Corporate Wellness Program
Investment Pitch Deck

The Urgency of Employee Wellness

The market is rapidly shifting from reactive Employee assistance program alternatives to proactive, comprehensive B2B wellness software. The current environment of high burnout and retention challenges means HR leaders are actively seeking solutions that offer measurable Corporate wellness ROI reporting.

Key Market Drivers

• Burnout rates are driving up employee turnover costs.
• Regulatory and social pressure demands better workplace mental health solutions.
• Employers need customizable employee benefits package options, not one-size-fits-all EAPs.

Our Solution and Key Financial Levers

We provide a modular Employee well-being platform focused on mental, physical, and financial health. Our financial success hinges on shifting clients away from the $15 PEPM Basic Wellness tier (80.0% allocation in 2026) toward the $25 Pro and $35 Premium tiers, which drives margin expansion alongside falling Customer Acquisition Cost (CAC).

Winning Strategy & Metrics

• CAC drops from $30 (2026) to $15 (2030), showing marketing efficiency.
• Cost of Goods Sold (Provider Network Fees) decreases from 15.0% to 11.0% by 2030.
• Initial capital expenditure (Capex) totals $235,000, primarily for Platform Initial Development ($150,000).

Customer Segment and Growth Potential

Our primary targets are Small to mid-sized US businesses (50-500 employees) and high-growth companies using benefits to retain talent. Our model shows robust growth, projecting EBITDA to jump from a near break-even -$31,000 in Year 1 (2026) to $12,991,000 by Year 5 (2030), validating the scale of the B2B wellness software market.

Market Scale and Traction

• Targeting high-stress sectors seeking proactive mental health support.
• Leveraging benefits broker wellness integration for scalable distribution channels.
• We achieve breakeven in July 2026, just seven months after launch.

You need a deck that speaks the language of capital. This template uses the canonical 8-slide structure-Problem, Solution, Market, Model, Competition, Team, Traction, Ask-keeping your narrative tight and professional. This structure defintely saves time and immediately signals credibility to serious investors.

Covers all required investor sections.

Speeds up pitch preparation time.

Builds immediate investor trust.

You shouldn't have to hire a designer just to change a logo. The deck is fully editable in Microsoft PowerPoint or Google Slides. This flexibility lets you quickly adapt the content, design, and specific branding elements to align perfectly with your unique B2B wellness software platform.

Fully editable in common software.

Adapt design and branding easily.

No need for expensive designers.

Founders often bury the lead. This template forces you to articulate the urgent market pain-employee burnout, high absenteeism-and position your Employee well-being platform as the clear answer. This problem-solution format clarifies your value proposition and hooks HR leaders fast.

Clarify market pain points immediately.

Position solution for HR leaders.

Engages investors from the start.

Investors want scale, not just a good idea. The template includes structured slides for Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM). Showcasing the opportunity validates your growth potential in the HR benefits technology space.

Quantify TAM, SAM, and SOM.

Validate potential for massive scale.

Show industry trends clearly.

Show me the money. We map out your revenue streams clearly: Tiered Monthly Subscriptions and Modular Add-On Services. This clarity, especially around the Per Employee Per Month (PEPM) wellness pricing model, reassures investors about your scalability and financial viability.

Details PEPM pricing structure.

Maps tiered subscription revenue.

Shows clear path to profitability.

You must know who you are fighting. The deck includes a dedicated slide to compare rivals and highlight your differentiators-like your focus on Workplace mental health solutions or customizable employee benefits package. Prove why your offering is more compelling than existing Employee assistance program alternatives.

Compares key market rivals.

Highlights defensible advantages.

Positions your unique offering.

Be disciplined about your capital plan. The pre-built structure clarifies exactly how much you are raising, the instrument (e.g., SAFE, equity), and how those funds will be allocated across key areas like platform development and sales hiring. This shows you have a disciplined capital strategy.

Clarifies capital ask amount.

Details precise use of funds.

Shows disciplined capital strategy.

Startup time is your most precious resource. By using this pre-written PowerPoint template for wellness service providers, you skip the need for expensive design consultants or spending weeks on formatting. You get an instantly professional presentation focused on B2B wellness software sales.

Saves weeks of preparation time.

Avoids expensive consulting fees.

Delivers instant professional quality.

Whether you are raising a pre-seed round or scaling to Series A, this structure works. The modular design allows you to add or remove slides to fit the specific messaging needs of different stages, ensuring your Corporate wellness program pitch deck is always relevant.

Supports pre-seed through Series A.

Modular structure fits any stage.

Messaging adapts to growth needs.