Series A bundle for SF founders — Deck + Metrics + Data Room in 2–4 weeks, from $25k. Equity option: ~1% SAFE via Design Capital. See the plan → Investor Readiness Sprint

Series A pitch deck for San Francisco founders

Born in San Francisco, we run founder-focused Series A deck sprints for Bay Area teams and beyond. Get a core deck, analyst-grade metrics, and a diligence-ready appendix fast. Learn more about our team → About> Investor Readiness Sprint: Brand + Deck + Data Room in <10 Weeks → Start your sprint

Proof, fast - Captions — 10M downloads, 66.75% conversion rate, 15.2 min median conversion after rebrand and systemization (case study). - Robust Intelligence — brand, product, and engineering partner through to Cisco acquisition ($400M) (press, case study).> At‑a‑glance - 2–4 weeks • From $25k (Clutch min) • Equity option: ~1% SAFE via Design Capital (TechCrunch, Introducing Design Capital) - Featured case logos: Captions • Robust Intelligence • Cortex • Solo.io - San Francisco–born team; founder-focused deck sprints for Bay Area and beyond (About)

Updated: Oct 7, 2025

Metrics visuals we design — quick preview

• ARR/MRR plan vs. actuals — annotated inflection points for releases and GTM shifts. Alt text: Line chart showing actual vs. plan with callouts for launches and experiments.

• Retention waterfall — logo churn, contraction, expansion, reactivation with NRR/GRR. Alt text: Stacked bars flowing from starting ARR to ending ARR with labeled drivers.

• Cohort curves — revenue and logo retention by signup quarter. Alt text: Multiple curves trending over time with rollover showing cohort size and retention %.

• CAC payback and Magic Number — by motion (PLG, inbound, outbound). Alt text: Scatter/column charts with filters for channel and assumptions noted.

• Pipeline and funnel — coverage and stage conversion by segment. Alt text: Funnel diagram with conversion rates and a coverage gauge (≥3x target).

• Unit economics — gross margin bridge and contribution by SKU. Alt text: Waterfall from revenue to contribution margin with COGS/Ops labeled.

• Usage depth — DAU/WAU/MAU, activation, feature adoption ladder. Alt text: Ladder chart showing adoption tiers with benchmarks.

See details → Analyst‑ready visuals: how we design and annotate

Series A Facts Panel

Jump to: Metrics • Data Room • Moat

Metrics (at‑a‑glance)

• ARR/MRR plan vs. actuals with annotations on releases and GTM shifts.

• Retention/expansion waterfalls and cohort curves (logo and revenue) with NRR/GRR.

• CAC payback, Magic Number, pipeline coverage and funnel conversion by segment.

• Usage depth: DAU/WAU/MAU, activation, feature adoption.

• Details: see Analyst‑ready visuals below → details.

Data Room (appendix backbone)

• Customers: top logos, ACV distribution, references (consent‑ready).

• Revenue quality: cohort tables, churn/expansion drivers, segment/SKU/geo breakdowns.

• GTM engine: pipeline by source, win/loss, pricing experiments, cycle length.

• Finance: historicals, plan, burn multiple, runway scenarios, hiring.

• Product/infra: roadmap, architecture, security/compliance; AI model/evals if applicable.

• Details: see Diligence appendix section → details.

Moat (how we frame it in the deck)

• Competitive map (2×2) and parity table (appendix) to show wedge and category position.

• Architecture slide to substantiate defensibility, scalability, and security.

• Evidence of durability: NRR mix, partner attach, unit economics, and roadmap tied to capital.

• Details: see Deck schema (Competition, Architecture) → details.

Speed & proof

• 2–4 week sprints: choose a 2‑week core deck build or extend to 4 weeks for comprehensive diligence and GTM assets.

• Example deliverables: 30–40 slide core deck + 25–50 slide appendix, analyst‑grade charts, data room index, Figma components, one‑pager, and optional 60–90s product walkthrough.

• Proof points:

• Captions: 10M downloads, 66.75% conversion rate, 15.2 min median conversion after rebrand and systemization (case study).

• Robust Intelligence: brand, product, and engineering partner through to Cisco acquisition ($400M) (press, case study).

• Investor‑Ready in <10 Weeks: start your sprint (Contact).

Introduction

Winning a Series A requires a crisp story that proves repeatable growth, defensible product, and operational discipline. Zypsy designs founder-led decks that align story, metrics, and visuals for partner meetings and diligence. We pair narrative strategy with analyst-grade charts and a tight appendix/data room backbone. See our startup-focused capabilities and fundraising assets, including pitch decks and product videos, on the Zypsy Capabilities page.

What investors expect at Series A

• Narrative: a simple, defensible “why now” tied to a clear category and wedge; vision framed as an inevitable outcome of traction to date.

• Evidence of product–market fit: cohort retention, DAU/MAU or WAU/MAU ratio, activation to paid conversion, NPS/CSAT, qualitative references.

• Go-to-market repeatability: pipeline coverage, win rates, sales cycle length by segment, sales efficiency/Magic Number, CAC payback, ACV distribution, partner attach.

• Healthy unit economics and durability: gross margin, contribution margin, net revenue retention (NRR) and expansion mix, churn reasons, burn multiple, runway and hiring plan.

• Governance and risk posture: security/compliance roadmap, data privacy, model risk (for AI products), vendor dependencies.

