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Learn to create awesome pitchbook | Pitch Deck for investor pitching to raise capital and for mergers acquisitions

What you will learn

Learn how to prepare a pitchbook

This Investment Banking pitch book contains slides that display the organizational details of the respective investment bank, like its vision and mission

This type of pitch book is created specifically for a particular deal. The presentation demonstrates how the investment bank can cater to its client’s needs

The Investment Banking pitch book on deals may also list the bank’s prominent achievements and clients to assure acceptability and potential partnership.

Description

An investment banking Pitch book is a marketing device that all investment banks use worldwide. Investment Banking Pitch Book must have a diligent and proper analysis of the investment actions of the current or potential client of the bank. It should be designed and crafted in such a way that it is successful in securing deals with current or potential clients. A Pitchbook is a type of sales book created by an investment bank that details the main features of the bank. The investment bank’s sales force uses this pitchbook to aid the process of selling products and issues and generate new clients.

A pitchbook acts as the starting point of the initial pitch or sales introduction for the investment bank when it is trying to seek new business. The approach of the investment banks while making sales is highly formalized and official. Often they follow a tailored and highly effective sales strategy.


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It is indispensable to investment banks while marketing themselves to clients. pitchbook exemplifies valuable and comprehensive marketing material. It offers the bank a chance to show and prove why the clients should choose them amongst the wide variety of financing and other sources of capital.

Many contributors of the Investment bank help in the process of pitch book preparation. It involves an associate, vice-president, senior vice-president, lead of the team, and managing director. Learn more about Investment Banking Hierarchy.

English
language

Content

Pitchbook Creation From Scratch

Introduction to Pitch Book
What is a Pitch Book
Target Audience
Types of Pitch Books
Sell Side Pitch Book
Main Pitch Book
Structure of a Pitch Book
Components of a Pitch Book
Creating Markups
Creating Markups Continues
Create Valuation Summary
Drafting a Mail
Replying to the Client
Creating Bank Overview Section
Creating Bank Overview Section Continues
Creating Company Overview
More on Company Overview
Industry Attractiveness and PS
Share Price Chart
Includes Annotations
Company Overview Financials
Creating Bank Overview Section
More on Bank Overview
Common Interview Questions
Conclusion

Pitchbook Preparation

Introduction to Pitchbook Preparation
Types of Pitchbooks
Other Types of Pitchbooks
Art of Writing a Pitchbook
Example of Dell Pitchbook Preparation
Agenda for Dell Investors
Agenda for Dell Investors Continues
Autonomy Example
Silverwood Example
Silverwood Example Continues
8 Ways of Creating Pitchbook
How to Create a Pitchbooks
Key Highlight in the Pitchbook
Priciples and Highlights of Partnership
Key Approval Overview of Pitchbook

Create Strip Profiles For Pitchbooks

Introduction to Pitch Book Presentation
Utility and Solar Energy
Key Stats of The Company
Recent Press Releases
Companies Financials
Companies Financials Continues
Corporate Information
Key Stats and Recent News
Examples on UK Based Company
Key Stats Ownership
News and Course Summary

Create Private Company Profiles For Pitchbooks

Private Companies Profile
Example on Companies Profile
Presence of the Company
History of the Company
Shareholders of the Company
Key Clients of the Company
International Phase of the Company
History in Different Phases
Products and Services Overview
Conclusion on Companies Profile

Anatomy Of A Pitch Book

Introduction to Investment Banking Pitch Books
Types of Pitchbook
Industry Section
Example and Revision
Company Section
Organisation Structure
Strategy
Common Errors to Avoid in A Pitchbook