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Investor Pitch Decks for Management Consultants

Name: Investor Pitch Decks for Management Consultants
Rating: 4.6 (44 reviews)

A practical guide on how to create a great pitch deck

Highest Rated

Created byAsen Gyczew

Last updated 6/2026

English

What you'll learn

How to create a Pitch Deck
What kind of questions you can get from potential investors
What slides to use in the Investor Pitch Deck
When you can use an Investor Pitch Deck
How to create a financial model in Excel
How to do the essential research of competitors, consumers, market

Course content

12 sections • 144 lectures • 6h 44m total length

Introduction2:32
We begin with a little intro into the course as well as some general info on how the course is organized
A little bit about me1:47
A few words about your humble teacher
How to deal with Blurry image2:04
Here I will show you what to do if a blurry image appears
How to reach additional resources1:06
Here I will show you how to find additional resources attached to the course like Excel files, presentations, links, etc.

Essential Concepts – Introduction1:01
Let’s discuss the essential elements and the roles of a pitch deck. This will help you understand why we build the presentation in a specific way.
What is the purpose of a Pitch Deck2:13
A Pitch Deck is an interesting tool that is widely used in convincing others that the idea you have is worth doing. Let’s see what the purpose of the pitch deck is.
When do you create the Pitch Deck1:55
There are many different reasons why you may decide to create a pitch deck. Let’s look at the main ones.
Main elements of the Investor Pitch Deck3:46
There isn’t one right way to do a pitch deck. However, there are certain things you should in most cases cover in the presentation. Let's see how it works.

The Problem and the Solution – Introduction0:54
You have to be able to explain to potential investors what is the problem you are trying to solve, and why your solution is so great. Let’s see how this can be done.
Jobs to be done framework – Introduction1:19
The Jobs to Be Done concept is a great tool for finding a way to improve your business or create a new business. Let's see how we will explain it in this section.
Jobs To Be Done – Definition4:21
Let’s start with a short definition.
Jobs to be done – Examples2:57
Let’s try to define what jobs the coffee does.
Jobs to Be Done – How to use it to improve an existing product3:20
Let’s see the process that will help you understand the Job To Be Done for a specific group of customers
Jobs to Be Done – How to use it to create a new product3:32
Let’s see the process that will help you understand the Job To Be Done for a specific group of customers
Jobs to Be Done – How to find them5:57
There are 5 main ways to find the Jobs to Be Done. Let’s have a look at some examples
Who is your competitor?3:28
Let’s guess the main competitors of Netflix and coffee at Starbucks
Plant-based Yoghurts – The Problem2:56
People love eating yogurts. On average, 1 person in Poland eats around 6 kg of yogurt every year. Let's see how we want to solve the problems with plant-based yogurt.
Plant-based Yoghurts – Why our Solution is better3:32
There are already some plant-based yogurts on the market. Let's see why our solution is much better and enables mass adoption.

Estimating Market Size – Introduction1:29
The first thing you will do is to estimate the size of the market. Let's see how it will help you calculate shares of competitors and observe trends in the market.
Total Addressable Market & Target Market3:50
Let’s start with a short definition.
Sustainable dog food – Target Market Estimation5:29
Imagine that you were asked to estimate the sustainable dog food market on 3 levels. Let’s see how we have defined the markets for a producer located in Poland.
Sustainable dog food – Estimation in Excel0:51
In this lecture, we will solve the previously introduced case study.
Tools for estimating the size of markets2:18
Just as a reminder, there are 5 stages that the market research usually goes through. Let’s see what kind of tools we can use for the first stage.
Sources of data for market size estimation3:22
Let's see the type of data and the sources you will be using at this stage.
Bottom–up Approach7:53
The one you will for sure use is the bottom-up approach where you go from single (typical) consumer to market research. Let's check how you can do that.
Top–down Approach3:45
Let's see when you can use the top-down approach.
Using bottom-up approach in practice0:41
Let’s see how we can use the bottom-up approach in practice. For this, we will have a look at a producer of ceramic tiles.
Introduction to the ceramic tiles1:00
Imagine that you were asked to estimate the market for ceramic tiles. Let's see what we recommend doing
Ceramic tile market - case to be solved1:29
In this lecture, I will show you the solution to the previously introduced case study
Ceramic tile market - solution3:13
In this lecture, I will show you the solution to the previously introduced case study
Ceramic tile market - solution in Excel4:34
In this lecture, I will show you the solution to the previously introduced case study
Ceramic tile market - Presentation in Power Point1:09
The market should gradually increase to USD 32 billion by 2025 mainly thanks to the growth in the renovation market. Let's see how it works
Yogurts Market Size Estimation – Case Introduction1:15
Let’s now try to estimate the size of the yogurt market.
Yogurts Market Size Estimation – Drivers2:02
Before we move to data in Excel, let’s have a look at what are the drivers of the market we want to estimate.
Yogurts Market Size Estimation – Data Available3:14
In this lecture, I will show you the solution to the previously introduced case study.
Yogurts Market Size Estimation – Solution in Excel4:40
Just as a reminder, we wanted to estimate the size of the yogurt market. Let's look at the overall market and the market for plant-based products.
Yogurts Market Size Estimation – Power Point2:40
In this lecture, I will show you the solution to the previously introduced case study.
World Bank Open Data – General remarks1:32
World Bank keeps data on many subjects. Let's check how it works
World Bank Open Data – How to use it2:47
In this lecture, I will show you the solution to the previously introduced case study.
Euromonitor2:38
Euromonitor apart from ready-made reports, offers access to databases for micro markets, specific industries (Passport) where you can dig out a lot of useful data. Let's take a look at them
Statista2:50
In this lecture, I will show you the solution to the previously introduced case study.

