Viatical Settlement Brokerage Pitch Deck - Written for Brokers, Not Reworked from a Generic Investor Template

Why Now? The Liquidity Crisis

The market for selling a life insurance policy for cash is complex and opaque, leaving terminally ill patients vulnerable. Your platform solves this urgent liquidity problem by providing a compliant, digital marketplace, adhering strictly to NAIC viatical regulations.

Compliance and Patient Focus

• Regulation complexity drives demand for specialized platforms.
• Digital marketplace offers transparency and speed.
• Focus on compassionate case management reduces friction.

What Do You Do? Tech-Driven Policy Brokerage

We operate a two-sided digital marketplace connecting policy sellers (patients) with qualified institutional buyers (Hedge Funds, Settlement Firms). The win lies in superior policy valuation software and efficient due diligence, streamlining a historically manual process.

Core Operational Levers

• Automated policy valuation and underwriting.
• High-touch legal and regulatory compliance structure.
• Attracting institutional investor access via technology.

Who Buys? Institutional Capital and Growth

Your primary buyers are institutional investors seeking uncorrelated assets, specifically Hedge Funds (40% mix), Settlement Firms (35%), and Institutions (25%). The opportunity is large, driven by high Average Order Values (AOV), ranging from $200,000 for Settlement Firms to $500,000 for Institutions.

Scaling the Platform Economics

• Hedge Funds drive volume (2.5 orders/buyer/month).
• Institutions drive AOV ($500,000 per policy transaction).
• Brokerage revenue is 4.00% variable commission plus $500 fixed fee.

This pitch deck template follows proven venture capital standards, ensuring your narrative aligns with professional investor expectations from the start. This structure enhances credibility instantly, saving you time spent on costly revisions and ensuring you cover all necessary financial and operational details for a sophisticated life settlement brokerage.

Covers all investor due diligence points

Instantly aligns with VC expectations

Saves time, boosts credibility

The template is 100 percent editable in Microsoft PowerPoint or Google Slides, giving you total control over the content, design, and branding. This flexibility lets you adapt the core structure to your unique viatical settlement business model without needing expensive design consultants or complex software.

Editable in PowerPoint or Google Slides

Customize design and brand elements

Adapt structure to your specific model

Use the built-in Problem-Solution framework to clearly define the market pain-the need for liquidity for terminally ill policyholders-and present your unique viatical settlement platform solution. This approach clarifies your value proposition immediately, engaging investors who understand the value of helping people sell life insurance policy for cash.

Define market pain and solution fast

Engages investors immediately

Clarifies unique value proposition

The template includes structured slides for demonstrating market demand using Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM). Showcasing this potential validates your scale and builds investor confidence in the growth of the life settlement investment platform.

Show TAM, SAM, and SOM clearly

Validates market scale and demand

Builds strong investor confidence

It is crucial to communicate how your brokerage generates revenue, which this deck simplifies by mapping out commission, subscription, and extra fee streams. Clear financial logic, including the 4.00% variable commission and fixed $500 fee per order, reassures investors of the platform's viability and scalability.

Maps commission and subscription revenue

Shows clear financial logic

Proves scalability and viability

The template includes a dedicated slide to compare your viatical settlement platform against key rivals, helping you position your advantages clearly. By highlighting your unique features like advanced policy valuation software or compassionate case management, you prove why your offering is more compelling.

Compare rivals and key features

Highlights defensible advantages

Positions your offering strongly

This structure simplifies how you present your fundraising needs, clarifying the capital usage and aligning your request with investor expectations. Use the template to state the round size and allocation, showing a disciplined plan to reach the Jun-27 breakeven date and cover the -$1.456 million minimum cash need.

Clarify capital usage and ROI

Aligns ask with investor expectations

Shows disciplined capital plan

Using this pre-written pitch deck saves founders hundreds of hours of design and content creation, plus thousands in consulting fees. It delivers an instantly professional, ready-to-use presentation without sacrificing the quality or depth required for sophisticated institutional investor access. This is defintely a shortcut to funding.

Saves hundreds of hours of work

Avoids expensive consultant fees

Instantly professional presentation

The pitch deck is built to suit startups at any growth phase, from pre-seed to Series A. Its modular structure supports adapting your messaging whether you are focusing on initial traction, demonstrating life expectancy underwriting capabilities, or scaling toward $19.09 million in Year 5 revenue.

Supports pre-seed through Series A

Flexible, modular structure

Adapts to changing growth metrics