Tallyrail Series A
Fintech pitch deck example with the licensing slide where investors expect it
Tallyrail pays trade suppliers on invoice day and charges the buyer 1.9% for the extra 60 days. Its deck puts the licensing and risk slide seventh, after traction and before the ask, because a fintech investor will not fund a company that treats regulation as a footnote.
Every slide, in order
The whole deck as it renders, one slide after another. Read it the way the audience would.
The structure
What each slide is doing, so you can reuse the order even with different content.
- Slide 1cover
- A manifesto cover: three stacked words carry the promise and the excerpt explains the model in two sentences.
- Slide 2intro
- The 54 day wait against the 60 day term, framed as a gap both sides are right about.
- Slide 3process
- The money flow in eight boxes, one continuous path from invoice issued to limits updated.
- Slide 4metrics
- Monthly funded volume, six bars, nearly tripling from March to August.
- Slide 5metrics
- Take rate, net revenue and loss rate side by side, because hiding any one of the three reads as hiding it.
- Slide 6metrics
- One $10,000 invoice taken apart line by line, reconciling exactly to the 1.9% take rate.
- Slide 7checklist
- Licensing and risk as four cards that read as done, not pending. Placed after traction, before the ask.
- Slide 8comparison
- The comparison a supplier actually makes: Tallyrail against factoring and against simply waiting.
- Slide 9metrics
- Market sized from invoices, not vendors: $310B of ANZ trade invoices narrows to a $2.4B three year target.
- Slide 10pillars
- Three founders, each with the one number that explains why they hold their seat.
- Slide 11investment
- A $7M ask split four ways, with risk and capital operations funded as heavily as engineering.
- Slide 12closing
- A plain thank you with the loan tape on offer, because the next meeting is a credit meeting.
How to adapt this deck
A lending fintech keeps this exact shape and swaps the fee line for interest margin; the loss rate slide matters even more. A payments company with no credit risk can fold the risk slide into the licensing cards and spend the freed slide on merchant acquisition. If you hold a full licence rather than an authorised representative arrangement, say so on the same card in the same position: the slide answers one question, and where a banking licence changes the story is in how large the regulatory line of the ask becomes.
Which pitch deck do you need?
The investor pitch deck example is the hub for the general shape. This page is for money movement businesses; the SaaS example carries recurring revenue metrics, the marketplace example carries GMV and liquidity, and the Series A example shows the same round organised by stage instead of industry. If the round is a Series B rather than a first institutional cheque, the Series B example organises the same numbers around expansion and unit economics instead of the founding story.
What makes this deck work
The unit economics reconcile to the take rate
Slide six takes one $10,000 invoice apart: a $190 fee, $58 of capital cost, $31 of expected loss, $22 of servicing, $79 of contribution. The fee is exactly 1.9% of face value, matching the take rate on slide five, so an analyst can tie three slides together with one calculator pass.
Licensing reads as done, not pending
Slide seven is four cards: AFSL coverage through an authorised representative, a registered AML/CTF program, board approved credit limits of $250k per buyer, and a $40M funding facility. Each card describes something in place today, which is what separates a licensing slide from a licensing excuse.
The loss rate sits beside the growth
The 0.31% loss rate is one of the three hero numbers on slide five, printed at the same size as the $224k of monthly net revenue. Lenders get funded on loss discipline, and a deck that hides its loss rate in an appendix tells the investor where to start digging.
Questions people ask
What does a fintech pitch deck need that other decks do not?
A licensing and risk slide, a loss rate stated plainly, and unit economics that reconcile with the headline take rate. This example adds a flow slide showing how money actually moves in eight steps, because fintech investors fund mechanics they can trace, not payment magic.
Where does the regulatory slide go?
After traction, before the ask. Slide seven in this twelve slide deck. Early enough that it reads as substance rather than an appendix, late enough that the investor already wants the company to work. Leading with regulation makes the deck about permission instead of the business.
How do I show take rate and volume together?
The way this deck does: volume as a bar chart with six months of history, then take rate, net revenue and loss rate as three hero stats on the next slide. Multiplying the two slides should roughly produce the revenue, and investors will do that multiplication in the room.
Should I show my loss rate?
Yes, and beside the growth numbers rather than behind them. Investors in lending businesses will ask within the first ten minutes, and a missing number reads as a hidden one. Tallyrail prints 0.31% of funded volume across 14 months, with the credit policy that produced it one slide later.
What is the difference between this and a SaaS pitch deck?
Volume and take rate replace ARR and NRR, a loss rate replaces churn, and a funding facility slide replaces the infrastructure story. The SaaS pitch deck example on this site makes a useful side by side: the slide order is nearly identical while almost every metric is different.
How many slides should a fintech deck run?
Twelve here. For a short slot, five survive: the payment gap, funded volume, the three hero numbers, the licensing checklist and the ask. The flow slide and the invoice teardown move to the appendix, where the analyst who wants them will find them anyway.
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