Fintech Pitch Decks That Helped Startups Raise Millions From VCs | Invesloan.com

• Insider has been tracking the next wave of hot new startups that are blending finance and tech. 
• Check out these pitch decks to see how fintech founders sold their vision.
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Check out these pitch decks to see how fintech founders are selling their vision and nabbing big bucks in the process. You’ll see new startups using generative AI to ease up grunt work at investment banks and private equity firms, fresh twists on digital banking, and innovation aimed at making it easier for consumers to gain access to financial services and investments.

BondCliQ

Mark Lennihan/AP

For years, the only way investors could figure out the going price of a corporate bond was by calling up a dealer on the phone. The rise of electronic trading has streamlined that process, but data can still be hard to come by sometimes. BondCliQ is a fintech that provides a data feed of pre-trade pricing quotes for the corporate bond market. It was founded by Chris White, a former Goldman Sachs exec.

Proper Finance

Proper Finance helps other businesses keep track of transaction data moved between third-party and in-house systems. In 2024, Proper Finance’s tech and team were acquired by Intuit to help small businesses.

Highnote

Highnote is a startup that helps small to mid-sized merchants roll out their own debit and pre-paid digital cards. 

OppZo

OppZo is a fintech that is figuring out how to speed up loans to small government contractors. It works with financing partners to extend working capital loans to firms that have won contracts, and who need cash to quickly ramp up their businesses, but might not see that first contract payment for as long as 120 days. 

Decimal

Decimal provides a back-end tech layer that small- and medium-sized businesses can use to integrate their accounting and business-management software tools in one place, and automate some accounting operations.

Now is a startup, cofounded by politician Stacey Abrams, that aims to solve the capital supply chain woes that plague bootstrapped businesses that have to choose between paying invoices and keeping the lights on. Now uses its own line of credit to purchase invoices from customers, paying Now’s business customers immediately. When the invoice payment is eventually made by the end-customer, that money goes to Now. 

FlyFin

FlyFin is an artificial-intelligence tax preparation program that helps freelancers, who don’t get traditional W-2 forms, with their taxes. It connects to a person’s bank accounts, allowing the AI program to help users monitor for certain expenses that can be claimed on their taxes like business expenditures, the interest on mortgages, property taxes, or whatever else that might apply. 

Worksome

Worksome is a startup that wants to eliminate the extra work required to manage contractors and freelancers by automating the administrative burdens of hiring, paying, and accounting for contract workers.

Honeybook

HoneyBook provides payment and operations support for freelancers. Its $155 million Series D was led by Durable Capital Partners and included Tiger Global and Citi Ventures.

Hive

Hive pools unused cloud capacity on people’s phones and computers and resells it to businesses. It was founded by the former CEO of Symphony, an instant messaging service widely used by Wall Street firms. 

40Seas

40Seas provides software and financing to bridge the gap between global importers and exporters. 

Glean.ai

Glean offers both automated payment services and tailored line-item accounts-payable insights driven by machine-learning models. 

Kamino

Sao Paulo-based Kamino helps businesses automate their payments processes, such as invoice processing and cashflow management. Investors include Inspired Capital, Flourish Ventures, Clocktower Technology Ventures, and QED Investors.

GlossGenius

GlossGenius provides payments and accounting software built for the wellness and beauty industry.

Finix

Finix works with businesses so they can accept, disburse, and manage payments without needing software-developer resources or experience.

Slope

Slope wants to digitize the largely manual, $125 trillion industry of business-to-business payments to help companies process customer orders, collect payments, and manage cash flow. It also uses AI to underwrite buyers and extend short-term financing. Investors include OpenAI’s Sam Altman, Y Combinator, and Union Square Ventures.

Ladder

Founded in 2017, Ladder uses a tech-driven approach to offer life insurance with a digital, end-to-end service that it says is more flexible, faster, and cost-effective than incumbent players.

Counterpart

Counterpart is a fintech that applies data science to the commercial insurance industry to more accurately measure risk and find coverage that best fits the customers’ needs.

Footprint

Footprint helps financial firms onboard customers and verify their identities. Investors include QED Investors and Index Ventures. 

ValidMind

ValidMind automates risk-manages processes for AI models on Wall Street, specifically testing, verifying, validating, documenting and monitoring models. Its $8.1 million seed round was led by Point72 Ventures.

Spade

Spade sells its software to banks and fintechs so they have more granular payments data about merchants to mitigate fraud. Its Series A was led by Flourish Ventures and included Andreessen Horowitz, Y Combinator, and Everywhere Ventures (The Fund). 

Themis

Themis develops compliance software for banks, fintechs, and the companies they work. Founder and CEO Neepa Patel worked as a bank regulator at the Office of the Comptroller of the Currency and in compliance at Morgan Stanley and Deutsche Bank.

Zamp

Most people think of sales tax as a couple of dollars tacked onto their grocery receipt, but for the seller, managing those dollars on every single product is more complex. Zamp aims to help online sellers of all sizes manage their sales tax compliance. 

LeapXpert

LeapXpert is helping companies ensure the messaging channels employees use to communicate professionally are safe and compliant. Monitoring business discussions outside traditional channels has been a sore spot for Wall Street firms, and a regulatory crackdown in recent years has meant firms have gotten more aggressive in their monitoring efforts.