Investor pitch deck design proposal: Free template
Customize this free investor pitch deck design proposal with Cobrief
Open this free investor pitch deck design proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the founder’s stage, target investor type, and whether they need strategy help, design help, or both. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for pitching deck creation services to startup founders, accelerators, or fractional CFOs. Whether you’re building from scratch or refining a messy draft, this version gives you a structured head start and removes the guesswork.
What is an investor pitch deck design proposal?
An investor pitch-deck design proposal outlines your plan to help a founder develop a compelling, clean, and funder-ready presentation. It typically includes slide strategy, narrative development, visual design, data formatting, and delivery coaching if scoped.
This type of proposal is commonly used:
- When a founder is raising a pre-seed, seed, or Series A round
- To turn a basic deck into a polished, high-conviction fundraising tool
- When a startup has traction but struggles to communicate it clearly
- As part of an investor readiness package or accelerator support
It helps founders tell a crisp story, avoid common deck mistakes, and stand out in a crowded inbox.
A strong proposal helps you:
- Clarify the startup’s positioning, story arc, and investor fit
- Cut fluff, jargon, and filler slides that kill momentum
- Design slides that are clean, legible, and persuasive
- Package the deck in a format that works for both pitch meetings and cold emails
Why use Cobrief to edit your proposal
Cobrief helps you write faster and smarter — with clean formatting, AI-powered drafting, and no time wasted on rework.
- Edit the proposal directly in your browser: No templates to wrangle — just start writing and structure as you go.
- Rewrite sections with AI: Instantly adjust tone for founders, accelerators, or CFOs.
- Run a one-click AI review: Let AI flag scope creep, vague deliverables, or inconsistent phrasing.
- Apply AI suggestions instantly: Accept changes line by line or apply them across the entire draft.
- Share or export instantly: Send the proposal via Cobrief or download a polished PDF or DOCX version.
You’ll go from idea to client-ready proposal in minutes — with zero formatting lag.
When to use this proposal
Use this investor pitch deck design proposal when:
- A founder has a draft deck but isn’t getting traction with VCs or angels
- A startup has no deck at all and needs to build from scratch
- You’re offering narrative, slide, and visual design support as a bundled service
- An accelerator or advisor wants to help portfolio companies raise more effectively
- You’re helping a client polish a deck ahead of demo day, YC interview, or fundraise launch
It’s especially useful when the client knows their business well — but can’t translate that into a clean, compelling investor pitch.
What to include in an investor pitch deck design proposal
Use this template to walk the client through your deck process — from structure to polish — in plain-smart, usable language.
- Project overview: Frame the problem — messy deck, unclear story, weak design — and how your process fixes it.
- Scope of support: Clarify what you’ll help with — narrative framing, slide order, content editing, visual design, formatting, and optional coaching.
- Slide breakdown: List what’s covered — problem, solution, market, traction, business model, team, roadmap, raise, etc.
- Deliverables: Define what the client receives — fully designed deck (e.g., Figma, Keynote, Google Slides), pitch version vs. email version, editable files.
- Visual style: Clarify whether you’re using the client’s brand or designing something new — and how decisions are made.
- Workflow and feedback: Set expectations for how drafts are shared, feedback is gathered, and how many rounds of revision are included.
- Add-ons (optional): Offer extras like teaser one-pagers, financial model formatting, or pitch practice sessions if relevant.
- Timeline: Provide a tight, realistic timeline — especially if they’re raising soon. Include discovery, first draft, and finalization milestones.
- Pricing: Offer a fixed rate or tiered pricing based on complexity (e.g., redesign vs. full build). Be clear on what’s included.
- Next steps: End with a clear CTA — such as sending the existing deck, booking a kickoff call, or aligning on investor type.
How to write an effective investor pitch deck design proposal
This proposal should feel fast, clean, and high-signal — just like the deck you're promising to help them build.
- Lead with outcomes, not just deliverables: Talk about what a better deck does — opens doors, builds trust, drives meetings.
- Be brutally clear on what’s included: Avoid scope creep by defining slide count, review rounds, and ownership (strategy vs. formatting).
- Keep the tone confident but founder-friendly: You’re not lecturing — you’re collaborating.
- Emphasize readability and flexibility: Show that your decks work for live pitches, async sends, and investor skim sessions.
- Avoid overpromising on design: Founders care more about clarity and flow than over-designed visuals.
Frequently asked questions (FAQs)
How many slides should I scope for in the proposal?
Typically 10–15 core slides. Include more only if justified (e.g., complex GTM, heavy metrics). Be clear on max slide count to prevent bloat.
Should I include copywriting and narrative support or just design?
Yes — most founders need both. Make sure you clarify whether you're shaping the message or just cleaning it up.
What file formats should I deliver in?
Always include editable files (e.g., Google Slides or Keynote). Founders often want flexibility to tweak the deck later.
Should I offer different versions of the deck (e.g., live vs. email)?
Yes — if scoped. Email decks should be tighter with less text per slide. Consider offering this as a premium add-on or standard in higher tiers.
Do I need to include pitch coaching or just the deck itself?
Only if you offer it. Some clients want dry runs or demo day prep — but many just need the visuals. Offer as an optional add-on, not a default.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.