Startup Board Deck Templates NextView Ventures 1

BOARD DECK
TEMPLATES
F OR SE ED -STAGE STARTUP S
Customizable Slides
&
Tips from the VCs
at
How to Use This Resource

A few things to keep in mind to put this deck to proper use for your startup:
Use these slides to make board deck creation simpler and easier.
While each situation is different, we included the key pieces you should use, along with our opinions on
what makes a great board deck. Use this directionally, but dont simply copy/paste this resource.
This was built for seed-stage startups.
Its not intended for use by later-stage startups but rather younger companies who have just raised their
first round of funding.
For some sections, weve offered multiple options to select.
Weve used green splats (shown below) to indicate when one section has multiple options to choose
from. Be sure to delete the options you dont use.
Option
1
(Note: To remove slide background elements, go to View > Master > Slide Master)
Througho
partners a
comment
sticky not
the margi
About Growth Guides
Growth Guides are part of NextViews series of seed-stage resources intended to help founders and their
teams get more done. This series includes tactical playbooks and templates such as this one. Visit
ViewFromSeed.com for more.
Our goal in creating Growth Guides is to help startups make progress more quickly and more confidently, so
we make strong recommendations for how, exactly, one should execute. We espouse the belief that its better
to be done than perfect as you launch, learn, and iterate on your startup.
About NextView Ventures
Were a seed-stage venture capital firm investing in internet and mobile startups in primarily Boston and
New York (though we invest throughout the US). Co-founders and partners Rob Go (eBay, Spark Capital),
David Beisel (About.com, Venrock), and Lee Hower (LinkedIn, Point Judith Capital) focus exclusively on
seed in order to better fulfill the firms mission, which is also the mission of this Growth Guide:
Help founders give their companies the best possible start.
Board Decks 101

Understanding the Basics
Important Board Deck Basics

Content
Generally speaking, a good board deck is divided into housekeeping and major issues/topics.
20-30% of your meeting time should be housekeeping (at most). These are general updates
that the board should know about or need to quickly discuss/approve.
50%+ of your meeting time should be major issues. These are the 1-3 key obstacles,
priorities, or initiatives at your company that require more in-depth discussion.
Your deck should include more than you plan to discuss in person, especially as your
company scales and more data can be reported. The expectation is for all parties to read the
deck in advance. As such, your deck is not a presentation aid but a more complete document
that can be read and understood without much commentary.
Design
Keep things simple. Decks should be presentable, clean, and clear, but dont agonize over
beauty. Your board wants to focus on forward progress, not scrutinize your slide design.
Many directors and observers prefer all information sent in one file, so be sure to include
screen shots from any spreadsheets or product mockups/features youll discuss.
Its best to send via PDF, but if you have to send via PowerPoint for some reason, use basic
fonts and slide dimensions that all PPT versions and operating systems can cleanly read.
Remember to circulate your deck 1-2 days in advance.
how
MAJOR
DISCUSSION
TOPICS
change
Board Discussion Over Time
he bulk
ually
artup.
mation
ge.
artner
res
Series A
Seed Round
1
Pre-Product
Product-Market Fit
Series B
5
Revenue
1. Product direction; key first hire(s); early discussion on Series A

2. Go-to-market plans for product
3. Product-market fit data/traction; Series A fundraise
4. Sales and marketing (process, value prop language, hiring, etc.)
5. Sales and marketing pipeline; product improvements; Series B fundraise
6. Efficiencies; vertical growth; channels
Scale
Templates to Use
Building Your Deck
Option 1:
Full Slide Deck
Since the goal is to eventually scale
into a larger business, at which point
you more or less have to create
board decks, I advise founders to
start early and create full decks,
even if theyll be lean early on.
Lee Hower
Co-Founder & Partner
NextView Ventures
use
yout of
f time
our
y.
artner
res
Company Logo
BOARD MEETING
MM.DD.YY
Agenda
1
2
3
4
Housekeeping & Board Updates

