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Fintech pitch deck example

Slide-by-slide breakdown of a winning fintech pitch deck - what to include, what to avoid, and what investors actually look for.

Why fintech decks need extra precision

Fintech investors are risk-calculators. They're not just evaluating your product. They're assessing regulatory exposure, monetization logic, defensibility, and execution risk.

In a crowded category, your pitch needs to be airtight on:

Regulation and compliance
How you make and move money
Market timing and infrastructure shifts
Team's ability to execute in a complex environment

This is not the space for hand-wavy claims. Be surgical.

Fintech pitch deck structure

Use this structure as a baseline. Make every slide answer: "Why will this work in a regulated, competitive, high-stakes space?"

1. Executive summary

1 slide. Who you are, what you do, and the traction/snapshot. Focus on unique wedge and traction metrics.

2. Problem

What inefficiency, cost, or friction exists in the current system? Be specific:

Time lost
Fees incurred
Risks users face

Use data or quotes.

3. Solution

How do you solve it? Is it faster, cheaper, safer, or more compliant? Keep it simple but direct. If you integrate into existing financial workflows, show how.

4. Product

Include:

Screenshots or architecture
UX for regulated flows (e.g. onboarding, KYC, transfers)
What's live vs roadmap

Highlight security, API integrations, or risk systems.

5. Market

Define:

Clear customer segments (B2B, B2C, SMB, enterprise)
Size and reachable market
Infrastructure or regulatory shifts creating timing advantage

VCs hate vague "Fintech is $12T" slides. Anchor it.

6. Competition

Show:

Current ways people solve this (manual or legacy)
Fintech startups in adjacent or direct space
Why your position is defensible (licenses, partners, compliance edge)

7. Traction

Show proof:

Transactions/month
Funds moved
User growth
Early licenses, pilot customers, LOIs

It's not just MRR. It should be also usage and trust proof.

8. Go to market

Break down:

B2B: Sales cycles, partners, compliance onboarding
B2C: CAC, funnel metrics, trust-building strategies

Highlight any regulated marketing insights or credibility factors.

9. Business model

What do you charge? Spread? SaaS + % volume? Flat fee?

Show:

Revenue mechanics
Margins
Risks to revenue (e.g. fraud, regulation, payment failures)

10. Team

Do they have:

Fintech background?
Compliance or operational finance experience?
History of executing in sensitive sectors?

Don't underplay this. Fintech is execution-heavy.

11. Ask

Be clear:

How much
Use of funds (e.g. licensing, compliance, hiring)
Milestones (e.g. license, pilot, usage threshold)

Real example snippets

Problem slide - good

"65% of cross-border B2B payments for SMBs still involve manual processing, with average fees exceeding 5% per transaction."

Traction slide - good

"$1.2M moved through platform in 90 days. 8 pilot clients. Partnered with 2 payment providers and compliance API vendor."

GTM slide - good

"B2B2B strategy: channel partners with regional ERPs. Inbound interest from regulated SMEs via fintech association partnerships."

Common fintech deck mistakes

"We'll figure out compliance later" - No, you won't.
Using MRR with no usage metrics - In fintech, usage is trust.
TAM slide with $Trillions and no ICP
Team slide that looks like a SaaS founding team with no financial/legal depth

How Pitchkit helps fintech founders

Pitchkit's templates help fintech teams focus on what investors expect:

Built-in prompts for regulation, licensing, trust
Traction builder for transaction + usage slides
Investor lens tuned for compliance-heavy verticals
Ask slide guidance for fintech-stage fundraising
Build your fintech pitch deck