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Intermediate

How to Build a Pitch Deck

Create investor-ready presentations with AI assistance to showcase your project's potential

⏱️ 10 minutes📊 Intermediate📑 For Creators

What You'll Learn

Generating an AI pitch deck from your project
Customizing slides for your audience
Adding financial projections & team info
Exporting as PDF or shareable link
Adding the deck to your data room
What makes a pitch deck effective

Why Build a Pitch Deck?

A pitch deck is your project's business case in visual form. On IPX, it lives in your data room where verified investors can review it. The AI generates a professional starting point from your project data — you just customize and refine.

🤖

AI-Powered

The AI pulls from your project details to auto-generate a fully structured presentation in seconds.

🎨

Fully Customizable

Every slide, chart, and text block is editable. Add your own data, reorder slides, and match your brand.

🔒

Data Room Ready

Export to PDF or share a live link. Store it in your project's data room for investor due diligence.

Step-by-Step Guide

1

Navigate to Pitch Deck Creator

From your project dashboard, open the pitch deck builder.

Dashboard → My Projects → [Your Project] → "Create Pitch Deck"

💡 Tip: The more detail you have in your project description, target raise amount, and category, the better the AI-generated deck will be. Fill in your project details first.

2

AI Generates Your Deck

The AI analyzes your project data and auto-generates a complete presentation with the following slides:

Title Slide:Project name, tagline, and your brand identity.
Problem & Opportunity:The market gap your project addresses.
Solution & Vision:Your creative vision and how it solves the problem.
Market Size (TAM/SAM/SOM):Total addressable market with data-backed projections.
Revenue Model:How token holders earn returns (pulled from your revenue model settings).
Financial Projections:Revenue forecasts, budget breakdown, and ROI estimates.
Team:Key team members, their roles, and relevant experience.
Ask & Use of Funds:How much you're raising and exactly where it goes.
3

Customize Your Slides

Edit each slide to add your specific data, refine the messaging, and make it yours.

Financials

Add real revenue projections, budget breakdowns, and comparable deal data. Replace AI estimates with your actual numbers.

Team Bios

Add photos, linked profiles, and key achievements. Investors invest in people as much as projects.

Market Data

Update market size figures with cited sources. AI provides estimates — replace with researched data for credibility.

Traction

Add any existing traction — social followers, letters of intent, distribution deals, or awards.

4

Export & Share

Choose how you want to distribute your pitch deck.

Export as PDF:Download a high-quality PDF to share via email, messaging, or print.
Share Live Link:Generate a unique URL that lets investors view the latest version in their browser. Updates in real-time when you edit.
5

Add to Your Data Room

Upload the pitch deck to your project's data room where verified investors can access it alongside other due diligence materials.

Project Dashboard → Data Room → Upload Document → Select your pitch deck PDF

✅ Pro tip: Keep your data room organized with clearly named files. Investors review dozens of projects — make yours easy to navigate. Include the pitch deck alongside financials, legal documents, and team agreements.

Best Practices

✅ DO: Replace AI Estimates with Real Data

The AI provides placeholder financials and market data. Replace them with researched, sourced figures. Investors will fact-check your numbers.

✅ DO: Keep It Under 15 Slides

The best pitch decks are concise. 10–15 slides is the sweet spot. If you need more detail, put it in supplementary documents in the data room.

✅ DO: Include Comparable Successes

Reference similar projects that succeeded. "Similar to how [Comparable Project] raised $X and returned Y% to investors" builds credibility.

❌ DON'T: Use the AI Deck Without Editing

The AI gives you a strong starting point, but investors can tell if you haven't customized it. Add your personal touch, real data, and specific insights.

❌ DON'T: Overload Slides with Text

Each slide should convey one key idea. Use bullet points, charts, and visuals — not paragraphs. If you can't say it in 3–5 bullet points, split it into two slides.

❌ DON'T: Forget the "Ask"

Always include a clear "Ask" slide — how much you're raising, what you'll use it for, and what investors get in return. Don't make them guess.

Troubleshooting

Q: The AI-generated content is too generic

A: The AI pulls from your project details. Go back to your project settings and add more specific information — detailed description, concrete revenue projections, and team bios. Then regenerate the deck.

Q: PDF export looks different from the preview

A: Minor layout differences between browser and PDF are normal. Review the PDF after export and make adjustments if needed. Ensure all images and charts render correctly in the exported version.

Q: Can I use my own design template?

A: Currently, the pitch deck builder uses IPX's professional templates. You can customize colors, fonts, and content within the builder. For fully custom designs, export the content and build in your preferred design tool.

Q: Who can see my pitch deck in the data room?

A: Only verified investors who have been granted data room access can view your documents. You control access permissions from your project settings and can revoke access at any time.

📊 Deck Ready — What's Next?

With a professional pitch deck in your data room, you're ready to configure your tokenomics, launch your token, and start attracting investment.