High-Level Progress Dashboard
Team Update
Current Priorities/Major Issues
Housekeeping
1
2
3
Item
Context if needed
Item
Context if needed
Item
Context if needed
n not
l it
asis.
tuates
artner
res
Examples of Housekeeping
1. Finance (often included in dashboard)
1.
2.
3.
4.
Cash out date and burn

409A valuation
Cap tables
Common/preferred stock dashboard
2. Hiring (use dedicated slides early on)

1.
2.
Current org chart

Openings and request for help
3. Office and Logistics

1.
2.
Potential moves and cost (rent + $/sq.ft. + lease length)

Insurance, healthcare, legal, and other service providers
4. Meeting Minutes
1.
Approve last meetings minutes (if in use)
Remove
This
Slide
t
oduct
as a
oure
rket fit.
artner
res
Progress Dashboard
Finance
Cash: $N
Burn Rate: $N
Runway: X-Y months (worst case,
assuming no revenue contribution)
Product
Key Update #1
Key Update #2
Key Update #3
*as needed for your specific business
Option
1
Other Core Metrics*

Key Update #1
Key Update #2
Key Update #3
Other Core Metrics*

Key Update #1
Key Update #2
Key Update #3
Progress Dashboard
Option
2
Top Projects
Product: Description of project.

Biz Dev: Description of project.
Sales/Marketing: Description of project.
Ops: Description of project.
Team: Description of project.
KPIs
Last Month
This Month
Next (Projected)
KPI #1
KPI #2
KPI #3
Th
sh
de
gr
bo
of
its
d
on
ner
s
Team Update
Amy
Co-Founder,
CEO
Bob
Co-Founder,
CTO
Matt
Lead Developer
Tyler
Web Developer
Jim
Sales Manager
(Next Hire)
Demand-Gen
Marketer
(Intern Hire)
Graphic
Designer
Team Compensation
Name
Role
Base Salary
Equity
Start Date
Amy
CEO
$XK
$X%
M/D/Y
Bob
Head of
Product
$XK
$X%
M/D/Y
Matt
Lead Developer
$XK
$X%
M/D/Y
Tyler
Web Developer
$XK
$X%
M/D/Y
Jim
Sales Manager
$XK
$X%
M/D/Y
TBD Hire
Demand-Gen
Marketer
To approve:
$XK
To approve:
$X%
M/D/Y
TBD Intern
Graphic
Designer
$XK
(small to none)
M/D/Y
Partic
when
large p
impor
approv
About the Next Section

The following 3 slides are for Current Priorities.
There are countless factors that alter the specifics of your Current
Priorities slide, both in terms of content and layout. Because of this, we
decided against proposing a single template version.
Instead, weve included 3 different versions across specific situations:
1. A pre-launch startup.
2. A post-launch, pre-revenue consumer mobile startup.
Remove
3. And an early-revenue SaaS startup.
These are illustrative only!
This
Slide
Theyve been vetted by the partners at NextView and thus can be used to
get a general sense of direction and level of detail, but DO NOT simply
copy and paste them into your own deck.
focus
s to
es for
g. Good
can be.
artner
res
Current Priorities
PreLaunch
Startup
Design, build, and ship initial product
Identify alpha customers/users
Collect and analyze feedback

Improve feedback loop time/yield
Current Priorities
1
2
3
Early
B2C
Mobile
User engagement by cohort

Day 1, Day 7, Day 30
Acquisition channels
Early results by channel
Planned experiments
Target/new partnerships
Initial app updates
Viral features
Current Priorities
1
2
Determine ideal/target customer persona

Accelerate customer acquisition
Hire/train sales leadership/BDRs
Top of Funnel: Double down on top lead-gen
EarlyRevenue
SaaS
channels
Middle of Funnel: Optimize conversion rates via
email, website
Watch revenue churn closely
Product enhancements to meet customer

requirements
Key Concerns/Help Wanted
Concern/request #1
Concern/request #2
Concern/request #3
Its cru
possibl
tone fo
helps y
support
simply
Option 2:
Running List
This approach helps you avoid overly formalized
slides while keeping your board current on the
business and the most pressing needs and
priorities. Because the doc can be marked by all
parties, it helps CEOs and board members have
a productive, iterative discussion rather than a
one-way information dump.
Rob Go
Co-Founder & Partner
NextView Ventures
About the Next Section

