Fintech Pitch Deck Template

Fintech Pitch Deck Template

Fintech Pitch Deck Template


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Introducing our comprehensive “Fintech Pitch Deck Template” guide, tailored for ambitious fintech startups aiming to make a mark in the financial technology landscape. Dive into a curated content blueprint that bridges the gap between cutting-edge fintech solutions and traditional banking, empowering you to make a lasting impression on potential investors and founders. This guide offers insights from successful startup pitch presentations, highlighting best practices and delivering a ready-to-use template. Whether you’re emphasizing the ease of cross-border payments, promoting the efficiency of modern bank accounts management, or revealing the potential market opportunities awaiting your target audience, this resource ensures you’re equipped with the tools to tell your fintech story convincingly. It’s not just a template; it’s your fintech startup’s roadmap to success.

Frequently Bought Together

Fintech Pitch Deck Template + Fintech Excel Financial Model + Fintech Business Plan Template-Product
Price for all three: $530


Fintech Pitch Deck Template

Navigating the waters of the financial technology (fintech) sector as a startup can be challenging. Financial technology companies, however, bridge the gap between traditional banks and the evolving demands of modern consumers. With the right pitch deck, you can make an impression that gets potential investors, founders, and even customers onboard with your vision. Successful startups often have compelling pitch presentations that tell their story convincingly. The Fintech Pitch Deck Template can help you present your business idea and raise investment. 

Fintech Startup Company

Fintech startups are companies that meld the lines between traditional banking, payments, and the modern technology world. They offer solutions that may range from managing bank accounts more efficiently to making informed financial decisions or facilitating cross-border payments. The success stories, from Chipper Cash to Plum Fintech, all began with a vision, and pitch deck examples from these successful startups show that clarity and relatability are key.

The Best Financial Projections for a Pitch Deck

Financial projections give investors a glimpse into your company’s future. It’s essential to show how you’ll handle challenges, especially in fintech, where fluctuating credit scores and changing regulations can impact businesses. Emphasize your plans for dealing with market opportunity risks and give potential investors confidence in your startup’s ability to make financial decisions that maximize profitability.

Best Practices When Creating a Fintech Pitch Deck

Creating a pitch deck for your fintech startup isn’t just about showcasing numbers and products. It’s about telling your story. Make sure to:
Keep It Concise: Potential investors don’t have all day. Be succinct yet impactful. Highlight the Problem: Are you offering better payment services than traditional banks? State it. 
Showcase Your Team: Introduce your startup founder and the expertise they bring, especially if they have a background in financial services companies.
Be Transparent: Talk about your business model and any anticipated challenges.

Our Fintech Pitch Deck Template

Having a stellar pitch deck can make a difference in this ever-evolving fintech landscape. Drawing inspiration from pitch deck examples can be helpful, but ensuring that your presentation remains unique to your vision and story is vital.

Key Slides of Fintech Pitch Deck Template

Purpose of the Company

Why does your fintech startup exist? Be clear about your company’s ethos and core values.

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Mission and Vision

Outline your long-term goals and how you aim to change the financial world.
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Problem Statement

Identify the specific issues your business seeks to address.
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How do your products or services solve the identified problems?
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Target Market

Define your audience. Who will benefit from your financial products or services? How large is this market?
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Market Validation

Provide evidence that the market needs your solution, perhaps through case studies or testimonials.
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SWOT Analysis

Address your company’s strengths, weaknesses, opportunities, and threats.
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Competitor Analysis

Highlight how you differentiate from competitors and where you fit in the marketplace.
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Financial Highlights

Showcase your financial milestones, projected revenues, and potential growth.
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Utilization of Funds

Clearly illustrate how you intend to use the investor’s money.
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Investor Consideration

Why should an investor consider your startup over others?
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Frequently Asked Questions

  • What are the four key areas of fintech?
    They are payments, advisory services, lending platforms, and financial system platforms.
  • How do I set up a fintech startup?
    Begin with a clear vision, secure funding (whether seed, pre-seed, or angel investors), and develop a prototype.
  • What is the description of a fintech startup?
    A fintech startup blends traditional financial systems with innovative technologies to address inefficiencies.
  • What is the fintech business structure?
    This refers to how a fintech firm is organized, which could range from sole proprietorships to larger corporations.


The world of fintech is dynamic as traditional banks grapple with keeping up with technological advancements, and financial technology companies are redefining how customers handle their money and make financial decisions. Preparing a well-thought-out pitch deck, filled with insights from pitch presentations of other successful startups, can help ensure that your fintech company stands out and captures the attention and trust of potential investors. Your pitch deck is not just a presentation; it’s your startup’s gateway to success.