Business Model Description – Introduction1:15
Many investors will be analyzing tens of pitch decks every day. To make their life easier you have to explain to them your business models. Let’s see how this can be done.
Overview of Business models3:48
There are 6 offline business models and 6 online models. Let's see how we will discuss the offline models.
What is the Business Model Canvas3:24
One of the ways to describe the business model is to use the so-called business model canvas. Let’s look at the components of the canvas.
McDonalds business model4:27
Let’s see how we can present the McDonald’s business model in the form of Business Model Canvas.
Change the business model – Netflix – General3:39
Netflix has gradually changed its business model. Let's see how they did it
Change the business model – Netflix – Details, Part 13:57
In this lecture, I will show you the solution to the previously introduced case study
Change the business model – Netflix – Details, Part 23:00
In this lecture, I will show you the solution to the previously introduced case study
Plant-Based Yoghurts – the Business Model5:45
Let’s see how we can present the business model for the Yog Plant, the firm producing plant-based yogurts.

Revenue Forecast – Introduction1:23
Potential Investors will want to see some forecasts of revenues, profits and cash flow. Let’s see how this can be done in Excel.
Introduction to the FMCG Business Model0:51
We can be talking about 2 different models here. Let's see how they work
Things that matter in FMCG Business Model3:01
Let's have a look at the aspects for branded FMCG products
Introduction to modeling FMCG Services in Excel0:32
In the modeling phase, I will concentrate on branded FMCG products. The model will be created for cosmetics. Let's check how we do it
Drivers for FMG business model1:52
The FMCG business model is based on several basic KPIs. Let's see how it works
FMCG business model in Excel – Basic assumptions and Sales2:26
Let’s go through the basic assumptions of the model
FMCG business model in Excel – Fixed and Variable Production Costs3:25
In this lecture, I will show you the solution to the previously introduced case study.
FMCG business model in Excel – Gross Margin2:17
In this lecture, I will show you the solution to the previously introduced case study.
FMCG business model in Excel – Cost of sales and marketing and Net Margin2:44
In this lecture, I will show you the solution to the previously introduced case study.
FMCG business model in Excel – Net Margin1:44
In this lecture, I will show you the solution to the previously introduced case study.
FMCG business model in Excel – Head Office costs0:56
In this lecture, I will show you the solution to the previously introduced case study.
FMCG business model in Excel – P&L2:23
In this lecture, I will show you the solution to the previously introduced case study.
Modeling Cash Flow in e-commerce – Introduction1:30
By now, you know how to model a simple business model in Excel for e-commerce. In this section, we will concentrate on modeling the Cash Flow in a simple way. Let's see what we recommend doing
Cosmetics E-commerce – Case Introduction2:29
Let's see how create a financial model that will forecast the cash flow of e-commerce selling cosmetics and related products.
Cosmetics E-commerce – Data Available4:34
In this lecture, I will show you the solution to the previously introduced case study.
Cosmetics E-commerce – Sales & Margin & Head Office Costs3:24
In this lecture, I will show you the solution to the previously introduced case study.
Cosmetics E-commerce – P&L4:59
In this lecture, I will show you the solution to the previously introduced case study.
Cosmetics E-commerce – How to get from Net Profit to Cash Flow5:03
If you want to estimate the Cash Flow you actually have to estimate 3 different components. Let’s see where we can find the data
Cosmetics E-commerce – Some comments on Working Capital3:46
To estimate the Working Capital, we will use the fact you can express them in days. Let's check an example for Inventory.
Cosmetics E-commerce – Back to Excel2:41
In this lecture, I will show you the solution to the previously introduced case study.
Cosmetics E-commerce – Working Capital, Capex, Debt3:56
In this lecture, I will show you the solution to the previously introduced case study.
Cosmetics E-commerce – Cash Flow3:53
In this lecture, I will show you the solution to the previously introduced case study.
Cosmetics E-commerce – Interest Received1:13
In this lecture, I will show you the solution to the previously introduced case study.
Cosmetics E-commerce – How to create a Flexible Model3:12
In this lecture, I will show you the solution to the previously introduced case study.
Financial Model for Plant-based Yogurts – Case Introduction2:20
We have gathered quite a lot of information on the market. Let’s see whether we can make the business profitable
Financial Model for Plant-based Yogurts – Data Available – Part 14:20
Let’s see what we know about the firm
Financial Model for Plant-based Yogurts – Data Available – Part 24:17
Let’s look at the main assumptions used in the model
Financial Model for Plant-based Yogurts – Sales2:16
Just as a reminder, we wanted to check whether the business unit producing plant-based yogurts is profitable. Let’s see what we know
Financial Model for Plant-based Yogurts – Variable and Fixed Costs3:00
Let’s look at the main assumptions used in the model
Financial Model for Plant-based Yogurts – Gross, Net Sale Margin4:19
Let’s look at how sales in quantity and value will change over the years
Financial Model for Plant-based Yogurts – P&L2:05
In this lecture, I will show you the solution to the previously introduced case study.
Financial Model for Plant-based Yogurts – Work Cap & Debt1:27
In this lecture, I will show you the solution to the previously introduced case study.
Financial Model for Plant-based Yogurts – CF2:14
In this lecture, I will show you the solution to the previously introduced case study.
Financial Model for Plant-based Yogurts – Power Point3:04
In this lecture, I will show you the solution to the previously introduced case study.

