Definitive Guide: Pitch Book (Plus Template and Example)

Bankers like to complain about almost everything, but near the top of the complaint list is “investment banking pitch books.”

Some Analysts claim that you’ll devote all your waking hours to creating these documents, while others say they’re time-consuming but not that terrible to create.

Some senior bankers swear by pitch book presentations, claiming that they help to win and close deals, while others think they’re over-hyped.

We’ll look at all those points and more in this article, including downloadable pitch book examples and templates for you to use.

Pitch Book Template – Download investment pitch book example ppt

Why are pitch books important?

Pitch books are important because they persuade clients or potential clients to pay for the banks services. These presentations help banks earn new clients. The main purpose of pitch books is to secure deals with stakeholders and clients. Theyre also important because they provide clients with information about the bank and the transaction. This allows them to easily learn about the bank, its services and how it can help the company improve. Pitch books help banks present this information to clients in a way thats easy for them to understand.

What is a pitch book?

A pitch book is a marketing presentation that a bank gives to clients to convince them to use the bank. Its typically a long presentation that provides clients with information about the bank and the transaction. The purpose of a pitch book is to persuade clients to use the bank. It might include graphics, case studies, data and quotes that support the banks hypothesis about the clients company. These presentations have information about the banks history and employees, context information about the industry and content based on what the bank is pitching.

How to create a pitch book

Here are six steps to create a pitch book:

1. Introduce your firm

You can start by introducing the firm you work for to your clients. They may know some information about the bank, but its beneficial to remind them about the firm and its history. You might include information about the banks founders and how they started the business. Consider describing how the company has grown and changed since its opening. You might also include information about the leaders, employees and teams of the company. Introducing your firm is important because it helps your clients learn about and relate to the company. This might motivate them to support the business.

2. Offer some context information

Once youve introduced the bank, offer the client some context information about their industry. Even though your clients are usually familiar with their industry, its helpful to talk about how their specific company is currently performing within the field. This allows you to start a discussion about how your bank can improve the clients business. In this section, you might talk about market trends that affect both you and the clients. Its also important to mention the clients competition. This can help you determine the valuation of the company, which is how much its worth.

3. Define the clients situation

After youve provided the client with some context information, define their current situation. This refers to what the client is looking for to improve their company. They may want to open a new location or increase the number of customers they have. Briefly outline this before explaining a challenge they might be facing. For example, maybe their growth has been decreasing due to current market trends. Defining their situation allows you to analyze how your bank can help them resolve their issue and achieve their goals. Completing this step also shows the client that your team cares about helping them succeed.

4. Provide a solution for them

Once youve defined the clients situation, you can provide them with a solution. You might outline how the services at your firm can help the clients. For instance, try describing what your bank offers that can help the client grow their company. You could give the client recommendations as a solution. These may depend on what your bank offers and what the clients situation is. If they want to grow their company, you might outline why banking with your firm is the optimal choice.

5. Include benefits of the partnership

After youve provided some solutions to the client, discuss the benefits of the client choosing your bank. Its important to include this in your pitch book so the client knows the advantages of banking with your employer. It might convince them to partner with the bank and use its services. Try to choose a few impressive examples of benefits the client receives when they bank with your company. When doing this, consider including a few ways that your bank is unique compared to competitors. This helps your company look impressive compared to other firms.

6. Create a presentation

Once youve compiled all of this information, create a presentation. Try to use a program that allows you to use slides to make your presentation. Slide shows are a beneficial way to present information because you can insert materials on each slide and easily click through the presentation. Each slide can have different information to convince the client to choose your bank. Pitch books usually have a lot of graphics, which you can insert using presentation software. Consider including graphs and images to support your information. Try to make the slideshow visually appealing by using white space and professional fonts.

Pitch book template

Heres a pitch book template you can use as a reference when creating your own:

Company overview

[In this slide, summarize the bank. You might include the founders who created it, along with some of its major achievements. You can also include the current owner and the valuation of the company. If possible, try to include a graph. For example, you could add a bar graph that shows how well the banks stocks have performed over the past five years.]

Industry trends
[Next, create a slide that details industry trends or context. If the client is a clothing company, you might include retail trends. For example, you might discuss consumer confidence, inflation or employment rates. Try to add relevant information that enforces the idea of the client banking through your firm.]

Client summary
[In this slide, describe how the client has been performing. This is where you can talk about the clients current situation and some challenges they may be facing. You might include information, such as how their stocks have performed, the companys valuation or trends in the clients industry.]

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Pitch book example

You can use this pitch book example as a guide for your own pitch book:

Company overview Rita and George Rockwell founded Rockwell Banking in 1957. Their goal was to create an organization that customers could trust to keep their money. Since then, Rockwell Banking has grown into much more than a building with a safe. Now, under the leadership of Samantha Rockwell, Rockwell Banking provides several services to its clients, such as offering them credit and debit cards, financing options and wealth management. Rockwell Banking is currently worth 12.5 million dollars and we now have over 10,000 employees.

*Industry Trends
Within the retail industry, trends have been unstable due to several unforeseeable circumstances. Consumer confidence has increased and decreased over the past few years. Currently, its increasing due to the recent United States election. The employment rate has slowly decreased, while employee wages have steadily increased. Inflation has doubled over the past five years, as well. Traditional retail stores have seen growth despite the overwhelming use of online shopping by a majority of consumers.*

*Client summary Currently, Fit Outfitters overall revenue has been slowly declining despite its increase in size. This could be due to the increase of online shoppers who spend less time in physical stores. This companys stocks have also been performing poorly even though theyve had a consistent positive record for the past five years. Overall, the popularity of Fit Outfitters has grown, but it would benefit from financial management.*

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FAQ

How do you make a pitch book?

Eight ways to create the perfect investment banking pitchbook
  1. The perfect pitchbook should have a clear message. …
  2. 10-15 pages is enough. …
  3. Put your case forward early. …
  4. Add value with the macro view, but keep it concise. …
  5. Set the scene with the company analysis. …
  6. Create the most compelling case with the deal rationale.

What is a pitch book in banking?

Pitch books typically contain sections on the merits of the transaction; analysis of potential buyers or sellers; pricing and valuation information; as well as key risks to mitigate. That is the classic definition, but in practice, people use the term “pitch book” to refer to almost any presentation created by a bank.

How do investment bankers pitch?

A pitchbook is a sales document created by an investment bank or firm that details the main attributes of the firm, which is then used by the firm’s sales force to help sell products and services and generate new clients.

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