Case Study

As part of our commitment to delivering tailored solutions, we have successfully collaborated with a valued client on a “Fintech Startup Financial Model – Case Study” case study.  For more information, click here. 


At our core, we understand the importance of continuously enhancing our solutions based on valuable customer input. By actively seeking and incorporating customer feedback, we ensure our services are consistently tailored to their specific requirements. One of the testimonials can be seen below.<yoastmark class=

How to Use and Download Fintech Pitch Deck Template


Order Completion: Once your order is finalized, a download link for your files will be available in your dashboard.
Retrieve Document: Proceed to download your PDF document.
Engage with Canva: Register for a complimentary Canva account or access your existing account.
Activate Template: Open the PDF and select the highlighted LINK. This will redirect you to your specific Canva template.
Personalization: Within Canva, you have the flexibility to adjust colors, fonts, images, and other elements to match your branding specifications.
Finalize and Share: After customization, download your design and showcase it on your social media platform.


Oak Business Consultant and our range of products, including this template, are not endorsed by or officially connected to Canva. Your purchase allows you a SINGLE LICENSE FOR PERSONAL USE, which is exclusive to your personal or business needs. Redistribution, resale, or sharing of the files and templates is prohibited. If you appreciate our template and wish to recommend it, please direct others to our shop.


As our product is a digital entity, we are unable to offer returns or exchanges on such items. We encourage any queries or clarifications to be addressed prior to finalizing your purchase.


Frequently Asked Questions About Our Financial model

An Oak Business Consultants Provides Various Financial Model Templates; each industry model has unique revenue and input assumptions based on the industry nature and operation requirement. We have dug into almost every industry and have built 100+ models for every specific niche market.

For Example; a website has a general base model for e-commerce business and several other businesses that come under the E-commerce industry like Online Clothing Business and Online Toy Store, etc.

The pre-built financial models are made to help an entrepreneur, by giving them financial projections for their business. These models provide a prebuilt detail and structure to those who have a similar business revenue model as already available on the website. However, if you have a business model which is unique and have several different revenue streams. Therefore, you need Buy Customization Plans financial model services where you can avail of modeling services as per your business nature and operation requirements. 

All pre-built models are Comprehensive and dynamic, designed by expert professionals by considering all the elements any business requires while computing the financial feasibility of the business. The financial model template will provide the assistance to compute the startup summary, detailed monthly and yearly profit and loss statement, balance sheet, cash flow Analysis, and Break-Even Output summary. The template also has project evaluation reports and diagnostic sheets which will allow you to determine the company’s performance in a specified period of time. Moreover, a visual representation of these reports is compiled on a dashboard to make a convenient report overview for the user.

The models will be in Microsoft Excel file format, and they are immediately available for download after making the purchase. A model can redownload at any time in the future from the same account.

The optimal way to use the model is to familiarize yourself first with how the model is linked and structured. There are already detailed instructions on howdetailed how to use the description mentioned under each product profile.

Moreover, then start with the input sheet with the most important assumptions, and start filling in the inputs as per your business information which is clearly labeled and formatted in a pink color cell. For Example; If your region tax rate is 25% so fill it under the tax field, which is already highlighted so then a model will automatically compute all related calculations. The same procedure will go with all operating and variable cost sections, which are mentioned in the model.

Next comes the revenue-related input; then go through the inputs around growth rate, churn rate, prices, and cost of sales, etc. These inputs will be changed from industry to industry; however, the basic structure is the same.

So far, you’ll get basic forecast reports, and now it comes down to looking at the Summary and Key Reports sheet(s) to see if the estimation makes logic: net income, gross margin and net cash flow, etc. Refine and iterates the inputs until you get a final result that makes sense for your business and your industry.

The Financial models are in xls. File format. We would recommend to use Excel or Google Sheets to develop and edit financial models. In practice, We use Excel to build and edit models and Google Sheets to share with clients. Because Excel is usually a faster software for building and designing with so many features, however, Google Sheets can make it convenient for sharing models with the user.

Our models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template into Google Sheets, and everything will be ready to go.

Undoubtedly Yes! All formulas’ cells and sheets are completely editable and open. Therefore, you can edit anything as per your requirement. But, you must need to consider the cell linkage first before making any change.

How to Edit the Mode?

All peach Areas are your INPUT CELLS. Please fill the PEACH AREA as per your Business situation. All WHITE and COLORED CELLS are CALCULATED and LINKED CELLS.

The Model is easy to use, dynamic and Transparent. We did not use complex formulas to build the Pre-built Financial Model or Financial Template.