Some seed-stage startups opt not to send slides.
In fact, some investors prefer this approach. Instead of a full deck, you
can opt to compile a running log of important updates, with a summary at
the top, for investors to read and/or print. In some cases, your board may
opt to annotate different sections before the meeting and flag various
topics to discuss or clarify further.
Imagine the next few slides were one scrolling doc.
(Microsoft Word, Google Doc, etc.)
Note that multiple board meetings can be contained in the same doc, with
the most recent placed at the top.
Remove
This
Slide
(Create in Microsoft Word or Google Docs.)
(Company Name) Board Meeting

MM.DD.YY.
High Level Summary
Option 1 (delete this)
Summarize some of the major progress made and/or challenges uncovered. Include both positives
and negatives for a more productive board conversation especially critical in the seed stage.
You should also include 3-5 important bullets for certain critical updates and data points.

Highlights & Big Wins
List a few major accomplishments and/or data points showing positive traction.
Challenges & Setbacks
List a few disappointments or difficulties. Plan to discuss these candidly, ask for help, and review
strategies for overcoming these together with your board.
Housekeeping
(Refer to previous section on housekeeping for ideas of what should be included.)
Item 1: context
Item 2: context
Item 3: context
Core Metrics
Metric Name (e.g. Monthly Active Users)
Explain the data in a few short sentences above a screen shot of relevant charts,
graphs, or tables.
(Include 3-5 similar sections one per metric depending on the specifics of your
business, your goals, and your current KPIs.)
Product Roadmap
1. Milestone #1
1. Context if needed
2. Milestone #2
3. Milestone #3
Hiring
. Recent hires: (job functions)
. New openings: (job functions)
. Recent departures: (if any)
Current Priorities/Discussion
1.
2.
3.
Major Issue #1: (Include a few sentences to describe it.)

Burn, Budget, and Runway

Link to a Google spreadsheet you use to track finances.
(This section will be a recurring item in each board meeting, so linking to a shared spreadsheet is an
easy way to provide this information. In most cases, this will be an FYI more than a discussion point.)

Cash: $N
Burn Rate: $N
Runway: X-Y months (worst case, assuming no revenue contribution)
Key Concerns/Help Wanted
Item #1
Item #2
Item #3
*
GET M ORE RESOURC ES,

ADV IC E & INSIGHT S F OR
SEE D-STAGE STARTU PS
V i s i t V i e w Fr o m S e e d . c o m
Fo l l ow @ N ex t V i ew VC

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What are the key components of a board deck?

What are the key components of a board deck?

What are some tips for designing board decks?

What are some tips for designing board decks?

BOARD DECK

How to Use This Resource

This was built for seed-stage startups.

For some sections, weve offered multiple options to select.

About Growth Guides

About NextView Ventures

Help founders give their companies the best possible start.

Board Decks 101

Important Board Deck Basics

Remember to circulate your deck 1-2 days in advance.

Board Discussion Over Time

1. Product direction; key first hire(s); early discussion on Series A

Housekeeping & Board Updates

Cash out date and burn

2. Hiring (use dedicated slides early on)

Current org chart

3. Office and Logistics

Potential moves and cost (rent + $/sq.ft. + lease length)

Approve last meetings minutes (if in use)

*as needed for your specific business

Other Core Metrics*

Other Core Metrics*

Product: Description of project.

About the Next Section

Design, build, and ship initial product

Identify alpha customers/users

Collect and analyze feedback

User engagement by cohort

Determine ideal/target customer persona

Product enhancements to meet customer

Key Concerns/Help Wanted

About the Next Section

(Create in Microsoft Word or Google Docs.)

(Company Name) Board Meeting

Option 2 (delete this)

Challenges & Setbacks

Major Issue #1: (Include a few sentences to describe it.)

Burn, Budget, and Runway

Option 2 (delete this)

Key Concerns/Help Wanted

GET M ORE RESOURC ES,

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