How to Make a Fintech Pitch Deck [Guide + Examples]
- Ink Narrates | The Presentation Design Agency
- Jul 31, 2023
- 8 min read
Updated: Oct 15
When Benjamin, one of our clients, asked,
“How do you make a pitch deck feel credible without overwhelming investors with jargon?”
Our Creative Director replied:
“You speak their language, not yours.”
As a presentation design agency, we work on many fintech pitch decks throughout the year. And in the process, we’ve observed one common challenge: founders either overcomplicate the story or oversimplify the numbers.
So, in this blog, we’ll talk about... Why Crafting a Fintech Pitch Deck Is So Tough, How to Make a Fintech Pitch Deck & Examples of Good Fintech Pitch Decks.
In case you didn't know, we specialize in only one thing: making presentations. We can help you by designing your slides and writing your content too.
Why Crafting a Fintech Pitch Deck Is So Tough
You might think a fintech pitch deck is just a set of slides, but here’s why it keeps even seasoned founders up at night:
You are selling trust in a skeptical market.
Investors have seen enough buzzwords to last a lifetime. When you say “blockchain” or “AI-driven credit scoring,” their guards fly up. You need to prove your tech without drowning them in code or compliance. That balance is razor thin, and we have watched teams stumble when they lean too hard on either side.
Regulation is the relentless elephant in the room.
Every fintech story must dance gracefully around complex legal guardrails. Skip the compliance piece and you look naïve. Overexplain it and you lull people to sleep. Our decks constantly thread that needle, showing you know the rules but are not shackled by them.
Numbers carry extra weight.
In fintech, metrics are not vanity; they are verdicts. Conversion rates, default rates, cost of acquisition—these figures make or break credibility. Present them with clarity and context, you inspire confidence. Bury them in a data swamp, you lose the room. We have learned that the cleanest charts often win the loudest nods.
Competitive landscapes are noisy.
Every week, another startup claims it will “redefine payments.” Investors are numb to that drumbeat. Your pitch has to carve a memorable niche fast. We have found that sharp positioning—think two sentences max—lets your audience anchor your value quickly.
Story arcs collide with technical depth.
Fintech founders love the tech, investors love the upside, and regulators love the details. Building a narrative that satisfies all three audiences in ten minutes is art plus engineering. Our process starts with the problem you solve, layers in social proof, then zooms into the tech only where it matters.
Design must signal maturity.
Fonts, colors, and spacing might seem cosmetic, yet they broadcast maturity to the trained eye. Sloppy slides whisper that your back-end code might be sloppy too. We polish every pixel because visuals form judgments before words can redeem them.
If these hurdles feel daunting, you are not alone; every founder we coach faces the same maze. Recognizing the obstacles now sets the stage for a smarter approach in the next section, where we lay out the framework we use to steer clear of them.
How to Make a Fintech Pitch Deck
Let’s be clear. There’s no universal template that works for every fintech pitch deck. What works for a payments startup won't work for a decentralized lending platform. But we’ve built and rebuilt enough fintech decks to know this — there’s a rhythm that works, a flow that holds attention, and a structure that gets to the “yes” faster.
We’re going to break it down for you, not in the usual “Title slide, Problem slide” way, but in terms of how the thinking behind each slide needs to evolve. Because it’s not about following a checklist. It’s about telling a high-stakes story with proof, purpose, and precision.
Here’s how we do it.
1. The Setup Slide: Say Less, Mean More
Most decks open with a company name and a tagline. That’s fine. But when we design this slide, we ask: Does this make us remember you?
If your fintech tagline could apply to five other startups, it’s not working. “Simplifying payments for the future” might sound clean, but it’s forgettable. Instead, aim for something sharper. A line like “Instant global payroll, built for compliance” says what you do and why it matters, in eight words.
Use this slide to anchor attention, not fluff it.
2. The Problem Slide: Show Pain with Precision
This is where most fintech decks stumble. Founders get vague. They talk about “inefficiencies in the system” or “legacy issues.” That doesn’t cut through.
Be surgical. What’s broken, and who’s suffering?
Let’s say you’re building a lending platform for small businesses. Instead of saying “Access to credit is hard,” say:
“72% of small business loan applications under $100K are rejected by traditional banks. Most don’t even get a human review.”
That’s pain, quantified. We often use one strong stat, a short quote from a real user, and a dead-simple chart. If your audience doesn’t feel the pain, they won’t care about your cure.
3. The Solution Slide: Clarity Beats Cleverness
You’ve got maybe 20 seconds to explain your product. That’s it.
This is not the time for poetic language. This is the time for brutal clarity.
Let’s go back to the lending example. A good solution statement sounds like this:
“We offer instant credit scoring based on cash flow, not credit history. Pre-approvals in under 60 seconds.”
That’s real. That’s useful. That invites curiosity.
We usually pair this slide with a diagram. Not a complex flowchart, just a simple visual that answers: “What happens first, second, third?” We’ve found that when a solution diagram takes less than 5 seconds to understand, people lean in.
4. The Why Now Slide: Put Timing on Your Side
Timing is underrated in pitch decks. But in fintech, it’s essential. Why? Because regulation changes. User behavior changes. And platforms evolve.
You need to show that your moment has arrived.
This could be a stat (“Embedded finance market to grow 215% in 3 years”), a legal shift (e.g., “New RBI mandate makes cross-border APIs viable”), or even cultural momentum.
