Help Lightning Pitch Deck (2009): 9-Slide Series A Deck

See all 9 slides of the Help Lightning pitch deck — a 2009 Series A deck — with a slide-by-slide teardown of what the deck does well and where it falls short.

Help Lightning's pitch deck is a concise, 9-slide presentation that successfully leveraged the unique market conditions of 2020 to secure Series A funding. The company, which provides 'Merged Reality' for remote field service, focused heavily on a specific 'Pandemic Inflection' that saw usage grow by 417% in a single month. By showcasing a blue-chip customer list including Siemens, Canon, and Ricoh, alongside a team led by a serial entrepreneur with four exits, the deck establishes immediate credibility. While it lacks detailed financial projections and a competitive landscape analysis, the s…

Key takeaways

Overview of the Help Lightning Series A Deck

Help Lightning’s pitch deck is a lean, 9-slide document that focuses on momentum and market timing. Founded in 2009, the company spent years developing its 'Merged Reality' technology before hitting a massive tailwind during the 2020 global pandemic. The deck is designed to prove that their remote assistance software is no longer a 'nice-to-have' but a mission-critical tool for enterprise field services. With a heavy emphasis on blue-chip validation and explosive usage growth, the deck successfully navigated a Series A raise of $12.3 million (per catalogue facts), despite asking for $8 million on the slides.

The Vision and Product (Slides 1-2)

Slide 1: Title Slide The deck opens with a high-quality action shot of a technician using a tablet to inspect a server rack. The tablet screen shows a 'merged' hand reaching into the frame to point at specific cables. The tagline is 'Changing the way the world gives and receives help with virtual expertise software.' It immediately establishes the use case: remote, visual, and collaborative technical support.

Slide 2: Virtual Expertise SaaS This slide defines the technology. It uses the term 'Merged Reality' to describe the blending of two real-time video streams. The copy explains that this 'Virtual Interactive Presence' allows an expert to 'virtually reach out and touch' what a technician is working on. It lists compatibility with iOS, Android, web browsers, and smart glasses, positioning the software as hardware-agnostic. Two inset photos show the product in use: one on a tablet and one on a desktop setup with a specialized camera arm, demonstrating versatility in both field and office environments.

Market Focus and Social Proof (Slides 3-4)

Slide 3: The Market and Focus Instead of a broad TAM/SAM/SOM slide, Help Lightning focuses on the specific value proposition for field service organizations. They cite three key outcomes: improved first-time fix rates, extended workforce capacity, and improved customer satisfaction. The slide makes a bold claim that their software helps transform field service from a 'cost center to a profit center.' It also mentions 'workforce attrition' as a pain point, suggesting the tool helps capture knowledge from aging experts before they retire.

Slide 4: A Few of Our Fans This is a classic logo wall, but the quality of the logos is exceptionally high for a Series A company. The 20 logos displayed include global giants like Siemens Healthineers, Canon, Ricoh, Boston Scientific, Roche, and Otis. The breadth of industries—ranging from healthcare (BD, ResMed) to telecommunications (Cox) and industrial equipment (Husky, Munters)—demonstrates that the 'Merged Reality' use case is horizontal and scalable across different technical domains.

The Team and the Inflection Point (Slides 5-6)

Slide 5: A World Class Team The team slide focuses on three executives. CEO Gary York, Ph.D., is the anchor, described as a serial entrepreneur with four exits, including an IPO. His academic credentials (Ph.D. from Carnegie Mellon) and awards (Smithsonian Innovation Award) add significant weight. COO Marc Guthrie and CTO Neal Evans, Ph.D., are also highlighted for their previous leadership roles and startup experience. The collective narrative is one of seasoned professionals who have 'been there, done that,' reducing execution risk in the eyes of investors.

Slide 6: The Pandemic Inflection This is arguably the most important slide in the deck. It addresses the 'Why Now?' question with startling data. It states that Help Lightning usage grew 417% in March 2020 compared to February 2020. It notes that leads have doubled and revenue is 'ahead of plan.' The slide includes three testimonials from an industry analyst, Becton Dickinson, and Cox Communications. The Cox quote is particularly telling: 'the rapid escalation of COVID-19 accelerated our push to make this available to our customers now.' This slide frames the pandemic not as a temporary boost, but as a permanent shift in service delivery.

