenue, gross margin, EBITDA, cash for 3-5 years
  • Key assumptions in small text
  • Base case only (scenarios in appendix)

What investors look for

Ambitious but explainable growth, and a path to profitability.

Example

Revenue $0.5M, $1.4M, $3.3M in years 1-3; EBITDA-positive in month 36.

What to say

Script

Our base plan reaches about $4.2M ARR in year 3 and turns EBITDA-positive in month 36. Our worst case is in the appendix.

Common mistake

Five decimal places.

Where the numbers come from

Annual Summary, Charts