presentation · Pitch deck

Investor pitch deck template

Classic seed structure with one difference: every fund opens a version addressed to them, and a ticket slider shows what their check buys — while you see which partner opened it, and when.

Start with this template→ Open the live example ↗

app.naimi.ai/crestview-capital-4417b0

Investor pitch deck — real Naimi template, personalized for Crestview Capital

what’s inside

6 slides, 6 personalized fields, and what happens on the page.

Sky oil — oil-on-paper cloud studies, Playfair Display, navy ink on cream.

Slides

Investor pitch
Problem and solution
Market
Traction
Round
Team and next step

Personalized per client

Filled in seconds — by form, from a call transcript, through the API or by one sentence to your agent. Filling fields uses no AI credits.

Fund
Partner name
“Why you” note
Round closing date
Founder
Founder’s contact

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

Ticket slider → share of the round and of the company, saved to the investor’s card
Traction line chart drawn from a data series in the template
Team slide with founder photos

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending — and PDF or editable PowerPoint export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change — your company, your services, your prices — or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Crestview Capital: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made — or export a PDF or an editable PowerPoint when a file is required.

faq

About this template.

Why not just send the PDF?

You can — the PDF export is one click. The web link adds the per-investor note, the ticket calculator, and the signal you actually want: whether the partner opened it and came back.

How do I update traction every month?

The numbers live in one data series inside the template; update it once and every investor link shows the new chart.

Can I change the design?

Yes. The template wears one of the kit’s art packs; Studio or your agent can restyle it to your brand while keeping the calculator and the structure.

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