Fintech · Embedded finance deck
Embedded finance decks that untangle the partners.
Embedded finance involves several parties: a regulated partner, a platform and its end customers. Investors need to see who does what, who earns what and who carries the risk.
Fixed prices. No calls: you brief us in writing and comment in writing.
Partners
Three parties, one clear flow
Illustration only. Any figures are invented for this sample slide.
Who reads it
Fintech investors assessing partner risk and distribution.
Turnaround
5 business days for a design rebuild; 3 business days for an audit.
How it differs
How an embedded finance deck differs from a general pitch deck
A general startup deck has one company and one customer. An embedded finance deck has several parties, and investors need to know which one is regulated, which one owns the customer and which one carries the loss. Revenue is shared, so gross figures mislead unless each party's cut is shown. Distribution comes through other platforms, so the pipeline is a list of partners rather than marketing channels. Investors also read for concentration, because one bank or middleware relationship can halt the business.
Slide by slide
What goes in an embedded finance deck
- 01
The parties
Regulated partner, your platform, distribution partners and end users.
- 02
Product
What end users get.
- 03
Distribution
Platforms live and in the pipeline.
- 04
Revenue share
How income is split between parties.
- 05
Compliance
Responsibilities by party.
- 06
Unit economics
Revenue and cost per account.
- 07
Traction
Accounts, volume and retention.
- 08
Plan
What the round funds.
The questions behind every slide
What readers of an embedded finance 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
If your sponsor bank or middleware partner exits, how quickly can you move?
The parties slide should show any second bank or partner, and the appendix should summarize notice periods and migration plans as your contracts allow.
- 2
Who keeps the ledger of record, and how are balances reconciled with the bank?
The compliance slide should name the owner of the ledger and how often reconciliation runs, with detail in an operations appendix.
- 3
Does the financial product improve the host platform's retention, or is it a separate revenue line?
The traction slide should compare platform customers with and without the product, labeled by cohort.
- 4
How often do end users transact inside the host platform?
The product or traction slide should show usage frequency, since interchange and underwriting both depend on it.
- 5
Who runs KYC, AML monitoring and complaint handling for end users?
A responsibility table by party on the compliance slide, confirmed by your counsel.
- 6
Which revenue depends on interchange, which on deposit balances and which on lending?
The revenue share slide should split each stream and show who earns what from it.
- 7
How long does it take to launch a new distribution partner?
The distribution slide should show the launch steps and the pipeline by stage.
- 8
Who bears fraud, dispute and credit losses?
A loss line on the unit economics slide, plus the responsibility table on the compliance slide.
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
Distribution
After
[X] platforms are live, and each brings its existing customers to our accounts
Before
Revenue share
After
We keep $[X] of every $[X] in interchange after the bank and platform shares
Before
Compliance
After
Every compliance duty has one named owner across the bank, the platform and us
What we fix
Faults we see in embedded finance deck drafts
A partner diagram nobody can follow.
Revenue share terms left vague.
Compliance responsibilities unassigned.
What you receive
Documents we produce
- Investor deck
- Partner diagram
- One-page summary
Every file is delivered editable, in PowerPoint, Google Slides or Keynote, with a PDF for sending. An embedded finance deck rebuild starts at $3,500; the full Raise Set with one-pager and teaser is $10,000.
Format
Length, versions and appendix
- Length
- Often 12 to 16 main slides, with one partner diagram that carries the deck.
- Send-ahead version
- Send a PDF with the partner diagram near the front and the responsibility table in the appendix.
- Presented version
- Start from the end user's experience, then show the parties behind it. Hold contract terms for questions.
What belongs in the appendix
- Responsibility table by party
- Revenue share by stream
- Platform pipeline by stage
- Account cohorts by platform
- Loss and dispute history
- Partner agreement summary approved by counsel
Before you send it
Embedded finance deck checklist
- Each party has the same name on every slide.
- Revenue share figures match the signed agreements.
- The partner diagram fits on one slide and reads on a phone screen.
- The compliance responsibility table is reviewed by your counsel.
- The bank partner is named only where the agreement allows it.
- Live platforms and pipeline platforms are labeled separately.
- Losses, and who bears each kind, are shown.
- Active, funded and enrolled accounts are each defined.
Glossary
Terms used in an embedded finance deck
- Sponsor bank
- The chartered bank that holds the accounts or issues the cards behind a fintech product and carries the regulatory responsibility for them.
- Banking-as-a-service (BaaS)
- A setup where a bank or middleware provider lets non-bank companies offer accounts, cards or payments through software connections.
- Program manager
- The company that runs a card or account program day to day under a bank's oversight, such as onboarding and servicing.
- FBO account
- A for-benefit-of account held at a bank in a company's name, holding money that belongs to end users.
- Ledger reconciliation
- Checking that the balances recorded for each end user add up to the money actually held at the bank.
- Attach rate
- The share of a platform's customers who also use the embedded financial product.
Your written brief
What to send us for an embedded finance deck
No call needed. Send what you have; missing items are listed in our written reply, and nothing is invented to fill a gap.
- 01Signed partner list, marked by which may be named
- 02Your current partner or architecture diagram
- 03Revenue share terms by stream
- 04Compliance responsibilities as set in your contracts
- 05Platform pipeline with the stage of each
- 06Account, volume and retention data by platform
- 07Loss and dispute history
- 08Current deck and financial model
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.
Can you redraw our partner diagram?+
Yes. We reduce it to the parties and flows an investor needs, and confirm it with you in writing.
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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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.