Template: Slide deck for post-investment plan

As CFO, your first board conversation sets the tone – whether you’re stepping into a newly acquired business or joining an existing PE-backed company. This template helps you build a clear financial strategy for your first 100 days – and show how it supports the broader value creation plan.

This editable PowerPoint deck guides your planning around the SCALE-100 framework – a three-phase model developed by Zone & Co to help PE-backed CFOs create a path to value and growth.

Show up prepared – and in control.

For PE-owned companies, the pressure hits fast. Investors want traction. The CEO needs clarity. Your team is waiting for direction.

This planning deck replaces scattered notes and one-off slides with a plan that signals alignment, ownership and forward motion. Each page includes prompts to focus your thinking and hone your message. Use it to:

• Clarify investor expectations and board-level priorities
• Assess systems, team capabilities and reporting gaps
• Flag data and process risks before they stall momentum
• Sequence near-term actions and model long-term impact
• Define the metrics and cadence that show finance is in control

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A customizable presentation deck for your first 100 days as CFO

This template gives you a structured starting point for your plan – so you can align stakeholders early, document your early moves and build a financial foundation for growth.

What’s inside:

• An editable slide flow organized around the SCALE-100 framework
• Defined phases that build on one another and link to financial priorities
• Modeled examples to guide planning and indicate what “good” looks like
• Built-in prompts to help sequence your actions and flag key dependencies
• A modular format that connects finance’s work to broader operational goals

This tool can help you prepare for board updates, brief your CEO and sponsors and keep your 100-day plan focused on execution and results.

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Get ready to scale with confidence.

The first 100 days are when your decisions shape how finance will support growth. It’s your window to push for change, reset expectations and put the right structure in place.

This planning tool helps you clear the roadblocks that stall momentum. Disconnected CRM, billing and ERP systems that slow reporting. Manual cash flow models with no link to payroll or payment timing. Under-resourced teams stretched thin across close, reporting and planning.

But it goes beyond removing barriers. This template helps you design a finance function that’s ready to scale – with the systems, visibility and ownership that value creation demands.

Download the template