For full text article go to : https://www.educorporatebridge.com/investment-banking/investment-banking-pitch-book/ Learn the nuts and bolts of Investment Banking Pitch Book. This article deal with the what is Investment banking pitch book, types of Investment banking pitch book and the anatomy of investment banking pitch book.

1. Investment Banking
Pitch books
-by edu CBA

2. Pitch Book Definition
A Pitchbook is a type of sales book
which is created by an investment bank
that details the main features of
the bank.
 Used by investment bank’s sales force.
 Aids the process of selling products and issues.
 Helps in generating new clients.

3. • Pitch books acts as a marketing device for Investment banks.
• It acts as the starting point of initial pitch or sales introduction
for the investment bank when it is trying to seek new
business.
• It offers the bank a chance to show and prove why the clients
should choose them.

4. Contributors of Pitchbook Preparation
Process!!!
Associate
Vice
President
Managing
Director

5. Main Pitch
Book
Deal pitch
Book
Combo Pitch
Book
Management
Presentations
Targeted Deal
Pitch Book
Some important types of
Investment banking Pitchbooks

6. Includes information about the investment bank- Background
details, vision & mission statements, history, management
details etc.
Used to pitch the clients to the investors.
Prepared when the client company isn’t sure
whether it wants to go public or sell.
Created when your client company is approached by a
buyer with an acquisition offer.

7. Sell-Side M&A Pitch Books
contains information on -
• Potential buyers for the client
• Bank Overview
• Positioning Overview
• Valuation Summary
• Recommendations
• Appendix

8. Buy-Side M&A Pitch Books contains
information on -
• Potential Acquisition Candidates
• Bank Overview
• Positioning Overview
• Valuation Summary
• Recommendations
• Appendix

9. Anatomy of a Pitchbook
 All the details in the Pitchbook must be accurate and
up-to-date.
 There is no scope for any mistakes that may leave a
negative impression on the client.
 The information should be brief and to the point.
 It should be simple but must have a professional
layout.

10. Points to concentrate upon while making
a Pitch book!!!
Look
and
Feel

11. For more information
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