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Startups & Fundraising template

Investor pitch room

Story, product, traction, market and raise, as one link the people you send it to can explore, ask questions in and act on.

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A live example

Built with WZRD from fictional material (Moss Robotics seed pitch). Explore it and ask its agent anything.

Open it full screen

What's inside

The pitch, explorable: story, problem, product, traction, market, team and the raise, with the deck and an agent investors can question. WZRD AI fills these tabs from your material.

  • Pitch

    The company and Deck
  • Traction

    Key metrics, Growth and Customers
  • Market & team

    Market and Team
  • The round

    The raise, Investor questions and Meet the founders
  • Its AI agent: Pitch assistant

    Answer investor questions from the deck and metrics. Be precise with numbers and say when something isn't covered. Offer a meeting with the founders. Never share terms not in the room.

Who it's for

  • Made by Founder, CFO, Investor Relations and Accelerator
  • For investor, board member, potential acquirer and accelerator mentor
  • In Startup, Venture Capital, Technology and SMB

When to use it

  • Before outreach: a Founder sends it to the investor
  • After investor interest: a CFO sends it to the board member
  • During diligence: a Investor Relations sends it to the potential acquirer
  • Before board meeting: a Accelerator sends it to the accelerator mentor
  • After a major milestone: a Founder sends it to the investor

What WZRD needs

  • Pitch deck + metrics
  • Monthly update + KPIs
  • Or just a sentence describing it

Start from this

Use the template, add your material, then change anything.

Create an investor pitch room for Startup before outreach, using my pitch deck + metrics.
Use this template

Questions

What is an investor pitch room in WZRD?+

Story, product, traction, market and raise, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Salesroom.

What do I need to make one?+

Usually pitch deck + metrics and monthly update + KPIs. A sentence describing what you need is enough to start; files, links and notes make it specific.

Who is it for?+

It is made by Founder, CFO, Investor Relations and Accelerator, for investor, board member, potential acquirer and accelerator mentor.

Can I change it after it's made?+

Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.

Can ChatGPT or Claude make it for me?+

Yes. With WZRD connected, ask for it in your own words, for example: "Create an investor pitch room for Startup before outreach, using my pitch deck + metrics." WZRD finds this template and builds the room.

Related templates

  • Startup launch room→
  • Fundraising data room→
  • Acquisition / strategic review room→
  • Interactive sales proposal→
  • Personalized deal room→
  • Post-demo follow-up hub→
  • All templates→

Also for

  • Templates for saas & technology→
  • Templates for startups & venture→
  • Templates for founders→
  • Templates for finance & operations leaders→

Let's make a room

Describe what it's for or drop in a file. No sign-up needed to start.

Make a roomSee plans

WZRD turns a goal, a file or a website into a room people can explore, ask and act in, with an AI agent that answers by voice and text from your content.

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