Algorithmic Trading Pitch Deck Review

Problem

A quantitative trading team had strong technical depth but struggled to communicate their edge to non-technical investors. The deck was heavy on backtests and formulas, light on risk controls and practical execution.

Approach

We reframed the narrative:

1. Problem → Edge → Proof: Restructured flow to lead with market inefficiency, then solution
2. Risk First: Added explicit risk controls, position sizing, drawdown management
3. Metrics That Matter: Highlighted Sharpe, max drawdown, daily P&L distribution
4. Visual Clarity: Simplified charts; removed technical jargon where unnecessary

Deliverables

• Revised pitch deck (20 slides → 14 slides)
• Executive summary (1-pager)
• Investor FAQ document
• Presentation coaching notes

Impact

• Clarity: Non-technical investors could understand the strategy
• Signal: Higher-quality questions from investors during diligence
• Confidence: Team felt prepared to defend approach under scrutiny
• Next Steps: Progressed to term sheet negotiations with 2 investors

Lessons

Investors care about:

• Risk management more than return targets
• Operational details (who monitors? what happens in crisis?)
• Team resilience (how do you handle drawdowns?)

Technical brilliance needs a translation layer for capital allocation.