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- ♞ WealthAgile Deck Breakdown
♞ WealthAgile Deck Breakdown
Hey Persuaders!

Today, we will look at a subscriber’s deck that was sent to me.
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Some high-level comments to start:
The design is really bad; it’s better to have a very basic deck than to use the generic images used in this pitch. A basic deck can communicate that you are focused on the product over the deck; some investors won’t like it, others love it. But when you use these types of low-quality, generic images, investors immediately peg you as someone who is lazy or incapable. The difference between this and a proper deck is just a matter of effort; you clearly had an idea in mind, but you poorly executed it. Poor execution kills companies. Most investors would run from this deck.
The number of links on the opening slide is absurd. Your goal with a deck is to keep readers/investors engaged for the 4-5 minutes that you can capture their attention. By adding all these links on the first slide, you are not only using valuable real estate that could go towards design/text, but you are actively giving them a way off your deck. You are pushing them away from your pitch to something else. Websites naturally have many off-ramps, and companies pay thousands to millions to get people to find ways to design their sites to limit the links and off-ramps so that consumers read the page. A deck has no natural off-ramps, and you’ve chosen to add them. It makes no sense.
Looking at this side specifically, if the design is changed to something that isn’t an obvious PowerPoint default, and the links/buttons/QR code are all removed, then this isn’t too bad. I would recommend removing the marketing phrase “smart crypto made easy” it doesn’t mean anything, and the more specific one-liner below is far more valuable to investors.

This deck really needs a perspective framer. The crypto industry has so many predispositions that you need to address them head-on, or else they will linger in the investor’s mind as they read.
The market opportunity is also the most obvious part of the crypto industry, so there really isn’t much benefit to having it as your first content slide. You have readers/investors’ attention now; you might not have it in 20 seconds. Why not share something novel, unique, interesting? Why share the size of the crypto market, which most investors will know is a trillion-dollar+ market with many multi-billion-dollar opportunities?

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These are all the same problem shared differently. Investors lose their money because they don’t know which coins to select, and often panic when there is volatility. I like the attempt to use the rule of threes, but there needs to be three real problems.

If you are going to use the rule of threes in the problem slide, then you need to match it in the solution slide. Most investors will wonder how two solutions solve three problems. There is a bit of a pass here, as there were never really three problems, but many people will still naturally think this way; we are wired to do this sort of pattern matching.

This is great, but it needs to be accompanied by some detailed information about how this happens. The logical question that investors will ask is how it performs when markets drop. Not addressing that obvious question is a huge mistake. It’s a big enough oversight that the founders have had investors stop them to ask the question here.

This is a confusing slide. The graphic doesn’t show a three-sided marketplace, and I don’t believe this is truly a three-sided marketplace. Its users buy portfolios that the company creates by buying publicly traded coins. I would never describe this as a three-sided marketplace. The founders might have thought this would sound complex or cool, but investors hate marketplaces; the more people you need to connect, the harder the business. This should be marketed as a product sold to users with a problem and nothing more.

Again, this slide needs more context/explanation. It’s not clear what the benefits are to having “Professional Index Partners” or “Portfolio Protection” or what those even are. As someone who has made money in the crypto market, I am confused by the value proposition. I would assume many VCs would be as well.

Great, strong team. This should have been more prominently featured earlier in the deck.

Again, when you have traction like this, it needs to be more prominently featured. I’d also separate the launch from the traction. It’s not impressive to launch the product, but the traction is impressive.

This type of growth information doesn’t need to be included in a deck at this stage, I would presonally leave it for the Q&A.




Would you invest based on this deck? |
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Onwards and Upwards,

P.S. It would greatly help me if you could share the newsletter with more founders to help grow our community!