what to include in a business plan presentation

How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

Home / How to make a compelling business plan presentation (plus free templates)

How to make a compelling business plan presentation (plus free templates)

Whether you’re a budding entrepreneur or have an idea for a new revenue stream within an existing corporation, you’re going to need a business plan .

A business plan is your route to securing investment and funding. It’s also a useful tool for you , clarifying what you want to achieve and how you plan to achieve it in high-def detail.

When it comes to persuading potential investors and stakeholders, you’ll need to condense your business plan into a business plan presentation. This will form a key part of your pitch.

(Cue long nights of stress and worry as you wonder what exactly you need to include to convince an audience that your business idea is destined for success — and worthy of their hard-earned cash.)

Great business plan presentations combine a brilliant business concept, data that proves potential and creative, clever slide design.

The first two are down to you. But luckily, we can teach you all the design tricks you need to achieve the latter. Bring those key components together and you boost your chances of getting the investment or stakeholder approval you need to pursue your ambitions.

Read on to learn what great design can do for you and how you can incorporate it into each of the essential business plan slides you’ll want to include in your presentation.

What exactly is a business plan presentation?

Why is design so important for your business plan presentation, the slides you have to include in your business plan presentation, cover / title slide, the problem, your business solution, competitors.

• Business model

Use of funds

Already feeling the pressure start with a free template, 10 free templates for your business plan presentation.

A business plan presentation forms part of your investment pitch. It’s a summary of all the information included in your (probably very lengthy) business plan document.

Whilst the document dives deep into business details, your business plan presentation provides an overview (with you on hand to flesh things out a little).

It should tell an audience about your business and the products or services it offers. It has to detail where you’re planning to take your business and how you’re planning to get there.

A business plan presentation should also outline those all-important figures; what will you do with investment and what do investors or stakeholders stand to gain?

That’s a lot to fit onto just a few slides! But — as we’ll discover — it’s important to communicate your business ideas as clearly and concisely as you possibly can .

Whilst you have to know your entire business plan inside out (and be prepared to expand on points if investors and stakeholders have questions), the presentation is an opportunity to highlight need-to-know informational nuggets.

Aim to give investors just enough info to spark their interest and see your potential, without overloading them with the finer details.

A good business plan presentation is all about the facts and figures, right?

Let’s be honest. You won’t get very far without a great business idea and numbers proving its profitability. But forgetting about business plan presentation design is a huge mistake.

Bad design can hamper your message and investors’ confidence in your abilities . A visually confused presentation can’t help but leave a bad impression.

Good presentation design, on the other hand, can help you to communicate your ideas more effectively. It will help you to maximize the potential of every slide, saying more without cramming in tons of text.

It will also help you to engage your audience from the very start.

Some investors sit through lots of pitch presentations . Yours should grab their attention. It should assure them of your professionalism and capability. And it should stick in their memory for all the right reasons.

Good presentation design can help you to achieve all of the above.

The perfect business plan presentation should fit into 10 slides — 20 at the absolute most. It should take no longer than 20 minutes to deliver . But, what should be included? Here, we’ve listed the key contents that investors care about the most:

Also, if you’re pitching to a number of different groups, you may want to adapt your presentation as you go, adding in slides in response to commonly asked investor questions.

But start by keeping things short , sweet and digestible as per the structure below. And don’t forget to maximize the potential of each business plan slide by giving careful thought to design.

Cover slides are too often an afterthought. But this first slide has so much potential.

Your cover slide is your first impression. And — as we know — first impressions count. Especially when you have limited time in which to convey what you and your business are all about. 

A cover page should include your company logo and (if you have one) your slogan. It should also feature a title that summarizes your offering.

This slide won’t be information-heavy, but with the right design it can communicate a lot about you and your business. 

How good slide design can help:

Cover slide design sets the scene. It’s an introduction to you — a professional who takes every aspect of their business very seriously. And it should hook your audience from the very start.

Pick a visually appealing font and layout. Start with a cohesive design you can stick to for the rest of the presentation.

Corporate presentations in blue tones have been seen many, many times before. So when it comes to colors, try to stand out from the crowd. Pick strong but complementary shades, without going too garish or OTT. 

Also, go big and emotional with images. Images provoke an emotional reaction in an audience that just isn’t possible with text alone. 

So give center stage to an image that reflects what your business wants to achieve for its customers. You’ll draw your audience in with design, ready to hit them with business plan facts and figures.

What problem will your business solve? An audience needs to understand the full extent of this problem before you tell them how you plan to solve it.

So use this slide to explain why this pain point exists, how many people experience it and what it feels like to experience it.

Facts will convince your audience whilst good storytelling will appeal to their emotions too.

Color here is really important. With it, you can associate your brand with the solution rather than the problem.

Pick a color that contrasts with those used in your business branding. Then use this color to present the problem.

If you’re struggling to pick the right contrast, take a look at the color wheel . Find your primary brand color. Then pick a contrast in the other half of the wheel, avoiding the one directly opposite.

When presenting figures, pick three or four impactful numbers and put them in a BIG font. You’ll surprise your audience with both the content and appearance of your slide, emphasizing the size of the problem in the process.

Your audience understands the problem. Now it’s time to tell them the solution you envisage.

Keeping things simple will create more impact. Diagrams, sketches or just a single sentence will make your solution digestible and memorable.

Back to brand colors with this slide! This will create a link between your brand and the ingenious solution in the mind of your audience.

Creating the right emotion is also really important here. Get your audience to feel something and your solution is much more likely to stick in their memory.

Color and image are key to emotional design . They provoke immediate and largely subconscious responses in an audience. So think carefully about the visuals you include on this slide.  

As human beings, we’re instantly drawn to faces. So you could use photos of people looking happy and content along with a calming color scheme to communicate a sense of positivity.

Do it right and your audience will associate those feelings with your brand and your solution.  

Your idea might sound great. But unless you have proof that your proposed market is actually interested in it, you won’t convince investors.

Use this slide to describe your market and your business niche within it. Give evidence of customer interest in your product and service, providing data that demonstrates the market size and potential growth too.

Video is a great way to showcase the opinions of your prospective customer base. So embed some short and snappy video interviews into your slide. Plus, it will give you a break from doing all the talking too!

When it comes to showing market data, take some time to think about your chart design. All charts should fit with the color scheme of your business plan presentation. Leaving your charts unedited is amateurish and a huge design no-no.

Also consider what exactly it is you’re trying to say with this data. You can then use color along with other data storytelling techniques to really highlight the important numbers and keep an audience’s attention where you want it.

Who are you up against when it comes to solving this problem and winning over your prospective customers?

Your investors will want to know all about your competition and what you plan to do differently. This slide should show how your customers are currently handling the problem you plan to solve and how alternative solutions compare with yours.

You can be a little sneaky with this slide. Use design to show your competitors in a less favorable light than your own brand.

That could mean displaying their logos in black and white and yours in full color. If you’re using a competitive matrix chart, you could use the most appealing color to represent your company.

And if you want to show screenshots or images of competitor products, opt for the least attractive ones you can find, remembering all the while that your competitors will be doing exactly the same thing to you one day!

The business model

This is where you tell your investors just how you are going to make money — and grow theirs in the process. Solid numbers are the only way to win your audience over.

You should show the cost of customer acquisition and their lifetime value. Financial projections for the years to come, featuring cash flow, burn rate and break-even point are another essential.

Also be clear on what your investors stand to gain and when they can cash out. They’ll only ever be interested in your product and how it helps your audience if it also boosts their bottom line.

This is one slide where balancing depth of content and audience engagement is really important — and a little bit tricky. 

There’s probably lots of info you want to communicate to your audience at this point. Try to keep it simple (but not so simple that your investors don’t have enough data to go off).

This means making the most of every chart. Play around with different charts until you find one that displays your data as simply as possible. Your audience should be able to process the figures at a glance.  

And don’t forget to customize! Highlights, color and great data storytelling will help you to convey your numbers clearly and legibly.

What is the business but the team behind it? Investors often want to get a sense of the great minds running your brand.

This slide is an opportunity to introduce them to the management team (and give a sense of their competence and dedication to the task at hand).

Provide brief bios (no life stories here please!) and work to paint a picture of expertise in as little time as possible.

Concise bios and professional headshots are a must. If possible, take photos of team members in the same session so lighting and location are consistent.

Professional photography gear isn’t essential. Smartphone cameras have pretty good capabilities these days.

But, whatever you do, don’t leave it to the last minute. You’ll end up with the pics your team have had on their Twitter profile since 2014, which definitely won’t fill your investors with the required confidence.

So, your investors are prepared to cough up the cash you’re looking for. How much do you need and what will you do with it?

This slide is a place to list your goals, and demonstrate how you’ll reach profitability (or a next round of funding) with the money your investors are putting up.

Remember earlier, when we talked about emphasizing the size of the problem faced by your market by putting figures in a BIG FONT?

Don’t scare your investors by doing the same thing here!

When you’re asking for money, keep fonts to a reasonable size. Also use calming colors, avoiding exciting reds and yellows wherever possible. You don’t want heart rates racing at the sight of those dollar signs.

Logically presenting your goals is important too. The more logical your layout, the more manageable and realistic your goals will seem.

Try presenting your goals in columns, rather than in bullet points. And then use icons to illustrate your points and reinforce your message. 

Find here more really useful info on avoiding dreaded bullet points in presentations .

Your conclusion

Just like your title slide, your conclusion should be given the same thought and attention as all the rest. End on a high note with a short but inspirational recap . 

And don’t forget your contact details too!

We’d recommend fading to a dark slide background here. That way, all attention focuses on you.

With a simple, minimalist slide design, you and your closing statements take center stage. Pick the right words and this style of presentation conclusion can leave a lasting impact on your audience.

Getting ready to pitch your business idea to investors is stressful enough, without having to worry about presentation design.

If visuals aren’t your forte, leave it to the graphic design experts at Slides Carnival and choose from one of our free business plan templates .

These templates all include a business timeline, roadmap, SWOT analysis, competitor analysis and lots of other really useful business plan key elements and visuals. Use them to add credibility to your content and convince investors and stakeholders that you’re a risk worth taking.

Subtle Bevel Presentation Template

Upward Arrows Presentation Template

Technology Pixels Presentation Template

Business Geometric Presentation Template

Clean Corporate Presentation Template

Tech Illustrated Presentation Template

Diverse People Presentation Template

Modern Corporate Presentation Template

Blue Corporate Presentation Template

Cool Circles Presentation Template

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How to Create a Business Plan Presentation

Noah Parsons

8 min. read

Updated October 27, 2023

It’s been said that business plans are worthless – it’s the planning process that is truly valuable . In many ways, this is a true statement. The business plan document that you create isn’t necessarily that useful because few people will ever review it in detail.

But, the process you went through to create that document forced you to think in detail about your business and answer questions that you might not have answered otherwise. The planning process forced you to become an expert in your business, your target market, and your operations.

The expertise that you created in the planning process is what you need to showcase when you pitch your business to lenders and investors. Figuring out how to distill all of that knowledge into a few slides and a ten-to-twenty-minute presentation is the next challenge. This guide will help you turn your business plan into a cohesive and convincing presentation that will help you win investors and wow your audience. 

• What is a business plan presentation?

A business plan presentation is also often called a “ pitch deck .” It’s a set of slides, often designed to accompany an in-person or Zoom meeting, that presents the fundamentals of your business. A great business plan presentation explains what you do, who your target audience is, how your business operates, and what your “ask” is. After all, you probably aren’t just presenting your business plan to share your great idea, you’re trying to convince your audience to do something for you.

When you’re designing your business plan presentation, it’s helpful to know if you’re going to be able to talk through your presentation, or if it’s just going to be emailed out. This 

• Why do you present a business plan?

Your business plan presentation is all about the “ask”. Whether you’re trying to raise money for your business, win a business plan competition, or pitching a potential new employee to join your business, you have a reason for presenting your business. As you work on your business plan presentation, keep this in mind. Know who your audience is and what you want from them at the end of your presentation. More often than not, your goal will be simply to get to the next meeting or have some opportunity to continue the conversation. 

• 6 Tips to create a convincing business plan presentation

We’ll cover exactly what to include in your business plan presentation in the next section, but first let’s go over a few tips that will help you prepare a great presentation.

1. Start with a review of your business plan

Your business plan presentation is a summary of your business plan, so use your plan as a starting point. You already have all the information you need to, so just go back to your plan and highlight the key points that you plan to cover in your presentation. If there are key statistics or facts about your market that you want to highlight, identify those so that you don’t forget to include them in your presentation.

2. Tell a story

The key to engaging your audience is to hook them with a story. Think about the problems your customers face when they’re using a product or service from the competition. Explain what life is like before your business arrives to provide a novel solution. The more that you can get your audience to nod along and understand the point of view of your customer, the more likely they are to support your business. 

3. Use visuals

Business plan presentations shouldn’t be slides crammed with text and other information. Instead, focus on using imagery to convey your message. You don’t want your audience to just be reading a slide full of information while you talk – they won’t really give you their full attention when this happens. Instead, use photos, charts and graphs, or diagrams to explain your business and the problems you are solving. 

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4. Use large, easy to read font

Always use a relatively large font in your presentation – 30pt or larger. Your audience shouldn’t have to strain to read what’s on your slide. Using a large font will also force you to choose your words carefully because you won’t have that much room on the page for a lot of words. 

