Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. The interview below has been edited for length and clarity. Pitch book template example for investment banking pitch. Standard banks corporate and investment banking division offers you a robust solution through specialist teams who provide you with funding, manage your daytoday financial risks and facilitate your transactions across africa via market leading electronic platforms. The 10 steps to writing a pitch book for institutional. A resume is a marketing brochure pitch book about you.
Investment banking pitch book template download powerpoint. Pitch book is an information layout or presentation that is used by the investment banks, business brokers, corporate firms etc that provides with the firms main attributes and valuation analysis which. If youre looking for an example or a guide on how to make your. An investment banking pitch book is a marketing device sales book created by investment banks firms. A business plan in 10 slides uc davis graduate school of. If you did, youd get a broker calling you up to pitch. Ubs investment banking pitchbook ubs mergers and acquisitions. A pitch book is a document used by investment banks to pitch potential companies to firms. Here are a number of example pitch books in editable powerpoint ppt, pptx and pdf versions, drawn from some of the case studies within our investment banking courses. Pitch deck template a few tips this template includes the main points to be covered in a pitch.
The easiest way to get from point a to b is to connect the dots. The cim is prepared early on in the sellside process in conjunction with the sellers investment. Your investor pitch document should include these 12 items in order to address the majority of questions your potential investors will have. Pitch book is an information layout or presentation that is used by the investment banks, business brokers, corporate firms etc that provides with the firms main attributes and valuation analysis which helps the potential investors to decide whether they should invest in business of the client or not and also this information is known as.
Eight ways to create the perfect investment banking pitchbook. Jun 21, 2016 to help you with this daunting task, weve taken cues from top startups whove raised money from angel investors and vcs with effective pitch decks. F i n a n c i a l total r 8 e s u l t 4 s 4q14 financial highlights 1 see note 1 on slide 19 2 see note 2 on slide 19 3 see note 4 on slide 19 basel iii advanced fully phasedin refers to the capital rules the firm. Mar 04, 2017 do send the pitch deck in a pdf format to prospective investors in advance of a meeting. So youve finally managed to book a meeting with potential investors and want to show off your project, but youre not quite sure what to display or where to start. When it comes to sales pitch examples and persuading anyone about anything, a dichotomy holds true. You find your audiences point of view pov and connect to their values or needs. With underwriting services, an investment bank helps. It is a sales presentation that details the main attributes of the firm, with an aim to secure a deal for the investment bank with the potential client. Pitch book template download investment pitch book. Investment banker prepares pitch book and buyer list potential buyers pitch book.
Sample investment banking memo and sample pitch book. The ultimate pitch deck to raise money for startups forbes. Investment fundamentals an introduction to the basic concepts of investing. Who, world bank, haad statistics 2011, espicom medical markets fact book. This guide has been produced for educational purposes only and should not be regarded as a substitute for investment advice. Investment banking pitchbook template professional ppt for powerpoint pitch book template more information find this pin and more on best professional template design by adamma brunella. The ultimate pitch deck to raise money for startups. Mar 18, 2020 investment banking pitchbook template professional ppt inside powerpoint pitch book template sample.
Pitchbook for investment banks build comps like never before finally, get all the information you need to build comps in one placeincluding detailed data on precedent private transactions pitchbook is the worlds largest source of deal multiples and valuations, public company fundamentals and consensus estimates. Ubs presentation to investors example pitch book etc. Below is an example of a real investment banking pitchbook, in all its mundane. Pitch book template example for investment banking pitch book. Include your last and first name in the title of the document e.
Investment banking pitch book sample ppt and pdf files and. Alpine investors is a private equity firm focused on making investments in. Learning the basics of investment banking pitch books. Introduction 3 the investment banking engagement letter 4 6 keys to writing great investment teasers 7 the one critical element every teaser must have 10 3 key items to negotiate in your nda the book. Standard bank s corporate and investment banking division offers you a robust solution through specialist teams who provide you with funding, manage your daytoday financial risks and facilitate your transactions across africa via market leading electronic platforms. Does anyone know of a link where i could find some samples of ib pitchbooks, id really like to see what they are like, a general idea of the look and whats in them. Below is an example of a real investment banking pitchbook, in all its mundane glory. Pitchbook has given us information about the pe and venture communityits an excellent. A pitch is the sales presentation by an investment bank. Jul 28, 2018 there are two main factors in acing the pitch deck challenge and crafting a document worthy of attention and substantial investment. Investment fundamentals an introduction to the basic concepts of investing this guide has been produced for educational purposes only and should not be regarded as a substitute for investment advice. The positioning part in the beginning might be more about the types of acquisitions the company should pursue and how your bank will help close these deals. Corporate private equity to the lobs as interest expense. We use pb to test market appetite for specific potential acquisitions and to give us the proverbial hash marks we use in valuation.
Because the picture resolution is compressed, the ppt effects please watch video. Investment fundamentals an introduction to the basic concepts. There is surprisingly little information out there on what goes into a cim, and theres a. Pitch decks done well are one of the most compelling ways to tell your story and get. Pitch book template is prepared by following sample pitch books used by major investment banks and hedge funds and will significantly increase your chances of securing a fine deal. F i n a n c i a l total r 8 e s u l t 4 s 4q14 financial highlights 1 see note 1 on slide 19 2 see note 2 on slide 19 3 see note 4 on slide 19 basel iii advanced fully phasedin refers to the capital rules the firm will be subject to as of january 1, 2019. Sep 27, 2017 this pitch book example includes a professionally designed set of slides that can be easily customised to create your investment banking pitch book, hedge fund pitch book or real estate pitch book presentation. Investment fundamentals an introduction to the basic. The 10 steps to writing a pitch book for institutional investors by factorpad.
