Definitive Guide: Pitch Book (Plus Template and Example)

Pitch Book Template – Download investment pitch book example ppt

Why are pitch books important?

Because they persuade customers or potential customers to pay for the banks’ services, pitch books are crucial. These presentations help banks earn new clients. Pitch books’ primary goal is to close business with clients and stakeholders. Additionally, they’re crucial because they inform customers about the bank and the transaction. They can easily learn about the bank, its offerings, and how it can help the business grow as a result of this. Pitch books assist banks in providing this information to clients in an approachable manner.

What is a pitch book?

A bank will provide clients with a pitch book as a marketing tool to persuade them to use the bank. Usually, a lengthy presentation is used to inform clients about the bank and the transaction. A pitch book’s goal is to persuade customers to use the bank. It may contain illustrations, case studies, statistics, and quotes that corroborate the bank’s assessment of the client company. These presentations include background information on the bank’s history and personnel, industry context information, and content specific to the bank’s pitch.

How to create a pitch book

Here are six steps to create a pitch book:

1. Introduce your firm

You can begin by telling your clients about the business you work for. They may have some knowledge of the bank, but it is advantageous to remind them of the company and its background. You could provide details on the bank’s founders and their business ventures. Think about describing how the business has developed and changed since it first started. You could also provide details about the company’s executives, staff members, and teams. It’s crucial to introduce your business because it enables customers to understand and identify with it. This might motivate them to support the business.

2. Offer some context information

After introducing the bank, provide the client with some background data on their sector. Even though your clients are typically knowledgeable about their industry, it can be useful to discuss how their particular company is currently faring in the industry. This gives you the opportunity to start a conversation about how your bank can help the client’s business. You could discuss market trends that impact both you and the clients in this section. Its also important to mention the clients competition. This can assist you in calculating the company’s valuation, or how much it is worth.

3. Define the clients situation

Describe the client’s current situation after giving them some background information. This relates to the improvements the client wants to make to their business. They might want to expand their customer base or open a new location. Before describing a potential problem they might be facing, briefly summarize this. For instance, perhaps the state of the market has caused their growth to slow down. By defining their situation, you can assess how your bank can assist them in resolving their problem and achieving their objectives. By completing this step, you can demonstrate to the client how committed your team is to their success.

4. Provide a solution for them

Once you’ve identified the client’s situation, you can offer a remedy. You could explain how your company’s services can benefit the clients. Try, for instance, outlining the services your bank provides that can assist the client in expanding their business. You could give the client recommendations as a solution. These might vary based on the products your bank offers and the client’s situation. You could explain why banking with your company is the best option for them if they want to grow their business.

5. Include benefits of the partnership

After you’ve given the client some solutions, go over the advantages of choosing your bank. This information should be included in your pitch book so that the client is aware of the benefits of banking with your employer. It might persuade them to collaborate with the bank and make use of its offerings. Consider a few powerful examples of the advantages a client will experience when banking with your business. When doing this, think about including a few ways that your bank differs from rivals. 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 create your presentation using a program that supports slides. Because you can add materials to each slide and navigate the presentation easily, slide shows are a useful method of presenting information. The information on each slide can be different to persuade the client to choose your bank. Pitch books typically contain numerous graphics, which you can include using presentation software. Consider including graphs and images to support your information. Make an effort to add visual appeal to the slideshow by utilizing white space and elegant fonts.

Pitch book template

You can use the following sample pitch book as a guide when making your own:

Company overview

[In this slide, summarize the bank. You could mention the people who founded it and some of its most significant accomplishments. You can also add the current owner and the company’s valuation. If possible, try to include a graph. For instance, you could incorporate a bar graph demonstrating the performance of the banks’ stocks over the previous five years. ].

Create a slide that describes industry trends or context next. Include retail trends if the client is a clothing retailer. You could talk about consumer confidence, inflation, or employment rates, for instance. Try to include pertinent data that supports the notion that clients can conduct banking business with your company. ].

Summary of the client [In this slide, discuss the client’s performance] Here, you can discuss the client’s present circumstances and any potential difficulties they may be experiencing. You could provide details about the performance of their stocks, the company’s valuation, or market trends in the clients industry. ].



Pitch book example

You can use the following sample pitch book as a model for your own pitch book:

Overview of the business Rockwell Banking was founded in 1957 by Rita and George Rockwell. Their objective was to establish a business that clients could rely on to protect their funds. Since that time, Rockwell Banking has expanded to become much more than just a structure with a safe. Rockwell Banking now offers a variety of services to its customers, including credit and debit cards, financing options, and wealth management, all under the direction of Samantha Rockwell. Rockwell Banking is currently worth 12. 5 million dollars and we now have over 10,000 employees.

*Industry TrendsIn the retail sector, trends have been unstable as a result of a number of unforeseen events. Over the past few years, consumer confidence has fluctuated. Currently, its increasing due to the recent United States election. While employee wages have steadily increased, the employment rate has gradually decreased. Inflation has doubled over the past five years, as well. Despite the majority of consumers overwhelmingly using online shopping, traditional retail stores have seen growth. *.

*Client summary Despite growing in size, Fit Outfitters’ overall revenue has been steadily declining at the moment. This may be a result of more people shopping online, who may also spend less time in physical stores. Even though they have had a consistent track record of success over the past five years, this company’s stocks have also been performing poorly. Fit Outfitters’ popularity has increased overall, but it could use better financial management. *.




How do you make a book pitch?

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 pitch book presentation?

Pitch books typically include sections on the transaction’s merits, an examination of potential buyers or sellers, information on pricing and valuation, and a list of the most important risks to address. That is the traditional definition, but in reality, the term “pitch book” is used to describe virtually any presentation made by a bank.

How do investment banks pitch?

When providing advice on the sale or disposal of a company’s shares or assets, investment banks, business owners, corporate finance companies, business brokers, and other M&A intermediaries use a pitch book (also known as a pitch deck) as a marketing presentation (information layout).

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