6. Research who you’re presenting to

Nailing your presentation requires knowing your audience. For example, if you’ve invented a new medical device and are presenting to a room full of industry experts and medical professionals, you’ll want to present using terminology that they are familiar with. However, if your presentation is to investors who may not be as familiar with your industry, you may need to simplify things and make sure to use language that they will understand. 

• What to include in your business plan presentation

As a general rule, try to keep your presentation to 10-12 slides. Although you could probably talk about your business all day, your audience is looking for a concise presentation that clearly communicates what your business does and where you are going. Here are the 10 slides you should include your presentation:

1. Introduction 

This is sometimes also called the title slide. You should include your company name and logo and a one line summary of your business. This might be your mission statement, or just a short tagline that explains what you’re doing in a nutshell. For example, Spotify might have said, “We’re revolutionizing how people listen to music and how artists get paid”. Instagram might have said, “We make it easy for anyone to produce professional-looking photos”.

2. The problem and your solution

This is where your story-telling skills need to come into play. You want to make your problem real to your audience. You want them to relate to people who have the problem, even if they don’t have the problem themselves. You want your audience nodding along in understanding.

With your problem clearly identified, you now explain your solution. This is a description of what your product or service is and what it does. Explain how it solves your customer’s problem and how it compares to the competition. 

3. Target market and opportunity

Your next step is to explain the size of your market and what your business opportunity is. You’ll use the market research data from your business plan in this slide to show how many potential customers are out there and you’ll show the different market segments that your business will target . 

4. Business model and pricing strategy

Your business model is an explanation of how you make money. For many businesses, this is very straightforward and doesn’t require much, if any, explanation. For others, more details will be required. For example, a business like Google provides their search engine for free to users, but sells ads in the search results. 

5. Traction

Traction is evidence of early success with your business. This might mean a list of initial customers, pre-orders through a Kickstarter campaign, or signed contracts with potential buyers. Any evidence that you can provide that proves that your business will be a success is useful to showcase here. 

6. Marketing and sales

Be sure to include a slide that provides an overview of your marketing and sales plan . You’ve identified your target market and now you need to explain how you’re going to reach them and sell to them. 

7. Financial projections

You shouldn’t try and fit your entire financial plan into your business plan presentation. Instead, extract the highlights and present them here. A sales forecast chart and profits chart could be useful. If you have a guess as to when you’ll become profitable, include that information. The goal of your presentation is to spark interest and get your audience to ask for additional information, so don’t overload things in your initial presentation.

8. Your team

Who is behind your business is often even more important than your idea. People come up with good ideas all the time. Investors are looking not just for a great idea, but for a team of people who can turn that idea into reality. Use this slide to provide a brief overview of your team and the rationale behind why your team is the right team to make the business a success. 

9. Use of funds

Assuming that you are presenting your business plan to raise money for your business, you’ll need to explain how you’re going to use that money. Is it for marketing or perhaps R&D? Maybe you need to raise funds to hire key additions to your team or to expand to a new location. Make it clear why you need the money and how you’re going to use it.

10. Call to action

Finally, don’t forget your “ask.” If you’re seeking investment, ask for it. If you are trying to convince someone to join your team, ask them to join. Your business plan presentation exists for a reason and there’s no harm in being direct about what you are looking for.

11. Appendix

Aside from the core slides of your presentation, it’s always useful to have additional slides ready to answer questions that come up. A great presentation leaves the audience interested and wanting to know more. Try and anticipate those questions and add slides in the appendix that helps answer those questions. When the audience asks a question that you’ve prepared a slide for, skip into the appendix and answer that question with your slide. This method shows your audience that you’re well prepared and have thought through all aspects of your business.

This is where it all comes back to planning. The plan document itself may not be useful, but the process you went through will leave you well-prepared to have an expert and successful business plan presentation.

• Download your free pitch deck template

Get a jump start on your business plan presentation by downloading our free pitch deck template . It has everything you need to get started and includes all the key slides you need for a winning presentation. 

Create a business plan that maximizes your chances of securing funding

Noah is the COO at Palo Alto Software, makers of the online business plan app LivePlan. He started his career at Yahoo! and then helped start the user review site Epinions.com. From there he started a software distribution business in the UK before coming to Palo Alto Software to run the marketing and product teams.

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How to Create a Quality Business Plan Presentation

The Art of Perfect Pitch

• October 18, 2023

13 Min Read

Want to hook potential investors to your business idea? A wow business plan presentation will do that for you. It’s time to translate your brilliant business plan into a stunning presentation without losing the context of it.

In this article, we will learn the basics of creating a perfect business plan presentation with tips and mistakes to avoid. You will also learn tricks to attract potential angel investors with this business presentation. Find free business presentation templates for download and start creating your magic with them.

What Is A Business Plan Presentation?

A business plan presentation is a visual and engaging presentation of your efficient business plan. It allows you to present an entire business plan to someone fairly new to your business within a few minutes. A business presentation is a brief summary of what your business does, what are its goals and what is its financial standing in the market. Overall, it is an invaluable tool for any business, especially the ones looking to fulfill funding requirements from investors.

A promising business plan makes a base for a persuasive business plan presentation. Upmetrics business plan builder helps you write converting business plans that have been tried and tested by thousands of businesses globally.

How To Make A Presentation For A Business Plan?

When you deliver a business plan presentation, you only have a few minutes to capture the audience’s attention. A slide deck, therefore must be succinct and highlight the basic components of your business briefly.

Here are 10 essential components of a business plan presentation

1. Title Slide

The title slide requires no explanation. It is an introduction slide and should include basic information about your business.

What would you include in the basic information?

• Business Name
• Business Logo
• Business Slogan/Tagline, if any
• Contact Details
• Presenter Name
• Business Partners, if any

The first slide needs to be visually appealing and place your business in a strong light.

This slide should clearly address the pain points of your target market and customers. Establish relevance while outlining the problems solved by your products and services.

Illustrate your problems using a storytelling approach. Outline the problem in extremely simple language. Place minimum text and meaningful graphics on slides to keep the information scannable.

Present the ideas such that anyone with no understanding of your market can grasp them.

For example: If you are offering home cleaning services, you may want to express the problem as:

“The young busy professionals are turning toward the nuclear family structure. They have no time or energy to clean their home. They are looking for a hassle-free way to maintain a clean and organized living space.”

3. Solution

Introduce your products and services and explain how those solve particular problems of your customer segments. Illustrate how the idea can be scaled to achieve the business goals.

“Lesser words, greater impact.” Follow this rule while designing your slide’s content, graphics, and visuals. Instead of paragraphs, write in bullet points and statements. Translate your ideas into easily digestible slides. Offer solutions through self-explanatory sketches and diagrams.

Continuing our previous example , the solution could be offered as:

“Experienced professionals at Cleanzy deliver home cleaning services to customers flexibly at their given schedule. We are equipped with the latest technology to ensure high-quality quick services. Our services can be booked through an app or call.”

4. Market Analysis

Introduce your target market and their demographics like income, age, and gender in this slide. Create a visual customer profile for better understanding. The market analysis must also include details of your competitors. Consider SWOT analysis to help investors get a better idea of your business standing.

The most important part of market analysis is a presentation of actual and predicted market size . Investors will be interested if they believe your business can generate higher ROI.

Describe key market trends surrounding your industry. Let the figures and statistics do the talking here. Ensure the reliability of data by choosing trustworthy and verifiable sources. Present these data in the form of graphs, charts, and tables to drive informed and insightful decisions.

Here’s an example for better understanding.

“There are more than 128 million households in the USA. The growing work culture, busy lifestyle, and dependency amongst old aged people have created the demand for hassle-free quick and efficient home cleaning services. According to the reports by IBIS World, the US residential home cleaning services were worth approximately 46 billion dollars in 2021 and are expected to grow with a CAGR of 17.5%.”

5. Showcase Your Products And Service

Now that you have familiarized the investors with the market, tell them where your product and services stand. List out your USPs (Unique Selling Proposition). Visually explain what your products and services do. Show the desirability of your product and service in the market. This is a good time to introduce pricing plans in your presentation.

We offer a range of services individually and collectively with different pricing plans to help our customers keep their houses clean and hygienic.

For Example,

A house cleaning company would offer the following as their core services:

• House Cleaning Services
• Deep Cleaning Services
• Upholstery Cleaning
• Window cleaning
• Carpet Cleaning
• Pressure Wash
• Disinfection And Sanitization

As a home cleaning service provider, we understand the different needs of individuals by offering custom packages.

6. Sales And Marketing Strategies

How do you plan to grow and market your business? What is your marketing budget? Will you use online or offline streams to market your product offerings?

Make this slide all about your marketing strategy and plan. Introduce different marketing streams you will use to reach your target audience. Instead of listing it all down, find a way to create self-explanatory visuals with minimum text.

Also, mention your existing marketing strategy and the results it is generating.

7. Operations Plan

Investors want to see the practical aspects of your business. Give them an insight into your day-to-day business operations. Explain your business processes. Demonstrate all the essential resources and equipment you need for your business.

The operations plan shows the potential of your business idea to achieve its goals through the right means.

Introduce the prospective investors to your team. Present your key personnel and management team on this slide. Describe their core competencies, key skills, and achievements through graphical representation.

Introducing your team shows the investors that you have the right people to drive the business on a successful path.

9. Financial Plan And Projections

It is now time to reveal the financial overview of your company here. Present the financial statements in this slide. Newly founded startups can show financial projections and back them with claims and proof.

Highlight the key figures and statistics that can show the impact of your business in terms of profits, growth, and income. Make use of graphs and interactive visual methods to create an impact on this slide.

Learn more: Create a financial plan for your startup business

10. Funds Being Raised

Ensure that the funding section of your business plan offers concrete information that drives decision-making. This slide should focus on the money you need for the growth of your business. Instead of offering one fixed amount, give a range of options and show what you can do with different amounts. Explain core areas where your funding will go. Do you require funding for marketing, diversification, staffing, expansion, or product development?

An example of this would be:

“We need XYZ amount to penetrate in smaller regions of the USA. We have already created our base in major states and cities. The amount raised will be used for marketing, staffing, and product development.”

These components shall form a building block that will translate your core business concept into a successful presentation.

Kawasaki’s Rule: Presenting your Business Plan

Presenting a business plan is as important as creating one. While there is no strict rule book that states the rights and wrongs, this Kawasaki rule attracts praise for its effective guidelines on business presentation.

Guy Kawasaki, a former Apple ambassador, introduced the 10-20-30 rule. Keep these things in mind as you plan the contents of your business plan presentation.

• No more than 10 slides
• No more than 20 minutes
• No less than 30 pt fonts

The presentation must have 12 slides at the most. Adjust the important information within these slides. Further, the time for your presentation to be delivered within 20 minutes. Anything longer than that will risk you with an inattentive audience. Lastly, manage the contents effectively, with a minimum font size of 30pts. This will keep your slides easily scannable and clutter-free.

Tips To Create A Winning Business Plan Presentation

Translating your business idea into slides gets easy with clear writing and design fundamentals. Let’s decode the tips to help you create a persuasive business plan presentation.

1. Clear And Concise Writing

Before you begin the presentation, get crystal clarity on your business plan. Then create a rough outline of key components that explains your entire business. This step will help you write briefly without losing the context.

Take the help of writing tools and AI technologies like ChatGPT, Jasper, QuillBot, and Writesonic to write crisp content.

Avoid jargon and new words. Focus on clarity instead. Anyone, even a kid, should understand your business idea. This is the level of simplicity we are talking of.

2. Font Type and Size

Don’t use too many different fonts in the presentation. Choose a maximum of 2 different fonts that are simple, clean, and easy to read. Helvetica, Calibri, Arial, and Gill Sans are among the popular fonts for presentation. They are pleasing to the eye and make content scannable. Set the font size to at least 30 points. Fonts smaller than that will look messy on the slide.

3. Visual Elements

Graphics makes it easy to explain your ideas effortlessly. Moreover, content can be grasped and recalled timely with graphics. However, too many visual elements without a purpose will create clutter. Hence ensure that every visual element adds impact.

It is important to know that a presentation is for the evaluation of your business idea, not your presentation skills. Keeping this in mind, find a balance and add visual elements that help you best convey the idea.

4. Color Combinations

Colors hold a psychological effect, and using them mindfully could prove good for your presentation. Always pick a subtle color contrast that makes slides readable. Also, avoid color contrasts that create a distraction.

Too confused to pick a suitable color contrast? Check out these ready-to-use presentation templates that will sort out all your design worries. ( We will link one of the few templates we are giving to download, here)

5. Time Your Presentation

The biggest mistake one makes in a presentation is not timing it. Practically, no one has hours at hand to listen to your pitch. Find a way to present all essential information concisely in an impactful manner. Stick to Guy Kawasaki’s 20 minutes presentation rule.

6. Deliver The Message Clearly

Your presentation must contain enough content to help prospective investors research your business. Don’t speak what’s already written on the slides. Take an opportunity to market your business idea with a strong presentation pitch

Mistakes To Avoid In Your Business Plan Presentation

Despite the tips above, it’s easy to lose grip over the presentation and make it off-flowing. Look out for these common mistakes consciously and make your presentation more enriching.