Traction and The Ask (Slides 7-9)

Slide 7: Early Growth Stage This slide provides the 'hard' metrics. It uses icons to display three key figures: a '$2X' for ARR growth goals, '111%' for net retention, and '117%' for 2020 growth. A line graph on the right shows 'Call Volume and User Count Growth,' with both lines trending sharply upward toward the end of the timeline. The slide also mentions '5 patents in 8 countries,' highlighting their defensive moat. Finally, it states the round details: 'Series A Round - $8M for sales and marketing growth.'

Slide 8: Seeing is Believing! Recognizing that 'Merged Reality' is difficult to explain in text, this slide serves as a gateway to video demonstrations. It provides links to a 'Virtual Expertise Overview,' an 'International Support Call,' and 'Field Service Support.' A quote from Canon Solutions reinforces the market demand: 'Our customers now expect this is how we will service them.' The visual shows a remote expert at a desk using a specialized camera to project his hands into a technician's view.

Slide 9: Contact The final slide summarizes the value proposition: 'Virtual Interactive Presence supports business continuity and transforms service delivery.' It provides the CEO’s direct email address and features the company logo prominently.

What Works in This Deck

1. The 'Why Now' is Undeniable: Most decks struggle to prove urgency. Help Lightning uses the 417% usage spike (Slide 6) to show that the market moved toward them overnight. This creates a 'fear of missing out' (FOMO) for investors who see a clear inflection point.

2. Enterprise Validation: The logo wall on Slide 4 is not just a collection of startups; it is a list of Fortune 500 companies. For a Series A company, having Siemens, Roche, and Canon as 'fans' suggests that the product has passed rigorous enterprise security and procurement hurdles.

3. High-Signal Team: The CEO’s track record of four exits (Slide 5) is a massive de-risking factor. Investors at the Series A stage are looking for founders who can scale a business, and Gary York’s history provides that confidence.

4. Net Retention Metric: The 111% net retention figure on Slide 7 is a 'gold standard' SaaS metric. It proves that not only are customers staying, but they are also expanding their usage over time, which is the hallmark of a healthy B2B software business.

What is Missing from This Deck

1. Competitive Landscape: The deck completely ignores competitors. In the remote assistance space, companies like TeamViewer, Librestream, and even general tools like Zoom or FaceTime are potential threats. The deck fails to explain why Help Lightning’s 'Merged Reality' is technically superior or more defensible than a standard video call with annotations.

2. Detailed Financials: While the deck mentions '$2X ARR growth' and an '$8M' ask, it does not provide a breakdown of current ARR, burn rate, or a basic P&L. Investors would need to see the starting point of that '2X' growth to understand the scale of the business.

3. Unit Economics: There is no mention of Customer Acquisition Cost (CAC) or Lifetime Value (LTV). Given that the $8M ask is specifically for 'sales and marketing growth,' showing the efficiency of their current sales motion would have been a strong addition.

4. Product Roadmap: The deck focuses heavily on what the product does today. It lacks a vision for the next 3-5 years. Does the company plan to integrate AI for automated diagnostics? Will they move into consumer markets? The lack of a roadmap makes the vision feel somewhat static.

What a Founder Should Copy

1. Use Specific Growth Windows: If your business experienced a surge due to a specific event (like the pandemic), highlight the month-over-month growth during that window (Slide 6). It is much more impactful than an annualized average.

2. Lead with Credibility: If you have a strong team or impressive customers, put them early in the deck. Help Lightning places its logos and team in the first half of the presentation, which builds the 'trust' necessary for the investor to take the subsequent data seriously.

3. The 'Hardware-Agnostic' Play: By showing the software working on tablets, desktops, and smart glasses (Slide 2), Help Lightning avoids being pigeonholed as a 'hardware company.' Founders in the AR/VR space should follow this lead to avoid the high-risk perception associated with hardware startups.

4. Clear Use of Funds: Slide 7 explicitly states that the $8M is for 'sales and marketing growth.' Being specific about where the money goes—rather than just saying 'general corporate purposes'—shows that the founders have a clear plan for scaling the existing momentum.

Conclusion Help Lightning’s deck is a textbook example of a 'momentum deck.' It doesn't spend time educating the investor on the basics of SaaS or the general benefits of AR. Instead, it assumes the investor understands the category and focuses entirely on why Help Lightning is winning the category right now. The combination of elite enterprise logos, a veteran leadership team, and a massive, pandemic-driven usage spike makes for a compelling Series A narrative.

