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Best Design Practices to Keep a Funding Ask Slide Accurate

June 1, 2024 / Blog

A man in a gray blazer and black turtleneck is presenting data from a large PowerPoint slide. The screen shows a blue pie chart with percentages and two smaller bar graphs. Four people sit watching the pitch deck presentation in an office environment.

Your pitch deck is your golden ticket to securing the necessary funding to realize your vision. Among the various elements of a pitch deck, the funding ask slide is easily one of the most critical.

The funding ask slide details the funding you seek and explains how you intend to use it. It is critical to adhere to design principles and best practices to ensure the slide’s accuracy and appeal.

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Why the Funding Ask Slide Matters

Your pitch deck’s funding ask slide serves as the financial culmination of your presentation. It is when potential investors understand exactly how much capital your venture needs and how you plan to allocate it.

An accurate and well-structured funding ask slide can effectively convince investors of your business’s viability.

How to Structure Your Funding Ask Slide

Clear and Concise Headline

Start with a clear and concise headline that leaves no ambiguity about the purpose of the slide. Something as straightforward as “Our Funding Ask” or “Investment Required” works well. The headline sets the stage for the information that follows.

Funding Request Breakdown

Your funding ask slide should explicitly state how much funding you seek. Break this down into smaller, digestible chunks that outline specific uses for the funds. For example:

  • Product Development: $500,000
  • Marketing and Sales: $300,000
  • Operations and Hiring: $200,000

Visual Representation

Use charts, graphs, and icons to visualize your funding needs and allocation. For instance, a pie chart or bar graph can illustrate how the funds will be distributed across different areas of your business.

Visuals make the information easier to understand and more engaging for your audience.

Ask Justification

Provide a brief justification for each category of your funding request. Explain why the amount requested for each area is necessary and how it will contribute to the growth and success of your business.

Transparency builds trust with investors and shows that you have a well-thought-out plan.

Realistic Projections

Investors appreciate a funding ask based on thorough research and realistic assumptions. Therefore, ensure your funding ask aligns with realistic financial projections.

Don’t overestimate or underestimate your needs, as doing so can harm your credibility.

Best Practices for PowerPoint Design

Design plays a crucial role in the perception of the funding ask slide.

Here are some of the best practices for PowerPoint design to enhance clarity and professionalism.

Simplicity

Avoid cluttering the slide with excessive text or graphics. Present only essential information in a clean, organized manner.

Convey the message succinctly through bullet points and short sentences.

Consistent Branding

Ensure that the funding ask slide matches the overall design and branding of the pitch deck. Use consistent fonts, colors, and styles throughout the presentation. 

Consistency reinforces brand identity and makes the presentation look polished.

High-Quality Visuals

Use high-quality images and graphics, as blurry or pixelated visuals can detract from the professionalism of the presentation. Moreover, using clear and relevant icons or illustrations enhances the overall visual appeal.

Readable Fonts

Choose easy-to-read fonts, even from a distance. Avoid overly decorative fonts that can be hard to decipher.

Stick to standard fonts like Arial, Calibri, or Helvetica, and use a font size large enough to be readable in a presentation setting.

Balanced Layout

Balance text and visuals on the slide. Avoid cramming everything into one section. Use white space effectively to give content room to breathe.

A well-balanced layout is visually appealing and makes the information easier to digest.

Tips for Maintaining Accuracy

Accuracy is a priority when creating a funding ask slide.

Here are some tips to ensure the slide remains precise and trustworthy.

Double-Check Numbers

Always double-check the numbers presented, as a small error can result in significant discrepancies.

Use spreadsheet software to calculate and verify funding needs before transferring them to the slide.

Use Reliable Data

Base the funding ask on reliable data and realistic assumptions. Avoid optimistic projections that are not supported by evidence.

Investors appreciate honesty and realistic financial requests.

Peer Review

Have a trusted colleague or advisor review the funding ask slide. A fresh pair of eyes can catch errors or inconsistencies that might have been missed.

Peer review helps ensure the slide is accurate and makes sense to someone outside the immediate team.

Regular Updates

If you anticipate that funding will change over time, update the funding ask slide accordingly. An outdated slide with incorrect information can damage credibility. 

Keep the pitch deck current to reflect the latest financial needs and business developments.

Practice the Pitch

Rehearse the pitch with the funding ask slide included.

Practicing helps you become comfortable with the content and ensures the ability to explain funding needs confidently and accurately. It also allows refinement of delivery and anticipation of potential questions from investors.

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Creating an accurate and compelling funding ask slide is essential for any successful pitch deck. Follow these guidelines to increase your chances of making a strong impression on potential investors and securing the necessary to grow your business.