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Startup Wizard

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Startup Wizard

Startup Wizard

The Startup Wizard guides you through collecting all the information needed to generate a professional investor deck. Complete 8 focused steps at your own pace — your answers save automatically as you go.

Key Features

  • 8-Step Guided Flow: Covers every section investors want to see — from your business basics to your funding ask
  • Free Navigation: Jump to any step at any time using the progress bar at the top — no need to complete steps in order
  • Auto-Save: Your work saves automatically 3 seconds after you stop typing, and whenever you move between steps
  • Auto-Pull from CRM: On the Traction, Revenue, and Team steps, click Auto-Pull to instantly import live data from your Pilot CRM
  • Deck Branding Sidebar: Customize your investor deck's logo, brand colors (Primary, Secondary, Accent), and theme — with a live preview that updates as you make changes
  • AI Logo Generation: Generate a professional logo using AI based on your company name and industry (uses 2 credits)
  • Generate Investor Deck: Once required fields are filled, click Generate My Investor Deck on the final step

The 8 Steps

  1. Your Business — Company name, tagline, industry, stage, founded date, website, and logo upload
  2. Problem & Solution — The problem you solve, your solution (up to 1,500 characters each), and your unique value proposition
  3. Market — Target customer and market size (TAM, SAM, SOM)
  4. Product — Product description, up to 6 key features, demo URL, and product stage
  5. Traction & Metrics — Current clients, pipeline, MRR, ARR, and growth rate
  6. Revenue Model — Revenue type, customer LTV and CAC, current revenue, burn rate, and runway
  7. Team — Founder bio and LinkedIn, team members with roles, and advisors
  8. The Ask — Raise amount, round type (Pre-Seed, Seed, Series A, Bridge), use of funds breakdown, target close date, and existing investors

How to Use

  1. Open the Startup Wizard from the Startup page
  2. Fill in each step — required fields are marked with a red asterisk
  3. On Steps 5, 6, and 7, click Auto-Pull to import data directly from your CRM
  4. Use the Deck Branding sidebar to set your logo, brand colors, and deck theme — the preview updates live
  5. Use the progress bar at the top to jump between steps at any time
  6. Click Save & Exit at any time to return to the Startup page without losing progress
  7. When ready, go to Step 8 and click Generate My Investor Deck

Tips

  • Required to generate: Company name (Step 1), Problem statement, Solution statement (Step 2), and Founder name (Step 7) must be filled before generating
  • AI Logo: Click AI Logo in the branding sidebar to generate a logo from your company name and industry — costs 2 credits
  • Deck Themes: Choose from Modern Dark, Clean Light, Bold Gradient, or Minimal in the branding sidebar
  • Use of Funds: The percentage tracker on Step 8 turns green when your allocations add up to exactly 100%
  • Logo: Upload a JPG, PNG, SVG, or WebP file under 5MB from Step 1 or directly in the branding sidebar
  • Auto-Pull saves time: If you already use Pilot for invoicing and client management, Auto-Pull can fill in traction and revenue data in one click
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