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Pitch Deck Creation Workflow

Comprehensive pitch deck development with market analysis, financial projections, and investor storytelling

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #pitch-deck #fundraising #investor #storytelling #financials

Workflow Diagram​

Steps​

Step 1: Define fundraising goals​

Agent: pitch

deck-specialist - Clarify round size, use of funds, timeline

Step 2: Market research​

Agent: market

researcher - Analyze TAM/SAM/SOM, competitors, trends

Step 3: Craft narrative​

Agent: storyteller

Develop problem, solution, why now, why us story

Step 4: Build financial model​

Agent: financial

modeler - Create 3-5 year projections, unit economics

Step 5: Design slides​

Agent: design

specialist - Create visually compelling deck (10-15 slides)

Step 6: Refine messaging​

Agent: pitch

deck-specialist - Tighten copy, add data visualizations

Step 7: Stakeholder review​

Agent: ceo

advisor - Get feedback from CEO, board, advisors

Step 8: Finalize deck​

Agent: pitch

deck-specialist - Incorporate feedback, create PDF and PPT versions

Usage​

To execute this workflow:

/workflow professional/hr/pitch-deck-creation-workflow.workflow

See other workflows in this category for related automation patterns.