1. Avoid Inessential Information

A pitch deck must have clear answers highlighting the brand’s USP( Unique Value Proposition ), targetted market, future projections, scalability, growth, and obstacles. Keep yourself in the investors’ shoes and only place the contents that serve the purpose.

2. Avoid Overwhelming The Investors

Presenting too much information or graphics in your slide will distract your investors. Instead of listening to you, they would be busy reading the contents on your slide. Only include self-explanatory content in your slides. Everything can be explained during the presentation.

Adding too many visual elements is not an answer to an attractive pitch deck. Include graphics that make the work easier for you and alleviate the pitch.

3. Presenting Poorly Designed Slides

It takes special professionals to design the slides and manage the contents within them effectively. Ready-to-use business presentation templates and presentation tools like Prezi, Keynote, Powerpoint, and Visme are perfect for making business plan presentations.

Professionally designed slides put you across as someone sincere and dedicated who has impactful things to say. Invest time and take help from specialized professionals to create a pitch-perfect presentation of your business plan.

4. Ending Without A Thorough Takeaway

The business plan presentation must leave the audience with sincere thoughts. It should have a solid conclusion and win the investors’ trust in your business idea.

Consciously try and avoid making these common mistakes to create presentations that leave lasting impressions.

How To Present A Business Plan To Potential Investors

Finance is the lifeline of any business, and you want funds coming through to grow, expand and scale your business idea. Now that you have learned the fundamentals of creating a compelling business plan presentation, it’s time to present it to your potential investors.

1. Tell A Story

We live in times of information overload. People have an attention span of Goldfish. Only an interesting story can keep them glued to your presentation. With storytelling, you compel the investors into a binding spell.

Add emotions and humane touch to your presentation to help investors connect to your business purpose. Don’t let figures in a pitch deck overpower your narration. Instead, add those to your storytelling approach and create a meaningful and engaging pitch.

2. Practice Your Pitch

A killer business plan needs a killer presenter. And even if you aren’t great at it, practice will help you get better.

Practice the pitch as much as you need to come across as confident and clear. Practice even when you get comfortable explaining the concepts. This will help you polish your presentation skills. Record yourself and look out for minor details to refine your presentation delivery. Reviewing yourself critically might be great for your presentation.

To present yourself in a better way, make a stellar pitch using graphics and charts. You can also use pitch deck generators with AI to create an engaging pitch with minimal effort.

3. Get Realistic

Even after presenting a hundred pitch decks, your presentations may go off-route. You can never predict or control the exact environment of a new investor pitch. Be ready for untimely interruptions, unplanned questions, and glitches.

Understand your business idea thoroughly to get realistic and comfortable with uncertainty in the presentation. Create a checklist from an investor’s perspective and see if your presentation has every detail one needs before investing.

Ready to create a business plan presentation? Stay confident in your delivery and refine your presentation till you find a deck that works for you. It is not necessarily an error in your business plan. Sometimes it’s just the presentation that needs work.

An awesome business plan makes the core of business model presentations. This Business plan builder will help you write an efficient business plan that translates into a rewarding pitch deck.

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Frequently Asked Questions

Can i do a business plan presentation on powerpoint.

Yes, you can create a business plan presentation on PowerPoint, Prezi, Keynote, and Visme. There are ready business presentation templates available online for free download. These templates could help you create engaging presentations. However, before you jump start and create a presentation, build a foolproof business plan. A solid business plan is easier to translate into a business model presentation slide.

How Can A Business Plan Template Help Create An Effective Presentation?

A business plan template is professionally created by testing hundreds of different scenarios. It helps you write different versions of your business plan to attract different stakeholders. The templates can be adjusted by editing, removing, and adding new components to them. Moreover, tools like checklists, milestones, teams, and collaboration ensure that the final output is up to the mark.

What Is The Introduction Of A Business Plan Presentation?

A business plan presentation can be started with a title slide or an executive summary. The title slide is simple and contains basic details of your business in a presentable manner. However, most companies consider executive summary as a worthy addition to their business plan presentation. An executive summary is a concise description of what your business does, its product and services, and its objectives in the market. Though it is placed at the beginning of a presentation, consider writing your executive summary after you finish writing for all the slides. This will help you create an engaging executive summary.

How To End A Business Plan Presentation?

Your business plan presentation should end with a solid conclusion. Without a conclusion, it will leave no impact on the viewers. The conclusion must offer an answer to the core purpose of your business plan. Ensure that you offer a thorough takeaway to the readers. Offer them adequate information like supporting documents, point of contact, and what you wish from them in this slide.

Cannot think of what to write? This business plan course will indeed be a great help.

What Is The Best Time To Create A Business Plan Presentation?

The best time to start creating a presentation of a business plan is when you have your business plan ready. Remember, that the presentation is a representation of your business idea, not your visual and graphics skills. Focus on creating a valuable business plan that contains all the adequate details, statistics, and proofs. Once you have that ready, choose the presentation platform for yourself and start working on it.

About the Author

Shyam Dua is a seasoned tax professional with 40+ years of experience & a mentor at SCORE. He stands out due to his exceptional business planning skills. With a keen eye for detail and a strong financial acumen, Shyam crafts compelling business plans that pave the way to success. A CPA with a philanthropic heart, Shyam's strategic expertise, and dedication make him an invaluable asset in shaping thriving business ventures. Read more

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How to Make a Business Plan Presentation? Guide & Examples

This guide helps you make a strong business plan presentation easily. You will learn about important parts, how to organize them well, and use visuals effectively to explain your business idea clearly. You will get better at telling your business story to feel more confident in a competitive environment.

An innovative way to display your ideas and convince your team or clients is to present an idea with a business plan presentation. An effective presentation can showcase your mind and create an engaging meeting covering all necessary plan elements.

Every venture requires funding to start or grow and expand its business. A clear and detailed business plan will make it easy for the investor to understand your vision and goals. Hence, making it easier for them to fund you.

Whether you are a team, investor, or client, you must understand the importance of a business plan PowerPoint presentation. With the right strategy, you can influence anyone about your objectives and pitch your idea with an effective presentation. In this article, you will learn how to make a business plan presentation to grow your business. 

What is a business plan presentation?

The purpose of a business plan presentation is to summarize a company’s strategic goals, operational details, and financial forecasts concisely and visually engagingly. It typically includes key information such as the business model, target market, competitive analysis, marketing strategy , and financial projections. The business plan aims to communicate the business concept, demonstrate viability to stakeholders, and secure support or funding.

Key elements Of A Business Plan Presentation

A business plan presentation must include certain content that accurately represents your ideas. Usually, about 10 to 12 slides are required for an effective presentation. The key elements of the business plan must include the following:

Customer Profiles

Marketing and sales strategies.

• Organizational Structure And Management

Services And Products

Financial plan.

Your plan must have details about the company profile and should be explained using infographics in your slides. With the right graphics, one can better understand your company and its objectives. The company profile usually includes the history of the company, an overview of products and services, its customers, and its targeted market. 

The market analysis in your business plan presentation explains the size of your target audience, the problem it solves, and the consumer’s needs. It should include the strengths and weaknesses of your products and services. It must also include competitors’ market research and how your product will handle the competition. This way, you can show your investors how your product will stand out from the competition and your Unique Selling proposition. 

It is a sub-part of your market analysis. Your market research not only focuses on the competition but also the consumers. The customer profile includes most customers’ age, career, or location. It also includes their goals, problems, and behavior patterns. It can also provide how to attract that particular audience section and how they will trust your products. With customer profiles, you can determine the right price point, after-sales services, and market reach for consumers (both online and offline).

Once you explain your products’ needs, the next step is to market them. It is best to have a better market analysis to understand the ins and outs of your targeted market. The strategies usually include budgets, communication channels, marketing goals, and the resources needed to sell the products. Any investor investing in your product will be more easily convinced if they see a foolproof plan that guarantees a solid return on investment. Nothing is better than showcasing your marketing and sales strategies and impressing investors with effective plans. 

Organizational Structure and Management

The next order of business after your marketing strategy is the team. It is better to introduce your team and management people to make your investors acquainted with the ones in charge. Investors bet on the foundations, and your team is your foundation to grow your business It is easier for them to trust when they know who your team members are. 

An organizational chart representing your team and explaining their work and roles in the project is a good start. It will also highlight the effective hierarchy of work and establish a formal order of command that is followed. This structure will ensure your team follows a professional work culture. 

The services and products include tools that can benefit the targeted consumers. These tools include product canvas, value proposition canvas, and many others. Such tools ensure that the product fits the said customer. It also helps define your customer profiles and explains the market needs. 

The last but most important section of this business plan is the project’s financials. It is what the investors most care about. You can include the history data to establish your successful operations and how it will give you an edge in handling your new product.

Along with history, a future plan about how much funding you need and how you will execute your plan to use the said funding. You can use templates to save your time. They are available online. For example, try SlideUpLift templates to create a financial map for your investors. This plan must include all financial data and a plan B. This shows the investors that you are well prepared for all the situations.

It is best to conclude your presentation with an executive summary . It is a great way to explain how and why your plan is the right step for them. You can also add features and services you will offer. A precise yet appealing conclusion can offer you an edge. You can take it as the perfect ending as it concludes your plan. 

What is the difference between a business presentation & a business plan presentation?

A business presentation is a method of presenting information about your business. It can include marketing strategy or any other aspect related to the business. 

On the other hand, a business plan presentation is a way to interact with your investors, shareholders, and the audience. It includes your objectives, market research, customer profile, financial stakes, and the core of your idea. The business plan PowerPoint presentation is a foolproof roadmap of how you will execute your idea into a business model. 

How to make a business plan presentation?

A business plan presentation helps you explain your plan and execution strategies in an organized way through visuals. You can influence your audience with a good presentation that includes step-by-step interaction with all the sections. Each part and content of the presentation displays the need for your product and ensures trust and confidence for the investors. It is best to include useful information through a well-prepared visual aid and verbal explanation.

Here are the steps on how to create a business plan presentation:

Review essential business information

The first step is to review each element of your business plan closely. It acts as the base while collecting information for your presentation. It creates a firm foundation and effectively starts your business plan.

Research business competitors

You must also include your competitors’ information and statistics in your business plan presentation. With sufficient information and facts, you can help your product stand out. This information can help you build your reputation as a unique brand. This will create a professional and reliable image of your business for the consumers.

Network with prospective investors

Once you have collected the necessary information and prepared your strategies, the next step is approaching the right investors and stakeholders to showcase your business plan. You have higher chances of maximizing your investments by reaching the right audience. It also helps you understand and question your product in detail before you enter the market at your full capacity. Investors can also provide their valuable feedback, and all of this requires networking. 

Recommended: Explore our Strategy Roadmap PowerPoint Template here!

Create a slide presentation of your business plan

The next step is to display your plan uniformly and convince them to put their money into your product. One can attract investors and stakeholders better with effective strategy and influential products. Slides presentation is a visual approach and is better at convincing investors than just sharing statistics tables. 

Practice your business plan presentation

The final step is to practice your presentation before presenting. You can do a demo run of the presentation for your team members and understand the common doubts they have. A demo run can help you identify your faults and prioritize which section is more vital than others. Your team must also brainstorm questions your investors are likely to ask so that you are well-prepared beforehand.

Top 10 slides you need for a business plan presentation

You need at least ten slides to present your idea effectively. Covering one topic in each slide is more appealing as it helps the audience counter questions after each slide. Here are the top 10 slides you can add to the plan presentation:

Slide 1: The Title Slide

A title slide is an introduction to your presentation. Just add your business name, logo,  slogan, and motto you believe in. You can begin your presentation with the next slide with just a few introductory lines.

Slide 2: The Problem Statement

As we discussed, it is better to come directly to your product and explain the problem it solves. Rather than beating around the bush, please focus on the facts and explain them with a story. You can also include effective infographics, fun facts, and engaging questions to increase audience attentiveness. You must ensure that your problem statement is short, clear, and easy to understand. This slide will shape your whole presentation. You will attract your audience’s attention by clearly conveying the problem your business solves. 

Slide 3: Your Business Solution

Now, as soon as you discuss the problem, you must focus on the solution to how your products solve the problem and conclude the slide by connecting it with the story. You can add a step-by-step solution or use graphs to help your audience understand the process.

Slide 4: Your Pricing Plan

The following slide should discuss your price strategy. A more effective payment plan will only retain prospective customers. It is better to attract customers with appealing prices and impress them so they keep on purchasing your product or service. It is easier said than done. But once you convince investors of your problem/solutions, you must impress them with your revenue stream strategy. You may also add your competitors’ pricing to this slide to justify how reasonable your pricing plan is.

Slide 5: Business Operations Information

Briefly explain your business objectives and operations in your Business Plan Presentation. Add how you have planned to streamline your business operations to save time and resources. You can help them understand your work better by explaining it step-by-step. 

Slide 6: Your Marketing Plan

Now you have a Problem statement and your solution. But how will you enter the market?  How will you let your target audience know about your services and products? A product is as good as nothing if it doesn’t reach your customers’ hands. For this, you need a marketing strategy. Add your go-to market strategy to this slide. It helps investors understand how you will reach your targeted audience. The more you impress investors with a marketing strategy, the more chances you have of investment. 

Slide 7: Industry Overview

This slide shows current industry conditions. It includes your competitors and how they are operating the market. Just keep the data fact-based to make it more credible. 

