Yes.
Board Meeting Presentation Template
Free
Board presentation deck template for early-stage startups with advice on best practices in running effective board meetings with your investors. Files in both PowerPoint and Keynote
- PowerPoint and Keynote
- Template to use
- Best practice
- Example
2489
happy users
testimonials
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Simon King
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Matt Jones
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Talia Cohen Solal
Kim Christofte
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Virtue Josef
What
What Is a Board Meeting Presentation Template?
You’ve raised funds and formality has begun. This means monthly or quarterly meetings with your Board and your newly appointed members from investors.
As per their information rights, they need updates from you. Darn. Another thing to do!
To help you, I’ve put together a board presentation template to lighten the load.
Why
Why did I make this template?
Once upon a time, there were some naughty founders that didn’t prepare material for board meetings.
Since I roll up my sleeves to ‘value add’ when I’m on board with startups, I made them a template to fill in so there were no excuses.
Then I shared it with you in case it helped.
- Is it perfect? No
- Would I love feedback from VCs and founders to improve? Yes
- Would I like to make another free version for later-stage? Yes (Email me)
who
Who Needs a Board Meeting Presentation Template?
Everyone in startup-related land needs to know about this topic. So whether you are a founder, investor or advisor, why not have a little play with this!
Details
What Does the Tool Look Like?
Here are a few images to have a little gander at for your viewing pleasure.
Need
Why Do You Need a Board Meeting Presentation Template?
-
1
Take Control
- If you don’t run the meeting, someone else will
- Don’t end up an employee of your own company
-
2
Create Value in Meetings
- Your board is there to support you
- Give them homework to do and track they deliver
- Focus on the topics you want feedback on
-
3
Investors Will Ask For One
- Post-seed venture capital investors expect proper board meetings
- They expect to receive a board pack 2 days before the board
features
What Can the Model Do?
These are some of the features in the model.
Mac and PC
Designed for anyone to use
- Made in PowerPoint & Keynote
- 28 slides
- Fully editable
Starting point
Get going
- Use as the starting point
- Fill in and see what doesn’t work for you
- Learn and improve
Edit to your needs
You need to edit to your needs
- Add or remove slides
- Customise each slide according to the needs
- Reuse structures for new topics
Need
Why Is My Tool Worth Getting
-
1
I Make Cool Things (and am capable)
- There is a lot of blah around by people who aren’t terribly good at Excel/PowerPoint etc
- You’ll see the attention to detail and actual thought put into what I gift you (so you aren’t wasting your time)
-
2
My Free Tools Are Better Than What Some Charge For
- I only made tools because I couldn’t find anything I would use myself
- Even if you don’t ‘actually need the tool’, the point is to teach you concepts you can apply
-
3
I Don’t Have a Hardcore Marketing Funnel
- I make tools to actually help founders
- You aren’t going to be hounded with emails to get you to buy things
- Whilst I do sell some stuff, seeing the quality I give for free is way better marketing than using fancy words to convince you
video time
Watch a Video On the Tool
People like videos, so when I can (face it) I might make one.
read more
Read the Full Blog
This is a pretty page I have made so downloading tools is cleaner and simpler for you. I’ve moved blog details to blog(s). If you would like to read more, click on!
SaaS Financial Model
SaaS startup with monthly and annual contracts. Self-onboard and sales supported customers. Think Buffer, Zapier, Hubspot, or Xero. Cohort model with all the capability you expect including expansion revenue, churn and full marketing funnel. If you are in SaaS this is a no brainer model for you. Get the enterprise SaaS model if you have a long sales cycle though.
Learn more
App Social Financial Model
You distribute your startup on Android and Apple stores and make money charging for in-app services. You have aspirations for virality to drive your user adoption.
Learn more
Complex Charts
It's easy to make a pie chart but there are advanced charts used by consultants and bankers that are a pain to make. If you had templates you could just get your work done. The file frees you to create 9 of the most complex charts with no skill required! There are 121 sheets (Variations) to make this fool proof.
Learn more
Excel Productivity Addin
Excel let's you install 'plugins' which let you do cool things at a press of a button. There are some awesome free ones, but they have like 200 functions! Finding what you actually will use is a pain. I made one with just what I use regularly. You can do cool things such as save a version of your file (and auto rename the file v1/2/3/4), change the currency formats of my paid models, and other nerdy things which will save you hours. It's a cheap no-brain tool to have just for the save button!
Learn more
Simple pitch deck template
Simple pitch deck template with 115 slides for early stage startup founders. PowerPoint and KeyNote versions. Easy to edit and update.
Learn more
ESOP Model
You can't afford top talent with just cash, so you need to incentivise them with options. What the heck does a structure look like? This is literally the only ESOP model on the internet! You will decide on a fixed structure and you will be able to apply it to every hire so every evergreen, promotion, and performance grants are defendable to keep everyone on board that you are always fair.
Learn more
Pro OKR PPP KPI Tracker Tool
Google is famous for setting OKRs. This is a ridiculously simple Google Sheet your staff will actually use. You can set it up so that you automatically get an email sent weekly with all the updates to keep on top of everyone. Plan your quarterly OKR and KPI in one easy to use sheet with no fancy stuff. Easily manage updates on what the team is doing every week and what they are stuck on through PPPs.
Learn moreAccess
Get the Board Meeting Presentation Template For Free
Fill in your details and it will be emailed to you.
I’m not sketchy, so here is everything you need to know just in case!
- It is automatically emailed to you!
- I’ll send you some emails about startup/investing after
- You can unsubscribe whenever you want
- Your data is never sold! I’m not organised to even do that lol
- You agree to all T&C legal stuff (to cover my ass)
FAQs
Check the FAQs if you are having issues. Don’t message me if “I can’t download the file”.
Is this free?
How do I download?
Fill in your name and email in the submission form and it will be emailed to you.
I didn't receive the email?
My (automated) system works. You’ve made a basic mistake.
- Check you input your email accurately
- Check your spam folder (Whitelist me if you found the email in spam)
Can I get consulting to use the file?
Yes. You can book a consulting call here:
I have feedback to improve
How do I open the file?
When you press download in an email from me, it normally saves to your Downloads folder.
So go there first to find the file.
I normally have to ZIP the file so it will work with SaaS automation systems.
So get WinZip, WinRAR, or use whatever Mac/PC offers these days. Unzip the file (Right click and press “uncompress” etc). If you don’t know how to do this, then use Google.
Once you uncompress, the ZIP file will remain, and you will see a new file (sort the download folder by date modified if confused).
I assure you that everything I provide works, so if you can’t access it, it’s a ‘you’ problem.
Can I sell / share your tools?
No.
You can share a link to this page, which would be much appreciated!
Can I share your tools on social media?
Please share the link to this page. It would be super-appreciated, but only if you like it!
If you don’t like it, then leave a comment or shoot me an email first so I can take your feedback on board first and see if I can improve!
Reading
Looking For Some Recommended Reading?
Here are some blogs you can check out related to this topic:
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