Yes, We provide Half an Hour of free consultancy. We help you to explain

  • The flow of Pre- Built Financial Model
  • Explain Financial Terminology
  • Explain How the Pre-built Financial Model work.

You can fix a meeting time with our Expert Financial Consultant and avail yourself of this opportunity to have one to one call with him/her.

Frequently Asked Questions About Our Business Plan

Oak Business Consultant can easily accommodate any industry and already has 100+ Pre Built Business Plan samples that help you along the way. Whether you’re a small or mid-sized business, freelancer, or literally any industry sector from tech to real estate to salon and restaurant. We do extensive research before writing a business plan so that each business plan is quite different from another according to its business nature and operation requirements.

At Oak Business Consultant, we ensure that each and every business plan is customized for every industry. Such as;

Our team of experienced consultants and business analysts does not only ensures high-quality templates but also provides business consulting services to enhance your idea. However, these Pre Built Business Plan Templates are general. You will require our customized plan services and if your business idea is unique and generates revenue from various different streams.

Apart from the general pre-built business plan template, we provide three kinds of business plan customized services and Each plan package offers a variety of services based on its price.  

For Example in Basic Plan, a 10 to 15 pages business plan with a three-year financial model, completely customized according to your business nature and idea. However, in the Comprehensive package, the packages will be based on 30 to 35 pages with 5 Years of financial analysis.

We have several business planning packages. Each package is developed keeping in mind the scale of the business industry and the purpose of the business plan. We provide extremely competitive and affordable pricing for business plans.

If you need help with choosing the right package please feel free to reach one of our consultants. We are available here to support your queries.

The average venture capital company receives several business plans every day and they only invest in a handful of 1%. You need such a comprehensive and deal proven business plan to capture investment attention. Oak Business Consultant Provides you a dynamic business plan which not only jotted down your ideas into a well-structured format but also provides all essential market and financial analysis which would be eye-captured information to the investor.

We work with minimal inputs. We only require the basic information in the brainstorming and developing process. The basic questionnaire involves Brand Name, a Brief Description of the company and your Idea, Target you will earn your revenue? and Why do you think people would need your products/services? and What is the range of initial investment you are looking at? And what plans for your company? These questions will ask as a starting point for your project. 

We always encourage our clients to share other information related to their future operations that might have. In case more information is required, our team will contact you.

We work in a collaborative manner via phase to phase communication approach. We acknowledge that you would know your business idea better than anyone. We bring along years of experience and industry best consultants to help you enhance your idea into a venture.

We work in a phased manner. Every interim deliverable related to the business plan will be sent to you for review. We acknowledge that you would know your business idea better than anyone So that We would encourage you to go through the drafts and give us your feedback. Our consultants will have a discussion on your review comments. On the basis of the discussion, we will modify the drafts. For every phase, we will take a maximum of two update requests of each phase into consideration. We would request you to give us a complete and specific set of feedback.

The business plan template design would be a part of the package. The draft version would be written in a normal word document; however, once a consultant is done with the content. A non-designed business plan goes into the in-house graphic team that turns the non-designed version into an aesthetically appealing template by considering the brand color theme and industry nature.

Frequently Asked Questions About Our Pitch Deck

Once your order is finalized, you can access a download link for your files directly from your dashboard.

To retrieve your document, simply proceed to your dashboard and download the provided PDF document.

Yes, you will need to register for a complimentary Canva account or log in to your existing Canva account to engage with the template.

Open the PDF you downloaded and select the highlighted LINK (mentioned on the last page) within it. This link will redirect you to your specific Canva template.

Absolutely! Within Canva, you are free to adjust colors, fonts, images, and other elements to ensure the design matches your branding specifications.

After you have finished customizing your design, you can download it from Canva and showcase it on your preferred social media platform.

Yes, Indeed! Our Team has developed more than +1000 Financial Models on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Financial Model Library and have more 1000+ Financial models available here

Also check out our Customize Financial Model services plans here.

Yes, Indeed! Our Team has developed more than +500 Business Plan on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Business Plan Templates library more +500 Business Plan available here.

Also check out our Customize Business Plan services packages here.

Frequently Asked Questions About Our Market Research report

We offer three variations: Basic, Advanced, and Comprehensive.

Basic includes a PDF report; Advanced adds Excel files; Comprehensive includes PDF, Excel, and PowerPoint.

Yes, we offer a 7-day complimentary consultation post-purchase.

Reports are for single-user only and not for commercial sharing.

Data is up-to-date as of the report’s publication.

Yes, Customized reports are available upon request. Fill out the Form for customized report.

Digital reports are delivered instantly; customized reports may vary as per the requirements.

We offer ongoing support for any post-purchase inquiries. You can contact by email or book a meeting with