Investors stop reading PDF decks at slide four. They open the attachment on a phone, scroll past four slides between two other meetings, and forget the rest.

The Smart Deck is the same story, the same numbers, rebuilt as a fast scrollable website that opens on every device.

✦What it is

An interactive web deck. Twelve to fifteen sections. Fully responsive. Designed around your story, not a template.

▲What ships with it

A companion PDF for the inbox. A clean hosted URL you can drop into any email. Source files at handover.

■How it adapts

Every Smart Deck is shaped to its story. Depth of design, length of content, level of interactivity. Built around what your raise actually needs, not a fixed template.

$4.2MFintech · Series A · 8 weeks to close$12MMining · Pre-IPO · $180–220M valuation$12MSaaS · Series B · 127% NDR$3.6MHealthcare · Seed · 3 revenue streams$10MManufacturing · Pre-Series A · phased$80–100MDeep Tech · Pre-Series B · OEM partner$1.5MGaming · Seed · 4 revenue channels$4.2MFintech · Series A · 8 weeks to close$12MMining · Pre-IPO · $180–220M valuation$12MSaaS · Series B · 127% NDR$3.6MHealthcare · Seed · 3 revenue streams$10MManufacturing · Pre-Series A · phased$80–100MDeep Tech · Pre-Series B · OEM partner$1.5MGaming · Seed · 4 revenue channels

500+

Financial Models Built

$150M+

Capital Raised by Clients

800+

Pitch Decks Delivered

35+

Industries Served

5.0★

Across 45 Reviews on Upwork

◆ Recent raises · Anonymised

Filter by industry.

Seven recent engagements across fintech, mining, SaaS, healthcare, manufacturing, deep tech and gaming. Names and identifying details disguised to honour our clients.

Fintech · Series A

Digital Payments Platform

A Sub-Saharan African fintech building mobile payment infrastructure for unbanked populations.

Complexity

$4.2M

Series A Raised

8 weeks

Time to Close

Term Sheets

Full-Stack

Package

Led by

Devin Teer

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The Challenge

Strong traction — 47,000 active users and $83K MRR growing at 12% month-over-month. But the financial model was a single-tab spreadsheet with hardcoded numbers, and the pitch deck was 40 slides of product screenshots with no narrative arc. Investors wanted to invest but could not get comfortable with the numbers.

What We Delivered

5-year financial model with 3 revenue streams (transaction commissions, merchant subscriptions, VAS), unit economics, and 3 scenarios
Multi-party ecosystem revenue mapping before modelling started
13-slide investor deck with appendix — redesigned narrative around market opportunity
4-method valuation report anchoring the $18M pre-money ask
Data room with 45 documents organised by category

Results

Capital Raised: $4.2M Series A
Time to Close: 8 weeks from first meeting
Investors Met: 14 VCs
Term Sheets: 3 received
Engagement: Full-Stack Package

Mining · Pre-IPO

Critical Minerals Explorer & Trader

A Southern African commodities group combining chrome ore trading with direct mining ownership across 5 mine sites.

Complexity

$12M

Pre-IPO Raised

$180-220M

Valuation Range

6 years

Ongoing Engagement

40+

Model Tabs

Led by

Devin Teer

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The Challenge

72+ call transcripts over a 6-year engagement. The business had 40+ existing Excel files, per-product P&Ls across multiple mines, structured trade finance (70-76% financing ratios), and mining resource estimates with probability-weighted expansion scenarios. No single model tied it all together for institutional investors.

What We Delivered

Enterprise operating model with per-product revenue across 6 commodity streams and 5 mine sites
Separate mine-level NAV model ($72M standalone valuation)
6-method valuation: DCF (50% weight) + First Chicago (50% weight), resulting in $180M–$220M range
75-page comprehensive investor presentation
Board pack template for ongoing quarterly reporting
Investor-facing model separated from internal operating model

Results

Capital Raised: $12M pre-IPO round
Valuation Range: $180M – $220M
Mine-Level NAV: $72M
Engagement Duration: 6 years (ongoing)
Model Complexity: 40+ tabs, 3 models

SaaS · Series B

Enterprise Mobility Platform

A Swiss B2B SaaS company providing corporate mobility solutions across 8 vehicle types for enterprise clients.

