How to Build a Growth Story and Pitch Deck That Will Get You to Series B

Making the leap from Series A to Series B is all about proving that your startup is ready to scale. Series B investors are looking for more than what you’ve done so far; they want to see that you have a foundation for explosive growth. 

A great pitch deck with a compelling growth story is how you show them you’ve got it.

Crafting your pitch means sharing more than just financials or high-level goals. You have to tell a story that shows your marketing, your customer acquisition strategy, and your vision are all working together to make your business the best bet in the room. 

Here’s why it’s worth going all-in on a killer pitch deck, nailing your messaging, and delivering data that backs up your growth story.

Why a Great Pitch Deck Is Worth Every Minute You Put into It

Your pitch deck is your first impression—and it’s often your best shot at showing investors why your company is worth their time. When it’s done right, it can significantly boost your opportunities for growth. 

With your deck, make sure you: 

1. Make Your Case with Clarity Investors see hundreds of pitch decks, so yours needs to be crystal clear. A clean, well-designed deck helps you cut through the noise and tells your story in a way that’s easy to follow—from the market opportunity and your product’s position to key financials and your growth path. Clarity is key.

2. Tell a Story that Sticks A good pitch deck is about the “why,” as in “why does this matter?” It’s your chance to show how your mission, your tech, and your team come together in a way that’s different from anyone else. Great storytelling is memorable. It’s what makes your pitch stand out when investors are weighing their options.

3. Show You’re Ready for the Big Leagues A polished, data-driven pitch deck shows that you’re serious, professional, and ready for the big time. It signals to investors that you’ve done your homework and that you’re prepared to tackle the challenges of scaling. Investors look for founders who take their pitch seriously because it shows you’ll also take execution seriously.
   

Why Your Messaging Has to Be on Point

Messaging is what ties everything together. It’s not just what you say—it’s how you say it, and how every part of your pitch connects to tell a bigger story. Done right, messaging is what makes investors believe in your vision.

Make sure yours:

1. Builds Trust and Confidence Clear, direct messaging tells investors that you know exactly what you’re doing. It shows you’ve nailed down your market, understand your customer, and have a clear sense of where you’re headed. When your messaging is strong, it gives investors confidence that you’re steering the ship in the right direction.

2. Defines the Problem and Your Solution Investors need to see that there’s a real need for your product—and that you’re uniquely positioned to meet it. Messaging bridges that gap, showing investors that there’s a clear problem, an eager market, and a perfect fit for what you’re bringing to the table.

3. Stays Consistent From your pitch deck to your website to emails, every piece of your messaging should feel consistent. It builds trust and gives your brand one cohesive, well-thought-out story. That consistency also shows investors that you have a clear go-to-market strategy, and that you’re ready to grow.

4. Shows Future-Oriented Thinking Investors want to back companies that have a plan to grow and adapt. Messaging that speaks to your big-picture vision helps investors feel confident that you’re thinking ahead.
   

Don’t Forget the Metrics 

At Series B, you can’t just tell investors you’re on a growth path—you have to show it. Reporting the right metrics is about proving that your growth is real, sustainable, and ready to accelerate.

Share metrics that:

1. Enable Confident Decision-Making Investors want to see that your decisions aren’t just gut calls, they’re grounded in solid data. By presenting well-chosen metrics that tie into your growth story, you show investors that you’re tracking performance, making smart decisions based on learnings, and adjusting strategies as needed.

2. Prove You Can Scale Series B investors want to know if your business can scale profitably. Key metrics like CAC (Customer Acquisition Cost) and LTV (Lifetime Value) give them insight into your growth potential. For instance, if you’ve optimized CAC or increased LTV through retention programs, it shows that you’re not only growing but also doing it efficiently.

3. Build Trust with Transparency Transparent metrics show that you’re accountable and that you understand what’s working and what isn’t. Investors look for founders who own their numbers, even if some areas still need improvement. Being open about your strengths and weaknesses shows maturity, honesty, and that you’re serious about optimizing for growth.

4. Forecast Future Potential Investors don’t just care about what’s already happened. They want to see where you’re going. Metrics like lead velocity rate and churn trends give a glimpse of the future, showing how new funding can fuel your next phase of growth. This data isn’t just about the past; it’s about creating a vision for where your company will be after Series B.
   

Bringing It All Together

An outstanding Series B pitch brings together numbers, storytelling, and brand clarity in a way that showcases your startup's growth potential. By investing in a pitch deck that’s clear and polished, messaging that’s tight and consistent, and data that’s transparent and credible, you’re showing investors that you’re ready to scale.

Each of these elements proves to investors that you’re a strong bet:

• A clear, professional pitch deck gives them confidence in your growth path

• Consistent, compelling messaging shows them you understand your market and mission

• Data that backs up your narrative proves that your growth is sustainable

Together, your pitch deck, messaging, and data creates a powerful story that gets investors excited to be part of your journey.

At Wheels Up Collective, preparing for Series B means building a pitch that tells a powerful growth story, highlights your brand’s strengths, and shows you’re ready to scale. Our team specializes in creating pitch decks and messaging that communicate your success today and map out a vision for tomorrow. From refining your value proposition to aligning every metric with your growth goals, we’ll help you craft a narrative that resonates with investors.

If you’re ready to make the leap to Series B, let us know. We can provide the tools, strategy, and messaging to move your business forward and capture the confidence of the right investors.