The pitch book is not to be confused with a public information book pib, which is an internal resource for the investment. The book contains the main attributes of the firm as well as potential returns and attempts to show how the bank making the pitch is the best bank for the job. If you did, youd get a broker calling you up to pitch you the deal. It provides the bank with a chance to show and prove why the client should instruct them instead of any competitor. Cfis investment banking book is free, available for anyone to download as a pdf.
The investment banking analyst apart from making research and analysis is shouldered with the responsibilities of monitoring funds, client assistance, valuation analysis, and pitch books. Here are some investment banking pitchbook drafts from that have archived by the. A confidential information memorandum cim is a document prepared by a company in an effort to solicit indications of interest from potential buyers. Home \ blog \ learning the basics of investment banking pitch books investment banks and firms make use of pitch books to secure potential clients. Jun 05, 2012 from day one as a summer analyst or summer associate, every banker comes to revile the term pitch. A pitchbook is a sales book created by an investment bank or firm that details the main attributes of the firm, and it is used by the firms sales force to help sell products and. Investment banking pitchbook template download free ppt file. The positioning part in the beginning might be more about the types of acquisitions the company should pursue and how your bank. Pitch book guide to investment banking pitch book examples.
The cfi investment banking pitchbook template is free and available for anyone to download. An investment banking pitch book is a marketing devicesales book created by investment banks. Nonetheless, underwriting and advisory activities are still considered the traditional or core investment banking functions. Let us compare this example to the investment banking pitch book example as follows. Weve compiled a list of 30 of the best startup pitch deck examples to serve as inspiration when it comes time to create a pitch deck of your own. Pitchbook us template the global investment banking firm. Investment banking analyst resume samples qwikresume. Morgan, kelvin worked at np paribass business valuation division based in paris later moving to hong kong to join the greater china corporate finance team.
Youd see an ad in the back of a magazine that told you to send away for info on a great investment. Download investment pitch book example ppt duration. This document does not constitute investment advice and the company undertakes no obligation with respect to the recipient hereof. A pitch is the sales presentation by an investment bank, to a prospective or current client, marketing the firms services and products or a specific transaction.
This file is readymade and professionally designed to help you create a formal and effective document that has preformulated terms and conditions both parties must meet to continue the agreement. No offer to make an investment will be made prior to receipt by a potential investor of these documents and the completion of all the appropriate documents. Both of these skills intersect in the confidential information memorandum cim that investment banks prepare for clients the same cim that youll be spending a lot of time reading in private equity, corporate development, and other buyside roles. Investment banking book pdf valuation, financial modeling.
A business plan in 10 slides the pitch deck this template has been designed to describe all aspects of the venture not just the ones you know about or are excited by and serves as both a prototype your vision and communicate it to others. Do send the pitch deck in a pdf format to prospective investors in advance of a meeting. The primary purpose of pitch book is to stimulate discussion between the potential client. It describes your education, work and leadership experience paid and unpaid, and your skills, activities, and interests. Nextview ventures put together this investment proposal template, which covers key information. The cim is prepared early on in the sellside process in conjunction with the sellers investment banker to provide potential buyers with an overview of the company for pursuing an acquisition. Click the scribd link at the bottom of the article and then go to file save page as. An investment bank raises capital money, in the form of debt and equity for companies and advises them on. Investment banking pitchbook template professional ppt. In this guide, we list the top 28 most common asked investment banking interview questions and answers that you must know.
This document is not intended to form the basis of any investment decision and should not be considered as a recommendation by al noor hospitals group plc the company, or any other person in relation to the company. Create your own deck and tell your story through the suggested topics. Who, world bank, haad statistics 2011, espicom medical markets fact book 2012, rncos, the national newspaper uae. This manual is 466 pages of detailed instruction every new hire at a bank needs to know to succeed. How to pitch to investors in 10 minutes and get funded. Some of the best investment banking analyst resume sample of individuals projects the important decision taken from financial research and reports. Morgan awarded best dr bank japan, taiwan, best dr bank mandate. R e s u m e s for finance roles in investment banking and. Investment banking pitchbook template professional ppt for. From day one as a summer analyst or summer associate, every banker comes to revile the term pitch. Investment banking pitch book sample ppt and pdf files and downloadable templates. Read about accounting, valuation, financial modeling, excel, and all skills required to be an investment banking analyst. Listing of overseas companies in hong kong latest developments.
Ubs investment banking pitchbook free download as powerpoint presentation. Sep 11, 2017 sample pitch book template ppt for a winning investment banking pitch book, real estate investment or hedge fund pitch book presentation. The teaser is arguably the most important document. The leaked golden pitchbook from one of wall streets. Well, the good news is that oracle has made one available to the world, thanks to a feud between it. What is a pitch, and why are pitches so despised by the junior team members. It isnt a pdf but at least you can read it offline. None of the information contained in this document has been verified by the company.