Pitch Deck Analyzer - User Guide

Step-by-step guide for daily operations

Pitch Deck Analyzer - User Guide

What This Tool Does

The Pitch Deck Analyzer is like having an expert VC partner review every pitch deck before you do. It:

  • Reads your pitch deck files (PDF, PowerPoint, Word documents)
  • Evaluates against proven investment criteria specific to your focus area
  • Gives detailed scores for each important aspect (market, team, technology, etc.)
  • Identifies critical gaps and missing information
  • Provides actionable recommendations to improve the pitch
  • Generates professional reports you can share with your team
  • Instead of spending 30 minutes reviewing a deck to find obvious issues, get a comprehensive analysis in 3 minutes.

    How It Works (Simple Explanation)

    The Analysis Process

  • Upload: You upload a pitch deck file (PDF, PowerPoint, or Word)
  • Text Extraction: The system reads all text from slides, notes, and content
  • AI Evaluation: Three AI agents work together:
  • - Criteria Agent: Scores against specific investment criteria

    - Gap Analysis Agent: Identifies what's missing or weak

    - Recommendation Agent: Suggests specific improvements

  • Report Generation: Creates detailed analysis with scores and recommendations
  • Results: You get a comprehensive evaluation in 2-3 minutes
  • What Makes This Analysis Valuable

    Consistent Evaluation: Same criteria applied to every pitch, eliminating bias

    Comprehensive Coverage: Evaluates 15-20 specific investment criteria

    Actionable Feedback: Specific suggestions for improvement, not just scores

    Time Saving: Quick initial screening before deeper due diligence

    Team Alignment: Shared framework for discussing opportunities

    Getting Started

    Accessing the Analyzer

  • Log in to the platform with your admin credentials
  • Click "Pitch Analyzer" in the left sidebar
  • You'll see the upload interface with recent analyses below
  • Supported File Types

    ✅ What Works:

  • PDF files (.pdf) - Most common format
  • PowerPoint files (.pptx) - Native PowerPoint presentations
  • Word documents (.docx) - Text-based pitch materials
  • 📏 File Requirements:

  • Maximum size: 50MB (most pitch decks are 5-20MB)
  • Must contain readable text (not just images)
  • English language content
  • ❌ What Doesn't Work:

  • Image-only PDFs (like scanned documents)
  • Password-protected files
  • Very old file formats (.ppt, .doc)
  • Purely visual presentations without text
  • Step-by-Step: Analyzing a Pitch Deck

    Step 1: Choose Your Evaluation Focus

    Before uploading, select the appropriate rubric (evaluation criteria):

    🏥 Therapeutics (APPROVED)

  • For biotech, drug development, medical devices
  • Focus: clinical evidence, regulatory pathway, market need
  • Best for: pharmaceutical startups, medical technology
  • 🔬 Deep Tech (BETA)

  • For advanced technology, engineering, hard science
  • Focus: technical innovation, IP position, scalability
  • Best for: hardware, materials science, advanced manufacturing
  • 🤖 AI/ML (APPROVED)

  • For artificial intelligence and machine learning companies
  • Focus: data strategy, model performance, AI ethics
  • Best for: software AI, data platforms, ML applications
  • Status Labels:

  • APPROVED: Fully tested, production-ready criteria
  • BETA: Testing phase, may have evolving scoring
  • Step 2: Upload Your Pitch Deck

    Method 1 - Click Upload:

  • Click the large upload area
  • Browse and select your file
  • Wait for the green checkmark
  • Method 2 - Drag and Drop:

  • Drag the file from your computer
  • Drop it anywhere in the upload area
  • File automatically validates
  • What Happens During Upload:

  • File type is checked (PDF/PPTX/DOCX only)
  • Size is verified (under 50MB)
  • File integrity is confirmed
  • You'll see the filename and size displayed
  • Step 3: Start the Analysis

  • Ensure both rubric and file are selected (button will be enabled)
  • Click "Analyze Pitch Deck"
  • A progress modal appears showing real-time progress
  • Watch the five stages complete:
  • - 📄 Validation (0-10%): Checking file and setup