What matters is that you don’t sound like a late arrival or a decade-too-early visionary. Investors want to know that now is the window — and you’re ready to jump through it.
5. The Product Slide: Visuals Win Here
If you’re early-stage, showing mockups is fine. If you’re post-launch, show the real thing. Screenshots, user flow animations, or even live demos — this is your chance to reduce abstraction.
We design this slide to answer two questions:
What does the user see?
What does the user get?
That second one matters more.
Founders often obsess over the interface. But your pitch should obsess over value. If your user dashboard shows 18 graphs but no benefit, the design won’t help you.
One of our clients had a beautiful screen showing payment activity. We rewrote the caption under it to say:
“Your CFO can close books 5x faster — without manual reconciliation.”
That’s the difference. Don’t just show the app. Show what it changes.
6. The Business Model Slide: Kill the Confusion
Fintech business models are rarely simple. You might have:
Subscription revenue
Transaction fees
Float income
Cross-sell products
Lending spreads
The temptation is to cram it all into one chart. Don’t.
Instead, lead with your primary driver of revenue. Then, mention any secondary streams that grow later.
We often use this formula on the slide:
How we make money now: $X per user per month + 1.5% transaction fee
Later opportunities: Cross-sell analytics + FX margin
Make it easy for someone to repeat it back to their partner. “They charge a flat fee and take a small cut per transaction” is a sentence you want spreading around after the meeting.
7. The Market Slide: Size It, Slice It, Sharpen It
Every fintech founder claims a “$400B market.” But that means nothing if you don’t say how much of it is reachable, and why.
We like to split this into three:
TAM (Total Addressable Market): The big number
SAM (Serviceable Available Market): What’s realistically reachable
SOM (Serviceable Obtainable Market): What you can actually win
But more than just numbers, we push founders to show the slice they’re built for. Are you targeting mid-market eCommerce brands doing $1–5M in annual revenue? Say that. Be specific.
The more you niche your initial wedge, the more credible your go-to-market sounds.
8. The Traction Slide: Let the Numbers Speak
This is where your deck either starts closing the deal or fading out.
What counts as traction?
Monthly revenue (with growth rate)
Number of users
Retention rate
Partnerships
Regulatory licenses
Pilot results
Don’t stack all of them. Pick the 2-3 most impressive metrics and give them room to breathe.
We designed a slide recently that had just this, center aligned:
$0 to $2.1M ARR in 14 months
30% MoM active user growth
96% repayment rate on issued loans
No chart. Just numbers. When your traction is strong, restraint makes it stronger.
9. The Team Slide: Signal Depth and Range
You’re asking people to bet on your ability to navigate product, compliance, tech, and scale — all at once. So your team slide needs to show both expertise and balance.
We often split this visually:
Left side: Headshots + names + roles
Right side: A 2-line bio per person with relevant experience
Avoid “has a passion for innovation.” That doesn’t help. Instead, write:
“Former Head of Credit Risk at Capital One. Launched 3 fintech products now used by 4M+ users.”
Or:
“Built fraud detection system for XYZ Bank. Reduced chargebacks by 62%.”
When your team’s track record speaks to this exact problem, you get a nod of confidence.
10. The Ask Slide: Be Direct, Not Desperate
We end every deck with clarity. Not dreams. Not “We’d love to chat.” Just this:
We’re raising $3M to scale underwriting, hire 2 engineers, and expand to LATAM.
Target close: Q4 2025.
It’s concrete. It shows you’re moving. It respects the investor’s time.
We also include:
Use of funds breakdown (3 bullets max)
Existing commitments or lead (if applicable)
If you’re oversubscribed or have momentum, state it. It builds urgency. If not, just stay precise. A confident ask builds a credible close.
Best Story Structures for Your Fintech Startup Pitch Deck
For a fintech startup, the best story structure is one that builds trust, demonstrates opportunity, and highlights credibility. Investors care about risk, adoption, and scalability, so your narrative should balance logic with real-world impact.
Problem → Solution → Market Opportunity
Start by clearly defining the financial pain point your target audience faces — whether it’s high fees, slow transactions, or lack of access. Then present your solution and show the size and potential of the market you’re tackling.
Traction & Proof
Fintech is heavily data-driven. Include metrics like user growth, transaction volume, partnerships, or revenue milestones. This builds credibility and shows your solution works in practice.
Vision & Growth
End with a forward-looking narrative — how your product can scale, disrupt the market, or expand into new financial services. Show the long-term impact and returns for investors.
You can use a logical flow with storytelling elements, positioning your customer as the hero navigating financial challenges while your fintech solution guides them toward better outcomes. This creates both emotional connection and analytical confidence.
Examples of Good Fintech Pitch Decks
BillTrim Pitch Deck
BillTrim is a fintech startup that helps people save money by negotiating down their monthly bills, monitoring price hikes, and even automating payments. Their pitch deck works well because it tackles a universal pain point with a simple, relatable solution and a clear business model. It shows investors a huge addressable market and backs it up with a straightforward, trust-building promise: if they don’t save you money, you get your fee back.
Plum Pitch Deck
Plum is a fintech startup that acts like an AI-powered money assistant, helping users save, invest, and manage their finances effortlessly. Their pitch deck stands out because it presents a clear problem—people struggle to save consistently—and an elegant automated solution. It also highlights strong user growth and a huge market opportunity, making it a sharp example of how to pitch a consumer-facing fintech product.
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