EPISODE · May 7, 2025 · 10 MIN
Your Pitch Deck is Worthless Without Quality Financials | Ep 13
from Full Send CFO · host Roman Villard, CPA
🎯 Why Most Pitch Decks Fail Without This | Full Send CFO💡 You spent 40 hours on your pitch deck… but only 4 minutes on your balance sheet.Bad news: investors are more interested in your financials than your fonts.In this episode of Full Send CFO, we break down: • Why messy financials kill deals (even with a beautiful deck) • The 4-step financial prep playbook before raising capital • How to build investor-ready financials that actually get funded • What founders get wrong about KPIs, forecasts, and capital strategy⸻⏱️ Chapters00:00 – Why Pretty Pitch Decks Don’t Raise Capital00:30 – The Truth About Fundraising: Your Numbers Matter Most01:20 – Problem: Most Founders Can’t Answer Basic Financial Questions02:00 – Investors Want Proof, Not Just Potential02:45 – The Consequences of Poor Financial Preparation03:10 – ✅ Step 1: Clean Up Your Financials (P&L, Balance Sheet, Cash Flow)04:00 – ✅ Step 2: Build a 12-Month Model (Focus on Assumptions + Burn)06:00 – ✅ Step 3: Know Your KPIs Cold (CAC, LTV, Margin, Retention)07:00 – ✅ Step 4: Map Your Capital Strategy (How Much, Why, and What If You Don’t Raise)08:30 – How to Handle “What If You Had $0” Questions from Investors09:00 – Spreadsheets Over Slides: Show Me, Don’t Just Tell Me09:30 – Final Takeaway: Investors Don’t Invest in Decks. They Invest in Proof.⸻💡 Key Takeaways✔️ 65% of Early-Stage Investors Say Messy Financials Are a DealbreakerDon’t lose a deal over unclear numbers. Audit your financials before the pitch.✔️ The 4-Step Pre-Fundraising Financial Prep Playbook 1. Clean Historical Financials: 24 months of clean P&L, Balance Sheet, and Cash Flow 2. 12-Month Forecast: Focus on cash burn, runway, and capital deployment 3. Master Your KPIs: Know metrics like CAC, LTV, Gross Margin, Retention cold 4. Capital Strategy: Why this amount? Why equity vs debt? What if you don’t raise?✔️ Design Isn’t a Substitute for DataAn investor-ready spreadsheet builds more trust than any template or AI-enhanced slide deck.✔️ Demonstrate, Don’t Just DeclareInvestors are from the “Show Me State.” They want proof, not projections without support.⸻📌 Next Steps • Review your P&L and clean it up. • Build a 12-month cash model with clear assumptions. • Prep for questions like: “What’s your CAC?” “What happens if you don’t raise?” • Forward this to your co-founder, CFO, or accountant. They need to hear it too.🔗 Learn more at thefullsend.com⸻#FundraisingTips #StartupFinance #FullSendCFO #SeriesA #CFO #FinancialModeling #RaiseCapital #VentureCapitalThanks for listening! Come Say Hi!Full Send | Accounting & DataLinkedIn: Roman Villard, CPAX: @FullSendCPAYouTube: Full Send - Accounting & DataData Podcast: Data Fuel
NOW PLAYING
Your Pitch Deck is Worthless Without Quality Financials | Ep 13
No transcript for this episode yet
Similar Episodes
Sep 29, 2023 ·76m
Sep 29, 2023 ·73m