Frequently asked questions

What is the core technology behind Help Lightning?
Help Lightning utilizes what they call 'Merged Reality' or 'Virtual Interactive Presence.' As described on Slide 2, the software blends two real-time video streams—one from a remote expert and one from an onsite technician—into a single collaborative environment. This allows the expert to virtually reach out and 'touch' or annotate the equipment the technician is working on, using mobile devices, web browsers, or smart glasses.
How did the COVID-19 pandemic impact their business metrics?
The pandemic served as a significant catalyst for the company. According to Slide 6, usage grew by 417% in March 2020 over February 2020. Additionally, the company reported that leads doubled during this period and revenue was ahead of plan, as customers viewed the shift to remote service delivery as a permanent change rather than a temporary fix.
What are the key financial metrics shared in the deck?
The deck is relatively light on hard dollar figures but provides strong growth indicators on Slide 7. It notes a 111% net retention rate and a 117% growth rate for 2020. It also mentions a goal of 2x ARR growth for the year. The most specific financial figure is the $8 million Series A round target intended to fund sales and marketing.
Who are the key members of the leadership team?
The team is led by CEO Gary York, Ph.D., a serial entrepreneur with four exits (three private, one IPO) and a Ph.D. from Carnegie Mellon. He is supported by COO Marc Guthrie, who has leadership experience at ComFrame and Influence Health, and CTO Neal Evans, Ph.D., a veteran of two successful startups and former CTO of PointClear Solutions (Slide 5).
What specific industries does Help Lightning target?
While the 'Fans' slide (Slide 4) shows a broad range of sectors, the text on Slide 3 specifies a focus on field service organizations and call centers. The customer logos suggest heavy penetration in medical technology (Roche, BD, Boston Scientific), office hardware (Ricoh, Canon, Pitney Bowes), and industrial/utility services (Siemens, Cox, Otis).
Cover slide of the Help Lightning pitch deck — Series-A 2009
Help Lightning pitch deck, slide 1 (2009)

Help Lightning pitch deck: the facts

Company
Help Lightning
Year
2009
Stage
Series-A
Slides
9
Sector
SaaS

Help Lightning pitch deck PDF

The full Help Lightning deck is embedded on this page and can be read slide by slide in the browser — no download or account required. Each slide is covered in the breakdown above.

What the Help Lightning pitch deck was used for

This is Help Lightning’s **Series A pitch deck** for its **remote visual assistance / virtual expertise SaaS** product that uses merged reality video to let remote experts guide on‑site technicians as if side‑by‑side. The deck, created around the Covid‑19 pandemic inflection (usage up 417% in March vs February 2020), positions the company as critical infrastructure for field service and call centers forced into remote support. It was used to raise an $8M Series A led by Resolve Growth Partners in August 2020, later expanded by an additional $3M growth equity from Larsen & Toubro and Engage in 2021. A curated online source lists the deck as a 9‑slide SaaS Series A deck associated with a $12.3M raise, which aligns directionally with public disclosures but is not itself a primary funding source.

Business model: B2B SaaS providing remote visual assistance / virtual expertise software using merged reality video for field service and call centers.

Round
Series A
Investors
Resolve Growth Partners, Larsen & Toubro (L&T), Engage (Engage Ventures)
Headquarters
Birmingham, Alabama, USA.
Industry
Enterprise SaaS; remote visual assistance / AR-enabled field service software.

Year: 2020 initial close; extended in 2021 with additional growth equity.

Raised: Approximately $11M total across the initial $8M Series A (August 2020) and the $3M growth‑equity addition announced June 2021.

Lead investor: Resolve Growth Partners for the initial $8M Series A; Larsen & Toubro led the $3M growth‑equity extension of the Series A.

Total funding: $11M+ in disclosed equity funding across Series A tranches by mid‑2021.

Use of funds as presented: Scale the business and accelerate innovation in virtual expertise to improve field service and call center productivity, first‑time fix rates, workforce capacity, and customer satisfaction.

What happened after the Help Lightning deck

Following its pandemic‑fueled inflection, Help Lightning closed an $8M Series A led by Resolve Growth Partners in August 2020 and subsequently added $3M in growth equity in 2021 from Larsen & Toubro and Engage, using the capital to expand its enterprise virtual expertise platform for field service and call centers.

What the Help Lightning deck got right

What could have been stronger

How an investor would read this deck

What draws attention

Risks that stand out

Questions this deck invites

What founders can take from the Help Lightning deck

Help Lightning pitch deck: common questions

What does Help Lightning do?

Help Lightning is a Birmingham‑based **B2B SaaS company** that provides remote visual assistance or “virtual expertise” software using merged reality to blend a remote expert’s video with an on‑site technician’s view for collaborative problem solving in field service and call centers.

