If you’re pitching a fintech startup to investors, having an impressive and effective pitch deck is essential. But what does a successful fintech pitch deck look like? And what do the most successful fintech pitch decks have in common?
In short, the best fintech pitch decks give investors a snapshot of your business, providing them with key details such as how much money you are seeking, what it will be used for, the potential return on investment (ROI), and other important information.
To help provide some inspiration and examples of what successful fintech pitch decks look like as you work on your own fintech pitch deck, we’ve compiled a list of the 25 best fintech pitch decks by VC-funded startups.
While there is no “perfect pitch deck,” from the following pitch deck examples, you’ll be able to see what investors found attractive about the business, and use this information to inform your own fintech startup pitch deck presentation.
The following winning pitch deck examples are from some of the most successful VC-funded fintech startups, so let’s get started!
Read more about How to start a business with no money and bad credit scores.
The Fintech Pitch Deck Examples:
1). Gusto
Industry: SaaS, FinTech, HR, Cloud
Amount Raised: $20M
Gusto Deck Funding Year: 2014
Business Model: B2B
Round: Series A
Company Link: Gusto
AngelList: AngelList
This example of a fintech pitch deck is from Gusto (formerly, ZenPayroll), a cloud-based, payroll solution that helps businesses onboard, pay, insure, and support their teams with by helping to manage payroll, benefits, and more.
Gusto has received over $746M in funding across 13 rounds of funding from a variety of investors to date. This example of a winning pitch deck was used to secure their Series A funding of $20M in 2014.
2). Lola
Industry: SaaS, Travel, FinTech, Analytics
Amount Raised: $37M
Lola Deck Funding Year: 2019
Business Model: B2B
Round: Late-Stage
Company Link: N/A
AngelList: AngelList
Lola was a Fintech startup which developed corporate travel management and expense software for small to medium-sized companies. Lola provided hotel and flight search information as well as booking services for businesses. Its business travel planning and corporate travel solution also provided administrative analytics on employee travel and associated costs. Before its acquisition by Capital One in 2021, Lola had received more than $80 million in funding from investors.
These slides were part of a pitch deck which was used to raise Lola’s $37M Series C round, and highlight Lola’s strengths, a highly-experienced executive team and the social proof of a highly-rated product.
3). Square
Industry: SaaS, FinTech, Payments
Amount Raised: $200M
Square Deck Funding Year: 2012
Business Model: B2B
Round: Late-Stage
Company Link: Block
AngelList: AngelList
Block (formerly known as Square) is a B2B software payments platform and hardware company that facilitates payments for small to medium-sized businesses. In short, Block provides a payments solutions for these companies to easily and securely take accept credit card payments and use smartphone or tablet computers as payment registers for a point of sale system.
Please note: this is one of those fintech pitch decks with questions attached to it. This pitch deck is allegedly a deck that was designed to be used for the company late stage funding raised in 2011-2012, but there has been debate about the true authorship of the slides in this deck. There have also been claims that this pitch deck was created by students a UC Berkeley as part of a school project. That has not been verified, and Block (which is notoriously private about its corporate materials) isn’t saying.
In any case, though, whatever this authorship, this fintech pitch deck is still an excellent example of a deck which has to present and explain a complicated business, one that integrates both software and hardware as well as Fintech.
4) Brex
Industry: SaaS, FinTech, Accounting, Payments
Amount Raised: $57M
Brex Deck Funding Year: 2018
Business Model: B2B
Round: Series B
Company Link: Brex
AngelList: AngelList
This slide deck is from Brex, a financial technology company that provides innovative solutions for startups. It offers a suite of products to help startups manage their finances, such as business credit cards, cash management accounts, and more. Brex also provides insights into startup trends and analytics to help founders better understand their business.
This fintech pitch deck was used to secure their Series B funding of $57M in 2018.
For more on the Brex pitch deck, check out our Brex Pitch Deck Breakdown.
5) TruMid
Industry: SaaS, FinTech, IT, Big Data
Amount Raised: $53M
TruMid Deck Funding Year: 2018
Business Model: B2B
Round: Late Stage
Company Link: Trumid
AngelList: AngelList
Trumid is an electronic marketplace and financial technology company that provides a modern, efficient trading platform for corporate bonds. The full stack fintech company enables investors to quickly, safely and effectively trade corporate bonds. Trumid offers a comprehensive suite of products and services, including pre-trade analytics, post-trade analytics, workflow automation, real-time pricing data, and more.
This fintech pitch deck was used to secure their Series C funding of $53M in 2018. The slides provide an overview of Trumid, the challenges it solves and its competitive landscape. It also includes a detailed breakdown of their technology stack, customer success stories and financial information.
