A pitch deck is a sales document for the second meeting. The job of the first meeting is to earn the second. We help founders and management teams build decks that are tight, honest and structurally easy for an investor to defend internally — which is what actually gets the cheque written.
When clients come to us
When a founder is preparing for a real round and the existing deck is either too long, too vague or too defensive. When a management team is preparing a strategic partner conversation and needs a deck the board will sign off on. When an earlier round has stalled and the deck needs an honest review before a second attempt. Always for corporate audiences — not retail capital raising.
How we work
A senior advisor sits with the founder to clarify the proposition, the ask and the room — who will read it, on what terms, against what comparables. From there we build the deck around a defensible narrative, with the financials integrated rather than appended. We then rehearse the room and the likely questions before the first meeting.
What we deliver
- Narrative-led pitch deck with financial integration
- Investor-ready financial summary and ask
- Comparable transactions and positioning slide
- Q&A pack for likely investor questions
- Rehearsal session with the founding team
- Data room structure recommendation
Typical engagement
Deck work runs three to six weeks. On our side, a senior advisor leads with a designer for the visual layer. On the client side, the founder is the principal counterpart, with the CFO involved on numbers and the board informed before the deck goes out. The deck is delivered with full editable source files.
Why CGLA
The advisor has sat on both sides of the table, which means the deck is built for how the room actually reads, not how a template suggests it should look. We do not earn placement fees and we are not a regulated investment adviser — the role is preparation, not placement.
