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

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

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. →

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