Slide 8: Financial Projections

This slide displays how fast you will grow and what your investors can expect in returns. It will include money management and growth strategy as well. Add all the details about how much you will spend on various stages. Include your revenue and profit expectations for the following years as well. Financial projections for 3-5 years can help you reach your goals faster.

Slide 9: Your Team

This slide is an introduction to your team. Add all the crucial team members responsible for executing the plan. This will give investors a sense of your company’s hierarchy. And help them understand who is responsible for what. A well-established team with dedicated and motivated people always boosts investors’ and stakeholders’ confidence in the business.

Slide 10: Concluding Slide

The last slide must be an executive summary or a conclusion. This slide will discuss all the essential topics you discussed in a precise form and help you conclude better. Adding this slide is best; it helps your audience remember the vital topics and keeps them engaged throughout. 

Business plan powerpoint presentation examples

There are thousands of business plan powerpoint presentation examples and templates you can select from. Besides basic free presentations, you can download executive summary templates , project management presentation templates , and other templates from many online resources. It is easier to select among these templates once you have a concept in mind. Even if you have no budget to buy premium PowerPoint templates , you can download a free template to cater to your needs from SlideUpLift’s website.

How to present a business plan presentation?

The best way to present your business plan is with PowerPoint presentations. You can use ready-made templates and edit them as per your requirements to ease the job. Usually, up to 15 slides must be displayed to display your overall execution strategy. But you can add or remove slides as per your content. Using simple vocabulary and easy-to-understand terminology for such business presentations is vital. 

Most interesting presentations have a variety of graphs, tables, and infographics to engage the audience. You can also add a risk assessment to ensure you are prepared for every situation. With effective market and consumer research, you can convince investors better. Even if you have the best presentation, you might lose the opportunity if you don’t practice it well. Always practice presentations multiple times and be prepared for questions from investors. 

Tips and Tricks to make your Business Plan powerPoint more Memorable

Here are some tips that can help you present your business plan presentation effectively and influence investors easily:

Focus on the Main Points

The presentation usually covers a vast range of topics and information. However, it is necessary to focus on the prioritized data. Most investors are more interested in financial data than understanding each other’s aspects. Provide precise yet critical points about each slide and ask questions after each topic to ensure they know everything. It is not ideal to explain each topic in detail as It will make your presentation boring.

Use Common Language

Use simple yet professional language for your presentation. Try to use easier words over technical language or over-the-top vocabulary, as it will make the presentation challenging to understand. Most financial data is already too entangled, and using confusing language can make it worse. Using simple, layman-like, and understandable language to express your viewpoint is better. Also, use infographics and graphs to make it more engaging and easy to grasp.  

Genuinely Deliver Information

A presentation is a serious matter for your business. It is essential to maintain professionalism so that your investors can rely upon you with your money. Always stay excited and try to deliver information genuinely. Try to avoid using filler content. Write to the point and short content. Ensure your overall presentation is easy to read and skimmable. 

Prepare for the Questions Beforehand

Always prepare an expected questionnaire for the investors. These must include all questions you and your team think your investor will be curious to ask. Put yourself in the investors’ shoes and think. If prepared beforehand, you can give accurate answers and include the necessary information.

Practice Again and Again

The best thing you can do is practice repeatedly. The more presentations you give, the better you will be at presenting them. It’s better to present twice in front of your team so you are prepared overall. 

Time Management

Any presentation that goes on for long will eventually become boring. With just facts and data, your audience will lose interest. Hence, it is better to share necessary information quickly. Always time your presentation and try to keep it on point. This will maintain audience enthusiasm about your product and help you answer their questions correctly.

Mistakes to Avoid When Making A Business Plan Presentation

Sometimes, no matter how much you try, mistakes are unavoidable. But there is no harm in minimizing these to present your product efficiently. Hence, here are the most common mistakes one can avoid in a business plan presentation:

Not Timing Your Presentation

The most obvious mistake is not timing your presentation. If one fails to time the presentation, it can become extended and boring. It must catch up on the targeted goals and shouldn’t become repetitive. It is better to keep the presentation precise and short. With just 10 to 12 slides, one can present effectively and share the overall project without wasting time on unnecessary topics. 

Focusing on Non-Essential Information in the Presentation

The presentation usually involves a variety of topics. You must focus on the priority topics more than the rest of the information. If each topic is explained thoroughly, it will consume a lot of time. Deciding what is necessary and what must be explained well is better. This also guides investors to understand what your primary goal is and what comes next.

Overloading Data

Refrain from overloading your presentation with information. Keep your slides’ data content precise and short. Also, explain it in keynotes, as explaining each topic will elongate the presentation. The audience can better understand your presentation with simple bullet points and visuals.

Lack of Graphs and Tables

A presentation is more engaging than raw data because of the infographics. It can be just a data dump if your presentation lacks graphs, tables, and other visuals. Creating a business plan presentation filled with visuals, color schemes, and easy-to-read fonts is better to keep the audience interested in your idea.

Ignoring Audiences and Their Needs

One of the blunders you can make while creating a presentation is to ignore your audience. You must prioritize your audience’s needs and keep pushing how your products solve those needs. You should buy your product and assess it like your consumers. This can decide whether your investor thinks your product is worth it.

Why you should choose SlideUpLift’s pre-made business plan presentation templates

A premade presentation template from SlideUpLift can offer you an edge and make the business plan presentation process much faster. Our ready-made, fully editable presentation template can be easily altered to your needs and likes in just a few clicks. You can add more or reduce the amount of data you want. With thousands of templates, SlideUpLift covers all bases to create your desired perfect presentation. Not only do we offer free PowerPoint templates, but we also have an exclusive variety of templates for Google Slides as well at affordable prices.

How To download SlideUpLift’s business planning templates? 

The most essential step before downloading SlideUpift Templates is registering on our website. You can then login and select from a range of templates. Depending on your need, you can either pay for a template or select a free template for your presentation. In addition, we also offer membership plans if you are interested in getting various other services apart from professionally designed business plan presentations. The process of getting the membership and downling these templates is simple and easy to follow. 

Here is a list of some of the best and most used templates from SlideUpLift:

• Executive Summary Templates For PowerPoint & Google Slides
• Project Management Presentations Collection PowerPoint Template
• Roadmap Templates For PowerPoint & Google Slides
• 30 60 90 Day Plan Collection For PowerPoint
• List Templates Collection For PowerPoint  
• Business Planning Isometric PowerPoint Template
• One Page Strategic Plan PowerPoint Template

Business Plan Presentation — Conclusion

The best answer for how to make a business plan presentation is to use research data appealingly. A simple download template can be converted into an effective way to engage an audience and convince them to understand your business model. 

With effective sales, marketing, and business strategies, a business plan presentation can showcase your objectives clearly and ensure your idea influences the investors. Your presentation can become a vision for your business, so it should inspire your investor as it motivates you. 

With SlideUpLift, download, edit, and create your own version of a presentation that helps you to see the bigger picture. With attractive templates, fonts, and color schemes, find your own way to deliver your vision and display it in a structured manner. 

A business plan presentation is a way to interact with your audience to display your business plan. It is a detailed presentation that targets investors and shareholders to get inspired by the product and acquire funding for the business.

How do you create a business plan presentation?

The simplest way to create a business plan presentation is to download a premade template online. You can then edit it according to your needs. You must research the market, targeted audience, and your competition in-depth. 

This will include information, and your business plan must include such data. Also, include a financial strategy to ensure your business is a wise choice for investment. One can also include sales marketing and awareness strategies to attract more customers. Finally, a risk assessment makes your plan more foolproof. Hence, including one will make your presentation more engaging

One can present a business plan presentation with at least ten slides. Each slide should include a topic and explain why the product stands out to the investors. Data must be kept short and precise, and graphs and infographics must be presented enough to engage the audience. With easy-to-understand language, more straightforward vocabulary, and effective planning, a presentation can inspire your audience and encourage them to invest more and more in your project. 

What should be included in a business plan presentation?

The business plan presentation must include every detail of your overall business plan. It must include your team, operations, marketing, and sales strategies, and financial goals. Along with these, it must also include your mission, vision, objectives, and how you solve the issues. It should be a gateway to your product’s vision, so you must be precise and explain why and how it is essential. 

Where do you find the best templates related to business plan PowerPoint?

There are hundreds of websites that offer business plan PowerPoint templates. Among others, SlideUpLift stands as the best there is to offer. With over 4000 templates, we cater to every professional’s needs. You can select free-of-cost, affordable, or exclusive templates depending on your needs. Professionally designed templates allow you to edit and create unique presentations as per your requirements. With SlideUpLift’s easily customizable templates, you can inspire the audience better.

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Business Plan Executive Summary PowerPoint Template

Business Plan PowerPoint Template Collection

30 60 90 Day Plan Collection For PowerPoint Templates

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How to Make a Business Plan Presentation

Back to Business Plans

Written by: Carolyn Young

Carolyn Young is a business writer who focuses on entrepreneurial concepts and the business formation. She has over 25 years of experience in business roles, and has authored several entrepreneurship textbooks.

Edited by: David Lepeska

David has been writing and learning about business, finance and globalization for a quarter-century, starting with a small New York consulting firm in the 1990s.

Published on February 19, 2023 Updated on December 12, 2023

Congrats! You’ve tackled the arduous task of writing a business plan . Now comes the next big hurdle – presenting that plan to potential funders. It would be nice if you could just hand them the plan so they can read it, fall in love with your vision, and give you money. But that’s just not how it works. 

You and your partners, if you have any, will likely need to present your plan. Investors, in particular, tend to expect a presentation with graphs and tables and persuasive projections of growth. Lenders, on the other hand, often just want to see the business plan, but you might prepare a presentation just in case. 

A presentation relays the main points of your vision and gives potential backers a sense of who you are. Thus, making a great presentation is often crucial to securing investor financing. Fortunately for you, this handy guide shows you how to do just that.  

• Know Your Audience

Your business plan and presentation need to be tailored to your audience because they will have different goals. A lender, for example, wants to know that the business will have ample income and cash flow to make payments on the loan.

An investor, on the other hand, wants to be convinced that the business can grow significantly over three to five years. Investors typically want a five to ten times return on their money in that time period. That return will come from a successful exit of the business, which could be the acquisition of the business, a merger, or an initial public offering. 

So if you’re pitching to a lender, focus on income. If you’re pitching to an investor, focus on growth.

• The Pitch Deck

A pitch deck can be tricky because you need to highlight the key points of your business plan in 15 to 20 slides. Each slide should contain as few words as possible and quickly get to the point. Include visuals such as charts and graphs, but don’t overdo it.

Here are the components of a good pitch deck.

• Quick introduction of you and your partners. Don’t go into detail; names and titles are enough.
• The business opportunity: what problem are you solving and for whom? Be sure to start here. 
• Your product or service – what are you offering and why and how does it solve the market problem? Point out any differentiating features of your product or service.
• Market summary – how big is the market, is it growing, and what trends are occurring?
• Your competitive advantage – what will make your business stand out from the crowd? This is very important, so justify how you can create and sustain this advantage.
• A summary of your marketing and sales strategy. Focus on value proposition, not tactics.
• Any milestones you’ve achieved so far. If you’ve already had some big sales, be sure to spend some time highlighting them. 
• Management summary – who will manage what and why are they qualified? Discuss their education and experience. Investors are very interested in the management team. They won’t invest in even the greatest idea if they don’t think the managers can execute.
• 3-5 years of financial projections. Don’t go into too much detail, which is a common mistake. A summary of the key numbers will suffice. 
• Your funding “ask:” how much do you need and for what? As a general rule, you should NOT talk about how much equity you’re offering if the presentation is to an investor. You’ll negotiate that later, and unfortunately, the investor tends to have the upper hand in that process.

Use your business plan as your guide to create the pitch deck. Be sure to highlight the most compelling points of your plan in your slides.

An important point is that you absolutely must write your business plan before creating your pitch deck. A business plan requires a great deal of time and research , and your presentation is merely a more concise, visual summary, so doing it the other way around is likely to fail. 

If time allows, after your presentation you could give a brief demonstration of your product. 

Be prepared for questions!

• How to Present

First of all, you’re likely to have a limited time frame to make your presentation, maybe 15 to 20 minutes. Practice your presentation over and over to nail down your timing as well as any tricky phrases or concepts. Do a run-through for a few people you trust and listen to their feedback. 

When presenting, be confident but not arrogant. If you have areas that you need help with in your business, don’t be afraid to mention them. When they invest, investors are generally happy to offer guidance as well. 

Avoid tangents. Stay focused and be sure to get to all your important points. 

Spend the most time on the elements investors are most interested in: the business opportunity, competitive advantage, management team, and financial plan and projections.

Remember, you’re not just selling a business idea; you’re selling yourself and your ability to execute. Convince them that you can get it done and deliver. 

Answer any questions directly and honestly. Investors will know if you’re just blowing smoke. 

Presenting a business plan is daunting – after all, your future is on the line! But if you take the time to prepare, there’s no reason you can’t deliver a fantastic presentation. After that, it’s beyond your control. 

You might not get the capital you seek, but the investors may just have other interests or are limiting their commitments at the moment. Don’t take it too hard, and don’t be afraid to fail. 

