Here's an exclusive look at the pitch deck savings plan startup Vestwell used to raise $70 million from investors like Wells Fargo;; Goldman Sachs and Morgan Stanley — playbook

Here's an exclusive look at the pitch deck savings plan startup Vestwell used to raise $70 million from investors like Wells Fargo;; Goldman Sachs and Morgan Stanley

Vestwell

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

10

coverage by narrative range · generated from this deck JSON

Narrative range 10 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Hook 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits

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Vision 1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits

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100% 1/1 slides 100% 1/1 slides Problem Statement 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Mission 1 slides 100% 1/1 slides 100% 1/1 slides

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100% 1/1 slides 100% 1/1 slides · 2 hits Traction 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits

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100% 1/1 slides 100% 1/1 slides · 2 hits Go-to-Market 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits Market Sizing 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits

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100% 1/1 slides 100% 1/1 slides · 2 hits Team Bio 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides 100% 1/1 slides Vision 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits

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Slide inventory

12

every slide · same image gating as the playbook

01

front_matter

Open slide detailBeat · Hook

02

The slide uses a minimalist design with a central thesis statement and a subtle circular graphic background.inspire_vision

Open slide detailBeat · VisionLoop · Golden Circle

03

The diagram uses a hub-and-spoke model to illustrate the central role of the 'Participant Platform'.present_solution

Open slide detailBeat · SolutionLoop · Golden Circle

04

The slide uses a three-column layout to categorize the problem into 'The Problem', 'The Issues', and 'The Players'.frame_problem

Open slide detailBeat · Problem StatementLoop · Aha Moment

05

The slide uses a minimalist design with a central mission statement and a subtle circular graphic background.inspire_vision

Open slide detailBeat · MissionLoop · Aha Moment

06

Uses an analogy of 'Intel Inside' to describe their infrastructure role.present_solution

Open slide detailLoop · Aha Moment

07

Includes a list of specific financial programs supported.show_traction

Open slide detailBeat · TractionLoop · Aha Moment

08

The central intersection contains the Vestwell logo, implying it is the connective tissue between these three partner segments.present_framework

Open slide detailBeat · Go-to-MarketLoop · Aha Moment

09

Includes footnotes for data sources and definitions.size_opportunity

Open slide detailBeat · Market SizingLoop · Aha Moment

10

Includes company stats (2017, 3 locations, 250+ employees) and $115M funding figure.other

Open slide detailBeat · Team BioLoop · Golden Circle

11

inspire_vision

Open slide detailBeat · VisionLoop · Golden Circle

12

other

Open slide detail