Complexity

~$12M

Series B Target

127%

Net Dollar Retention

40K

Active Users

Model + Deck

+ Advisory

Led by

Simon Carstens

Read Case Study+

The Challenge

The revenue model was fleet-based, not user-based — a distinction investors kept misunderstanding. Net dollar retention needed explicit modelling (RPU growth rate minus logo churn). Historic churn of 0.5% annually was deemed unrealistically low for investor materials and required reframing. Revenue per employee projections flagged at 1.5M vs a 200K SaaS benchmark.

What We Delivered

Fleet-based revenue model with 8 vehicle categories and access-fee pricing
NDR calculation framework: RPU growth rate minus logo churn, demonstrating 27% annual expansion
Swiss vs non-Swiss geography split with separate capital allocation dashboards
Customer support headcount modelling tied to revenue per employee benchmarks
Investor deck positioning mobility-as-a-service for enterprise sustainability mandates

Results

Raise Target: ~$12M Series B
Active Users: 40,000 across 65 logos
NDR Demonstrated: 127% annual
Geographies: Switzerland + Germany
Engagement: Model + Deck + Advisory

Healthcare · Seed

Medical AI Content Platform

A healthcare SaaS startup combining AI-powered clinical tools with a medical content library and pharma sponsorship revenue.

Complexity

$3.6M

Total Raised

Revenue Streams

17 tabs

Model Complexity

Model + Deck

+ Valuation

Led by

Devin Teer

Read Case Study+

The Challenge

Three revenue streams with fundamentally different economics: individual subscriptions (high churn, low ARPU), institutional licenses (low churn, high ARPU), and pharma sponsorships (lumpy, relationship-driven). The content library needed to be treated as CapEx (18-month journal depreciation, 6-month conference) rather than OpEx, which changed the entire P&L shape.

What We Delivered

17-tab financial model with dual marketing tabs (freemium vs AI subscription funnels)
Three-tier user mix modelling: 80% society members, 5% institutional, 15% individual in Year 1 — shifting over time
Content library CapEx treatment with differentiated depreciation schedules
Scenario tab showing 3 revenue options tested before landing on the hybrid approach
Pitch deck with pharma partnership positioning and clinical credibility narrative

Results

Total Raise: $3.6M (including founder capital)
Revenue Streams: 3 (subscription + institutional + pharma)
Churn Rate: 5%/month declining to 4%
Model Complexity: 17 tabs, dual funnels
Engagement: Model + Deck + Valuation

Manufacturing · Pre-Series A

Sustainable Textiles Manufacturer

A European sustainable textiles company producing bamboo-based fabric products across three categories with an 8-week manufacturing cycle.

Complexity

$10M

Phased Raise

$1.6M

Y1 Verified Revenue

Product Categories

WC Gap

Identified

Led by

Danny Goddard

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The Challenge

Manufacturing models are fundamentally different from SaaS. The 8-week production cycle created working capital needs that the founder had not modelled. There was confusion between markup and margin (50% markup = 33% margin, not 50% margin). Three product categories had different order cycles driven by distinct customer personas.

What We Delivered

15-tab production model with persona-driven order cycles per product category
Working capital cycle modelling showing true cash requirements vs revenue timing
Staggered financing structure: $2M seed + $5M Series A + $3M follow-on
Revenue projection anchored to verified pipeline: opening month at confirmed orders only
Pitch deck positioning sustainable manufacturing as premium investment thesis

Results

Phased Raise: $2M + $5M + $3M
Year 1 Revenue: $1.6M (verified pipeline)
Year 3 Target: $10.5M
Product Categories: 3 (D2C, workwear, medical)
Key Insight: Working capital gap identified

Deep Tech · Pre-Series B

Fragrance Technology Hardware

A deep tech company developing proprietary olfactory technology with a landmark OEM partnership with a top-3 global beauty conglomerate.

