SaaS and software · B2B SaaS deck
B2B SaaS pitch decks that make the sales motion clear.
B2B software investors want to know who buys, how a sale happens and what each customer is worth over time. Most drafts show the product well and the selling poorly.
Fixed prices. No calls: you brief us in writing and comment in writing.
Slide 7
Net revenue retention above 100% for four quarters
Illustration only. Any figures are invented for this sample slide.
Who reads it
Seed to growth-stage software investors who will compare your metrics with every SaaS company they have seen.
Turnaround
5 business days for a design rebuild; 3 business days for an audit.
How it differs
How a B2B SaaS deck differs from a general pitch deck
A general startup deck can lean on vision and market size. A B2B SaaS deck is read against a known set of software metrics, and investors compare it with every other software company they have seen. Definitions therefore matter: what counts as ARR, how retention is measured, what acquisition cost includes. The deck also has to explain how a deal is won, because the sales motion decides how the business scales. Buyer, champion and user are often different people, and the deck should name each one.
Slide by slide
What goes in a B2B SaaS deck
- 01
Customer and buyer
The company you sell to, the person who signs and the person who uses it.
- 02
Problem
Stated in the buyer's terms, with what it costs them.
- 03
Product
One workflow, before and after.
- 04
Sales motion
Self-serve, inside sales or enterprise; cycle length and contract length.
- 05
Revenue
Annual recurring revenue and its growth.
- 06
Retention and expansion
Net revenue retention and churn.
- 07
Unit economics
Acquisition cost, payback and gross margin.
- 08
Plan
What the round funds and what it will prove.
The questions behind every slide
What readers of a B2B SaaS deck ask
Each answer names the slide or document where it belongs. If a question has no home in your deck, the reader will ask it in writing, or stop reading.
- 1
Who signs the contract, and who uses the product every day?
The customer and buyer slide should name the economic buyer, the internal champion and the daily user as three separate people where they differ.
- 2
How much of your revenue is recurring, and how much is services or one-time fees?
The revenue slide should show recurring revenue on its own, with setup, services and other one-time fees reported separately in the metrics appendix.
- 3
What is your retention before expansion is counted?
The retention slide should show gross revenue retention beside net revenue retention, so the reader can see churn and downgrades on their own.
- 4
How much revenue comes from your largest customers?
A customer concentration chart in the metrics appendix answers this, showing the share of revenue held by the top accounts.
- 5
How long are your contracts, and how are they billed?
The sales motion slide should state typical contract length and whether customers pay monthly, annually or upfront.
- 6
What does a typical deal look like from first call to signature?
The sales motion slide shows the stages and cycle length; the metrics appendix holds pipeline by stage with conversion between stages.
- 7
Which costs are included in your acquisition cost figure?
A footnote on the unit economics slide should state what is counted, such as sales salaries, marketing spend and tools, and over which period.
- 8
Which customer segment is strongest?
The metrics appendix should split retention and payback by segment, such as company size or industry, so a blended number does not hide the answer.
Headline rewrites
Slide titles that say something.
A reader skims headlines first. A label tells them the topic; a sentence tells them the point. Bracketed figures are placeholders for your own numbers.
Before
Revenue
After
ARR reached $[X]M, up [X]% over the last twelve months
Before
Customers
After
[X] mid-market finance teams pay for [product] on annual contracts
Before
Unit economics
After
Each new customer pays back its acquisition cost in [X] months
What we fix
Faults we see in B2B SaaS deck drafts
Users and buyers treated as one person.
Pipeline shown as a total value with no stages.
Logos of free pilots presented as customers.
What you receive
Documents we produce
- Investor deck
- Metrics appendix
- One-page summary
Every file is delivered editable, in PowerPoint, Google Slides or Keynote, with a PDF for sending. A B2B SaaS deck rebuild starts at $3,500; the full Raise Set with one-pager and teaser is $10,000.
Format
Length, versions and appendix
- Length
- Commonly ten to fifteen main slides, with detailed metrics moved to an appendix.
- Send-ahead version
- A PDF send-ahead version with full-sentence headlines that reads without a presenter.
- Presented version
- A lighter version with less text, where you talk through the metrics and keep appendix slides ready for questions.
What belongs in the appendix
- ARR bridge by quarter: new, expansion, contraction and churn
- Cohort retention table
- Pipeline by stage with conversion rates
- Revenue share of the largest customers
- Acquisition cost calculation and what it includes
- Pricing and packaging detail
Before you send it
B2B SaaS deck checklist
- The ARR figure is the same in the deck, the appendix and the model.