Countless entrepreneurs were repeatedly denied funding before finally making the presentation that put them on the road to success! It’s all about hard work, determination, and a dash of luck. And now you know just what you need to do to deliver a persuasive presentation. 

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A Comprehensive Guide on How to Make a Business Plan Presentation

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What is a Business Plan?

Objectives of creating a business plan, key elements of creating a business plan presentation, ten slides you need in your business plan presentation, business plan presentation example (downloadable ppt), bottom line.

An effective business plan presentation is key to attracting investors and securing funding for your business. So what are the fundamentals that go into creating a winning deck? This guide is a complete breakdown of the various elements of a business plan presentation, what slides you need to add, and a downloadable template you can follow to create your presentation. Before diving into that, let’s briefly recap what a business plan is and why you must create one. 

A business plan is a formal written document that outlines the company’s goals, objectives, and strategies. It serves as a blueprint for the business and can be aimed at either internal or external audiences. It is used to secure funding from investors or to guide the decision-making and direction of the company. 

A business plan typically includes an executive summary, company description, market analysis, organizational structure, product, and service offerings, marketing and sales plans, and financial projections. Whether it is new or already established, every company should have a business plan that is periodically reviewed and updated. 

The main purpose of a business plan is to serve as a roadmap for a business’s success and provide a clear picture of the company’s goals, strategies, and financial projections. Here are some of the objectives for a business plan: 

Monitoring Progress

A business plan can be a benchmark for measuring success and helps track progress toward goals. Furthermore, this plan is frequently reviewed to reflect on the goals and modify the plan accordingly. 

Providing a Roadmap

A roadmap you can follow to manage your business, prioritize tasks, allocate resources, focus on your priorities, plan a course of action, and make effective decisions. 

Securing Funding

An investor looks at many things before investing in a business. A plan can be a valuable tool to show the investors the purpose, potential, and future direction of your business and help you secure funding. 

Communicating Strategy

A good plan provides a way to communicate the company’s vision, mission, and strategies to all stakeholders, including employees, customers, and partners.

Attracting Talent

You need top talents to execute your plans and help you scale your business; a comprehensive and well-structured business plan can be used as a recruiting tool to help you create a great team. 

Company Overview

Start with a basic introduction and overview of your company with contact information to provide the key information and help the audience understand what your business does. 

This section details the major problems your target customers are experiencing. These are the issues that your business is expecting to solve with your product or service. 

Now that you have established the problem, you must outline the solutions. Explain how your product or service will address these issues and emphasize the solution’s scalability. 

Financial Plan

A business plan presentation should describe the company’s expenses, profits, budget, and plans. For startups, this financial plan can predict the company’s future financial plans and how it will meet goals while staying within budget.

Operation Plan

The operation plan describes how your business will function regularly. This section will highlight the logistics and steps to achieve your business goals, including your operation’s resources, capital, and expense requirements. 

Marketing Strategies

Market strategies give a comprehensive insight into how your company will attract and retain your target market. This section of the business plan presentation also includes advertising and marketing campaign plans. 

This section introduces the project team members who will help build your business plan; it includes their qualifications, background, roles, and responsibilities. 

A timeline is one of the key elements of any business plan presentation, as it outlines the future and key milestones your business hopes to accomplish. The timeline gives stakeholders, including investors, the assurance and conviction that you will successfully execute your business plan.

In addition to these key elements, a business plan presentation can include visuals such as charts, images, and infographics to help illustrate the information efficiently. 

Here are ten slides that are commonly included in a business plan presentation:

• Introduction: A brief explanation of the purpose of the presentation 
• Company Description: An overview of the company 
• Problem:  The problem the business is solving 
• Solution: How will the business provide the solution to the problem 
• Product/Service Offerings: Description of the products or services
• Target Market: An overview of the potential customers, their demographic, needs, and preferences
• Marketing Strategies: The company’s plans for reaching, selling, and retaining its target market
• Financial Planning: Outline of the capital requirements, budget, and major expenses
• Team:  Introduction to the key team members 
• Timeline:  Projection for the future and an estimate of project completion 

Also note that these slides are not set in stone, and the number and content may vary depending on the company, its goals, and its audience. The most important thing is to communicate the key elements of the business plan effectively and persuasively.

Here is a simple example of a business plan presentation that you can modify to fit the specific needs of your business. You can follow our downloadable presentation or the template below to create your presentation.

#1 Slide: Introduction

• A brief overview of the company
• Contact information
• Purpose of the presentation
• Brief explanation of the product/service offered

#2 Slide: Problem 

• State the problem you are trying to solve
• Explain why it is a problem 

#3 Slide: Solution 

• Provide the solution 
• Explain why it is a great solution

#4 Slide: Product/Service

• A detailed explanation of the product/service
• Unique selling proposition
• List of features and benefits

#5 Slide: Market Analysis

• Identification of target market
• Competitor analysis
• Market size and growth potential

#6 Slide: Marketing Strategy

• Explanation of the marketing plan
• Advertising and promotion plan

#7 Slide: Financial Planning

• Income statement 
• Balance sheet
• Cash flow statement
• Break-even analysis

#8 Slide: Team

• Introduction of key team members
• Description of their experience and qualifications
• Explanation of roles and responsibilities

#9 Slide: Timeline 

• Project schedule 
• Launch of marketing campaigns 
• Timeframe for each key milestone

#10 Slide: Conclusion

• Ask for questions 
• Next steps, final thoughts, and future outlook
• Summary of key points
• Call-to-Action

ALSO READ : How Angel Investing is Funding the Future One Great Idea at a Time  

The main goal of a business plan presentation is to effectively communicate your business’s value and potential and persuade the audience to support the company’s goals. A great business plan presentation is one of the most essential tools for entrepreneurs seeking to scale their business or land initial funding to get their business off the ground. Along with the above elements, be sure to create your presentation in simple and clear language with a clear structure and compelling visuals to engage investors. Explore Emeritus’ Business Management Courses to learn more about this subject.

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How to Develop a Killer Business Plan Presentation [with Template]

Written by Dave Lavinsky

On This Page:

What is a Business Plan Presentation?

How to create a business plan presentation, free business plan presentation templates to download, when should you create a business plan presentation, business plan presentation mistakes to avoid [& how to do it right].

Before they meet you to discuss the possibility of funding you, investors will frequently want to read your business plan or at least your executive summary . If they like what they see, then you’ll have to present your business plan/concept to them.

You will use your written business plan to create a presentation or pitch deck to show your audience, which may include potential business partners, angel investors, venture capitalists, lenders and others. Whether you are starting a new business or growing an existing venture, if you need to raise funding, you need to nail this presentation!  

A business plan presentation is a summary of your business idea which highlights the company’s purpose, business model, funding requirements, development status, and other business essentials.

A presentation template typically includes the following:

• Product and/or Service Demo
• Business Model
• Competition
• Go-To-Market Strategy and Marketing Plan
• Financial Projections
• Funds Being Raised

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you provide the necessary information in your presentation to meet their needs.

Most business plan presentations are in the form of a pitch deck, or slide deck, however, there are some options in terms of the platform you use to present your business plan presentation. This may include Microsoft Powerpoint, Google Slides, Prezi, Canva, etc. Note- presenting a business plan with a unique format could be a mistake because investors like to keep things simple.

To create a business plan presentation, often referred to as a pitch deck, you will need to go through the business plan itself and highlight the key points that investors need to know.

Start with a title slide with the basic information about you, any business partners you may have, and your company.

Then, follow the steps below for each essential slide in your business plan presentation:

On this slide, describe the major problems that your target customers are experiencing. Try to express the problem in simple language so that investors can grasp it quickly, especially if they aren’t within your target customer segments.

For example, if you have a website development business, you may want to express the problem as:

“Many business owners waste valuable time, energy, and money trying to create a business website on their own. This is because they lack technical knowledge of business website design and business development.”

2. Solution

Once you’ve successfully convinced the audience that there’s a problem, it’s time to present them with your company’s product or service. So on this slide, explain how your firm intends to address the issue you highlighted. Emphasize how scalable your solution is. Scalability refers to a business’s ability to expand as demand for its services grows.

Continuing with the website development company as an example, your solution might be:

“Our business provides website development services to business owners who lack the technical knowledge of business website design and business development.”

3. Product and/or Service Demo

On this slide, you’ll detail your product(s) and/or service(s). If you have a working prototype of your invention, it should be shown here. If a prototype isn’t feasible, attempt to convey your offering to the investors as best as possible. Offer pictures or screenshots of your product/service in use from customers.

For example, in a website development business presentation, you may want to show your business’s working product as follows:

“We provide website development services including business website design, business hosting, and business email setup. Our clients are able to manage their business websites independently without having to rely on external IT support.”

Describe the real or predicted size of your target market in this slide to back up your claims about the scale of the problem and your company’s scalability.

This section of your presentation will pique the interest of potential investors. They want to know if the market is big enough and whether you can grow big enough to pay them a good return on their investment if you achieve a significant share of the industry.

So, describe the size of your market, key trends, and how big your business may develop if it achieves a major market share. This slide will be highly data-driven and is frequently evaluated by investors. Make sure your data is from trustworthy, verifiable sources and that all of your estimates are accurate.

For a website development company, this section may be as follows:

“There are over 25 million business owners in the United States alone. There were an estimated 32.4 million business websites worldwide by 2016 and this is expected to grow exponentially as business computing takes root across the globe. In fact, research from developer Gartner forecasts that business’s digital business models would generate more than $340 billion of business value by 2020, leading them to estimate that more than three out of four business processes will involve digital technology by 2018.”

5. Business Model

On this slide, you need to describe how your business generates revenues.  You can include things like your business’s pricing plan, how much it costs to acquire each customer, the business channels you’ll use, etc.

Your target audience must find your business credible and pricing feasible. If you’re targeting large enterprises with big budgets, mention that in this slide.

For example, in a website development company, you might  say something like this:

“Our business provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

6. Competition

On this slide, you’ll describe your rivals — those firms or solutions that are currently addressing the issues you described above. Clearly show how various options to your company exist in the market.

Competition is generally a good thing. Investors frequently believe a market or issue does not exist if there are no competitors.

Perform a SWOT Analysis for similar organizations and emphasize their distinct qualities. How does your firm distinguish itself from the competition? What makes your product or service stand out? What is it about your company that gives it an edge over the competition? State what gave you a competitive advantage.

Competitors for a website development company might include business website builders, business email providers, and business hosting services.

“Our company provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

Your business plan presentation should include the specific benefits that your business brings to customers. Financing demand is not enough; you need to show the compelling reasons why people will buy your product or service rather than someone else’s.

7. Go-To-Market Strategy

The goal of the Go-To-Market approach is for your company to communicate its unique value proposition to specific target consumers.

On this slide, you’ll explain how you intend to attract consumers to your product or service. If some aspects of your marketing plan are already in place, note them and the outcomes. The goal of this presentation deck’s slide is to demonstrate to investors that you have the capacity to expand your business into a global market.

As a website development business, your go-to-market approach may include business networking events, business trade shows, and business partnering opportunities.

“Our business networking events provide us with the opportunity to market our business by meeting potential clients. Businesses that are interested in finding out more about what we do attend these business networking events.”

On this slide, name the individuals on your management team. To demonstrate how and why they are the ideal individuals to manage your project, describe their skills and prior accomplishments.

Investors will be particularly interested to learn who will be in charge of executing the company ideas outlined in the presentation. Due to bad execution, a lot of wonderful business ideas never get off the ground because there are not enough competent individuals in the correct positions. 

9. Traction

The term “traction” refers to evidence or proof that consumers desire your firm’s goods or services.

On this slide, you should include the following information: annual growth rates for your business based on relevant measurements such as sales, website traffic, users, sign-ups, downloads, and so on.

If your business is growing at a consistent rate, add a graph to the slide. Include indicators that are most easily measurable in your company’s success and expansion. 

For a website development business, the indication of traction may be the business website traffic count.

“Our business has more than 10,000 business websites on our hosting service plan.”

10. Financial Projections

Here you’ll include a three to five-year projected income statement for your company. If you’re a startup, make sure your estimates are reasonable since you won’t have any prior data.

Investors will use your projections to determine the potential future scale of your business and whether it may satisfy their desired ROI.

On this slide, indicate when you anticipate breaking even and begin generating profits. Also note where additional fundraising is required, which advances to the following slide. 

11. Funds Being Raised

The final slide of your business plan presentation should detail the amount of money you’ll require to reach your objectives. Rather than providing a fixed figure, you may wish to provide a range and demonstrate what you can accomplish with various amounts of money.

Importantly, emphasize the core benefits of the funding. Is it for staffing, product development, marketing strategy, or something else? To grow your company, where and how will the investor’s money be utilized?

An example of funding requests for a website development company may look like the following:

Business Plan Presentation Template – Google Slides Format Business Plan Presentation Template – Microsoft PowerPoint Format Business Plan Presentation Template – PDF Format

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you are providing the necessary information in your presentation to meet their needs.

Also, be sure to make your presentation deck well in advance leaving you enough time to rehearse your pitch, so that you feel confident during the actual presentation.  

No matter what platform you choose to design your presentation there are common mistakes business owners make when developing the presentation. If you avoid these pitfalls, you will have a much higher chance of success.

Focusing on Non-Essential Information in the Presentation

One of the most common mistakes when creating presentations is including the entire business plan into the deck instead of just the main points your recipients want to see. Most investors do not have time to read hundreds of pages of non-essential information.

