Investment Banking Pitch Books Structure, Samples & Templates


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1X What is an investment banking pitch book? The process of coming up with an investment banking pitch book can be pretty challenging. This is because many brokers and investment bankers are unsure of what they should include in their pitchbooks. It is not clear how something so central and popular can be so confusing.


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Investment Banking Pitch Books Structure, Samples & Templates

Examples of how the firm might execute the deal.


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The pitchbook is meant to be used as an example to build on. It provides the basic building blocks that are included in every presentation and can easily be expanded on. You will get a real-life example of the typical formatting, style, and design of PowerPoint slides in an investment banking presentation.


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1. Professional Pitch Book Example It is a powerful and comprehensive tool for presenting a business idea or project to potential investors or clients. This modern and professionally designed pitch book example helps entrepreneurs and professionals craft engaging and impactful presentations.


Investment Banking Pitch Books Structure, Samples & Templates

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Most investment banking pitch books are created in PowerPoint and fall into three categories: bank introductions, deal pitches, and management presentations. Creating an investment banking pitch book requires significant preparation and meticulous attention to detail. Types of Investment Banking Pitch books


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1. Market overviews / Bank introductions - (main pitch book): This type of investment banking pitch book would include all details that one needs to have about the investment firm. This would include its background details, its vision & mission statements, history, and details about management.


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60 Examples of Hooks for Books This post collects 60 examples of hooks for books. Also called elevator pitches, these book hooks show real-life examples in a variety of writing genres for fiction and nonfiction books. Robert Lee Brewer Aug 17, 2022


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Key Takeaways Investment banking pitch books are structured PowerPoint presentations designed to attract new business. They articulate why the bank is the best choice for transaction processes and why clients should opt for its services.


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Here is an example outline for an investment banking pitch book: Title page - logos, date, and a title Table of Contents - all sections in the pitch book Executive Summary / Situation Overview - explain why you're giving the pitch and the call to action or recommendation on one page


Investment Banking Pitch Books Structure, Samples & Templates

A pitch book (or pitch deck) is a document used by investment banks to help pitch potential transactions to current and potential clients. It is among the most important tools used by investment bankers to help sell their services.


Pitch Book Template Example for Investment Banking Pitch Book (NEW)

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Investment Banking Pitch Books Structure, Samples & Templates

Written by CFI Team What is a Pitchbook? A pitchbook is a sales book used by investment banks to sell products and services, as well as to pitch potential clients. The purpose of a pitchbook is to secure a deal with the potential clients.


Investment Banking Pitch Books Structure, Samples & Templates

Example of a Pitchbook In 2011, the company Autonomy was the acquisition target of several larger competitors. Hewlett Packard and Oracle were interested, but HP eventually became the victor.


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PitchBook Simple Example. Uses of Pitch Books. #1 - They are Marketing devices. #2 - Should have Investment Actions well specified. #-3 Contributors. Step by Step Guide to Creating an Investment Banking PitchBook. #1 - Capabilities and Qualifications of the Investment Bank. #2 - Market Updates. #3- Transaction Section.