Other important slides – Introduction0:49
Let's look at the last group of important slides that are short but extremely important to establish your credibility and send a simple, clear message to investors.
How to present the Team2:22
The Team is the most decisive factor, that will convince the potential investors to consider a specific startup or a business idea. Let’s see how you can present the Team.
Plant-Based Yoghurts – the Team2:00
Our team is extremely experienced. Let's see how we have already built and sold one successful startup using the plant-based trend.
What we have done so far slides2:08
Potential Investors will be interested to learn what has been done so far. The more you already have, the more likely they will invest. Let’s see how you can present the progress.
Plant-based yogurts – What we have done so far1:37
We have managed to do quite a lot in the last 6 months since we have started working on our Yog Plant. Let's see what we did it.
How much money we need slides1:43
Potential investors will want to know how much money you need, what you will do with them, and what they will get in return. Let’s see how you can present it.
Plant-based yogurts – How much money we need1:41
We have already some initial sales. Let's see why we need to build a factory to scale the business fast.

Detailed Market Research Analysis0:21
As a part of most market research, you will also have to analyze the competitors, understand their shares in the market, what drives profitability as well as what strategies they use. Let's see how it works.
Competitive Landscape – Introduction1:31
As a part of most market research, you will also have to analyze the competitors, understand their shares in the market, what drives profitability as well as what strategies they use. Let's see how it works.
Tools for analyzing the Competitive Landscape2:18
Just as a reminder there are 5 stages that the market research usually goes through. Let’s see what kind of tools we can use
Sources of data for the Competitive Landscape Analysis1:59
Let's see the types of data and sources we will be using
Gathering official data – Introduction2:41
Let’s see what we know about gathering official data
Where you can find financial data on the companies2:25
In this lecture, I will show you the solution to the previously introduced case study.
How to figure out the strategy of other companies?2:31
In this lecture, I will show you the solution to the previously introduced case study.
Investor Relations example – Disney2:19
In this lecture, I will show you the solution to the previously introduced case study.
Investor Relations example – LPP2:46
In this lecture, I will show you the solution to the previously introduced case study.
SimilarWeb – tool to spy on your competition6:41
In this lecture, I will show you the solution to the previously introduced case study.
Slideshare and Youtube2:22
In this lecture, I will show you the solution to the previously introduced case study.
Crunchbase – Introduction2:12
In this lecture, I will show you the solution to the previously introduced case study.
Crunchbase – Case Study3:41
In this lecture, I will show you the solution to the previously introduced case study.
Mystery shopping3:09
In this lecture, I will show you the solution to the previously introduced case study.
Competition Analyses for Yogurts – Case Introduction1:35
In this lecture, I will show you the solution to the previously introduced case study.
Competition Analyses for Yogurts – Analysis in Excel3:09
In this lecture, I will show you the solution to the previously introduced case study.
Competition Analyses for Yogurts – Power Point1:20
In this lecture, I will show you the solution to the previously introduced case study.