How To Do It Right:

Before you start crafting your presentation deck, create an outline highlighting the main points necessary for presenting to your potential investor. Be sure to answer the following questions when designing your pitch deck:

• How is this company different from others?
• Why should I invest in your business when there are other funding options available to me?
• Who is the target market for this company?
• What measurable outcomes do you hope to achieve in the next 3 years?
• What will be your biggest obstacles to success in achieving these business goals?

Not Timing Your Presentation

If you have thirty minutes (or ten minutes or five) to present, you simply must time your presentation to use the time available – no more and no less. If you go over the time allotted you might not be cut off, but they will keep in mind that you could not follow directions when they consider starting an investing relationship with you. If you do not use the entire time available, you will lose a valuable opportunity to explain your concepts further and they may, again, consider you somewhat incompetent.

Practice, practice, practice! Building a beautifully designed deck is only part of the presentation. Practicing is the single most critical part of the presentation. Rehearsal is especially important if you are pitching to a new company or people with specific expertise who will be looking for every detail in your presentation. Remember, timing is not just about how long your pitch deck should be but also about getting up and walking around to keep your audience’s attention. As you become more comfortable with your presentation, your confidence will also grow which will initiate a more memorable experience for your investor.

Obsessing Over Graphics and Animation

You should spend time on your presentation deck because it is a reflection of you, not because you want to use cool animations or graphics. If an animation needs explaining, don’t do it – just go with plain pictures that are easy to understand. Animated slides that are not used sparingly can lose their effect and be distracting.

How to Do It Right:

Your slides should be easily understood by individuals who have little background in your industry – just like the investors you are pitching to. If an animation or graphic is necessary to illustrate a concept, keep it simple and to a minimum so as not to distract the intended listeners.

Presenting Poorly Designed Slides

Avoid using too much text on the slides by including all the information from your business plan. The problem with too much text on slides is that the investor will attempt to read rather than listen to what you are saying. And if there is too much text, it will become more and more difficult to read the font size.

Quality slide design takes practice and is a topic in and of itself. To develop presentations with quality slide design, entrepreneurs should either hire a designer or become trained on the proper presentation software – most likely PowerPoint, Prezi, or KeyNote – so they can do it themselves.

Each slide should be focused on graphics or a few bullet points. Paragraphs or lists of text should be narrated by the presenter rather than written on the slides. Double-check all slides for spelling and grammatical errors. Having another set of eyes on the presentation will help to get another perspective.

The investment owners make to improve their presentation delivery will be well worth it as prospective investors are often turned off by owners who do not have professional slide designs and mistakes throughout the presentation.

Giving the Full Financials

Presenting the complete pro forma financial statements on slides is another serious mistake. In a short presentation, an investor does not have the time to take in all of this data and all you will convey is that a) you have a financial plan and b) you don’t know how to present.

Financials should be presented in summary format with just a few key metrics and numbers on each slide. Presenting these numbers in chart or graph format is an even better idea. If the numbers you show interest the investors, they will have time to peruse the complete financial projections and statements within your business plan at a later time.

Lack of Clarity and Confidence

Remember that these presentations may be the first, and only, impression with your prospective investors. If you seem ill-prepared or muddled when presenting the deck, investors will not get an accurate picture of what your business is about.

Rehearse your pitch multiple times until you can deliver it in a way that is clear and confident. You need to know what you want to convey in each slide and how this information compliments your business. Practice your pitch with family members or friends who will provide constructive feedback to help you prepare.

Failing to Deliver the Message

Business plan presentations are not meant to be a reiteration of a business plan. While you may think that you should convey all aspects of your plans, remember you are really marketing yourself and your business idea.

A successful presentation is about your ability to execute your business idea or concept by highlighting the following pieces of important information: who you are, what you want to accomplish, why this will succeed, and how you plan to do it.

This means that while there should be enough content in the slides for investors to conduct more research on your company on their own, your mission is not just to slide through hundreds of pages but convey a specific pitch in just a few slides.  

The business plan presentation is your opportunity to show investors what you have planned for the future of your business. If you want to learn how to present a business plan and create a perfect business plan presentation, utilize the information in this article and remember these quick tips:

• Keep it simple and focused on one or two key points.
• Make sure that your business slides are easily understood by those who don’t know much about business, especially your industry.
• Present the numbers in charts and graphs rather than as full financial statements.
• Practice! Rehearse until you feel confident and clear before taking on any potential investors.

You’ll be able to make an excellent first impression with them if you do all of this right – now go out there and ace those presentations!  

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Other Helpful Business Plan Articles & Templates

• Google Slides Presentation Design
• Pitch Deck Design
• Powerpoint Redesign
• Other Design Services

• Business Slides
• Guide & How to's

How to create a business plan presentation?

Business plans are essential for any company. Start with a business plan to ensure your business idea is promising and feasible.

It can be much easier to understand with business plan slides and attractive visuals. Hence, it is best to include them in your business plan presentation so that the target audience will welcome and internalize them without confusion.

What is a Business Plan Presentation?

The business plan presentation PowerPoint is an animated document describing your company’s activities, the services and products offered, your company’s business goals and strategy, and the action plan you have defined. A business plan must outline how you plan to make money and achieve your goals.

The main objectives of a business plan PPT include:

• Assistance in identifying risks affecting the company’s growth and strategies to overcome those risks.
• Demonstration of the company’s financial performance and the state of the economy to investors.
• Help predict competitors and major market trends and explain key business objectives.
• An essential resource for various development budgets.

Ten tips for creating a business plan presentation:

• Add your company details: name, headline, name, and tagline to the first slide of your business plan. When introducing the slide, you can describe your actions in one sentence.
• Imagine a specific problem. Make sure it relates to your target audience. You can also add statistics to this part of a business plan to clarify how you influence others.
• Describe the solution in simple terms. Offer a solution to the problem mentioned in slide 2. Offer a unique approach.
• Explain how you want to make money. Indicate the pricing structure, customers, sources of income, and ways of making a profit.
• Add some details to your business plan. Explain how it works and make a summary. Add a visual slide to show how it all works.
• Briefly outline the strategy. Briefly explain how you can plan for your company to go to market. Provide specific details to your audience. Publish your marketing plan and budget.
• Tell about your main competitors and indicate how and how you differ from them.
• Name something about your team. Highlight each participant’s business experience.
• Provide your audience with a clear and concise financial forecast for several years. Tell about the methods by which you have reached the current numbers.
• Show where you are now. Presentation of the business plan must share what you have done, what you are looking for, and how you plan to achieve your goals. On the last slide, call your audience to action.

How to Create a Business Plan: 16 Components of a Business Plan

You can make a business plan summary at the end or do it first. However, it would be better to generate it in the episode. It is where you need to explain the benefits of your business model and present your products and services.

It should be attractive and concise for the reader. After you complete the rest of the plan, it’s easy to write a meaningful resume.

Company Profile

In your company profile, tell readers certain information:

• The customer problem you want to solve;
• History of the company;
• Business contact data;
• Services or products;
• The market you serve.

It would be better to use an infographic to show all these details in the business plan. Much easier to understand and read more clearly and concisely than tons of paragraphs of additional information in your business plan.

Market analysis

With market analysis, you can add many bright details to the business plan presentation PPT: determine customer segments, their needs, your target market, or its size and present them with graphs, pies, and charts.

Add competitor analysis to your business plan

There, you research your most important competitors. For example, you can indicate your strengths, weaknesses, and influence on the market. Learn about specific threats and explain products and services, pricing recommendations, and marketing strategies.

Client profiles

Here, you should summarize all the results for your clients, e.g, their problems, needs, and responsibilities.

Perception map

This method will assist you in presenting or analyzing your target group. You should get to know other brands and their products well. This way, you can find out the primary purpose of your competitors’ products or services. You can post research data in a business plan as you see fit.

Porter’s five forces

You can use this device to assess your position relative to competitors and a company’s competitiveness. With it, you can find out if your new service or product is profitable.

SWOT analysis

Use a SWOT analysis when you create a business plan to find out the strengths and weaknesses of competitors, as well as the threats and opportunities they pose to you in the industry. You can also use it to assess your company’s capabilities.

Pest analysis

It is short for political, economic, socio-cultural, and technological factors. It is a great way to learn how the outside forces of your market can affect your business. You can also develop a risk management plan and a marketing strategy to include in the business plan.

Competitor profile

One more critical point of the business plan presentation outline requires all data about your competitors can be collected here, such as suppliers, partners, strategies, sales figures, etc. Use this method to organize information about your competitors to include in your business plan presentation.

Competitive Intelligence/Intelligent Map

You can also transfer this information to a mind map. Add it to business plan presentations, wikis, intranets, websites, or online documents. You can view and quickly navigate all the links in the mind map.

Marketing and sales strategies

It is the part of a business plan where you describe how you will sell and promote your product. It is now easier because you understand your competitors, target customers, and the market well.

• When you have a marketing strategy described in your business plan, you can consider factors such as your resources, marketing budget, marketing goals, communication channels, etc.
• When you have a sales plan , you should pay more attention to your resources, tools, goals, etc.
• Use mind maps to ensure that all this information is visible to your target audience.
• Use two smart cards to show your marketing strategies and sales separately or one smart card to showcase both.

Organizational structure

Tell us about the key personnel who work for the company in your business plan. Mention them in this section and share your knowledge.

Use an organization chart to represent your team and their roles. It can also help you highlight the hierarchy of the organizational structure.

Products and services

This part of the business plan tells about your product or service and how customers can use it. You can use several visualizations to make this piece more appealing to your audience.

Product canvas

Use this device to display, describe or design a specific product strategy. It considers your target customer, the required product features (from models, sketches, epics/sprints, design systems, and storyboards), and the tasks you need to complete to create the entire product.

Core value proposition

Use this device when you want to clarify whether your product or service meets a specific customer need. It will help you learn the following:

• What customer problems are you trying to solve?
• What profit can you provide to your customers through your services or products?
• What customer needs do you want to satisfy?
• What is your product’s job to help a buyer complete it?
• What different products do you offer to each customer segment?

Financial plan

Provide all financial data related to your company. This part is essential when presenting a business plan to investors. It includes historical information such as profit and loss statements, profit and loss statements, cash flow statements, etc., as well as financial projections based on the impact of the new product.

Whenever you offer investors a new service or product, you can also add your own funding requirements. You can use your financial database with a handy mind map to make a great business plan presentation. Anyone accessing a mind map can easily access your linked resources from your business plan when you do.

Want to Create a Good Presentation of Your Business Plan?

We hope you’d take advantage of the above business plan presentation tips. We are also eager to offer our excellent services to get support in submitting your business plan. We promise to create a presentation of your business plan from scratch in no time.

All the data on your slides will be neatly organized and show your target group your personalized plan. You can achieve your goals without knowing how to create a business plan presentation ─ do it by ordering us to create your business plan. Feel free to contact us now!

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• Presenting techniques
• 50 tips on how to improve PowerPoint presentations in 2022-2023 [Updated]
• Keynote VS PowerPoint
• Types of presentations
• Present financial information visually in PowerPoint to drive results

30 60 90 day plan: a blueprint for professional growth

• Design Tips

Inspiration for PPT: how to find design ideas

Private: Difference between business plan and pitch deck: 2022 ultimate guide

Home Blog Business Business Presentation: The Ultimate Guide to Making Powerful Presentations (+ Examples)

Business Presentation: The Ultimate Guide to Making Powerful Presentations (+ Examples)

A business presentation is a purpose-led summary of key information about your company’s plans, products, or practices, designed for either internal or external audiences. Project proposals, HR policy presentations, investors briefings are among the few common types of presentations. 

Compelling business presentations are key to communicating important ideas, persuading others, and introducing new offerings to the world. Hence, why business presentation design is one of the most universal skills for any professional. 

This guide teaches you how to design and deliver excellent business presentations. Plus, breaks down some best practices from business presentation examples by popular companies like Google, Pinterest, and Amazon among others! 

3 General Types of Business Presentations

A business presentation can be given for a number of reasons. Respectively, they differ a lot in terms of content and purpose. 

But overall, all types of business presentations can be classified as:

• Informative
• Persuasive 
• Supporting 

Informative Business Presentation 

As the name suggests, the purpose of an informative presentation is to discern the knowledge you have — explain what you know. It’s the most common type of business presentation out there. So you have probably prepared such at least several times. 

Examples of informative presentations:

• Team briefings presentation 
• Annual stakeholder report 
• Quarterly business reviews
• Business portfolio presentation
• Business plan presentation
• Project presentation

Helpful templates from SlideModel:

• Business plan PowerPoint template
• Business review PowerPoint template
• Project proposal PowerPoint template
• Corporate annual report template

Persuasive Business Presentation 

The goal of this type of presentation is to persuade your audience of your point of view — convince them of what you believe is right. Developing business presentations of this caliber requires a bit more copywriting mastery, as well as expertise in public speaking . Unlike an informative business presentation, your goal here is to sway the audience’s opinions and prompt them towards the desired action. 