How much did Help Lightning raise in its Series A round?

Help Lightning closed an **$8M Series A** round in August 2020 led by Resolve Growth Partners, described by the company as a pandemic‑fueled Series A. In June 2021 it added **$3M in growth equity** to the Series A from Larsen & Toubro and Engage, bringing the total Series A capital to roughly **$11M**.

Who invested in Help Lightning’s Series A?

According to the company’s press materials, the **$8M Series A** announced in August 2020 was led by **Resolve Growth Partners**. A later $3M growth‑equity extension of the Series A in 2021 added **Larsen & Toubro** and **Engage** as strategic investors.

Where can I learn about Help Lightning’s Series A pitch and context?

Help Lightning’s own press release on its “pandemic‑fueled Series A” and the announcement of the $3M growth‑equity addition provide the most direct view of the narrative used around the Series A, including the emphasis on Covid‑driven demand and 2020 usage spikes. A pitch‑deck curation site also hosts the actual 9‑slide Series A deck used to raise the round.

What are the key themes of Help Lightning’s Series A pitch deck?

The Series A deck centers on three themes: **virtual expertise SaaS with merged reality**, **field service and call center use cases**, and a **pandemic‑driven inflection** in demand, citing a 417% usage increase in March over February 2020 and statements from customers that changes to service delivery are permanent. It also highlights a small set of testimonial quotes and a “world‑class team” slide with repeat software entrepreneurs.

Sources

Funding and outcome facts on this page were researched on 2026-08-22 from the pages below.

Help Lightning pitch deck slides

Help Lightning pitch deck slide 1 of 9
Help Lightning pitch deck — slide 1 of 9
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Help Lightning pitch deck — slide 3 of 9
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Help Lightning pitch deck — slide 4 of 9
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Help Lightning pitch deck — slide 6 of 9

What each slide of the Help Lightning pitch deck says

Slide 2

Virtual Expertise SaaS Help Lightning's Virtual Expertise solution uses Merged Reality to blend two real-time video streams, that of a remote expert and an onsite technician, into a collaborative environment, This Virtual Interactive Presence allows an expert to virtually reach out and touch what their service tech or customer is working on. Using existing mobile devices (iOS, Android), a web-browser, or smart glasses, Help Lightning allows you to visually collaborate with a colleague or customer as though you were working side-by-side. g ¢« & 0=

Slide 3

The Market and Focus Field service organizations and call centers across a variety of industries rely on Help Lightning's virtual expertise software to improve first-time fix rates, extend the workforce capacity and improve customer satisfaction. Unlike other remote technology solutions, only Help Lightning combines easy-to-use software with industry-specific expertise and a partnership approach to make sure you are getting the most out of your investment. Whether you are facing workforce attrition, quality and responsiveness issues, or the inability to access customer site equipment, Help Lightning will enable you to do more with less and accelerate the transformation of your field service…

Slide 5

' A World Class Team KELPIght Gary York, Ph.D. Marc Guthrie Neal Evans, Ph.o CED €00 cro Gary is a serial entrepraneur with four Marc is an experienced Neal is a vateran of two successful succassiul software and services exits: entreprenaur who has heid startups. He was praviousty CTO three private sales and one IPO. He has leadership roles at ComFrame and of PointClear Solutions, which hedd technical and axecutive positions Influence Health. He has extensive specializes in application with leading technology companies in expenence delivering software and development for healthcars Baoston, Silicon Valley, and Alabama services across a wide range of companies. He is a winner of the Smithson…

Slide 6

The Pandemic Inflection Help Lightning's Virtual Expertise has become a must have tool due to the inflection point driven by the pandemic and lockdowns. Help Lightning usage grew 417% in March over February 2020 as new and existing customers turned to us to deliver mission critical services. Leads have doubled. Revenue is ahead of plan. Customers tell us the changes to service delivery are permanent. No Going Back. Help Lightning is positioned to outperform the market. "Help Lightning puts RICCH in a "We are seeing huge internal efficiency completely ditfferent category from their gains when it comes 1o fixing complex competilors and Is a key offering that wubiemstmhlumgavm "On-site Virtual…

Slide 8

Seeing is Believing! Help Lightning is one of those technologies that you truly have to see it to believe it. The following short videos will show you the value of our virtual expertise solution. Virtual Expertise Overview International Support Call o Field Service Support

Slide text above is read directly from the Help Lightning deck PDF embedded on this page.

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