Market Structure Analyses – Introduction1:19
The next step is to understand the market structure and the consumer. Let's see how it gave us a deeper understanding of the differences between competitors
Tools for analyzing the Market Structure1:59
Just as a reminder there are 5 stages that the market research usually goes through. Let’s see what kind of tools we can use
Sources of data for Market Structure Analyses1:17
Let's see what types of data and their sources we will be using at this stage
Store checks – Introduction & examples in retail7:09
Let's see an example of a store check for B2C and B2B sector
Store checks – examples in restaurants7:38
Let’s have a look at the store check done at a Bobby Burger – a slow burger concept
Online Storechecks – Introduction3:51
In many cases, you will have to do not only store checks in physical stores, but also in online stores. Let's discuss about this subject in this lecture.
Online store-checks – What information you gather3:02
During the inspection of the online store, you will most likely collect a lot of information. Let's discuss them together
Online Storechecks – Cosmetics – Case Introduction1:00
Let’s see how you can use online store checks to analyze the market. This time around we will do a store check for cosmetics.
Online Storechecks – Cosmetics – Available Data2:09
Let’s see a few pieces of information about what you have to do
Online Storechecks – Cosmetics – Analysis by Brands3:28
In this lecture, I will show you the solution to the previously introduced case study
Online Storechecks – Cosmetics – Analysis by Applications2:53
In this lecture, I will show you the solution to the previously introduced case study
Online Storechecks – Cosmetics – Analysis by Size & Customer Group3:28
In this lecture, I will show you the solution to the previously introduced case study
Yogurt Market – Case Introduction1:16
It’s time to analyze in more detail the yogurt market. Let's try to understand the market structure and the consumer.
Yogurt Market – Data Available3:01
Let’s see what we know so far
Yogurt Market – Analyses in Excel3:04
In this lecture, I will show you the solution to the previously introduced case study
Yogurt Market – Market Strucutre Analyses Presentation5:04
Let’s see what the market looks like when it comes to the product range offered by different producers. It will help us define the competition level and the product.

Consumers Analyses – Introduction0:24
Let's see how you can analyze the consumer.
Facebook Audience Insight5:48
Facebook Audience Insight is a module available to Advertisers. However, it can be also used for market research. Let's check what enables you Facebook Audience Insight
Using Customer reviews – Introduction2:16
The information from customers is extremely important. Nowadays we have plenty of sites that gather customers’ reviews. Let's discuss how you can use them in market research
Using customer reviews – Source1:46
Let's see some examples where you can find customer reviews
Using Customer reviews – Capterra Example1:50
In this lecture, I will show you the solution to the previously introduced case study
Using Customer reviews – Case Introduction1:19
The information from customers is extremely important. Nowadays we have plenty of sites that gather customers’ reviews. Let's discuss how you can use them in market research
Using Customer reviews – Available Data3:21
In this lecture, I will show you the solution to the previously introduced case study
Using Customer reviews – Analysis by Industry & Size of Firm3:09
In this lecture, I will show you the solution to the previously introduced case study
Using Customer reviews – Customer Segment Size3:02
In this lecture, I will show you the solution to the previously introduced case study
Sites for comparing products – Introduction2:50
One of the ways to understand the market and competitors is to try and compare products, especially from different firms. You can do that using comparison tools/sites. Let's check how it works
Sites for comparing products – GetApp Example3:16
Let's check where you can find product comparison
Additional Consumer research4:29
You can also carry out consumer research with the help of a market research agency. Let's check what you can choose from

Requirements

Basic or intermediate Excel
Basic knowledge of economics
Basic or intermediate knowledge of finance & accounting

Description

This course contains the use of artificial intelligence.

What is the aim of this course?

Consulting firms are sometimes hired to help with the Investor Pitch Decks. Those projects are difficult as you have to deliver results fast and you have to deal with many stakeholders. You not only have to help understand the industry and the business model, but also you will have to create a financial model in Excel. In this course, I will teach how to prepare fast and efficiently the Investor Pitch Deck during consulting projects.

In the course you will learn the following things:

How to create an Investor Pitch Deck
How to create a supporting financial model in Excel
How to do essential market research to prepare the Pitch Deck

This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried out or supervised over 90 different performance improvement projects in different industries that generated in total of 2 billion of additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COOs, CROs, CEOs, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 240 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.

I teach through case studies, so you will have a lot of lectures showing examples of analyses, and tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, and materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses, templates that can, with certain modification, be applied by you or your team in your work.