Examples of persuasive presentations:

• Pitch deck/investor presentations
• Sales presentation  
• Business case presentation 
• Free business proposal presentation
• Business proposal PowerPoint template
• Pitch deck PowerPoint template
• Account Plan PowerPoint template

Supporting Business Presentation 

This category of business PowerPoint presentations is meant to facilitate decision-making — explain how we can get something done. The underlying purpose here is to communicate the general “action plan”. Then break down the necessary next steps for bringing it to life. 

Examples of supporting presentations:

• Roadmap presentation
• Project vision presentation 
• After Action Review presentation 
• Standard operating procedure (SOP) PowerPoint template 
• Strategy map PowerPoint template 
• After action review (ARR) PowerPoint template 

What Should Be Included in a Business Presentation?

Overall, the content of your business presentation will differ depending on its purpose and type. However, at the very minimum, all business presentations should include:

• Introductory slide 
• Agenda/purpose slide
• Main information or Content slides
• Key Takeaways slides
• Call-to-action/next steps slides

We further distill business presentation design and writing best practices in the next section (plus, provide several actionable business PowerPoint presentation examples!). 

How to Make a Business Presentation: Actionable Tips

A business presentation consists of two parts — a slide deck and a verbal speech. In this section, we provide tips and strategies for nailing your deck design. 

1. Get Your Presentation Opening Right 

The first slides of your presentation make or break your success. Why? By failing to frame the narrative and set the scene for the audience from the very beginning, you will struggle to keep their interest throughout the presentation. 

You have several ways of how to start a business presentation:

• Use a general informative opening — a summative slide, sharing the agenda and main points of the discussion. 
• Go for a story opening — a more creative, personal opening, aimed at pulling the audience into your story. 
• Try a dramatic opening — a less apparent and attention-grabbing opening technique, meant to pique the audience’s interest. 

Standard Informative Opening 

Most business presentation examples you see start with a general, informative slide such as an Agenda, Problem Statement, or Company Introduction. That’s the “classic” approach. 

To manage the audience’s expectations and prepare them for what’s coming next, you can open your presentation with one or two slides stating:

• The topic of your presentation — a one-sentence overview is enough. 
• Persuasive hook, suggesting what’s in it for the audience and why they should pay attention. 
• Your authority — the best technique to establish your credibility in a business presentation is to share your qualifications and experience upfront to highlight why you are worth listening to. 

Opening best suited for: Formal business presentations such as annual reports and supporting presentations to your team/business stakeholders. 

Story Opening 

Did you ever notice that most TED talks start with a quick personal story? The benefit of this presenting technique is that it enables speakers to establish quick rapport and hold the listener’s attention. 

Here’s how Nancy Duarte, author of “Slide:ology: The Art and Science of Creating Great Presentations” book and TED presenter, recommends opening a presentation: 

You know, here’s the status quo, here’s what’s going on. And then you need to compare that to what could be. You need to make that gap as big as possible, because there is this commonplace of the status quo, and you need to contrast that with the loftiness of your idea. 

Storytelling , like no other tool, helps transpose the audience into the right mindset and get concentrated on the subject you are about to discuss. A story also elicits emotions, which can be a powerful ally when giving persuasive presentations. In the article how to start a presentation , we explore this in more detail.

Opening best suited for: Personal and business pitches, sales presentations, other types of persuasive presentations. 

Dramatic Opening 

Another common technique is opening your presentation with a major statement, sometimes of controversial nature. This can be a shocking statistic, complex rhetoric question, or even a provocative, contrarian statement, challenging the audience’s beliefs. 

Using a dramatic opening helps secure the people’s attention and capture their interest. You can then use storytelling to further drill down your main ideas. 

If you are an experienced public speaker, you can also strengthen your speech with some unexpected actions. That’s what Bill Gates does when giving presentations. In a now-iconic 2009 TED talk about malaria, mid-presentation Gates suddenly reveals that he actually brought a bunch of mosquitoes with him. He cracks open a jar with non-malaria-infected critters to the audience’s surprise. His dramatic actions, paired with a passionate speech made a mighty impression. 

Opening best suited for: Marketing presentations, customer demos, training presentations, public speeches. 

Further reading: How to start a presentation: tips and examples. 

2. Get Your PowerPoint Design Right

Surely, using professional business PowerPoint templates already helps immensely with presentation deck design since you don’t need to fuss over slide layout, font selection, or iconography. 

Even so, you’ll still need to customize your template(s) to make them on brand and better suited to the presentation you’re about to deliver. Below are our best presentation design tips to give your deck an extra oomph. 

Use Images, Instead of Bullet Points 

If you have ever watched Steve Jobs’s presentations, you may have noticed that he never used bullet-point lists. Weird right? Because using bullet points is the most universal advice in presentation design. 

But there’s a valid scientific reason why Jobs favored images over bullet-point texts. Researchers found that information delivered in visuals is better retained than words alone. This is called the “ pictorial superiority effect ”. As John Medina, a molecular biologist, further explains :

“Hear a piece of information, and three days later you’ll remember 10% of it. Add a picture and you’ll remember 65%.”

So if your goal is to improve the memorability of your presentation, always replace texts with images and visualizations when it makes sense. 

Fewer Slides is Better

No matter the value, a long PowerPoint presentation becomes tiring at some point. People lose focus and stop retaining the information. Thus, always take some extra time to trim the fluff and consolidate some repetitive ideas within your presentation. 

For instance, at McKinsey new management consultants are trained to cut down the number of slides in client presentations. In fact, one senior partner insists on replacing every 20 slides with only two slides . Doing so prompts you to focus on the gist — the main business presentation ideas you need to communicate and drop filler statements. 

Here are several quick tips to shorten your slides:

• Use a three-arc structure featuring a clear beginning (setup), main narrative (confrontation), ending (resolution). Drop the ideas that don’t fit into either of these. 
• Write as you tweet. Create short, on-point text blurbs of under 156 symbols, similar to what you’d share on Twitter. 
• Contextualize your numbers. Present any relevant statistics in a context, relevant to the listeners. Turn longer stats into data visualizations for easier cognition. 

Consistency is Key 

In a solid business presentation, each slide feels like part of the connecting story. To achieve such consistency apply the same visual style and retain the same underlying message throughout your entire presentation.

Use the same typography, color scheme, and visual styles across the deck. But when you need to accentuate a transition to a new topic (e.g. move from a setup to articulating the main ideas), add some new visual element to signify the slight change in the narrative. 

Further reading: 23 PowerPoint Presentation Tips for Creating Engaging and Interactive Presentations

3. Make Your Closure Memorable 

We best remember the information shared last. So make those business presentation takeaways stick in the audience’s memory. We have three strategies for that. 

Use the Rule of Three 

The Rule of Three is a literary concept, suggesting that we best remember and like ideas and concepts when they are presented in threes. 

Many famous authors and speakers use this technique:

• “Duty – Honor – Country. Those three hallowed words reverently dictate what you ought to be, what you can be, and what you will be” . Gen. Douglas MacArthur.
• “Life, Liberty, and the Pursuit of Happiness” are the unalienable rights of all humans that governments are meant to protect.” Thomas Jefferson 

The Rule of Three works because three is the maximum number of items most people can remember on their first attempt. Likewise, such pairings create a short, familiar structure that is easy to remember for our brains. 

Try the Title Close Technique

Another popular presentation closing technique is “Title Close” — going back to the beginning of your narrative and reiterating your main idea (title) in a form of a takeaway. Doing so helps the audience better retain your core message since it’s repeated at least two times. Plus, it brings a sense of closure — a feel-good state our brains love. Also, a brief one-line closure is more memorable than a lengthy summary and thus better retained. 

Ask a Question 

If you want to keep the conversation going once you are done presenting, you can conclude your presentation with a general question you’d like the audience to answer.

Alternatively, you can also encourage the members to pose questions to you. The latter is better suited for informational presentations where you’d like to further discuss some of the matters and secure immediate feedback. 

Try adding an interactive element like a QR code closing your presentation with a QR code and having a clear CTA helps you leverage the power of sharing anything you would like to share with your clients. QR codes can be customized to look alike your brand.

If you are looking for a smoother experience creating presentations on the fly, check out the AI PowerPoint maker —it offers everything you can ask forfrom presentation design in a couple of clicks.

12 Business Presentation Examples and What Makes Them Great 

Now that we equipped you with the general knowledge on how to make a presentation for business, let’s take a look at how other presenters are coping with this job and what lessons you can take away from them. 

1. N26 Digital Bank Pitch Deck 

This is a fine business pitch presentation example, hitting all the best practices. The deck opens with a big shocking statement that most Millennials would rather go to the dentist than step into a bank branch. 

Then it proceeds to discuss the company’s solution to the above — a fully digital bank with a paperless account opening process, done in 8 minutes. After communicating the main product features and value proposition, the deck further conceptualizes what traction the product got so far using data visualizations. The only thing it lacks is a solid call-to-action for closing slides as the current ending feels a bit abrupt. 

2. WeWork Pitch Deck

For a Series D round, WeWork went with a more formal business presentation. It starts with laying down the general company information and then transitions to explaining their business model, current market conditions, and the company’s position on the market.

The good thing about this deck is that they quantify their business growth prospects and value proposition. The likely gains for investors are shown in concrete numbers. However, those charts go one after another in a row, so it gets a bit challenging to retain all data points. 

The last part of their presentation is focused on a new offering, “We Live”. It explains why the team seeks funds to bring it to life. Likewise, they back their reasoning with market size statistics, sample projects, and a five-year revenue forecast. 

3. Redfin Investor Presentation 

If you are looking for a “text-light” business presentation example, Redfin’s investor deck is up to your alley. This simple deck expertly uses iconography, charts, and graphs to break down the company’s business model, value proposition, market share, and competitive advantages over similar startups. For number-oriented investors, this is a great deck design to use. 

4. Google Ready Together Presentation 

This isn’t quite the standard business presentation example per se. But rather an innovative way to create engaging, interactive presentations of customer case studies .

The short deck features a short video clip from a Google client, 7-11, explaining how they used the company’s marketing technology to digitally transform their operations and introduce a greater degree of marketing automation . The narrated video parts are interrupted by slides featuring catchy stats, contextualizing issues other businesses are facing. Then transitions to explaining through the words of 7-11 CMO, how Google’s technology is helping them overcome the stated shortcomings.

5. Salesforce Business Presentation Example 

This is a great example of an informational presentation, made by the Salesforce team to share their research on customer experience (CX) with prospects and existing customers.

The slide deck errs on the lengthier side with 58 slides total. But bigger topics are broken down and reinforced through bite-sized statistics and quotes from the company leadership. They are also packaging the main tips into memorable formulas, itemized lists, and tables. Overall, this deck is a great example of how you can build a compelling narrative using different statistics. 

6. Mastercard Business Presentation

This slide deck from Mastercard instantly captures the audience’s attention with unusual background images and major data points on the growth of populations, POS systems, and payment methods used in the upcoming decade.

Perhaps to offset the complexity of the subject, Mastercard chose to sprinkle in some humor in presentation texts and used comic-style visuals to supplement that. However, all their animations are made in a similar style, creating a good sense of continuity in design. They are also using colors to signify the transition from one part of the presentation to another. 

In the second part, the slide deck focuses on distilling the core message of what businesses need to do to remain competitive in the new payments landscape. The team presents what they have been working on to expand the payment ecosystem. Then concludes with a “title close” styled call-to-action, mirroring the presentation title.

7. McKinsey Diversity & Inclusion Presentation 

This fresh business slide deck from McKinsey is a great reference point for making persuasive business presentations on complex topics such as D&I. First, it recaps the main definitions of the discussed concepts — diversity, equity, and inclusion — to ensure alignment with the audience members. 

Next, the business presentation deck focuses on the severity and importance of the issue for businesses, represented through a series of graphs and charts. After articulating the “why”, the narrative switches to “how” — how leaders can benefit from investment in D&I. The main points are further backed with data and illustrated via examples. 

8. Accenture Presentation for the Energy Sector

Similar to McKinsey, Accenture keeps its slide deck on a short. Yet the team packs a punch within each slide through using a mix of fonts, graphical elements, and color for highlighting the core information. The presentation copy is on a longer side, prompting the audience to dwell on reading the slides. But perhaps this was meant by design as the presentation was also distributed online — via the company blog and social media. 

The last several slides of the presentation deck focus on articulating the value Accenture can deliver for their clients in the Energy sector. They expertly break down their main value proposition and key service lines, plus quantify the benefits. 

9. Amazon Web Services (AWS) Technical Presentation 

Giving an engaging technical presentation isn’t an easy task. You have to balance the number of details you reveal on your slides to prevent overwhelm, while also making sure that you don’t leave out any crucial deets. This technical presentation from AWS does great in both departments. 

First, you get entertained with a quick overview of Amazon’s progress in machine learning (ML) forecasting capabilities over the last decade. Then introduced to the main tech offering. The deck further explains what you need to get started with Amazon Forecast — e.g. dataset requirements, supported forecasting scenarios, available forecasting models, etc. 

The second half of the presentation provides a quick training snippet on configuring Amazon SageMaker to start your first project. The step-by-step instructions are coherent and well-organized, making the reader excited to test-drive the product. 

10. Snapchat Company Presentation

Snapchat’s business model presentation is on a funkier, more casual side, reflective of the company’s overall brand and positioning. After briefly recapping what they do, the slide deck switches to discussing the company’s financials and revenue streams.