Complexity

$80-100M

Target Valuation

12+ months

Fractional CFO

40%

Gross Margin

Model Versions

Led by

Devin Teer

Read Case Study+

The Challenge

Previous round valued the company at $50M. Targeting $80-100M for the next raise. 12+ months embedded as fractional CFO. Manufacturing CapEx was complex (46+ weeks concept-to-delivery, Chinese manufacturer tooling costs split between facility and operational). The OEM partnership revenue changed the entire model architecture mid-engagement.

What We Delivered

18-tab model restructured from original 15, with added OEM retail income tab after partnership announcement
Manufacturing CapEx breakdown: customer-funded glass tooling, Chinese manufacturer quotes, facility vs operational splits
Gross margin tracking rebuilt: Year 2 at 40%, Year 3 target 42% gross / 16% net
3x annual growth model ($3M → $9M → $27M) with device generation phasing
Quarterly financial statements delivered to CFO with board-ready formatting

Results

Target Valuation: $80M – $100M
Year 2 Revenue: $8.6M
Gross Margin: 40% (Year 2)
Engagement: 12+ months fractional CFO
Model Iterations: 6 major versions

Gaming · Seed

Arabic Live Streaming Platform

A MENA-focused live streaming platform competing with Twitch in the Arabic-speaking market with four revenue channels.

Complexity

$1.5M

Seed Raised

Revenue Streams

2K→20K

User Growth

Model + Deck

Delivered

Led by

Adrian Nortier

Read Case Study+

The Challenge

Platform marketplace economics are complex. AWS streaming costs are tied to hours streamed (not viewed) — a critical distinction using the Twitch benchmark ratio of 4% stream-to-view. User growth projections needed careful calibration: 2,000 users in month 1 scaling to 20,000 by month 12, with return on marketing spend declining from 5x to 1.8x as the platform matured.

What We Delivered

4-channel revenue model with distinct take rates and rev share mechanics per channel
AWS cost modelling tied to stream hours using the Twitch 4% stream-to-view ratio
Geographic arbitrage salary model (Pakistan dev team at $1K-$2.5K/month, Saudi relocation deferred to Year 3)
Marketing efficiency decay curve showing declining ROAS over time
Pitch deck surviving 'mock investor pitch' validation before live fundraising

Results

Seed Raise: $1.5M
Revenue Channels: 4 distinct streams
User Growth Target: 2K → 20K (12 months)
Dev Team Cost: 60% below US benchmark
Engagement: Model + Deck

◆ Common Questions

Common Questions.

Is this a website or a deck?

It's a deck. It just happens to live on the web. The story is sequenced, the numbers are on every section, the call to action is the same one your investors expect. The format is different. The content discipline is the same.

Do I still get a PDF?

Yes. Every Smart Deck ships with a companion PDF. Some investors will always prefer the attachment. You send the link first, the PDF second if they ask.

Who owns the code?

You do. We hand over the source files at the end. If you want to keep iterating internally, you can. If you want us on retainer to update it through the raise, that's a separate conversation.

Can you do this if I already have a PDF deck?

Yes. Most of the time we start from an existing deck. We rebuild the story for the web, sharpen the copy and ship the new format alongside the original.

How is it different from a Webflow or Framer site?

Two ways. First, this is a deck, not a website. Sequence and pacing matter more than navigation. Second, the work is done by a team that has built more than 800 investor decks. The format is new. The fundraising judgment underneath it is not.

What happens after I send the brief?

We send a written scope within 24 hours. You sign. We start. Two weeks later you have a link.

◆ Book a call

Capital raised by Top Tier clients

$150M+

across 35+ industries · 800+ decks shipped

Ready to add yours to the list? One call. We hear the brief, quote the work, start the same week.

Book a Call →Email Devin directly

Industries served

Fintech · Mining · SaaS · Healthcare · Manufacturing · Deep Tech · Gaming · InsurTech · Consumer Brands · Real Estate · Marketplaces · Climate · Funds · Biotech · EdTech · B2B Services · Logistics · Agriculture · Energy