PowerPoint · .pptx (16:9) · 15 slides
Board & Investor Update Deck
A quarterly board deck that covers what a board asks about first: KPIs, financials, cash and runway, and the decisions you need from them.
- PowerPoint for Microsoft 365, Windows and Mac Yes
- Google Slides Partly
- PowerPoint 2019 and later Yes
- Keynote Partly
- Full matrix
Dashboard
Data
| Month | Cash |
|---|---|
| Apr | 2.21 |
| May | 2.11 |
| Jun | 2.02 |
| Jul | 1.92 |
| Aug | 1.82 |
| Sep | 1.63 |
The linked chart data. Right-click the chart, Edit Data.
Read me
- 11 Cover: Company, quarter and date.
- 22 Agenda: A table of what the meeting covers.
- 33 Executive summary and asks: What happened this quarter, and what you need from the board.
- 44 KPIs: A table with a status for each KPI.
- 5.pptx, 16:9, no macros. Native PowerPoint charts and tables with their data inside. Calibri throughout. Speaker notes on every slide.
Rendered from the template's own layout with made-up numbers for Larkspur Software, a company that doesn't exist.
What it answers
- What should a quarterly board update cover, and in what order?
- How do I show burn and runway so nobody has to do the maths in the meeting?
- Where do the asks go, so they actually get answered?
- How do I show we're behind plan without three slides of excuses?
- What goes in the appendix so the main slides stay short?
What's in the deck
| Sheet | What it does |
|---|---|
| 1 Cover | Company, quarter and date. |
| 2 Agenda | A table of what the meeting covers. |
| 3 Executive summary and asks | What happened this quarter, and what you need from the board. |
| 4 KPIs | A table with a status for each KPI. |
| 5 ARR and customers | Two charts. |
| 6 Financials | A P&L summary table and a revenue and EBITDA chart. |
| 7 Cash and runway | A line chart of actual cash with the forecast as a separate series, and the runway figures. |
| 8 Pipeline | A stage table and a funnel bar chart. |
| 9 Product roadmap | A roadmap table. |
| 10 Team and hiring | A headcount chart and a table of roles. |
| 11 Risks and mitigations | A table of risks and what you're doing about them. |
| 12 Decisions needed | The decisions you want from the board. |
| 13 Appendix: financials | Five quarters of financials. |
| 14 Appendix: cash bridge and definitions | The cash flow bridge, and how you define your terms. |
| 15 How to update this deck | How to refresh it, plus the licence, support and trademark lines. Delete it before you present. |
| Format | .pptx, 16:9, no macros. Native PowerPoint charts and tables with their data inside. Calibri throughout. Speaker notes on every slide. |
Putting your numbers in
The numbers come from your accounts or your model; the deck holds them.
- 1
Duplicate the file and read slide 15 once.
- 2
On each chart, right-click > Edit Data and paste the quarter's figures. On the cash chart the forecast is a separate series: replace its values too, then retype the runway figures beside it.
- 3
Retype the tables: KPIs, financials, pipeline, roadmap, roles, risks.
- 4
Write the summary (slide 3) and the decisions (slide 12) last, once you know what the quarter was.
- 5
Delete slide 15 and any slide that doesn't apply to you, the pipeline for one.
Will it work on your machine?
| App and version | Works? | Notes | |
|---|---|---|---|
| PowerPoint | |||
| PowerPoint for Microsoft 365, Windows and Mac | Yes | PowerPoint for Microsoft 365, Windows and Mac: fine. PowerPoint 2019 and later: fine. Charts are native PowerPoint charts. Right-click, Edit Data, type your numbers. | |
| PowerPoint 2019 and later | Yes | PowerPoint for Microsoft 365, Windows and Mac: fine. PowerPoint 2019 and later: fine. | |
| Other apps | |||
| Google Slides | Partly | Google Slides: opens, but the charts turn into pictures, so you can't edit their numbers there. | |
| Keynote | Partly | Keynote: opens. Charts and some layouts shift; fine for presenting, awkward for editing. | |
- Uses Calibri, which comes with Office, so the deck should look the same on a board member's laptop.
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
What the licence lets you do
| What you can do | Single | Team |
|---|---|---|
| Who can use the file | You, one named person | Up to 10 named people in the same company |
| Use it in your own business or job | Yes | Yes |
| Send the outputs (charts, PDFs, slides) to anyone, clients included | Yes | Yes |
| Edit anything: formulas, colours, layout, logo | Yes | Yes |
| Pass the file itself to someone else | No | Only inside the team of 10 |
| Resell, upload, rebrand or publish it as a template | No | No |
| Price | €29 | €65 |
More than 10 people? Ask us at office@primedigitallabs.com. Both licences are a one-off price. Nothing renews.
Updates and help
- Bug fixes
- Bug fixes are free for as long as we sell this template. Get the newest version any time with your order number on the download page.
- Support
- Questions go to office@primedigitallabs.com. We usually reply within 2 working days.
- What support covers
- Support covers how the template works and anything that's broken. Rebuilding it around a different data structure is custom work, and we're happy to quote for that.
Probably not for you if
- You're raising money and need a pitch deck. This is for reporting to people who already invested or sit on your board.
- You need a financial model. The deck shows numbers; it doesn't produce them. Look at the 3-Statement or SaaS model.
Goes well with
- Sample data, fictionalSample data, fictionalSample data, fictional
Startup Finance Pack
Also in the Startup Finance Pack: 3 templates for €159 instead of €187.
Bundle · 3 files€159 - Sample data, fictional
Monthly KPI Report Deck
14 slides for the monthly numbers meeting.
PowerPoint · .pptx (16:9)14 slidesWin YesMac YesWeb Partly€19 - Sample data, fictional
SaaS Financial Model (MRR/ARR)
New, expansion and churned MRR, through to cash and runway.
Excel · .xlsx, no macros13 sheetsWin YesMac YesWeb Partly€129
Questions people ask about this one
Does it calculate runway?
No. Slide 7 has a cash chart with the actual and forecast cash, and the runway figures next to it are typed in. Replace the chart values, then retype the runway numbers. The burn figure itself comes from your accounts.
Can I use it every month instead of every quarter?
Yes. Change "quarter" to "month" in the headings and retype the numbers.
Is it right for a non-startup board?
Mostly. Delete the pipeline and roadmap slides and keep the rest.
What's the sample company?
Larkspur Software, a made-up company, with figures in thousands of euros for Q3 2026. Every slide says the content is a sample; replace the footer with your own.