Guide How to Send Pitch Deck to Investors?

Guide How to Send Pitch Deck to Investors?

Learn the step-by-step guide on how to send your pitch deck to investors effectively. Secure the funding your startup deserves with PitchBob.

Brief outline of this article

Welcome to the ultimate guide on how to send your pitch deck to investors effectively. Whether you’re a seasoned entrepreneur or a startup founder eager to secure the funding your innovative venture deserves, you’ve come to the right place. This comprehensive guide will walk you through every essential step, offering detailed insights and expert advice to ensure your pitch deck stands out and maximizes your chances of attracting investors. So, let’s dive deep into the world of investor pitch decks and equip you with the knowledge and tools you need for success.

Your pitch deck is more than just a presentation; it’s your business’s visual story. Its primary objectives include:

  • Conveying Your Vision: Your pitch deck should eloquently articulate your business idea, vision, and long-term goals. It should paint a vivid picture of the future you envision.
  • Generating Interest: It must capture investors’ curiosity, leaving them eager to delve deeper into the details of your venture. Your pitch deck should be the hook that draws them in.
  • Highlighting Key Information: Within the confines of a pitch deck, you should effectively showcase critical information about your product or service, market opportunity, team, and financial projections.
  • Instilling Confidence: Investors should exit your pitch deck presentation with confidence in your team’s ability to execute the proposed plan successfully. Your pitch deck is your opportunity to convey your competence.

With the purpose of your pitch deck clarified, let’s explore the meticulous preparations you should undertake before sending it to potential investors.

What are the Steps Before Sending Your Pitch Deck to Investors?

Investors are inundated with pitch decks, and their time is precious. To maximize your chances of making a favorable impression, consider the following steps:

1. Review Your Pitch Deck Thoroughly Before Sending

  • Content Clarity: Ensure that every piece of content in your pitch deck is clear, concise, and easy to comprehend. Eliminate jargon and ensure your messaging is accessible.
  • Visual Appeal: Visual elements such as charts, graphs, and infographics can significantly enhance the appeal of your presentation. Make sure these visuals are not only attractive but also effectively convey your message.
  • Error-Free: Proofread your pitch deck meticulously. Grammatical errors, typos, or inconsistencies can detract from your professionalism. A flawless presentation exudes confidence.

2. Know Your Investors Inside Out

  • Research Investors: Tailor your pitch deck to align with your target investors’ specific interests and investment criteria. What sectors do they favor? What stage of startups do they typically invest in? Customize your pitch to resonate with their preferences.
  • Customize Content: Highlight aspects of your business that directly relate to the investor’s focus. For example, if an investor specializes in tech startups, emphasize your technological innovations.

3. Craft Easily Downloadable Files

  • File Format: Save your pitch deck as a PDF. This format ensures your document is easily shareable and consistent across various devices and platforms.
  • File Size: Be mindful of the file size. Ensure it is manageable for email attachments and swift downloads. Large files can be frustrating for potential investors.

4. Develop a Captivating Executive Summary

  • Make a Strong First Impression: The executive summary, usually the first part of your pitch deck that investors see, should encapsulate the essence of your business concisely and compellingly. It’s your initial opportunity to hook your audience.
  • Hook Your Audience: Craft an executive summary immediately grabs investors’ attention. Use a captivating anecdote, a robust statistic, or a thought-provoking question to draw them in.

With these comprehensive preparations, your pitch deck is primed and ready for dissemination. However, your journey doesn’t end there. Understanding how to follow up effectively with potential investors after sending your pitch deck.

How to Follow Up with Investors After Sending Your Pitch Deck?

Sending your pitch deck is just the beginning of your engagement with potential investors. A well-considered follow-up strategy is crucial to maintaining and nurturing these valuable relationships. Here’s a step-by-step guide on how to follow up with investors after sending your pitch deck:

1. Be Patient and Respectful

Investors have demanding schedules and may wait to review your pitch deck. Give them sufficient time to review and consider your proposal before following up. A good rule of thumb is to keep calm and wait about one to two weeks for a reply.