    - 🔍 Text Extraction (10-30%): Reading content from slides

    - 🤖 AI Analysis (30-90%): Evaluating against criteria

    - ⚙️ Processing (90-95%): Organizing results

    - ✅ Complete (100%): Finalizing report

    Step 4: Review Your Results

    Analysis Complete Page Shows:

  • Overall score and rating (e.g., "78% - Strong")
  • Quick summary of strengths and weaknesses
  • Links to detailed results and downloadable reports
  • Understanding Your Results

    Overall Score Breakdown

    90-100% (Excellent)

  • Exceptional opportunity with minimal gaps
  • Strong recommendation for serious consideration
  • Usually indicates experienced team with proven market fit
  • 85-89% (Very Strong)

  • Solid opportunity with minor improvements needed
  • Good candidate for deeper due diligence
  • May have one or two areas needing attention
  • 70-84% (Strong)

  • Good foundation with focused improvement areas
  • Worth continued evaluation and feedback
  • Common score for promising early-stage companies
  • 55-69% (Moderate)

  • Has potential but significant gaps to address
  • May benefit from mentorship or advisory support
  • Consider re-evaluation after improvements
  • 40-54% (Weak)

  • Major concerns across multiple areas
  • Substantial revisions needed before investment consideration
  • May indicate fundamental issues with opportunity
  • Below 40% (Poor)

  • Significant problems with pitch or opportunity
  • Not ready for investment consideration
  • May not align with your investment thesis
  • Detailed Results Page

    Category Scores:

    Each major area gets its own score:

  • Market Opportunity (e.g., 85/100)
  • Team & Execution (e.g., 70/100)
  • Technology/Product (e.g., 90/100)
  • Business Model (e.g., 75/100)
  • Financial Projections (e.g., 60/100)
  • Individual Criteria:

    Within each category, specific questions are scored:

  • "Is there a large, addressable market?" (8/10 points)
  • "Does the team have relevant experience?" (6/10 points)
  • "Is the business model clearly defined?" (7/10 points)
  • Evidence and Reasoning:

    For each score, you'll see:

  • Evidence found: Specific content from the pitch deck
  • Justification: Why this score was given
  • Concerns: What's missing or unclear
  • Suggestions: How to improve this area
  • Gap Analysis Section

    Critical Gaps are prioritized by impact:

    High Priority Gaps (Fix First):

  • Missing essential information (e.g., no financial projections)
  • Fundamental weaknesses (e.g., unproven market demand)
  • Red flags (e.g., unrealistic timelines)
  • Medium Priority Gaps:

  • Areas needing more detail or clarity
  • Missing supporting evidence
  • Competitive landscape concerns
  • Low Priority Gaps:

  • Nice-to-have improvements
  • Minor clarifications needed
  • Formatting or presentation issues
  • Recommendations Section

    Priority Recommendations:

    Actionable steps ranked by impact and effort:

    `

    🔴 HIGH PRIORITY

    Add Market Size Analysis

    • Include TAM/SAM calculations with sources

    • Expected impact: +15-20 point improvement

    • Effort: 2-3 hours of research

    🟡 MEDIUM PRIORITY

    Strengthen Team Section

    • Add advisor profiles and relevant experience

    • Expected impact: +8-12 point improvement

    • Effort: 1-2 hours to update slides

    `

    Quick Wins:

    Easy improvements that can be made immediately:

  • Add specific metrics to claims
  • Include competitor comparison chart
  • Clarify regulatory approval pathway
  • Next Steps:

    Recommended immediate actions for the entrepreneur

    Using Analysis History

    Recent Analyses Dashboard

    The bottom section shows your most recent analyses:

    Each Analysis Card Shows:

  • Filename and upload date
  • Rubric used (Therapeutics, Deep Tech, AI)
  • Overall score with color-coded indicator
  • Time since analysis (e.g., "2 hours ago")
  • Action buttons (View Details, Download Report)
  • Sorting and Organization:

  • Most recent analyses appear first
  • Filter by rubric type if needed
  • Search by filename
  • All analyses are permanently stored
  • Comparing Multiple Versions

    Use Case: Iterative Improvement

  • Analyze initial pitch deck → Get recommendations
  • Entrepreneur makes improvements
  • Analyze updated deck → Compare scores
  • Track improvement across versions
  • How to Compare:

  • Look at overall scores over time
  • Check if specific gaps were addressed
  • See which categories improved most
  • Use to guide further feedback
  • Sharing Results

    View Detailed Results:

  • Click "View" for full browser display
  • Easy to scroll through all sections
  • Can screenshot or discuss in meetings
  • Download Professional Reports:

  • Click "Download Report" for PDF version
  • Clean, formatted report suitable for sharing
  • Includes all analysis details and recommendations
  • Can be forwarded to entrepreneurs or team members
  • What Each Rubric Evaluates

    Therapeutics Rubric (70 Points Total)

    Unmet Medical Need (10 points)

  • Disease severity and prevalence
  • Current treatment limitations
  • Healthcare burden and costs
  • First/Best-in-Class Potential (15 points)

  • Novel mechanism of action
  • Competitive differentiation
  • Intellectual property strength
  • Scientific Evidence (10 points)

  • Quality of research data
  • Clinical trial results
  • Regulatory pathway clarity
  • Market Opportunity (10 points)

  • Market size and growth
  • Reimbursement landscape
  • Commercial viability
  • Team Expertise (10 points)

  • Scientific credentials
  • Industry experience
  • Advisory board strength
  • Development Strategy (10 points)

  • Clinical development plan
  • Regulatory strategy
  • Manufacturing considerations
  • Financial Viability (5 points)

  • Funding requirements
  • Revenue projections
  • Exit strategy clarity
  • Deep Tech Rubric (65 Points Total)

    Technical Innovation (15 points)

  • Novelty and differentiation
  • Technical feasibility
  • Performance advantages
  • Market Opportunity (10 points)

  • Market size and timing
  • Customer validation
  • Application diversity
  • Product Development (10 points)

  • Development roadmap
  • Prototype status
  • Manufacturing scalability
  • Intellectual Property (10 points)

  • Patent portfolio
  • Freedom to operate
  • Trade secret protection
  • Team Capabilities (10 points)

  • Technical expertise
  • Industry experience
  • Execution track record
  • Business Model (10 points)

  • Revenue model clarity
  • Customer acquisition strategy
  • Pricing and margins
  • AI Rubric (75 Points Total)

    Technical Foundation (15 points)

  • Algorithm sophistication
  • Data quality and access
  • Technical architecture
  • Data Strategy (15 points)

  • Data collection methods
  • Data moats and competitive advantages
  • Privacy and compliance
  • Product-Market Fit (15 points)

  • Customer validation
  • Use case clarity
  • Market adoption potential
  • AI Ethics & Bias (10 points)

  • Bias mitigation strategies
  • Ethical AI considerations
  • Regulatory compliance
  • Team Expertise (10 points)

  • AI/ML technical skills
  • Domain expertise
  • Product development experience
  • Business Model (10 points)

  • Revenue model
  • Scalability potential
  • Customer acquisition
  • Frequently Asked Questions

    "My file won't upload"

    Common Causes:

  • File is too large (over 50MB)
  • Wrong file type (only PDF, PPTX, DOCX work)
  • File is corrupted or password-protected
  • Internet connection issues
  • How to Fix:

  • Large files: Compress images or remove appendices
  • Wrong type: Save/export as PDF from original application
  • Password-protected: Remove password before uploading
  • Corrupted: Try re-saving from original application
  • "Analysis failed or got stuck"

    This Can Happen When:

  • File contains no readable text (image-only)
  • Text is in a non-English language
  • File is corrupted internally
  • System is experiencing high load
  • How to Fix:

  • Try with a different file
  • Ensure text is selectable in your PDF
  • Wait a few minutes and try again
  • Contact admin if problem persists
  • "The scores seem wrong"

    Remember:

  • AI uses specific criteria, not general impressions
  • Scores reflect information present in the deck, not company potential
  • Different rubrics have different focus areas
  • Missing information leads to lower scores
  • To Improve Accuracy:

  • Choose the right rubric for your industry
  • Ensure pitch deck has comprehensive information
  • Include specific data and evidence where possible
  • Consider if gaps are real or just presentation issues
  • "How do I interpret the recommendations?"

