Pitchbook | Pitch Deck for Investor Pitching

Name: Pitchbook | Pitch Deck for Investor Pitching
Rating: 4.3 (14 reviews)

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

Created byEDUCBA Bridging the Gap

Last updated 1/2024

English

What you'll 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.

Course content

5 sections • 69 lectures • 8h 18m total length

Introduction to Pitch Book4:53
Explore what a pitch book is and how investment banks use it to secure mandates. Identify pitch book types, structure, and key components to avoid errors.
What is a Pitch Book11:56
Target Audience9:21
Types of Pitch Books9:29
Sell Side Pitch Book9:07
Main Pitch Book8:31
Structure of a Pitch Book12:20
Components of a Pitch Book3:29
Creating Markups9:25
Explore how to create a markup for a pitch book in an investment banking flow, including drafting red-markup slides, a structured industry overview, and rider pages for key players.
Creating Markups Continues11:48
Create Valuation Summary6:25
Drafting a Mail7:26
Replying to the Client7:00
Creating Bank Overview Section8:42
Creating Bank Overview Section Continues6:12
Creating Company Overview12:01
More on Company Overview10:50
Define and refine a company overview for an investor pitch by organizing products and services, business sectors, and key power and energy divisions using annual reports.
Industry Attractiveness and PS12:34
Share Price Chart11:24
Includes Annotations5:20
Company Overview Financials10:44
Creating Bank Overview Section8:42
More on Bank Overview5:32
Common Interview Questions6:35
Conclusion5:33

Introduction to Pitchbook Preparation8:50
Types of Pitchbooks5:23
Explore the three main pitch book types for investor pitches—buy-side m&a, debt financing or ipo, and management presentations—and their differences in length and content.
Other Types of Pitchbooks7:31
Explore the full spectrum of pitch books, from combo and scenario analyses to management presentations, buy-side and sell-side M&A, and fairness opinions.
Art of Writing a Pitchbook2:44
Example of Dell Pitchbook Preparation8:49
Agenda for Dell Investors9:01
Agenda for Dell Investors Continues7:42
Autonomy Example7:34
Silverwood Example6:04
Silverwood Example Continues1:31
8 Ways of Creating Pitchbook8:59
Discover eight ways to craft a concise investment banking pitch book with a clear message, macro and company analysis, deal rationale, financials, and a strong appendix.
How to Create a Pitchbooks9:38
Key Highlight in the Pitchbook7:43
Priciples and Highlights of Partnership5:32
Highlight the principles of partnership and merger highlights, crafting slides on the leading Indian mobile operator with spectrum position, digital services, and proforma financials to reveal synergies.
Key Approval Overview of Pitchbook8:20
Explore the overview of key approvals for merger and acquisition pitch book, detailing required, completed, and pending steps, and guide slide design, flow, and versioning for investor presentations.

Introduction to Pitch Book Presentation4:49
Learn to build pitch books, screen 25–30 companies into strip profiles, and select 2–3 for in-depth analysis across US, UK, and other energy and utilities sectors.
Utility and Solar Energy11:47
Key Stats of The Company10:03
Recent Press Releases7:28
Companies Financials7:34
Companies Financials Continues10:18
Corporate Information6:47
Key Stats and Recent News6:25
Extract key stats from the latest presentation, including more than 70 megawatts and 55 megawatt hours under construction, a 700 megawatt hours pipeline, and backlog to 2018.
Examples on UK Based Company10:19
Key Stats Ownership9:16
Define the ownership framework and key stats, including 29 MW energy storage in the UK, 101 solar farms, and leadership from Steve Shine, Kevin Mowatt, and Chris Mutter.
News and Course Summary5:19
Capture the latest news from the company site, such as Clay Hill solar farm and storage facility in the UK, the first solar farm to operate without government subsidy.

Private Companies Profile1:37
Create private company profiles for investment banking pitches, highlighting regions and financial metrics in a concise one-page profile, using the Spanish company Mike Alex as an example.
Example on Companies Profile10:10
Presence of the Company7:06
History of the Company5:11
Shareholders of the Company2:11
Identify the company’s key shareholders, noting that Acer Rollox held 93 percent and sold 10 percent to Arta Capital, per a 2010 news article.
Key Clients of the Company8:50
Describe the company's growth from 1990 to present, highlighting international expansion, public listing, warehousing and ISO certification, and later integration of logistics, acquisitions like ThyssenKrupp, and a robotics division.
International Phase of the Company10:19
History in Different Phases1:09
Products and Services Overview10:17
Explore four core offerings—consulting, warehouse software services, automated warehouses, and racking and shelving. Understand how customized solutions for pallets and boxes, including pallet and cantilever racking, optimize storage and dispatch.
Conclusion on Companies Profile1:42
Conclude a one-page company profile for an investment banking pitchbook by consolidating the business overview, historical developments, key customers, recent developments, products and services, logos, and images.

Introduction to Investment Banking Pitch Books1:42
Types of Pitchbook2:22
Industry Section2:33
Example and Revision7:49
Company Section6:26
Explore the company section by detailing segments, operating segments and sale breakup by segment, financials, ebitda and pat margins, timelines, growth, and management, plus revenue drivers and models.
Organisation Structure1:29
Present the management structure slide to highlight top management qualifications and the organization’s hierarchy, ownership shares, and how these details inform the client’s financial decisions.
Strategy2:18
Common Errors to Avoid in A Pitchbook4:21
Master the financials section of a pitchbook, including income statements, balance sheets, margins, and debt, justify future revenue with assumptions, and avoid common errors to keep a concise, story-driven deck.

Requirements

A Computer with MS Excel
Basic financial knowledge will be great advantage
Basic excel knowledge will be an addition

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.

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.

Who this course is for:

Anyone who wants to learn about the Investment banking industry
Professionals in the field of investment banking/equity research

Pitchbook | Pitch Deck for Investor Pitching

What you'll learn

Explore related topics

Course content

Pitchbook Creation From Scratch25 lectures • 3hr 35min

Pitchbook Preparation15 lectures • 1hr 45min

Create Strip Profiles For Pitchbooks11 lectures • 1hr 30min

Create Private Company Profiles For Pitchbooks10 lectures • 59min

Anatomy Of A Pitch Book8 lectures • 29min

Requirements

Description

Who this course is for: