Startup workflow for Tallyfy

Build pitch decks that get investor attention

Most pitch decks lose investors in the first few slides. This workflow guides your team through creating compelling decks that cover what investors actually want to see, in the order they want to see it.

6 steps

2 fields

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Startup pitch

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Import this template into Tallyfy and assign your founding team and advisors to review and contribute to each section

Upload reference materials and examples using Tallyfy's file attachment fields so new team members don't start from scratch

Track progress through problem definition, market opportunity, traction, team intro, and the ask using Tallyfy's step-by-step visibility

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Process steps

Key slides in investor pitch deck

5 days from previous step

task

You want your investor pitch deck to cover the following topics, roughly in the order set forth here and with titles along the lines of the following: Company Overview Mission/Vision of the Company The Team The Problem The Solution The Market Opportunity The Product The Customers The Technology The Competition Traction Business Model The Marketing Plan Financials The Ask

Define the problem and solution

1 day from previous step

task

Start with the pain point you are solving. Make it relatable and urgent. Then show your solution and why it is better than alternatives. Investors need to understand the opportunity in the first few slides or they tune out. Skip the fluff and get to what matters.

Show market opportunity

1 day from previous step

task

Prove the market is big enough to matter. Total addressable market, your target segment, and how you plan to capture share. Use credible sources and realistic assumptions. Investors do not believe we are going to get 1% of a trillion dollar market any more.

Present traction and financials

1 day from previous step

task

Show what you have achieved so far - customers, revenue, growth rate, key metrics. Include your financial projections but be prepared to defend them. Investors want to see momentum and a realistic path to returns. Traction speaks louder than promises.

Introduce the team

1 day from previous step

task

Highlight why your team is the right one to execute this opportunity. Relevant experience, track record, complementary skills. Investors bet on people as much as ideas. If you have gaps, acknowledge them and explain how you will fill them.

Make the ask

1 day from previous step

task

Be specific about what you are raising and how you will use it. Explain the milestones this funding will achieve. Have your terms ready if asked. End with a clear call to action. Do not leave investors wondering what you actually want from them.