2. Craft a Polite and Engaging Follow-Up Email

Start your follow-up email by acknowledging the receipt of your pitch deck. Express genuine gratitude for their time and consideration. A simple "Thank you for taking the time to review our pitch deck" can go a long way in building a positive rapport. Politely inquire if they had a chance to review the pitch deck and if they have any initial feedback or questions. This shows your commitment to improvement and opens the door to valuable insights.

3. Schedule a Follow-Up Meeting

In your email, express your continued interest in discussing your business further. Let them know that you are eager to have a more in-depth conversation to address any questions or concerns they may have. Offer several meeting options, allowing flexibility in scheduling. This makes it easier for investors to find a suitable time.

4. Be Prepared for the Meeting

Before the follow-up meeting, review your pitch deck thoroughly. Be prepared to dive deeper into the details, answer questions, and provide additional information. Think about the questions investors may have based on your pitch deck. Prepare well-reasoned answers and be ready to discuss your business strategy, financial projections, and market potential.

5. Personalize Your Communication

Customize your follow-up emails and messages to each investor’s interests and concerns. Avoid sending generic, one-size-fits-all communications. Demonstrating that you’ve done your homework and understand their needs can set you apart.

6. Maintain Regular Updates

Even if you wait to secure investment, maintain communication with potential investors. Share significant milestones and achievements in your business to showcase growth and momentum. Always respect an investor’s privacy and communication preferences. Honor their wishes if they request less frequent updates or no further communication.

Common Mistakes to Avoid

While understanding what to do is essential, it’s equally crucial to be aware of common pitfalls to avoid. Here are some prevalent mistakes to steer clear of when sending your pitch deck to investors:

1. Lack of Clarity

One of the most significant errors you can make is failing to define the problem your business addresses. Investors need to grasp the issue your product or service solves immediately. Ensure your pitch deck’s problem statement is crystal clear and concise.

2. Information Overload

Inundating your pitch deck with excessive data, technical specifications, or minute details about your product can be tempting. However, this often backfires, leading to information overload. Investors need more time and attention span. Focus on presenting the most salient and impactful information that demonstrates the value of your business without overwhelming them.

3. Neglecting to Spotlight Your Team

Investors don’t just invest in ideas but in the people behind them. Refraining from showcasing your team’s qualifications, experience, and dedication can be costly. Investors want to know that you have the right team to execute your business plan successfully. Highlight key team members and their relevant expertise.

4. Lack of Market Validation

Investors want evidence that there is a demand for your product or service. Failing to provide market validation, such as customer testimonials, pilot program results, or initial sales data, can raise doubts about the viability of your business. Ensure you include tangible evidence that your solution meets a real market need.

5. Overly Optimistic Financial Projections

While it’s essential to demonstrate the potential profitability of your business, presenting overly optimistic financial projections can harm your credibility. Investors appreciate realistic and well-grounded financial forecasts. Be transparent about your assumptions and back them up with data and market research.

How Can PitchBob Help to Create a Winning Pitch Deck for Investors?

PitchBob serves as your indispensable ally in the journey of crafting a compelling pitch deck:

  • Templates: Gain access to a repository of professionally designed pitch deck templates. These templates are purposefully created to help you kickstart your presentation with a polished and appealing design.
  • Guidance: Benefit from expert guidance and insider tips on creating persuasive pitch decks. PitchBob provides a roadmap to success, ensuring you know precisely what investors seek.
  • Customization: Tailor your pitch deck to your unique business needs effortlessly. PitchBob’s user-friendly platform allows you to customize each element, ensuring your presentation aligns seamlessly with your vision.
  • Success Stories: Learn from the experiences of real entrepreneurs who have successfully secured funding with the help of PitchBob. These success stories illustrate how the platform can be a game-changer for your venture.


Sending a pitch deck to investors is a pivotal step in securing the funding your startup deserves. By meticulously preparing your pitch deck, understanding the nuances of effective follow-up, and steering clear of common mistakes, you significantly enhance your chances of making a compelling impression on potential investors. Remember, your pitch deck is not just a document; it’s your business’s story. Make it compelling, concise, and captivating. With the assistance of PitchBob, you’re poised for success on your entrepreneurial journey. Best of luck as you embark on this exciting venture!