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Pitch Writer

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Instructions

This page is based on the
Pitch Worksheet
⁠
page. Just reload each of the 3 AI blocks on this page to have Coda AI generate your email blurb, elevator pitch, and pitch deck.

👉🏼 Email blurb

Use this when you’re emailing investors (this will automatically be pulled into the appropriate column in
Investor CRM
⁠
as it gets updated here.
We have developed spend management software that allows businesses to issue corporate cards, set spend controls, and synthesize expense reports. With a waitlist of 1,000 businesses and a $10 billion market opportunity, our focus on international travel sets us apart from competition.
⁠

👉🏼 Elevator pitch

This is what you’ll say to investors when you have a 30-60 seconds to spare. This covers all the important parts of the pitch but does not need any collateral to share with investors. Think of this as what you might say in a coffee chat.
We are building spend management software for online SaaS businesses to help them manage their daily spend. Our app allows employers to issue corporate cards to their employees, set spend controls, and synthesize expense reports. Users can connect their bank accounts and card accounts, and see all their employees’ expenses. We are currently focused on tackling the travel expense category.
We have 100 businesses currently using our software, a waitlist of 1,000 other businesses, and expect to match all thousand businesses on the waitlist within the next 3 months. The travel expense industry is around $10 billion in size within the United States alone. If we can capture just 1% of that market, that is a $100 million revenue opportunity in the United States alone.
Our team has expertise in Fintech, AI, and Business, with previous startup experience and successes. We also have an advisory board with expertise in financial technology, accounting, and online business. Our employees are highly skilled and motivated in tech, sales, and customer service, with a commitment to company culture and mission. We have successful product development and launch, as well as positive customer feedback and testimonials.
⁠

👉🏼 Outline of a pitch deck

Even though not all investors will read your pitch deck in detail, it helps to have it as collateral to send in emails and get forwarded around. The outline below should give you slides to create.

PITCH DECK OUTLINE:

Product overview and value propositions

We’re building spend management software to help online SaaS businesses manage their daily spend. Our app lets employers issue corporate cards to their employees, set spend controls to make sure the cards are used for business purposes, and synthesize expense reports from that data.
Value propositions:
Easy integration with existing accounting systems.
Intelligent categorization of expenses.
Real-time tracking and analytics.
Customizable expense approval workflows.
The ability to issue credit cards for employees, track spending and set spending limits.

Competition and our competitive advantages

Users can log into our app, connect their bank accounts and card accounts through Plaid’s OAuth feature, and see all their employees’ expenses. Even though we have competition from a bunch of companies like TripActions and Emburse, we think there’s a way for us to crack this industry open by focusing solely on international travel.
Competitive Advantages:
Unique integration of expense management software and credit card.
Superior user experience and customer service.
Advanced AI technology for expense categorization.

Traction so far

We have 100 businesses currently using our software and a waitlist of 1,000 other businesses. We expect to scale our capabilities to match all thousand businesses on the waitlist within the next 3 months.

Market size

To do a top-down calculation, the travel expense industry is around $10 billion in size within the United States. If we can capture just 1% of that market, that is a $100 million revenue opportunity in the United States alone. Doing a bottoms-up calculation: there are 1 million businesses in the United States that need software to help their employees travel.

Team

Strength of the Team

Founding Team
Backgrounds in Fintech, AI, and Business.
Previous startup experience and successes.
Industry knowledge and networks.
Advisory Board
Expertise in the field of financial technology, accounting, and online business.
Track record of advising successful startups.
Employees
Highly skilled and motivated team in tech, sales, and customer service.
Commitment to company culture and mission.

Gaps and Future Hiring Plans

Areas of expertise needed to take the company to the next level.
Plans for recruiting and hiring top talent.

Team Achievements

Successful product development and launch.
Positive customer feedback and testimonials
⁠

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