Experts’ Corner is a series of articles sharing practical tips and solutions that our experts have gained over years of on-the-job experience. It aims to elevate our readers’ day-to-day execution and performance.
Fundraising, for companies at any stage, is undoubtedly a challenging process. According to a recent study, an average series seed raise requires contact with 58 investors, 40 investor meetings and over 12 weeks to close a round. Even for seasoned entrepreneurs and startups already with market traction, a compelling pitch and accompanying pitch deck are still necessary. Despite variance around stylistic delivery and aesthetics, you might be relieved to hear that the infamous pitch deck boils down to a formula. In fact, there are a number of topics and slides that investors actually expect—all of which will be discussed in this article.
The following piece is meant to serve as a guide for creating effective, successful investor decks. It focuses on the creation of the deck itself, instead of the delivery of the pitch. While there is no ultimate one-size-fits-all format for investor decks, we will share a set of widely-accepted guidelines along with corresponding pitch deck examples.
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Every financial analyst is a whiz with Excel. However, as storage becomes cheaper, our organizations are accumulating more data. And ever-more data makes it harder to work with Excel—we either reach the 1,048,576 row hard limit, or the document slows to a crawl trying to process everything.
Often, the decision is whether to lose some of the carefully curated details, or to work in a tediously slow workbook. Sometimes, we have to get creative in order to combine two large datasets. We resort to using convoluted formulas and waiting forever for the calculations to be resolved.
Fortunately, you no longer have to make these decisions. Excel’s Power Pivot functionality provides a way to extract, combine, and analyze large datasets. Despite the fact that it was released with Excel 2010, most financial analysts I meet still do not know how to use Power Pivot, and many do not know it even exists.
In this article, I will show you how to use Power Pivot to overcome common Excel issues, and take a look at additional key advantages of the software using some examples. This Power Pivot for Excel tutorial is meant to serve as a guide to what you can achieve with this tool, and at the end, I will explore some sample use cases where Power Pivot could prove invaluable.
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