    Priority Levels:

  • High: Major improvements with significant impact
  • Medium: Important improvements, moderate effort
  • Low: Nice-to-have improvements
  • Implementation:

  • Start with high priority items first
  • Quick wins can be done immediately
  • Share specific recommendations with entrepreneurs
  • Use as basis for follow-up conversations
  • "Can I analyze the same deck multiple times?"

    Yes, and it's encouraged:

  • Track improvements over time
  • Test different rubrics for comparison
  • Re-analyze after entrepreneurs make changes
  • All analyses are saved for comparison
  • "How accurate is the AI analysis?"

    What It's Good At:

  • Consistent application of criteria
  • Identifying missing information
  • Comparative scoring across deals
  • Detailed gap analysis
  • What to Remember:

  • AI reads text, doesn't understand context perfectly
  • Supplement with your own judgment
  • Best used as initial screening tool
  • Human expertise still essential for final decisions
  • Best Practices

    Before You Upload

    Prepare Your Deck:

  • Ensure text is readable (not image-only)
  • Include speaker notes if they contain important info
  • Remove any confidential information if sharing results
  • Choose the most recent version
  • Choose the Right Rubric:

  • Match to the company's primary technology/market
  • When in doubt, ask yourself: "What's their main innovation?"
  • Use Therapeutics for anything healthcare-related
  • Use AI for companies where AI/ML is the core differentiator
  • During Analysis

    Be Patient:

  • Analysis takes 2-3 minutes on average
  • Larger files take longer
  • Don't close the browser tab during analysis
  • Progress modal shows real-time status
  • After Analysis

    Review Systematically:

  • Overall score first - get the big picture
  • Category breakdown - identify major strengths/weaknesses
  • Gap analysis - understand what's missing
  • Recommendations - plan next steps
  • Share Appropriately:

  • Download reports for team discussions
  • Forward specific recommendations to entrepreneurs
  • Use scores for initial screening decisions
  • Remember: supplement with human judgment
  • Building Your Process

    For Initial Screening:

  • Set score thresholds (e.g., 70+ for deeper review)
  • Use gap analysis to identify deal-killers
  • Track improvement over time
  • Compare similar-stage companies
  • For Due Diligence:

  • Use detailed results to guide questions
  • Focus on low-scoring areas during meetings
  • Validate AI findings with your expertise
  • Use recommendations for entrepreneur feedback
  • Getting Help

    Technical Support

    For Upload Issues:

  • Check file type and size first
  • Try different browser if problems persist
  • Clear browser cache if page won't load
  • Contact admin for persistent issues
  • For Analysis Problems:

  • Note the specific error message
  • Try with a different file to isolate issue
  • Check if other team members have same problem
  • Report to admin with details
  • Improving Results

    To Get Better Scores:

  • Ensure comprehensive information in pitch deck
  • Include specific data and metrics
  • Add financial projections and market analysis
  • Strengthen team and advisor sections
  • To Understand Scoring:

  • Review detailed criteria in each category
  • Look at evidence and reasoning for each score
  • Compare with other analyzed decks
  • Ask admin about specific rubric criteria
  • Feature Requests

    Common Requests:

  • New rubrics for other industries
  • Custom scoring criteria
  • Bulk analysis capabilities
  • Integration with CRM systems
  • How to Request:

  • Contact admin with specific needs
  • Provide examples of desired functionality
  • Explain business case for new features
  • Be patient - development takes time

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Remember: The Pitch Deck Analyzer is a powerful screening tool that saves time and ensures consistent evaluation. Use it as your first-pass analysis, then apply your expertise and judgment for final investment decisions. The goal is to identify promising opportunities faster and provide better feedback to entrepreneurs.