How do I put together my first pitch book?

Prepwise AnswersCategory: Finance CareersHow do I put together my first pitch book?
Greston Wise Staff asked 7 years ago
1 Answers
Kate McKeon Staff answered 6 years ago

Creating your first pitch book can be daunting, especially when your audience will likely be hot on the subjects you are covering. By implementing all of major components I am about to mention, you can be sure to avoid embarrassment when presenting your first pitch book to your peers.

Generally, pitch books have nothing to do with books, they are more often than not PowerPoint presentations to take you listeners through a specific area of investment banking.

Before anything else, your pitch book should aim at specifying the subject matter that you are intending to cover. There are three main areas that pitch books offer insight into. They are: Market summaries and bank introductions, deal pitches (concerning M&A, buying a selling), and client management.

There are of course a vast number of pitch books, but these are the main trio that crop up within the investment banking industry.

In order to put your pitch book together, consider the following basic format to get you started. Firstly, include a title slide , detailing the time and day of presentation, the client or bank’s name and logo, and a small tagline to summarize your presentation in a sentence. Secondly, follow up with a table of contents denoting where your presentation will be taking your audience, and what they can expect to learn from your talk. Lastly, use as many slides as necessary to give your audience all of the useful information you can deliver on your chosen subject. The slides will take up anywhere from 10 to 150 slides depending on the depth of your pitch book topic, but can be filled with images, graphs, bullet points, or short paragraphs , depending on the information your are displaying.

Don’t worry about including animations or fancy transitions, as your audience may want printed slides, which will make the effects almost redundant.