You run a real business — a shop, a clinic, a trade — and you need money to grow. A bank loan officer or local investor wants to see a clean story and real numbers, fast. This small business pitch deck generator turns your business details into a lender-ready deck with Taskade Genesis, so you walk in prepared instead of cobbling slides together the night before.
What's Included
- Lender-ready slides: What you do, how you make money, what the loan funds, and how you pay it back — in the order a loan officer reads.
- The Numbers Slide: Revenue, costs, and cash flow shown plainly, with the USD Currency field so every figure is formatted right.
- AI Agent: Ask "what's my monthly profit?" or "how much do I need to borrow?" and it drafts the answer slide from your own figures.
- Connected projects: Link your customers, jobs, and invoices so your traction slide pulls from real data, not guesses.
- Automation: A reminder fires to refresh your numbers before each lender meeting, so the deck never goes stale.
How To Use
- Clone this app into your workspace.
- Enter your business name, what you sell, and the amount you want to borrow.
- Taskade Genesis drafts every slide and formats your numbers for a lender to scan in seconds.
- Open the agent and let it answer the questions a loan officer will ask before they ask them — see custom agents.
- Share a live link and walk into the meeting with a deck that pays for itself.
Pull your traction from real records with project views, and browse more founder-built decks in the Community Gallery.