- Services and one-time fees are separated from recurring revenue.
- Every logo shown is a paying customer that has agreed to be shown.
- Retention states the period and whether it is gross or net.
- The acquisition cost footnote says what is included.
- Pipeline is shown by stage, not only as one total.
- Monthly and annual figures are never mixed on one chart.
- Every chart has a dated axis and the latest month labeled.
Glossary
Terms used in a B2B SaaS deck
- Annual contract value (ACV)
- The average yearly value of one customer contract, excluding one-time fees.
- Gross revenue retention
- The share of last period's recurring revenue still kept after churn and downgrades, without counting any expansion.
- Logo churn
- The share of customers, counted as accounts rather than dollars, that stopped paying in a period.
- Economic buyer
- The person who controls the budget and signs the contract.
- Champion
- The person inside the customer who wants the product and pushes the purchase through.
- CAC payback
- The number of months of gross profit from a customer needed to recover what it cost to win that customer.
Your written brief
What to send us for a B2B SaaS deck
No call needed. Send what you have; missing items are listed in our written reply, and nothing is invented to fill a gap.
- 01Monthly revenue export, split into recurring and one-time
- 02Customer list with start date, contract value, term and segment (names can be coded)
- 03Churned and downgraded accounts with dates
- 04Sales and marketing spend by month
- 05CRM pipeline export by stage
- 06Current pricing sheet or pricing page
- 07Existing deck and financial model
- 08Written permission for any customer logos you want shown
Packages
Four packages, fixed prices.
Deck Audit
$1,500
3 business days
A written verdict on the deck you have, before you send it to anyone.
- Slide-by-slide notes inside your file
- The fixes that matter most, in order
- Story, numbers and design, each assessed
- The investor questions your deck leaves open
One deck, up to 20 slides. No redesign included.
Choose Deck AuditInvestor Finish
$3,500
5 business days
Your draft, rebuilt to investor standard. Design only.
- Up to 15 slides rebuilt
- Charts redrawn from your data
- Your brand applied throughout
- One written revision round
- Editable PowerPoint, Google Slides or Keynote
Design only: your wording and slide order stay as they are.
Choose Investor FinishFinish + Story
$6,500
8 business days
We restructure the argument, rewrite the headlines, then rebuild the deck.
- Up to 20 slides
- Narrative restructured from your draft and notes
- Headlines rewritten as full-sentence points
- Send-ahead PDF version
- Two written revision rounds
We work from your facts. No market research or financial modeling.
Choose Finish + StoryRaise Set
$10,000
12 business days
Everything a raise needs, in one matching set.
- Up to 30 slides plus appendix
- Investor one-pager
- Short teaser version for cold outreach
- Three written revision rounds
- All source files
No investor introductions, fundraising or legal advice.
Choose Raise SetNot included in any package: Calls or meetings · Market research · Financial modeling or valuation · Investor introductions · Fundraising, legal or securities advice. Extra slides and extra revision rounds are quoted in writing before we start them.
Questions, answered.
What is the most important B2B SaaS slide?+
Usually revenue with retention beside it: growth that stays.
Should pipeline be in the deck?+
Yes, by stage with conversion rates, and honest about what is signed.
How much does a pitch deck cost here?+
A written Deck Audit is $1,500. Investor Finish, a design rebuild of up to 15 slides, is $3,500. Finish + Story, with the argument restructured, is $6,500. Raise Set, up to 30 slides with a one-pager and teaser, is $10,000.
How long does it take?+
Three business days for an audit, five for Investor Finish, eight for Finish + Story and twelve for Raise Set, counted from payment and a complete brief.
Is there a call?+
No. No package includes a call or meeting. You brief us in writing and comment in writing.
What do I need to send?+
Your draft deck in any editable format, or notes if you chose a package with writing, plus a few lines on who will read it and what you are asking for.
How do I pay?+
By card, through a secure payment link we send once scope and delivery date are confirmed in writing.
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Pitch deck design services for SaaS companies: retention, payback and pipeline shown the way software investors read them. Fixed packages from $3,500.
Further reading
Sources we read when writing this page. General information only; not legal, tax or investment advice.
Have a draft? Send it today.
Choose a package, link your deck and write a few lines about who it is for. You get scope, a delivery date and a payment link in writing.