Free Template

Free Board Deck Financial Slides Template

Stop scrambling before board meetings. This 5-slide framework gives your board exactly what they need: financial health, revenue detail, spending, cash position, and the forward look.

5 slides that cover everything your board needs

Each slide includes the exact content, metrics, and layout recommendations so you never wonder what to include.

1

Financial Scorecard

  • MRR / ARR with month-over-month change
  • Gross burn rate and net burn rate
  • Cash balance and runway in months
  • Key metric targets vs actuals
  • Traffic light indicators (green/yellow/red) for each KPI
2

Revenue Detail

  • Revenue by product line or plan tier
  • New MRR, expansion MRR, churned MRR breakdown
  • Customer count by segment
  • Revenue growth rate (MoM and YoY)
  • Pipeline or forward-looking revenue indicators
3

Spending Breakdown

  • Total operating expenses by category
  • Planned vs actual spending comparison
  • Top 5 vendor costs with month-over-month change
  • Headcount costs as percentage of total spend
  • Notable variances with brief explanations
4

Cash & Runway

  • Current cash balance with 6-month trend chart
  • Monthly burn rate with 3-month rolling average
  • Runway projection (months remaining)
  • Scenario analysis: best case, base case, worst case
  • Key assumptions driving the projection
5

Forward Look

  • Next quarter financial targets and milestones
  • Planned hires and budget impact
  • Key risks and mitigation strategies
  • Capital needs assessment and timing
  • Board discussion topics and asks

Who it's for

Startup founders preparing for quarterly or monthly board meetings. This framework works for seed-stage through Series B companies. It gives your board the financial context they need without drowning them in data.

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