Investment Banking Pitchbooks (Presentation Tutorial)

Step-by-step walkthrough of the optimal template for selling investment banking and financial services products
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Creating sales presentations or pitchbooks for selling investment banking or consulting services


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Selling and presentation skills are invaluable tools for any business person or front-office employee. In this course I will share some of the insights I gained during my years working at one of the largest investment banks in South Africa.

A pitch book is a sales presentation sent to a client with the objective of beginning the sales process. Investment banks and companies involved in the financial services sector provide a whole host of services to businesses and governments. In order to do so they need to communicate their expertise, capabilities and product offerings clearly and concisely. Pitch books allow them to do so by bridging the gap between their capabilities, and how those capabilities would be useful in providing solutions to their client’s problems. In this course I will discuss the ways to craft deal-winning sales presentations or pitch books.

Pitch books are usually prepared in the form of slides. They are usually accompanied by an in-person presentation, where a representative from a financial services company would present the slides to the prospective client, and provide the client the opportunity to ask questions to elaborate or clarify the content of the presentation. The sales presentations are usually done by client-facing or sales-focused employees. We typically refer to these types of employees as being front-office employees.

By the end of this course you will be able to:

  • Put together your own sales presentation, using a tried and trusted format used by top global investment banks and advisory firms.

  • Structure your sales presentation to go along with a verbal presentation that is relevant to your client, builds rapport, and opens up the selling discussion leaving you with the only step necessary afterwards: CLOSING THE DEAL!

Who this course is for:

  • Beginner investment bankers, management consultants or professionals providing financial and advisory services
  • Experienced non-sales professionals wishing to transition into a sales-based role in financial services
  • Professionals wishing to enhance their sales skills for high value financial products or services

Course content

3 sections13 lectures1h 11m total length
  • A Message From Your Instructor


Corporate Trainer | Consultant | The Tauro Group
Perry Fisher
  • 4.3 Instructor Rating
  • 246 Reviews
  • 6,579 Students
  • 9 Courses

I am passionate about coaching and training.

My services include consulting and training in the areas of risk assessment, financial modelling, deal appraisal, and financial structuring for debt and equity transactions.

I previously worked as an investment banker where I was involved in the structuring of multi-million dollar transactions, developing pricing models, managing investment-related risks, preparing client pitches and successfully closing deals.

I have concluded corporate debt financing, advisory, as well as project financing transactions. My areas of expertise include:

· Presentation of sales pitches, advisory mandates, and information memorandums (both the preparation and presentation thereof);

· Deal pricing (structuring pricing and deal terms for credit and capital considerations);

· Preparing of term sheets and deal structuring;

· Credit analysis;

· Financial modelling and debt capacity calculations;

· Legal documentation and review;

Prior to investment banking, I worked as a training facilitator for a small business incubator program, taught A-level Economics, Statistics and Mathematics, and also authored a mathematics textbook for distance learning students across Southern Africa.

I hold a Bachelor’s degree in Actuarial Science and an Honours degree in Advanced Mathematics of Finance. My Areas of study included:

· South African Financial Markets

· Introduction to Derivative Securities

· Stochastic Calculus

· Risk Theory

· Numerical Methods

· Differential Equations

· Swaps and Exotic Options

· Interest Rate Options

· Portfolio Optimization