Private Money Pitch Deck Template

Private money is usually lost in the first meeting, not the last. A flipper shows a lender the house and the spread, the lender asks what happens if the rehab runs long or the market drops, and there is no slide for that. The money goes to the operator who answered the downside question before it was asked. Most first-time raisers do not know that the security, loan-to-value, and worst-case slides matter more than the profit slide.

This deck is 12 slides of lender-specific structure in an editable PowerPoint file, about 530 words, every figure a bracketed field. Slide 1 is a confidential cover with the target amount, rate, and term and the property the lien secures. Slides 2 to 5 cover The Opportunity, Track Record (projects, totals, average buy, rehab, and sale), The Team (operator, contractor, attorney or title company), and The Deal (address, price, why it is mispriced, ARV and comp count). Slide 6, The Numbers, builds all-in cost, projected gross profit, loan-to-ARV, and a worst-case sale at ARV minus 10 percent. Slide 7, Investment Structure, is the term sheet: amount, rate, term and extension, payment timing, promissory note plus recorded first-position lien, loss-payee status. Slide 8 compares the return to a CD over the same months. Slide 9, Security and Downside Protection, covers first-lien position, lender title insurance, a maximum loan-to-ARV, and what the lender owns on default. Slides 10 to 12 give the Timeline and Exit with a backup exit, plain-language Risk Disclosures (not FDIC insured, not a public offering, foreclosure takes time), and Next Steps that route funds through escrow only. The slides are text on a clean blank layout with no imagery, so you add your own photos, logo, and comps appendix.

You walk into the meeting with the order of argument a lender expects and the risk language already written. First 15 minutes: open the file and replace the cover brackets with your deal, amount, rate, and term; fill slides 5 to 7 from your deal analyzer, then adjust the loan-to-ARV and worst-case figures on slides 6 and 9 so they match; drop your last three project photos onto slide 3 and export to PDF. Have your attorney review slides 7, 9, and 11 before the first send.