Presentation design for leadership teams whose board and investor slides are hard to follow

You rebuild a leadership team’s board and investor slides so each page makes 1 clear point, then hand over a template they can reuse for the next meeting.

Who pays
CEOs, CFOs and chiefs of staff
Typical price
$1,500 to $5,000 or more per deck
Start-up cost (estimate)
Under $500
Time to first offer (estimate)
2 to 4 weeks
■The problem

See the problem this business solves

Board decks grow as each team adds its own slides, and the main message gets buried. In Board Intelligence’s board pack self-assessments, 54% of board members and governance professionals said key messages are hard to find. In a separate study with the Society for Corporate Governance, 50% of organizations had heard from directors that meeting materials were too long.

Investor decks face the same problem with even less attention. DocSend data shows investors spend less than 3 minutes reviewing a pitch deck. The chief of staff who pulls the slides together rarely has design help on hand.

■How it works

Go from first call to paid work

01

Sample redesign

You redesign 3 slides from their last board or investor deck and walk the CEO or chief of staff through the changes on a call.

02

Fixed-price deck

You quote a flat fee for the next deck, with a draft review and 1 round of changes before the meeting date.

03

Reusable template

You hand over a master template and a short style guide, and offer a retainer for each board deck after that.

■Who buys

Know who pays and why they say yes

01
The buyer

CEO or chief of staff

They stand in front of the board or investors, and a clear deck keeps the discussion on strategy.

02
The budget

Executive office or investor relations

Board and fundraising decks are high-stakes, so a fixed price per deck tied to a meeting date is easy to approve.

What buyers pay: $1,500 to $5,000 or more per deck at agency level, or $500 to $1,500 from senior freelancers

03
Where to meet them

Venture-backed and PE-owned companies

These companies report to boards and investors on a regular schedule and often raise money, so they need high-stakes decks again and again.

■First clients

Find your first 3 clients here

There are 4 places to start, in the order most people find their first buyers.

1

Your own network

Tell executives and chiefs of staff you have worked with that you now redesign board and investor decks, and share a before and after.

2

Fractional CFOs

Fractional CFOs build board reporting for several clients and can bring you in to design the slides around their numbers.

3

Chief of staff groups

Join chief of staff groups on LinkedIn or Slack and share short tips on making a board deck easier to follow.

4

Public deck makeovers

Redesign a public investor presentation from a listed company in your old industry and post the before and after.

■Risks

Check what could stop this business

Every idea has weak spots. These are the ones to test before you spend money.

Sign an NDA before you see any draft, and if the company is listed, follow its rules on nonpublic financial results.

Set the draft and final dates against the meeting date in your quote, and price rush changes separately.

Ask for the 3 decisions or messages the deck must get across before you design a single slide.

Check your current contract for non-compete and outside work terms before you take clients in your old industry.

■Related

Compare it with ideas from the same careers

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