6) Ethic
Industry: Accounting, FinTech, Cleantech
Amount Raised: $13M
Ethic Deck Funding Year: 2019
Business Model: B2B
Round: Series A
Company Link: Ethic
AngelList: AngelList
Ethic is a technology company that focuses on ethical and sustainable software solutions. They specialize in creating open-source software for businesses and organizations and strive to provide the most effective and secure solutions for their clients. Their mission is to promote responsible business practices, reduce environmental footprint, and facilitate digital transformation.
This fintech pitch deck was used to secure their Series A funding of $13M in 2019. The slides provide an overview of Ethic’s products and services, including its suite of software solutions.
7) Wealthsimple
Industry: App, FinTech
Amount Raised: $1.9M
Wealthsimple Deck Funding Year: 2014
Business Model: B2C
Round: Seed
Company Link: Wealthsimple
AngelList: AngelList
Wealthsimple is an online investing platform that makes it easy for anyone to invest in the stock market. They provide a variety of services, such as automated portfolio management, automatic rebalancing, equity management platform, personalized savings assistant solutions, alternative investment opportunities, and low fees. Wealthsimple also offers retirement planning, tax-efficient investing, socially responsible investing, and financial advice from certified professionals, helping investors save money for retirement with the best financial guidance. The company’s vision is to make investing simple, accessible, and affordable for everyone.
This fintech pitch deck was used to secure their Seed funding of $1.9M in 2014. With the early stage funding raised with this deck, Wealthsimple was able to secure the funding they needed to grow their business.
8) Monzo
Industry: App, Marketplace, FinTech, Payments, Retail
Amount Raised: £19.3M
Monzo Deck Funding Year: 2017
Business Model: B2C, B2B2C
Round: Late Stage
Company Link: Monzo
AngelList: AngelList
Monzo is a UK-based digital-only bank that provides users with a secure and convenient banking experience. Monzo offers current accounts, debit cards, loan services, as well as saving and investment products. Monzo also provides customers with budgeting tools and the ability to set up direct debits for regular payments. Monzo’s mission is to make money work for everyone by providing an effortless, transparent and fair banking experience.
This fintech pitch deck was used to secure their late-stage funding of £19.3M in 2017.
9) Revolut
Industry: App, FinTech, Payments, Retail, Restaurants, Analytics
Amount Raised: $2.3M
Revolut Deck Funding Year: 2015
Business Model: B2B2C, B2C
Round: Seed
Company Link: Revolut
AngelList: AngelList
Revolut is a digital banking alternative that offers a range of services and features, including free international money transfers, cross-border payments, fee-free spending abroad with its multi-currency debit card, and budgeting tools. It also offers an array of finance features such as savings accounts, investment products and insurance. The company has grown rapidly since its launch in 2015 and now serves over 12 million customers across Europe, the US and Australia.
This fintech pitch deck was used to secure their Seed funding of $2.3M in 2015. The slides provide an overview of Revolut’s products and services, competitive landscape and financials. It also includes customer success stories, team experience and vision for the business.
10) Cedar
Industry: SaaS, FinTech, Healthcare, Payments
Amount Raised: $102M
Cedar Deck Funding Year: 2020
Business Model: B2B2C
Round: Series C
Company Link: Cedar
AngelList: AngelList
Cedar is a healthcare technology startup that provides a patient payment and engagement platform for hospitals, health systems, health insurance, and medical groups. Cedar offers patient-personalized medical billing and is focused on eliminating pain points around confusing, difficult billing and administrative processes.
The innovative platform allows for an improved patient experience through various features such as automated payment reminders, personalized payment plans, automated communications with patients, and more. Cedar’s goal is to improve the way patients interact with their healthcare providers by providing an easy-to-use platform that streamlines the entire process.
This fintech pitch deck was used to secure their Series C funding of $102M in 2020. The the late stage funding raised was led by Andreesen Horowitz, and investors included Kaiser Permanente and individual angel investors including Jerod Mayo, linebacker coach for the New England Patriots, and Jeff Vacirca, M.D., CEO of New York Cancer and Blood Specialists, as well as Cedar’s current investors including Kinnevik, Thrive Capital, Lakestar and Founders Fund.
11) Clearbanc
Industry: Venture Capital, Retail, FinTech, Payments
Amount Raised: $70M
Clearbanc Deck Funding Year: 2018
Business Model: B2B
Round: Series A
Company Link: Clearbanc
AngelList: AngelList
Clearbanc is a financial technology company that provides data-driven capital to entrepreneurs. They offer a range of financing solutions, including revenue-based financing and lines of credit, to help businesses grow without taking on equity or debt. Clearbanc also provides data analytics so businesses can better understand their customer base and make informed decisions about their finances.
This fintech pitch deck was used to secure Clearbanc’s Series A funding of $70M in 2018.