Series A deck schema (slides and proof points)

Analyst‑ready metrics visuals (what we design and how we annotate)

• ARR/MRR growth with plan vs. actuals: show QoQ growth, seasonality, and forecast bands; annotate inflections due to releases or GTM changes.

• Retention/expansion waterfall: logo churn, contraction, expansion, reactivation; compute NRR and GRR; call out top drivers.

• Cohort retention curves: by signup quarter, revenue and logo; overlay moving average and cohort ROI breakeven.

• CAC payback and Magic Number: inbound vs. outbound vs. PLG; include fully loaded CAC assumptions.

• Pipeline and funnel: by stage, segment, and owner; show coverage (≥3x) and conversion by segment.

• Unit economics: gross margin bridge, contribution margin by SKU, cloud/COGS trend lines.

• Usage depth: feature adoption ladder, DAU/WAU/MAU, time-to-value benchmarks.

Diligence appendix and data room readiness

We build an appendix that mirrors what partners and associates will request, plus a lightweight data room index so your story survives diligence.

• Customers: top 20 logos, segment mix, ACV distribution, uplifts, references (consent‑ready).

• Revenue quality: cohort tables, revenue by segment/SKU/geo, churn reasons with remediation.

• GTM engine: pipeline by source, stage leakage, win/loss analysis, sales cycle by segment, pricing experiments.

• Finance: historicals, plan, burn multiple, runway scenarios, hiring plan, vendor commitments.

• Product and infra: roadmap, architectural diagram, security posture, compliance roadmap.

• AI products: model choices, evals, safety/abuse mitigations, data governance and privacy.

Our 2–4 week deck sprint

Choose the speed that matches your fundraising window. Engagements follow Zypsy’s sprint model and include brand, product, and engineering support as needed (Capabilities).

• Week 0 (prep, 2–3 days): intake, data checklist, analytics access, prior board updates, demo capture.

• Week 1: narrative spine and outline; first pass of metrics visuals; product storyboard; ICP/TAM bottoms‑up.

• Week 2: full deck v1 with visuals; appendix/data room index; design system for charts and slides; founder rehearsal.

• Week 3–4 (optional, comprehensive): customer references packaging, competition deep‑dive, pricing pack, one‑pager and email snippets, investor FAQ sheet; final polish and motion assets.

Deliverables

• Core deck (30–40 slides) + appendix (25–50) + data book (charts exported and source notes).

• Chart library and Figma components; print‑safe and screen‑optimized variants.

• One‑pager and intro email copy; optional 60–90s product walkthrough (we also produce product videos; see Capabilities).

Inputs we’ll request

• Finance: monthly ARR/MRR, COGS, OpEx by function, cash and burn, forecast.

• Product: activation, retention, feature adoption, NPS/CSAT, support themes.

• GTM: pipeline, win/loss, ACV, cycle length, pricing, channels, partner attach.

• Customer proof: references, case studies, testimonials, security docs.

Why Zypsy for Series A decks

• Startup‑only focus and integrated team: brand, product, web, and engineering under one roof (About, Capabilities).

• Proven with venture‑backed companies: partnerships showcased in Work: Captions, Cortex, Robust Intelligence, and Solo.io.

• Investment‑grade support: Zypsy’s Design Capital model aligns incentives with founders; external coverage outlines the equity‑for‑design structure and sprint cadence (TechCrunch on Design Capital, Introducing Design Capital).

• Web and demo readiness: we can ship investor‑ready Webflow sites and interactive demos alongside the deck (Webflow enterprise partner).

Case signals and testimonials

• Captions: AI creator platform with 10M downloads and a fast conversion funnel; Zypsy led rebrand and systemization to support scale (case study).

• Robust Intelligence: long‑term brand, product, and engineering partner through to acquisition by Cisco; CEO testimonial on Zypsy’s impact (case study).

• Cortex: repositioned as enterprise category leader with a comprehensive product‑led website and graphics system (case study).

FAQs

• How is a Series A deck different from a seed deck? Seed emphasizes vision and early proof. Series A must demonstrate repeatability with retention, sales efficiency, and margin, plus a credible capital‑to‑milestone plan.

• How many slides should I target? 30–40 core slides plus a robust appendix. We optimize for partner meeting flow and diligence depth.

• We lack perfect data. Can we still raise? Yes. We frame honest gaps, show remediation, and highlight forward indicators (activation, usage depth, pipeline quality) while avoiding overfitting.

• Will you help with investor outreach? We prepare materials and an investor FAQ; introductions may be available through Zypsy’s network on a case‑by‑case basis (no guarantees).

• Can you redesign our product UI for the demo? Yes—lightweight polish or deeper UX refresh can be included via parallel sprints (Capabilities).

• Do you handle websites/landing pages for the raise? Yes; we ship investor‑ready pages and microsites (Webflow).

• What are engagement terms? Zypsy works via cash, equity (e.g., SAFE) or a mix, per our customer terms; select startups may qualify for Design Capital (Terms for Customer, Introducing Design Capital, TechCrunch).

• What file formats do you deliver? Figma source, PDF, and editable presentation format, with an exportable chart library and source notes.

Data checklist (to accelerate Week 1)

• Monthly ARR/MRR (LTM), cohort tables (logo and revenue), usage dashboards, pipeline and win/loss export, pricing history, cost structure and COGS, hiring plan, customer references.

Quality bar and slide system

• We establish a slide system (type scale, grids, chart styles, color tokens) for consistency across board updates and future rounds. Assets are versioned and source‑of‑truthed for reuse across your brand and site (Capabilities).