Why create a fintech pitch deck?
Fintech startups face particularly challenging and unique complexities as they seek to disrupt legacy banking & payment systems with integrating innovative new financial technologies. Nevertheless, one unifying trait common among all successful startups in the fintech and broader finance industry: they once were nameless upstarts pitching their ideas to early-stage investors and partners.
This article is a collection of the winning pitch decks that helped close early funding for some of the leading names in the fintech sector: use these pitch decks as an example for your own ventures! If you are searching for a place to start, check out the following pitch deck examples from successful fintech startups:
What are examples of successful fintech pitch decks?
35+ pitch decks that helped raise millions of dollars for financial technology (fintech) startups:
1) Gusto
2) Cedar
3) Lola
4) Revolut
5) Clearbanc
6) Monzo
7) N26
8) TransferWise
9) Brex
10) Square
11) RealtyShares
12) Fincheck
13) EquityBee
14) RemitBee
15) Bill Trim
16) Finix
17) ChangeJar
18) CheddarUp
19) So Sure
20) Shopline
21) Lexop
22) Credit Stacks
23) Cadence
24) YayPay
25) Instamojo
26) Plum Fintech
27) Albert
28) Alloy Card
29) Crowdz
30) Chipper Cash
31) StreamLoan
32) UniPay
33) Homebot
34) Dwolla
2021 Update:
35) Bolt
36) Now
37) Ladder
You’re an entrepreneur with a great idea seeking capital. You want to find a VC to invest in your company but you’re not sure how to write the perfect pitch deck. Look no further. This list has over thirty pitch decks from leading names in the fintech sector like Dwolla and Gusto. These decks are perfect for learning more about what makes an effective investor presentation and how to create your own. When pitching your company, the deck you present is vital to your success: use these 35+ winning pitch deck examples as inspiration when crafting your investor presentation.
1. Gusto Pitch Deck
Year: 2014 • Amount: $20M • Round: Series A
With Gusto, formerly ZenPayroll, businesses can manage payroll, benefits, and HR from a single platform.
About Gusto
- Product Type: SaaS
- Business Model: B2B
About the Gusto Deck
- Funding Year: 2014
- Funding Round: Series A
- Funding Raised: $20M
- Investor Type: VC, Corporate
2. Cedar Pitch Deck
Year: 2020 • Amount: $102M • Round: Late Stage
Hospitals and medical groups use Cedar as a payment and engagement solution.
About Cedar
- Product Type: SaaS
- Business Model: B2B2C
About the Cedar Deck
- Funding Year: 2020
- Funding Round: Late Stage
- Funding Raised: $102M
- Investor Type: Angel Investors
3. Lola Pitch Deck
Year: 2019 • Amount: $37M • Round: Late Stage
By integrating all of your suppliers and booking channels in one platform, Lola simplifies business travel planning.
About Lola
- Product Type: SaaS, App
- Business Model: B2C
About the Lola Deck
- Funding Year: 2019
- Funding Round: Late Stage
- Funding Raised: $37M
- Investor Type: Corporate
4. Revolut Pitch Deck
Year: 2015 • Amount: $66M • Round: Seed
Revolut is a financial technology company that offers banking services and payment solutions for both businesses and individuals.
About Revolut
- Product Type: App
- Business Model: B2B2C, B2C
About the Revolut Deck
- Funding Year: 2015
- Funding Round: Seed
- Funding Raised: $66M
- Investor Type: VC
5. Clearbanc Pitch Deck
Year: 2018 • Amount: $70M • Round: Series A
Led by Michele Romanow, Clearco is a private lending firm that specializes in non-dilutive revenue-sharing with start-ups. Clearco (formerly Clearbanc) offers a suite of products designed to help founders get funding faster.
About Clearbanc
- Product Type: Other
- Business Model: B2B
About the Clearbanc Deck
- Funding Year: 2018
- Funding Round: Series A
- Funding Raised: $70M
- Investor Type: VC
6. Monzo Pitch Deck
Year: 2017 • Amount: £19.3M • Round: Late Stage
As a digital-only bank, Monzo caters to users who lead busy lives. The platform is perfect for individuals looking for a straightforward and transparent banking experience at a reasonable fee.
About Monzo
- Product Type: App, Marketplace
- Business Model: B2C, B2B2C
About the Monzo Deck
- Funding Year: 2017
- Funding Round: Late Stage
- Funding Raised: £19.3M
- Investor Type: Accelerator, VC
7. N26 Pitch Deck
Year: 2014 • Amount: $2M • Round: Seed
N26 (formerly known as Number 26) is a German neobank headquartered in Berlin, Germany offering mobile banking services. N26 currently operates in various member states of the Single Euro Payments Area (SEPA) and in the United State.
About N26
- Product Type: App
- Business Model: B2C
About the N26 Deck
- Funding Year: 2014
- Funding Round: Seed
- Funding Raised: $2M
- Investor Type: VC, Corporate
8. TransferWise Pitch Deck
Year: 2012 • Amount: $1.3M • Round: Seed
Previously known as TransferWise, Wise is an international money transfer service that doesn’t charge hidden fees.
About TransferWise
- Product Type: App
- Business Model: B2B, B2C
About the TransferWise Deck
- Funding Year: 2012
- Funding Round: Seed
- Funding Raised: $1.3M
- Investor Type: VC, Angel Investors, Corporate
9. Brex Pitch Deck
Year: 2018 • Amount: $57M • Round: Series B
Brex is an American financial service and technology company on a mission “to reimagine financial systems so every growing company can realize their full potential.” Brex cards are business charge cards, which require at least $50,000 in a bank account if professionally invested (if not with $100,000 to open), and cardholders who default won’t damage their personal credit or assets.
About Brex
- Product Type: SaaS
- Business Model: B2B
About the Brex Deck
- Funding Year: 2018
- Funding Round: Series B
- Funding Raised: $57M
- Investor Type: VC, Corporate, Accelerator
10. Square Pitch Deck
Year: 2012 • Amount: $200M • Round: Late Stage
Square offers a comprehensive suite of software and hardware designed to simplify commerce. Mostly, Square allows merchants to accept mobile credit card payments via a plastic dongle or mobile app. Their popular service that allows you to buy, sell and send money using any Apple or Android mobile device.
About Square
- Product Type: SaaS
- Business Model: B2C
About the Square Deck
- Funding Year: 2012
- Funding Round: Late Stage
- Funding Raised: $200M
- Investor Type: VC
11. RealtyShares Pitch Deck
Year: 2014 • Amount: $1.9M • Round: Early Stage
RealtyShares is a platform for investing in commercial real estate through crowd funding. The company specializes in smaller real estate deals, like single-family house flips, rather than apartment buildings or retail space. RealtyShares provides investors with returns and liquidity that match their needs.
About RealtyShares
- Product Type: Marketplace
- Business Model: B2C
About the RealtyShares Deck
- Funding Year: 2014
- Funding Round: Early Stage
- Funding Raised: $1.9M
- Investor Type: VC, Corporate
12. Fincheck Pitch Deck
Year: 2017 • Amount: Undisclosed • Round: Pre-Seed
You can automate a multitude of finance tasks with Fincheck’s AI assistant. Fincheck helps businesses and consumers make informed decisions about personal finance and loans. With it, you can concentrate on what matters most in your business and make better financial decisions.
About Fincheck
- Product Type: SaaS
- Business Model: B2C
About the Fincheck Deck
- Funding Year: 2017
- Funding Round: Pre-Seed
- Funding Raised: Undisclosed
- Investor Type: No Data
13. EquityBee Pitch Deck
Year: 2020 • Amount: $20M • Round: Series A
Startup employees can connect with investors through EquityBee. Startup employees are able to purchase stock options thanks to EquityBee. The employees receive money to cover the costs of exercising their stock options and taxes.
About EquityBee
- Product Type: Marketplace
- Business Model: B2B2C
About the EquityBee Deck
- Funding Year: 2020
- Funding Round: Series A
- Funding Raised: $20M
- Investor Type: Angel Investors
14. RemitBee Pitch Deck
Year: 2015 • Amount: Undisclosed • Round: Seed
Remitbee makes sending money to friends, family, and businesses fast and simple: both online or via mobile. All commonly used payment methods from your bank are supported by Remitbee Wallet, including Interac E-transfer, Bill payments and Direct Withdrawal (ETF). Wallet transfers over $500 are free as well.
About RemitBee
- Product Type: SaaS
- Business Model: B2C
About the RemitBee Deck
- Funding Year: 2015
- Funding Round: Seed
- Funding Raised: Undisclosed
- Investor Type: No Data
15. Bill Trim Pitch Deck
Year: 2017 • Amount: $150K • Round: Seed
Using BillTrim, customers can save hundreds every year by negotiating new rate agreements with all the big service providers. With BillTrim, you can save money on your cell phone, cable and Internet bills as well as electricity, home security and insurance. BillTrim has a 93% success rate lowering bills and saves customers over $1000 in their first year on average.
About Bill Trim
- Product Type: Other
- Business Model: B2C
About the Bill Trim Deck
- Funding Year: 2017
- Funding Round: Seed
- Funding Raised: $150K
- Investor Type: VC
16. Finix Pitch Deck
Year: 2020 • Amount: $30M • Round: Series B
Finix Payments is a full-stack fintech company offering business customers custom-built payment solutions. Businesses can leverage Finix’s services and payment infrastructure to create Stripe-style systems. Companies thus get to pocket the extra change that third-party payment providers would normally take from transactions, minus the fee Finix charges.
About Finix
- Product Type: SaaS
- Business Model: B2B2C
About the Finix Deck
- Funding Year: 2020
- Funding Round: Series B
- Funding Raised: $30M
- Investor Type: VC, Corporate
17. ChangeJar Pitch Deck
Year: 2017 • Amount: Undisclosed • Round: Seed
The ChangeJar application allowed retailers to accept payments on their mobile phones without having to pay credit card fees. This Canadian-based mobile commerce platform helps retailers increase sales and decrease sales commission costs. By converting physical cash into digital cash, not credit cards, Changejar passes on the savings to retailers in the form of flat rate mobile service fees.
About ChangeJar
- Product Type: App
- Business Model: B2C, B2B
About the ChangeJar Deck
- Funding Year: 2017
- Funding Round: Seed
- Funding Raised: Undisclosed
- Investor Type: No Data
18. CheddarUp Pitch Deck
Year: 2017 • Amount: $1.2M • Round: Series A
Cheddar Up facilitates payments and information collection for anything. With Cheddar Up, you can collect and track payments and information from your group or community. Anyone can make a payment without having to register.
About CheddarUp
- Product Type: App, Subscription
- Business Model: B2B2C, B2C
About the CheddarUp Deck
- Funding Year: 2017
- Funding Round: Series A
- Funding Raised: $1.2M
- Investor Type: VC
19. So Sure Pitch Deck
Year: 2016 • Amount: $2.6M • Round: Seed
Sure is a technology company focused on APIs that powers digital insurance programs for top carriers and brands in the world. The company was launched in 2016 to revolutionise our industry by making insurance fairer, more straightforward and less expensive for honest consumers worldwide.
About So Sure
- Product Type: SaaS
- Business Model: B2C
About the So Sure Deck
- Funding Year: 2016
- Funding Round: Seed
- Funding Raised: $2.6M
- Investor Type: Corporate
20. Shopline Pitch Deck
Year: 2014 • Amount: $41.3K • Round: Seed
Shopline provides brands with an innovative platform for selling their products worldwide. Their online platform allows local small and medium sized businesses to establish an online store in an easy and customisable way without requiring any technical expertise.
About Shopline
- Product Type: SaaS
- Business Model: B2B2C
About the Shopline Deck
- Funding Year: 2014
- Funding Round: Seed
- Funding Raised: $41.3K
- Investor Type: VC
21. Lexop Pitch Deck
Year: 2017 • Amount: CA$100K • Round: Pre-Seed
Lexop offers fully customizable and flexible software tools for collecting money from customers.
About Lexop
- Product Type: SaaS
- Business Model: B2B2C
About the Lexop Deck
- Funding Year: 2017
- Funding Round: Pre-Seed
- Funding Raised: CA$100K
- Investor Type: VC
22. Credit Stacks Pitch Deck
Year: 2018 • Amount: $4M • Round: Seed
Jasper, formerly known as Credit Stacks, caters to professionals with innovative products and dedicated Mastercard® cards. With Jasper, companies can remove friction from collections by offering their past-due customers the most convenient self-service payment experience.
About Credit Stacks
- Product Type: App
- Business Model: B2C
About the Credit Stacks Deck
- Funding Year: 2018
- Funding Round: Seed
- Funding Raised: $4M
- Investor Type: Corporate, VC
23. Cadence Pitch Deck
Year: 2020 • Amount: $4M • Round: Seed
Percent (formerly Cadence) provides access to alternative investment opportunities.
About Cadence
- Product Type: SaaS
- Business Model: B2C
About the Cadence Deck
- Funding Year: 2020
- Funding Round: Seed
- Funding Raised: $4M
- Investor Type: VC
24. YayPay Pitch Deck
Year: 2017 • Amount: $5.3M • Round: Seed
YayPay’s automated accounts receivable platform helps SMEs reduce operational costs, increase efficiency, and increase productivity.
About YayPay
- Product Type: SaaS
- Business Model: B2B
About the YayPay Deck
- Funding Year: 2017
- Funding Round: Seed
- Funding Raised: $5.3M
- Investor Type: VC
25. Instamojo Pitch Deck
Year: 2013 • Amount: $500K • Round: Seed
Using Instagrammojo entrepreneurs can manage, build, and grow their business online. Instamojo helps power small, independent businesses, MSMEs & startups in India with online stores and online payment solutions to help them run an eCommerce business successfully.
About Instamojo
- Product Type: SaaS
- Business Model: B2B
About the Instamojo Deck
- Funding Year: 2013
- Funding Round: Seed
- Funding Raised: $500K
- Investor Type: Corporate
26. Plum Fintech Pitch Deck
Year: 2019 • Amount: $4.5M • Round: Series A
Plum Fintech offers personalized savings assistance solutions for customers through their financial technology platform. Plum helps you save money and invest, even when you’re not thinking about it.
About Plum Fintech
- Product Type: App
- Business Model: B2C
About the Plum Fintech Deck
- Funding Year: 2019
- Funding Round: Series A
- Funding Raised: $4.5M
- Investor Type: VC, Corporate
27. Albert Pitch Deck
Year: 2015 • Amount: $125K • Round: Pre-Seed
With Albert, everyone can enjoy the best financial guidance by harnessing the power of technology and machine learning. Albert is a financial technology company aiming to democratize money management by making financial advice accessible and affordable.
About Albert
- Product Type: App
- Business Model: B2C
About the Albert Deck
- Funding Year: 2015
- Funding Round: Pre-Seed
- Funding Raised: $125K
- Investor Type: VC
28. Alloy Card Pitch Deck
Year: 2019 • Amount: Undisclosed • Round: Seed
The Krutch app (formerly Alloy Card) transforms your credit and debit cards into tools you can customize to suit your exact needs.
About Alloy Card
- Product Type: App
- Business Model: B2C
About the Alloy Card Deck
- Funding Year: 2019
- Funding Round: Seed
- Funding Raised: Undisclosed
- Investor Type: No Data
29. Crowdz Pitch Deck
Year: 2020 • Amount: $3M • Round: Series A
By providing invoice financing, Crowdz improves the cash flow of companies in global supply chains.
About Crowdz
- Product Type: SaaS
- Business Model: B2B
About the Crowdz Deck
- Funding Year: 2020
- Funding Round: Series A
- Funding Raised: $3M
- Investor Type: VC
30. Chipper Cash Pitch Deck
Year: 2020 • Amount: $30M • Round: Series B
With Chipper Cash you can make cross-border payments using your mobile phone. The cross-border payments app is used by over 3.5 million people send & receive money in and between Nigeria, Kenya, South Africa, Ghana, Uganda, Rwanda, and Tanzania.
About Chipper Cash
- Product Type: App
- Business Model: B2C, B2B
About the Chipper Cash Deck
- Funding Year: 2020
- Funding Round: Series B
- Funding Raised: $30M
- Investor Type: VC
31. StreamLoan Pitch Deck
Year: 2016 • Amount: $125K • Round: Seed
With StreamLoan, you can streamline, secure, and close residential home loans using a mobile and web-based application. StreamLoan is a fintech service that makes the loan (purchase & refinance) process simple, efficient, and digital for both the lender and customer.
About StreamLoan
- Product Type: SaaS, App
- Business Model: C2C
About the StreamLoan Deck
- Funding Year: 2016
- Funding Round: Seed
- Funding Raised: $125K
- Investor Type: No Data
32. UniPay Pitch Deck
Year: 2012 • Amount: Undisclosed • Round: Seed
UniPAY provides powerful payment services to its clients and customers in Georgia. UniPay is a robust online payment solution that allows businesses and non-profits to conveniently collect payments and/or non-profit donations online. It is customizable and can be tailored to suit any organization’s specific payment processing and payment collection needs.
About UniPay
- Product Type: App
- Business Model: B2C
About the UniPay Deck
- Funding Year: 2012
- Funding Round: Seed
- Funding Raised: Undisclosed
- Investor Type: No Data
33. Homebot Pitch Deck
Year: 2017 • Amount: $4.5M • Round: Seed
With Homebot, homeowners can find the best loan officers and lenders in the country, so they can take control of the home selling process. Homebot’s mission is to enable consumers to build wealth through homeownership by facilitating meaningful interactions with their loan officers and real estate agents.
About Homebot
- Product Type: App
- Business Model: B2C
About the Homebot Deck
- Funding Year: 2017
- Funding Round: Seed
- Funding Raised: $4.5M
- Investor Type: Angel Investors
34. Dwolla Pitch Deck
Year: 2013 • Amount: $16.5M • Round: Late Stage
Dwolla is a cutting-edge payments platform that collects, transfers, and processes money with ease for online businesses. Dwolla cuts credit cards out of transactions by transferring money directly from your bank account to the bank account of someone who you want to pay: for free–if the transaction is less than $10.
About Dwolla
- Product Type: SaaS, E-commerce
- Business Model: B2B
About the Dwolla Deck
- Funding Year: 2013
- Funding Round: Late Stage
- Funding Raised: $16.5M
- Investor Type: VC, Angel Investors
35. Bolt Pitch Deck
Year: 2021 • Amount: $393M • Round: Series D
One-click checkout Bolt used this 12-page deck to describe raise $393M in Series D funding for expanding its network of 5.6 million consumers.
About Bolt
- Product Type: SaaS
- Business Model: B2B2C
About the Bolt Deck
- Funding Year: 2021
- Funding Round: Series D
- Funding Raised: $393M
- Investor Type: VC
36. Now Pitch Deck
Year: 2021 • Amount: $29M • Round: Series A
Politician Stacey Abrams and entrepreneur Lara Hodgson have first-hand experience with the disconnect in the business-to-business invoicing life cycle: It was exactly these challenges which forced them to close their startup Nourish one decade ago (in 2012), which made spill-proof bottled water for children.
This inspired Abrams & Hodgson to co-found Now Corp. in 2010, a fintech startup which recently raised $29 million in funding and received equity investment from Brigade Capital Management LP and Virgo Investment Group. Now empowers B2B businesses to receive immediate payments, while offering clients invoice schedules within a 30- to 90-day window.
About Now
- Product Type: SaaS
- Business Model: B2B
About the Now Deck
- Funding Year: 2021
- Funding Round: Series A
- Funding Raised: $29M
- Investor Type: VC
37. Ladder Pitch Deck
Year: 2021 • Amount: $100M • Round: Series D
Ladder uses a tech-driven approach to offer end-to-end life insurance through a digital platform that it believes is more flexible, faster, and cost-effective than traditional providers. Ladder’s flexible term life insurance can save policyholders up to 40%, using an all-digital architecture and real-time underwriting to make life insurance as accessible and affordable.
Thomvest Ventures and OMERS Growth Equity led a $100 million Series D financing for Ladder. The fintech startup currently has just under 100 employees, with plans to roughly double that number over the next year (primarily in engineering) using this fresh growth capital. Notably, Ladder’s customers are 15 years younger on average comparted to those of incumbent service providers — approximately 75% of Ladder’s customers are first-time life insurance buyers.
About Ladder
- Product Type: SaaS
- Business Model: B2C
About the Ladder Deck
- Funding Year: 2021
- Funding Round: Series D
- Funding Raised: $100M
- Investor Type: VC
How-to create your own fintech pitch deck:
Are you interested in learning how to write and design a winning pitch deck for your startup? If you’re building a fintech startup, you may be interested in our popular Fintech Pitch Deck template. If not, you’ll probably at least want to read through our free guide: check out our article on how-to create a fintech pitch deck here. →