This business slide deck by Snap Inc. itself is rather simplistic and lacks fancy design elements. But it has a strong unified theme of showing the audience Snapchat’s position on the market and projected vector of business development. 

11. Visa Business Acquisition Presentation 

If you are working on a business plan or M&A presentation for stakeholders of your own, this example from Visa will be helpful. The presentation deck expertly breaks down the company’s rationale for purchasing Plaid and subsequent plans for integrating the startup into their business ecosystem. 

The business deck recaps why the Plaid acquisition is a solid strategic decision by highlighting the total addressable market they could dive into post-deal. Then it details Plaid’s competitive strengths. The slide deck then sums up all the monetary and indirect gains Visa could reap as an acquirer. 

12. Pinterest Earnings Report Presentation 

Annual reports and especially earnings presentations might not be the most exciting types of documents to work on, but they have immense strategic value. Hence, there’s little room for ambiguities or mistakes. 

In twelve slides, this business presentation from Pinterest clearly communicates the big picture of the company’s finance in 2021. All the key numbers are represented as featured quotes in the sidebar with diagrams further showcasing the earning and spending dynamics. Overall, the data is easy to interpret even for non-finance folks. 

To Conclude 

With these business presentation design tips, presentation templates , and examples, you can go from overwhelmed to confident about your next presentation design in a matter of hours. Focus on creating a rough draft first using a template. Then work on nailing your opening slide sequence and shortening the texts in the main part of your presentation when needed. Make sure that each slide serves a clear purpose and communicates important details. To make your business presentation deck more concise, remove anything that does not pertain to the topic. 

Finally, once you are done, share your business presentation with other team members to get their feedback and reiterate the final design.

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Business Plan Presentations: A Guide

Learn all that’s required to produce a high-quality business plan presentation in this guide. Suggested templates and examples are included.

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How to Make a Business Plan Presentation

• Small Business
• Business Planning & Strategy
• Making Business Plans
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How to design powerpoint slides for oral presentations, how to write a preface for a business plan.

• Marketing Presentation Objectives
• How to Pitch a Business Plan

Making a business proposal presentation to prospective investors is stressful for nearly all entrepreneurs. Even if they are confident their business plan is well thought out, they still worry that they will not be able to express the most important aspects of their plan and engage the investors’ interest in the short time allotted for the in-person presentation. The keys to a successful presentation are advance preparation and rehearsal until your delivery is smooth and polished.

Preparing the Business Plan Presentation

Business plan presentations are designed to sell your idea to investors through a concise and engaging overview of what your business does, how it fills a consumer need and what you are looking for in terms of an investment. Seasoned investors are busy, and typically aren't interested in a long, drawn-out presentation filled with irrelevant information. In fact, many seasoned venture capitalists and angel investors will give you a specific time limit and a suggested outline for your presentation; if you receive these suggestions, it's a good idea to follow them. If you don't receive specific guidance, focus your presentation on the following key points:

• Introduce yourself, your company and its products. 
• Describe your market and how you solve your customers' problems. 
• Explain how your product is different than anything else on the market.
• Discuss the size of the market for your product
• Explain who your customers are
• Demonstrate growth in your market in the next 3-5 years 
• Discuss the competitive advantages your venture has that will lead to outstanding revenue growth and profitability. 
• Demonstrate your projected revenues and pretax profits for the next 3-5 years. 

Slides 9-10

• Discuss your marketing strategies, including distribution channels and sales strategies

Slides 10 and beyond

• Introduce your management team and advisory board members. Include one or two points about each person’s background and experience. and explain how each person on the team brings a critical element necessary for your company’s success.

Final slides

• Reveal the total amount of capital you need and a short list of major expenditures.

By following this general outline and focusing on the most important information, you'll answer most of the investors' questions and give them the details they need to make a decision. Remember to only hit the highlights, and don’t try to fit your entire business plan into the presentation. Too many slides can result in information overload, and they will not remember the most important pieces of information. Aim for a business plan PowerPoint of about 10-12 slides.

Rehearsing Your Presentation

Once you've created the presentation, practice presenting it to ensure that you appear polished and professional come presentation day. Again, keep time limits in mind, and respect the investors' time. Don't forget to include time for questions in your overall presentation plan.

To begin rehearsing, create an outline of your the presentation, addressing the important points that you want to cover. If you are using presentation software like PowerPoint, print a copy of your presentation in outline view, and use that to identify the key points you want to make from each slide and jot down additional notes about what you want to say. Creating the outline not only ensures that you cover all of the key points, it also keeps you from simply reading what's on the screen, which will quickly bore the audience.

Once you have an idea of what you are going to say, rehearse your presentation with colleagues. Invite members of your management team or trusted associates into a conference room and conduct a dress rehearsal of the presentation. Get their feedback on what parts of the presentation might need editing or clarification. Time your presentation and cut it down if necessary. Rehearse the presentation several more times on your own.

Succeeding on Presentation Day

It's normal to be nervous come presentation day, but do your best to relax and calm your nerves. Try some breathing or visualization exercises ahead of time to clear your mind and get into the right frame of mind. If you are well-prepared and know your presentation inside and out, there is nothing to be nervous about. Just be yourself – the investors are evaluating you as well as your business plan, after all – and do your best to project an image of confidence and competence.

Show enthusiasm and urgency, but avoid coming across as desperate or unfocused. Speak slowly, smile, make eye contact and refer to your notes if you need to and you'll impress investors with both your business and your presentation skills.

• Entrepreneur: 10 Tips for Creating a Winning Business Plan in PowerPoint
• Business News Daily: How to Give a Great Business Presentation
• Close the presentation with a sense of urgency. Show why now is the right time for your company to enter the market. Timing is often critical with early stage companies.
• Don’t try to fit your entire business plan into the presentation. Too many slides can result in information overload for the people you are presenting to, and they will not remember the most important pieces of information. Ten to twelve slides is sufficient.

Brian Hill is the author of four popular business and finance books: "The Making of a Bestseller," "Inside Secrets to Venture Capital," "Attracting Capital from Angels" and his latest book, published in 2013, "The Pocket Small Business Owner's Guide to Business Plans."

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How to Create a Business Plan Presentation

• August 13, 2021
• 12.9K views
• 6 minute read
• Ashley Jenkins

The way you present your business plan plays a vital role in the execution of the dreams you have been building up and working hard for. 

Due to this fact, you must put forward your business plan to your prospects effectively to ensure that you make your deal. Thus, invest a good amount of time in creating your business plan presentation.

A business plan presentation is a document used to demonstrate to the owners and shareholders the company’s long term financial efficiency and organizational status, such as identifying threats to the company’s growth and developing management techniques, forecasting market dynamics, competitive behavior, and customer demand, and defining and prioritizing critical company objectives. 

Tips for Creating a Business Plan Presentation

Don’t worry if you are struggling to know how to create a business plan presentation; just continue reading this article. Below we have discussed sub-tips that would help you in establishing a solid business plan presentation. Let’s look into them:

1. Learn about your audience beforehand

To make your presentation impact your audience, you must research your audience before you even create one. This will assist you in determining how the people in the audience will react to the content you will present.

Do your research and ensure that you know all the things before you offer your business plan. For example, talk to your coworkers and get advice from anybody who has given comparable presentations. Alternatively, you may look at prior successful business plan presentations to determine what to do and what to avoid. 

Moreover, you must use terminology that your audience will easily comprehend. For instance, if your firm is creating a sophisticated scientific procedure but your potential investors have no relation to that, then it would be great if you avoid using jargon or acronyms that they won’t recognize. 

2. Evaluate your Business idea

Evaluate the viability of your business concept long before you attempt to present it to the prospect. Get insights and test multiple aspects of your business as you go through anything from your marketing and project team to your potential and implementation plan. 

This may be as easy as letting a mentor or collaborator examine aspects of your strategy. On the other hand, it can be as complex as completing market research and directly communicating to your target market.

Besides, you can also lookup online business analysis tools available. The more aspects of your strategy you test and analyze, the stronger your plan and company will become.

Doing so will enable you to establish a strategy without discrepancies which will save your time and effort rather than designing a strategy that isn’t realistic. Since if your strategy fails to get executed in the long run, you’ll likely go bankrupt and the market shame comes along.

3. Start your presentation with a compelling stance

Now that you have known all about your prospect and your business plan’s stability, you must be wondering how to start a PowerPoint presentation?

Note that the way you start your presentation can determine the success of your presentation. You may either accomplish in persuading your audience , boosting the chances that they pay attention to the whole presentation. Or may end up making them lose interest in your presentation, what you have to say.

Thus, starting your presentation with strong, compelling openings would be a great idea to ensure that your prospects take an interest in you.

For instance, you can start with some mind-boggling stat to make an undeniably strong impact which will enable the attendees to pay close attention to your words.

4. Your message should be cut-clear and concise

Your initial business plan must be concise. However, once you get your plan accepted, then you may proceed further with a detailed elaboration of your strategies in future meetings.

Your business plan must entail a brief discussion of the strategies and plans that would be executed to make your business a success, just giving an overview of all the things. It would be great if you incorporate one slide for each strategy instead of overdoing your slides.

Doing so will let you present a clear and understandable picture of your plan. No matter if the slides increase in quantity, your aim is just to maintain your audience’s interest. Know that your audience will get quickly captivated if your slides include a lot of information.

Consequently, rather than paying attention to you, they will gaze on the screen in order to grasp what’s written.

5. Define your Objectives and Goals

You should have a clear idea of what you want to obtain from your company from the start before you develop a plan to execute. Use your think tank and look for the answers to all the questions that might arise in one’s mind while going through your plan.

Do you want to transform your side company into a full-time job? Are you looking to grow your staff or open a new location? Why and how do you think you can deliver extraordinary customer experiences ? Considering what you want to achieve and asking yourself questions like these may help you build a company strategy that is tailored to these objectives.

Before you begin, you may not have all milestones or even precise actions in mind to accomplish your objectives. But that’s the joy of going over your business strategy step by step.

It will assist you in defining success measures, fleshing out your objectives, and further developing parts of your business to fulfill particular goals. To begin, all you need is a vision or even aspirational objectives to help you focus on what’s important.

6. Connect with your audience

Be a little flexible because a business presentation might be tedious. Make an effort to involve your audience; in this way, you’ll convert your presentation into a discussion. Interact with them by asking them questions, listening to their answers, and sharing your real-life experiences with them.

They might be able to relate to anything you’ve said, and that would be a plus point. Make them feel that you are a great communicator . Doing so will help you build trust and empower your relationship with the prospect. That will add as an advantage to the list of reasons to consider your business deal .

Instead of merely reading from the PowerPoint slides to your crowd, attempt to engage them in a conversation. Why are you present there if they just know about the written word?

That can be done by themselves. As a result, your slides should only include the most important information, with the remainder being presented and clarified by you.

7. Incorporate graphics to present your data

Including excel charts and graphs in your presentation might make it more complicated and difficult to understand. As a result, try to avoid using them. Instead, if you want to show sophisticated facts to support your point of view, utilize infographic-styled graphs or charts to make the data clearer and easier to understand.

It will also help you engage with your audience more effectively. In order to add them, you can utilize slide deck templates while establishing your presentation.

Adding statistics to your presentation will undoubtedly improve its impact. First, however, you must be certain that your source is reliable and up to date. Because using a ten-year-old figure without citing a source might make you look untrustworthy.

Putting together a business plan presentation isn’t difficult at all. If you’re absolutely sure about your company concept, consider half your work done. This will make the substance of your presentation easier for you.

However, if you don’t give presentations very often, then you might find it challenging. But don’t let the procedure deter you. Instead, take advantage of the helpful suggestions provided in this article.

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Ashley is, first and foremost, a mom to an amazing young son and a wife. Ashley has started and sold a couple of small companies over the last many years, and now has decided to take some time off to spend time with her family, and raising her son. Ashley managed a team of 11 staff and intends to start another business shortly. Ashley is an avid saver and investor and is knowledgable about not only entrepreneurship but, also investing.

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Small Business Plan Template

Small business plans are an essential first step towards the success of your company. Small business plan presentations serve as a strategic blueprint you can share with potential investors, possible partners, and interested parties. You’ll need an overview of your business’s goals, basic strategy, marketing tactics, finances, and a profitability forecast, etc. A comprehensive and well-prepared presentation will instill confidence in your audience. Our small business plan example will help you bring structure to and build interest in your organization’s strategy. Convey your company’s potential for success, get funding, and build partnerships using our small business plan presentation. 

Our small business plan presentation template can help your company: 

• Secure funding
• Solidify partnerships
• Outline company goals

Let our Small Business Plan Template help your company reach its goals

Developing a small business plan presentation requires a detailed strategy and can extend over many slides. Use a combination of the following slides to best showcase your company:

Pro tips for securing partners and funding for your company

Ensure your presentation generates the interest your business deserves by creating a stellar deck with this advice:

First impressions matter, ensure your entire presentation is clear, concise, and free of errors. Typos can distract from even the best small business plan presentation.

Who are you presenting to and why? Make sure your Executive Summary slide is straightforward and to the point. Are you looking for investors? A partner? Set your goals and expectations at the start of your presentation.

What makes your business better than a competitor’s? Make sure to reassure clients of your market advantages and how you intend to leverage them.

Small business plans can be lengthy so make sure that information is spread over various slides. You can build momentum by reading your audience and adjusting your presentation speed as needed.

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