Pitch Book for Investment Bankers
What you'll learn
- Learn what is a Pitch Book and Who uses a Pitch Book.
- Learn what is the basic format of a pitch book.
- Learn types of Pitch Books and their General Formats, Contents of a Pitch Books and What to highlight in a pitch book
- Learn creating Excel Backups
- Learn formatting the Pitch book to improve the look and feel
Requirements
- Basic knowledge of finance concepts
- Should know how to create graphs and charts in excel
Description
Through this course we are going to learn how to create pitch books for M&A advisers and investment bankers to avoid the common mistakes and discuss some tips for crafting the perfect pitch book. The main purpose of a pitch book is to provide a realistic overview of a business being marketed for sale. Additionally, a pitch book needs to communicate some insight into the personality and culture of the business being pitched. Both parties need to get to know each other and determine if they can work together, because the goal is a long-term relationship.The training includes the following:
Introduction to Topic
What is a Pitch Book?
Who uses a Pitch Book?
What is the basic format of a pitch book?
Types of Pitch Books and their General Formats
Contents of a Pitch Books
What to highlight in a pitch book
Case study- Creating a Sample pitch book – Previous Deal Highlights, League Tables, Industry Landscape, Company Profiles, Board Profiles, Team description, Financial Outlook for the sector and the company, Trading Stats, Share price Graph with Annotations, Comps Template, Revenue Breakdown of Subject companies, Ownership, Multiple History and Outlook, Broker Outlook, Management Commentary and Disclaimer
Creating Excel Backups
Formatting the Pitch book to improve the look and feel
Concluding the presentation
Common Interview questions
Who this course is for:
- Students
- Investment bankers
- Financial Analysts
- Anyone who is keen on understanding the creation of Pitch books
Course content
- Preview04:53
Instructor
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Institute of Investment Banking (iiB) offers a comprehensive range of professional Online Courses and Classroom Programs in Finance and Investment Banking. iiB is the Premier Finance Training Provider around the world. iiB has built a strong online platform and caters to self-paced learning, online learning and classroom mode of learning. Our courses are taught by industry experts. Our courses are driven by a constant need to be job relevant and stimulating, taking into consideration the dynamic nature of the Financial Services and Analytics market. Today, iiB is a name trusted by companies, professionals and students across India and all over the world. We empower you with practical knowledge through our courses. With us, you get the intensive experience that will expose you to new challenges, and innovative ideas to perform better in your career. We've been offering our courses for more than a decade and our alumni are already doing a remarkable job across the globe. Our academic excellence goes beyond theoretical knowledge or setting you up to memorize things, our courses are built around applied Finance. We're proud of people who give us their time and commitment. We're looking for people who are ready to level up, who care to up-skill and re-skill with changing time and work demand. One thing we preach is that any learning needs focus, commitment, and consistency. Come and Join our courses and take a leap.