12) Alan
Industry: App, FinTech, Healthcare, InsurTech
Amount Raised: $54M
Alan Deck Funding Year: 2020
Business Model: B2B
Round: Series C
Company Link: Alan
AngelList: AngelList
Alan is a healthcare startup company committed to providing personalized and comprehensive health care solutions to individuals and families. They offer services ranging from primary care, chronic disease management, telemedicine, mental health counseling, and more. Their team of experienced professionals use technology-driven tools to provide high-quality, low-cost healthcare services that are tailored to meet each individual’s needs.
This fintech pitch deck was used to secure Alan’s Series C funding of $54M in 2020.
13) N26
Industry: App, Accounting, FinTech, Payments
Amount Raised: $2M
N26 Deck Funding Year: 2014
Business Model: B2C
Round: Seed
Company Link: N26
AngelList: AngelList
N26 is a digital bank that provides mobile banking services to customers in 26 countries across Europe, the UK and the US. Through their mobile app, users can access a wide range of features such as budgeting tools, a virtual Mastercard and no-fee international money transfer service. N26 also offers Apple Pay and Google Pay integration for seamless payments. Their mission is to make money simple, secure and transparent so everyone can be financially independent
This fintech pitch deck was used to secure N26’s seed investment of $2M in 2014.
14) RemitBee
Industry: SaaS, FinTech, Payments
Amount Raised: Undisclosed
RemitBee Deck Funding Year: 2015
Business Model: B2C
Round: Seed
Company Link: RemitBee
AngelList: AngelList
RemitBee is a digital money transfer platform that allows users to send and receive money globally, with no hidden fees. It offers and enables asecure, fast, and easy global money transfer service to over 150 countries worldwide. The platform also offers competitive exchange rates and minimal fees in order to ensure that customers get the most value out of their transactions. RemitBee also provides helpful customer service to assist with any questions or concerns.
15) ChangeJar
Industry: App, FinTech, Payments, Retail
Amount Raised: Undisclosed
ChangeJar Deck Funding Year: 2017
Business Model: B2C, B2B
Round: Seed
Company Link: ChangeJar
AngelList: AngelList
ChangeJar is a digital payments company that enables users to send and receive money without the need for cash. It provides an easy-to-use platform that allows users to transfer funds instantly, securely and conveniently. The platform provides a secure payment network with options for both online and offline payments. ChangeJar also offers fast, low-cost remittance services to more than 200 countries worldwide.
This pitch deck example was used to secure ChangeJar’s seed investment in 2017. This is an example of how a successful fintech startup pitch deck can help secure the necessary funding to launch a venture.
16) Instamojo
Industry: SaaS, FinTech, Payments, Retail
Amount Raised: $500K
Instamojo Deck Funding Year: 2013
Business Model: B2B
Round: Seed
Company Link: Instamojo
AngelList: AngelList
Instamojo is an Indian payment gateway and e-commerce platform. It provides merchants with the ability to accept payments from customers in over 100 different ways, including credit cards, debit cards, net banking, UPI, wallets and more. Instamojo also offers various services such as inventory management, invoicing, shipping and marketing solutions to help businesses of all sizes grow.
Instamojo’s pre-seed funding raised $500K from angel investors in 2013 with this fintech pitch deck.
17) eShares
Industry: SaaS, Marketplace, Fintech, Software
Amount Raised: $7M
eShares Deck Funding Year: 2014
Business Model: B2C
Round: Series A
Company Link: eShares
AngelList: AngelList
eShares is a leading provider of equity management technology that helps private companies and their investors manage their equity and cap table data. It provides easy-to-use software for the administration of share structure, options, warrants, and other forms of equity. With eShares’ cloud-based technology, companies can track information in real time, create documents for financing rounds, and gain visibility into their employee ownership plans.
Series A investment of $7M was secured in 2014 using this fintech pitch deck. The slides provide an overview of the company’s products and services, customer profiles, and financial projections. Additionally, there are slides outlining their competitive advantages as well as a discussion of risks associated with investing in the company.
18) Gluwa
Industry: App, Blockchain, Cryptocurrency, FinTech
Amount Raised: Undisclosed
Gluwa Deck Funding Year: 2017
Business Model: B2C
Round: Seed
Company Link: Gluwa
AngelList: AngelList
Gluwa is a global digital financial services company that provides everyone with access to the world’s financial infrastructure. They provide easy and secure solutions for businesses and individuals to send, receive and manage digital currencies, such as Bitcoin, Ethereum, Litecoin, and more. Gluwa also offers services for cryptocurrency exchanges, merchant services, liquidity solutions, custody solutions, and more. They are committed to helping people around the world unlock the power of digital currencies and the digital currency exchange.
This pitch deck was used to secure an undisclosed seed investment in 2017.
19) StreamLoan
Industry: SaaS, App, Real Estate, Proptech, FinTech, Payments
Amount Raised: $125K
StreamLoan Deck Funding Year: 2016
Business Model: C2C
Round: Seed
Company Link: StreamLoan
AngelList: AngelList
StreamLoan is a technology-powered mortgage company that provides an innovative and efficient way to buy, refinance, and renovate homes. With a focus on customer service and using cutting-edge technology, StreamLoan makes the mortgage process easier and faster than ever before. StreamLoan also offers competitive rates and low fees, making it a great choice for anyone looking to purchase or refinance their home.
StreamLoan’s early stage funding raised $125K from angel investors in 2016 using this fintech pitch deck.
20) Cadence
Industry: SaaS, Fintech, Blockchain, Payments
Amount Raised: $4M
Cadence Deck Funding Year: 2020
Business Model: B2C
Round: Seed
Company Link: Cadence
AngelList: AngelList
Percent (formerly known as Cadence) is a platform for the private credit market, aimed at making it easier to access and manage investments in illiquid assets. It allows investors to invest in private debt, equity, and alternative investments such as real estate, venture capital, and hedge funds. It also provides a range of tools and services to help investors make more informed decisions.
21) CheddarUp
Industry: App, Subscription, FinTech, Payments
Amount Raised: $1.2M
CheddarUp Deck Funding Year: 2017
Business Model: B2B2C, B2C
Round: Series A
Company Link: CheddarUp
AngelList: AngelList
CheddarUp is an online payment and engagement solution that makes it easy for organizers to collect payments, donations, and registrations for their events. It provides quick, secure, and integrated payment solutions so that organizers can accept payments from individuals or groups. With customizable forms, automated notifications and reminders, reporting tools, and more, CheddarUp helps make the process of collecting payments simple and stress-free.
$1.2 million dollars of Series A funding was raised in 2017 with the help of this pitch deck.
22) FinCheck
Industry: SaaS, FinTech, Payments, AI, Analytics
Amount Raised: Undisclosed
FinCheck Deck Funding Year: 2017
Business Model: B2C
Round: Pre-Seed
Company Link: Fincheck
AngelList: AngelList
Fincheck is a digital financial services platform that helps South Africans make smarter decisions about their money and personal finance. The company provides users with a comprehensive overview of the financial products available in the market from big service providers, including credit cards, loans, savings accounts and insurance. It also offers budgeting tools, advice and education to help customers manage their finances more effectively.
Fincheck’s pre-seed funding round was raised in 2017, most likely from angel investors, using this fintech pitch deck.
23) Finix
Industry: SaaS, FinTech, Payments
Amount Raised: $30M
Finix Deck Funding Year: 2020
Business Model: B2B2C
Round: Series B
Company Link: Finix
AngelList: AngelList
Finix is a payments platform that helps companies create and manage their own payment infrastructure. It provides businesses with payment solutions: the tools to manage payments, accept credit card payments, automate reconciliation, and more. Finix also offers merchant services such as fraud prevention, dispute resolution, and analytics. With its powerful platform, Finix allows businesses to control their payment processes while reducing costs and increasing efficiencies.
24) RealtyShares
Industry: Marketplace, Real Estate, Proptech, FinTech, Payments, Accounting
Amount Raised: $1.9M
RealtyShares Deck Funding Year: 2014
Business Model: B2C
Round: Early Stage
Company Link: RealtyShares
AngelList: AngelList
RealtyShares is an online investment platform that enables accredited and non-accredited investors to invest in commercial and residential real estate projects. The company provides access to pre-vetted investments with detailed due diligence, which allows investors to diversify their portfolios while earning passive income. With a simple online platform, RealtyShares makes it easy for investors to quickly identify and invest in lucrative deals.
25) EquityBee
Industry: Marketplace, FinTech, Payments,
Amount Raised: $20M
EquityBee Deck Funding Year: 2020
Business Model: B2B2C
Round: Series A
Company Link: EquityBee
AngelList: AngelList
EquityBee is a financial technology company that provides services to help founders, employees, and investors access their equity. Their services include personalized advice, automated tools, and resources that enable users to understand their options, navigate the process of issuing equity shares, and maximize their returns. Through EquityBee’s platform, users can access a marketplace of pre-vetted investors who are ready to invest in private companies.
Bottom Line on Fintech Pitch Decks
The examples provided above are just a few of the many fintech pitch decks that have been successfully used to secure investment for startups. When creating your own fintech pitch deck, the most important thing is to make sure you are providing investors with an understanding of what your business does and why it would make for a successful investment. The best fintech pitch decks deliver their message clearly and concisely while delivering impact!
More references for Fintech Pitch Decks:
Are you raising money for your startup? Read more on How to Raise Venture Capital, How to Create a Venture Capital Pitch Deck, and How to Create a Startup Pitch.
For more on the Fintech ecosystem, check out our 10 Best Blockchain Accelerators and Incubators [2023] 14 Best Fintech Accelerators and Incubators.
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