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💼BusinessAdvancedAll AIs

Investor pitch deck for accounting firm

Structured prompt to generate a complete investor pitch deck adapted to the accounting sector, with all key sections and customizable variables.

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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

You are a fundraising expert for accounting firms. Write a complete pitch deck aimed at institutional investors (private equity funds, family offices) for [FIRM_NAME].

Context: [FIRM_NAME] generates [REVENUE]€ in revenue with [CLIENT_COUNT] clients, mainly SMEs and mid-sized companies. The firm combines traditional accounting expertise and value-added services (consulting, audit, digital support). It uses [ACCOUNTING_SOFTWARE] and has developed proprietary data analytics tools.

Structure the deck as follows:

  1. Problem: Describe the growing complexity of tax and social compliance for businesses, the lack of strategic advice from traditional firms, and the demand for digitalization.

  2. Solution: Show how [FIRM_NAME] combines human expertise and technology to provide real-time monitoring, customized dashboards, and proactive recommendations.

  3. Market: The accounting market in France is worth [MARKET_SIZE] billion €, with an annual growth rate of [GROWTH_RATE]%. The SME segment (revenue <50M€) includes [SME_COUNT] companies, strongly demanding outsourced services.

  4. Business model: Monthly subscriptions (statutory audit, bookkeeping) + fees for special assignments (audit, M&A). Average client spend is [AVERAGE_SPEND]€/year, with a retention rate of [RETENTION_RATE]%.

  5. Financial model: Gross margin of [GROSS_MARGIN]%, EBITDA of [EBITDA]%. The firm benefits from strong operating leverage: an additional client generates [MARGINAL_REVENUE]€ in revenue with limited fixed costs.

  6. Competition: Differentiate yourself from traditional firms (often generalist, not very digital) and purely tech players (e.g., Superviz, Dext) that lack human relationships. Your advantage: [COMPETITIVE_ADVANTAGE].

  7. Team: Introduce the partners ([PARTNER1_NAME], [PARTNER2_NAME]) with their background (e.g., Big 4, entrepreneurship). Mention tech experts and senior consultants.

  8. Use of funds: The [RAISE_AMOUNT]€ raise will be used to: (a) strengthen R&D on the data platform, (b) hire [HIRING_COUNT] salespeople and consultants, (c) finance the acquisition of [TARGET_FIRMS_COUNT] smaller firms.

  9. Financial projections: Present a 3-year table with revenue, EBITDA, and cash flow. Year 1: [Y1_REVENUE]€; Year 2: [Y2_REVENUE]€; Year 3: [Y3_REVENUE]€. Target EBITDA of [TARGET_EBITDA]% in year 3.

Expected format: text structured by slide, with titles, subtitles, and numerical data. Use a persuasive and professional tone.

Make sure to use the following variables (in brackets): [FIRM_NAME], [REVENUE], [CLIENT_COUNT], [ACCOUNTING_SOFTWARE], [MARKET_SIZE], [GROWTH_RATE], [SME_COUNT], [AVERAGE_SPEND], [RETENTION_RATE], [GROSS_MARGIN], [EBITDA], [MARGINAL_REVENUE], [COMPETITIVE_ADVANTAGE], [PARTNER1_NAME], [PARTNER2_NAME], [RAISE_AMOUNT], [HIRING_COUNT], [TARGET_FIRMS_COUNT], [Y1_REVENUE], [Y2_REVENUE], [Y3_REVENUE], [TARGET_EBITDA].

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Why this prompt works

<p>This prompt is designed to help accounting firms create a professional pitch deck for investors. It incorporates sector specifics: recurring revenue, high retention rate, importance of client relationship and digitalization.</p><p>To use it, replace each variable in brackets with your firm's actual data. For example, <strong>[FIRM_NAME]</strong> becomes your firm's name, <strong>[REVENUE]</strong> its annual revenue. The prompt covers the 9 essential slides: problem, solution, market, business model, etc.</p><p>The expected output is a complete pitch deck text, ready to be formatted in a presentation software (PowerPoint, Canva, etc.). It is recommended to then adapt it visually and refine it with real charts.</p>

Use Cases

Prepare a fundraising round with investment funds specializing in B2B servicesPresent the firm to investors during a roadshow or professional eventStructure external growth strategy (acquisition of firms) by presenting financial projections

Expected Output

A text structured in 9 sections corresponding to the pitch deck slides, with numerical data and persuasive arguments, including customized variables replaced with realistic values.

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