Financial info to include in your pitch deck | Startup Finance Basics w/ Kruze's Scott Orn | E1640
This Week in Startups
Jason Calacanis
4.2 • 1.4K Ratings
🗓️ 17 December 2022
⏱️ 23 minutes
🧾️ Download transcript
Summary
Kruze COO Scott Orn is back with Jason to explain the MOST important financial information that founders should include in their pitch deck (
(0:00) Kruze's Scott Orn joins Jason to discuss the role of financial information in your pitch deck
(11:02) Conveying your vision with numbers
Check out Kruze: https://www.kruzeconsulting.com
FOLLOW Scott: https://twitter.com/scottorn
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Transcript
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| 0:00.0 | All right, everybody. Welcome back to this week in startups. It's time for us to go over the |
| 0:04.1 | financial basics, finance basics. If you get your finance right, your company, your startup is |
| 0:09.6 | going to be tight and tight is always right with me. Again, my guy, CFA and cruise COO, |
| 0:15.8 | Scott Warren is with us. Scott, how you doing? We're sitting here in the middle of a recession, |
| 0:21.5 | a downturn. A lot of work going on out there, huh? A lot of work. I'm doing great. The cruise clients |
| 0:28.1 | are making it through this and thank you for having us on so we can help educate some more people |
| 0:32.7 | out there. We do this on a regular basis. It's this week in startups.com slash basics. We like to do |
| 0:39.3 | startup basics because there are basic things that if you get them right in your startup, you can |
| 0:43.4 | focus on your team, your product, and your customers. Accounting and your Google sheets, whatever |
| 0:50.4 | you're using to make a model, diligence, all this stuff is critically important. So let's just |
| 0:54.8 | get right into it. This is part three of our series. You can see the whole series again at this |
| 0:58.6 | week in startups.com slash basics. But we want to do due diligence part two. What financial |
| 1:06.5 | information should you include in your pitch deck? This is critically important. People think, |
| 1:11.1 | oh, projections, they think five year projections, 10 year projections, one year projections. |
| 1:17.6 | What do you think at the early stage is the right amount of financials to include in your |
| 1:24.0 | pitch deck? Scott. At the earliest stage like seed series A, you're definitely going to want to have |
| 1:29.3 | two years, maybe three years. But you don't, I really want to emphasize this. Don't overthink it. |
| 1:36.5 | If you've got a one, if you're a seedstays company, a baby company, and you only really have |
| 1:41.2 | visibility for the next year, maybe extrapolate out another six months, but don't get too far ahead |
| 1:46.8 | of yourself. Sometimes I see entrepreneurs get so stressed out and think they're like the Goldman |
| 1:52.1 | Sachs analyst and project out five years and they instantly blow their credibility. Instead of |
| 1:57.7 | just focusing on their story, right? I mean, people need to remember that a pitch is really a sales |
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