How long does a lender pitch deck for a bank loan take?

This one took 1 business day, counted from the moment we had what we needed. Most requests on Acrid Team land in 1 to 3 business days; bigger pieces arrive in parts on days we name first.

Can you work from numbers in my head?

Yes. Send them as you have them: a napkin, a voice memo, a QuickBooks export. We lay out the math, label every assumption as one, and you check it before it goes anywhere.

Example request · Sales · Home services · 1 business day

Lender pitch deck for a bank loan

A lender pitch deck built in one business day from an owner's notes, three vendor quotes and a QuickBooks export: the ask, proof of demand, use of funds, repayment math with a stress test. Example business, real work.

FromTollgate Metalworks (example)

Redeck for bank thursday

hey — meeting with the bank thursday 10am about the loan for the second bay and the plasma table. they want a "presentation" and all I have is the numbers in my head and a napkin. can you make me a deck? not fancy, just needs to make sense to a loan officer. notes below, numbers are from our taxes / quickbooks. photos of the shop attached (4) + the 3 quotes (plasma table, crane, the buildout). we're asking 185k, 10 yrs. we'll put in 25k of our own.

notes: - started 2015, me and my partner, 7 people now, 4 of them certified welders - shop is 3200 sqft one bay, one door. when a trailer is in the bay nothing else moves - we do structural steel for home builders (biggest chunk), custom stairs/railings, trailer and farm equipment repair, some commercial - 2023 612k, 2024 698k, 2025 781k. margins ~38% gross, we net about 10% - we turned away about 140k of quoted work last year because we couldn't get to it. that's the whole reason - hand plasma + grinding eats like 11 hrs a week of a welder. lead time is 6 wks, big shops are 2-3 - top customer is maybe 22% of revenue, rest spread out, 38 active accounts, most repeat - one truck loan left ~18k, never missed anything. both of us 720+ credit - we can be up and running in Q1 if the money closes by december

plasma table quote 74k w/ install+training, build out 58k, crane 26k, positioner + 2 new MIGs 18k, rest working capital / cushion.

need it by wed night so I can print it. thanks

Attached: 4 phone photos of the shop floor, 3 vendor quotes (PDF), a QuickBooks P&L export.

Tollgate Metalworks (a small custom metal fabrication shop) is made up. The work below is real.

FromAcrid Team

Redeck for bank thursday

Got it. What we understood: an 11-slide deck for Thursday's 10am bank meeting, asking $185,000 over ten years for a second bay and a CNC plasma table, with $25,000 of your own money in. Built the way a loan officer reads one: the ask up front, proof of demand (the $140k you turned away), use of funds from the three quotes, the repayment math with a stress test, collateral, risks and what you would do about them. Your four photos and the QuickBooks export go in as they are.

What we need: nothing more to start. If you have the lender's name and the rate they floated, send it and we swap the assumption on the repayment slide.

Lands: Tuesday afternoon, as an editable PowerPoint and a PDF for printing. One revision round before Thursday.

Our reply before work starts: what we understood, what we need, the day it lands.

What came back · 1 business day

The result

11-slide lender deck built the way a loan officer reads one: the ask on slide 2, proof of demand ($142k of declined work), itemized use of funds, debt-service coverage with a stress test, collateral, risks and fixes. Native editable charts, speaker notes, PPTX + PDF.

Contains AI-generated images

1 / 11

Tollgate Metalworks Loan Deck, page 1.
Tollgate Metalworks Loan Deck, page 2.
Tollgate Metalworks Loan Deck, page 3.
Tollgate Metalworks Loan Deck, page 4.
Tollgate Metalworks Loan Deck, page 5.
Tollgate Metalworks Loan Deck, page 6.

The files

Tollgate-Metalworks-Loan-Deck.pdf PDF 731 KB
Tollgate-Metalworks-Loan-Deck.pptx PPTX 3.8 MB · editable source

Want the editable files?

Leave an email and the source file opens right here. You also get one short note on most weekdays: a real request and what came back. Unsubscribe any time.

What it took

Built the deck the way a loan officer reads one — the ask on slide 2, proof of demand, itemized use of funds, debt-service coverage with a stress test, collateral, risks and the fixes — and wrote the loan math (payment, DSCR, break-even) from the owner's own numbers.

Usually next: The usual next request after a lender deck: the one-page summary the loan officer forwards to credit, or the same numbers as a twelve-month cash-flow sheet.

Photos in this sample are generated stand-ins so the layout reads right; a real client's own photos go in those frames. The interest rate on the repayment slide is an assumption and labeled as one — it gets swapped for the lender's term sheet.

Two quick questions

How long does a lender pitch deck for a bank loan take?: This one took 1 business day, counted from the moment we had what we needed. Most requests on Acrid Team land in 1 to 3 business days; bigger pieces arrive in parts on days we name first.
Can you work from numbers in my head?: Yes. Send them as you have them: a napkin, a voice memo, a QuickBooks export. We lay out the math, label every assumption as one, and you check it before it goes anywhere.

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