Pricing for pitch decks and financial models
Two packages. The price moves with what you need us to build.
We quote after the first call, before any work starts.
A model that holds up, and a deck and teaser written from it. This is also the package partner firms buy for each company.
- Financial model in Excel or Google Sheets: 5 years, monthly for the first 2 years, annual after
- 16-slide pitch deck as PDF and editable PowerPoint
- One-page teaser
- Labelled assumptions wherever numbers are missing
- Two revision rounds
Partner firms can start with one company at $1,000, no commitment. How partner work runs
Everything an investor might ask for, on one private link. The slide numbers come from the model, so they can't drift apart.
- Everything in the first package
- Valuation and investor memo
- Data room for due diligence
- One private link that reads as a scrolling page on a phone
- Two revision rounds
- 30 days of support after delivery
What changes the price
What moves the price up or down
How complex the business is
What you already have
How many versions
Compare
How other providers charge
We don't quote other firms' prices here, because they vary from one provider to the next. This is how each type usually charges, and what you get for it.
| What they usually build | How they usually charge | Deck and model from one source? | Best for | |
|---|---|---|---|---|
| Freelancer | A deck or a model, rarely both | Hourly or a fixed fee per job | Only if one person does both | One piece of work on a tight budget |
| Pitch deck agency | Deck writing and design | A fixed fee per deck | Not usually. The numbers come from your own model | A deck when the model is already done |
| Fractional CFO | The model and the finance function | A monthly retainer or a day rate | The deck is often a separate job | A company that needs ongoing finance help |
| Smart Deck | The model first, then the deck, teaser and memo from it | A fixed quote: from $1,000, or from $4,000 to about $10,000 | Yes. The slide numbers come from the model | A raise or a sale that needs the numbers and the story together |
Not included
What we don't do
- Investor outreach. We don't find investors or make introductions.
- Success fees. Our fee is for the work, whatever you raise.
- Legal or tax advice. Ask a lawyer or an accountant.
- Company registration. A lawyer or a company formation agent is the right call.
Already have a model? A financial model review is priced once we've seen it. Raising for several companies? See white-label pricing or outsourced financial modeling. Selling a business? See the teaser, CIM and valuation.
Top Rated Plus on Upwork, with $600K+ earned across 317 jobs.
Reviews
What a client said
From a review on Upwork. Names are left out.
- Creative directorBusiness plan and financial model
"Devin and his team were very professional and quick to understand our needs. We were able to create an exceptional business plan and financial model that exceeded our expectations."
via Upwork
Questions
Questions about pricing
How much does a pitch deck and financial model cost?
From $1,000 for a model, a pitch deck and a one-page teaser. From $4,000 for the full Smart Deck, which adds a valuation, an investor memo and a data room on one private link, up to about $10,000 depending on scope.
How much does a real estate fund model or a business sale CIM cost?
From $4,000, up to about $10,000. A fund model with a complex waterfall, several layers of debt or many assets sits at the top of that range, and so does a sale with several entities or a large data room.
Why do the prices say "from"?
Because the work changes with the business. A one-product startup with clean numbers costs less than a fund with a waterfall. We quote after the first call.
Do you charge a success fee?
No. We charge for the work. Our fee doesn't depend on how much you raise.
Do you find investors?
No. We don't find investors or make introductions. We build the materials you send them.
How much is a model review?
We price a review once we've seen the model, because the size of the model sets the size of the job.
We raise for several companies. Is there a partner price?
Yes. White-label work for partner firms is about $1,000 per company for a model, deck and teaser, under your brand. Partner firms can start with one company at $1,000, no commitment.
How many revisions do I get?
Two revision rounds, on both packages. The full Smart Deck also comes with 30 days of support after delivery.
Services
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