Why have I decided to create this course?

More and more firms, decide to either buy startups or to start they own ventures. This requires them to prepare pitch decks. Since in most corporations they have little experience in that area, quite often they hire consultants to assist them. As we have mentioned preparing a good pitch deck requires understanding the business model of the firm and financial modeling. Many firms, don’t give you the full toolbox that you need. This may lead to huge frustration during projects during which you have to prepare fast a pitch deck for a firm that you have seen for the first time.

Therefore, I have decided to create this course that will help students prepare fast and efficiently pitch decks during consulting projects. The course will give you the knowledge and insight into real-life case studies that will make your life during a consulting project much easier. Thanks to this course, you will know what and how to do when you are asked to prepare a pitch deck. You will master essential skills that you will need to do that. On top of that, you will get a read-made template of pitch decks and examples of pitch decks used by other firms.

To sum it up, I believe that if you want to become a world-class Management Consultant or Business Analyst you have to have master Pitch Decks preparation. That is why, I highly recommend this course to Management Consultants or Business Analysts, especially those who did not finish business schools or Economics. The course will help you become an expert in Pitch Deck preparation on the level of McKinsey, BCG, Bain, and other top consulting firms.

Throughout the whole course, we will be working on a case study of a pitch deck for a firm producing plant-based yogurts.

In what way will you benefit from this course?

The course is a practical, step-by-step guide loaded with tons of analyses, tricks, and hints that will significantly improve the speed with which you understand, and analyze the businesses. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:

How to create an Investor Pitch Deck
How to create a supporting financial model in Excel
How to do essential market research to prepare the Pitch Deck

You can also ask me any question either through the discussion field or by messaging me directly.

How is the course organized?

The course is divided currently into the following sections:

Introduction. We begin with a little intro into the course as well as some general info on how the course is organized
Essential Concepts. In this section, I will show you when a pitch deck is a must and what main things you should address in a pitch deck.
The Problem and the Solution. In this brief section, I will shed some light on how to show the problem you are trying to solve and the solution that you have developed. We will use for that the jobs-to-be-done framework.
Estimate Market Size. In this section, I will show you how different methods you can use to estimate the market size. We will also discuss different types of markets
Business Model Description. Potential Investors have to have a good understanding of the business. Therefore, you have to explain them your business model. In this section, we will see how this can be done.
Revenue & Profits Forecast. Potential investors want to know how big and profitable the business can become. In this part, we will discuss how you can show your forecast. I will also teach you how to create simple financial models.
Other important slides in the Pitch Deck. In this section, I will show you other important slides that you have to attach to a pitch deck e.g. slides presenting the team, the progress, and next steps.
Competitive Landscape. To prepare a good pitch deck you have to analyze competitors. In this section, we will see how this can be done and how you can present the results of your analysis.
Consumers Analyses. Apart from the competitors, it is a good idea to analyze the market structure and the consumer. In this section, we will see how this can be done in practice.

You will be also able to download many additional resources

1. Useful frameworks and techniques

2. Analyses shown in the course

3. Additional resources

4. Links to additional presentations, articles, and movies

5. Links to books worth reading

At the end of my course, students will be able to…

How to create a Pitch Deck
What kind of questions you can get from potential investors
What slides to use in the Investor Pitch Deck
When you can use an Investor Pitch Deck
How to create a financial model in Excel
How to do the essential research on competitors, consumers, market

Who should take this course? Who should not?

Management Consultants and Business Analysts
Analysts working in PE, VC funds
Analysts working in M&A or Strategic Departments
Startup Founders
Financial Controllers
Investment Analysts
Project Managers
Managers responsible for Acquisitions and Mergers

What will students need to know or do before starting this course?

Basic or intermediate Excel
Basic knowledge of economics
Basic or intermediate knowledge of finance & accounting

Who this course is for:

Management Consultants
Business Analysts
Analysts working in PE, VC funds
Analysts working in M&A or Strategic Departments
Startup Founders
Financial Controllers
Investment Analysts
Project Managers
Managers responsible for Acquisitions and Mergers

Investor Pitch Decks for Management Consultants

What you'll learn

Explore related topics

Course content

Introduction4 lectures • 7min

Essential Concepts4 lectures • 9min

The Problem and the Solution10 lectures • 32min

How big is the Market23 lectures • 1hr 5min

Business Model Description8 lectures • 29min

Revenue Forecast34 lectures • 1hr 34min

Other important slides in the Pitch Deck7 lectures • 12min

Competitive Landscape17 lectures • 43min

Market Structure Analyses16 lectures • 52min

Consumers Analyses12 lectures • 34min

Requirements

Description

Who this course is for: