Pitchdeck for Banks/Lenders

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October 03, 2024

by a searcher in Chicago, IL, USA

Does anyone have an example of a pitch deck or marketing materials that are submitted to Banks/Lenders to generate term sheets?

What is generally included in the marketing materials? Does anyone have a link to example documents?

Thank you

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Reply by a professional
from Purdue University in Pompano Beach, FL, USA
Hi there, I don’t have a link to an example, but I can offer some guidance. When preparing pitch decks or marketing materials for banks and lenders, the focus is usually on demonstrating your business’s financial health and growth potential. Key sections to include are:

Executive Summary: An overview of your business, key objectives, and what you seek.

Company Overview: Background, mission, and unique value proposition.

Financial Projections: Detailed forecasts (3-5 years), revenue models, and profit margins.

Current Financials: Balance sheets, income statements, and cash flow.

Market Analysis: Size of the market, industry trends, and competitive landscape.

Use of Funds: Clear breakdown of how the funds will be used and how they’ll drive growth.

I’m a partner at SMB Arsenal, where we specialize in creating investor-ready pitch decks that secure funding. If you need help crafting a custom pitch for banks or lenders, feel free to reach out at redacted or visit our website at smbarsenal.com.
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