Investment banking pitch process international finance. Advanced powerpoint tutorial for investment banking cfi. An investment banking pitchbook is used by investment banks to aid in the selling of products and services to potential corporate clients. The primary purpose of pitch book is to stimulate discussion between the potential client. It requires a lot of careful preparation and attention to detail.
Investment banking pitch book sample ppt and pdf files and. Then most of the analysis and compiling of the pitch book is done by the junior members of the team, especially the analysts. Investment banking pitch book template powerpoint presentation. 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. Nextview ventures put together this investment proposal template, which covers key information and metrics that investors want to see before backing your project. It is a sales presentation that details the main attributes of the firm, with an. Finally, there isnt one right way to make a investment banking pitch books.
For this reason, the term pitch book can also refer to powerpoint presentations created to attract new clients. Ubs presentation to investors example pitch book etc. This is readytouse powerpoint pitch book template ideal for any sales pitch book including investment banking pitch book, hedge fund pitch book, and real estate investment pitch book. To those of you not intimately familiar with this software, you may think powerpoint is but a simple tool. Morgan also prohibits its research analysts from being compensated for involvement in investment banking transactions except to the extent that such participation is intended to benefit investors.
Investment banking pitchbook template professional ppt. Hello and welcome to the third lesson in this introductory module. These two banks primarily provided services which included loan syndication, equity raising and other advisory services. Ib pitchbook template business model, forecast, ownership. Ubs investment banking pitchbook free download as powerpoint presentation. How to make an investment banking pitch book guide and examples. Pitch book template example for investment banking pitch book. 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. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. Learn dos and donts for an investor pitch deck as well as the most important elements it must include. To those of you not intimately familiar with this software, you may think powerpoint is but a simple tool for putting text on a slide and adding cute little diagrams. In investment banking, pitch books refer to sales presentations that a bank uses to persuade a client or potential client to take action and pay for the bank s services. 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. 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 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. Investment banking pitchbook template professional ppt in. Let this slide in your ppt on commercial bank introduce the points you re going to cover agenda introduce company and service. The bank provides banking, loans, strategic advisory, financing, wealth management, and risk management services to corporate, government, and institutional clients. This is how to create the perfect one, according to investment bankers. Download investment banking pitch book powerpoint presentation template. Then this pitch book template will provide you with a solid foundation to build a winning pitch book. An investment banking pitch book is a marketing device sales book created by investment banks firms. 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.
If youre looking for an example or a guide on how to make your pitchbook, this will be a great starting point. Banking services ppt an international banking corporation presenter name. Therefore, it can be a tool for generating new clients. Mar 8, 2020 the glamorous investment banking pitchbook template professional ppt intended for powerpoint pitch book template images below, is other parts stay safe and healthy. Pitch book template download investment pitch book. Pitch book how to make investment banking pitchbook. In 1972, a banking commission report asserted the need for merchant.
Ubs investment banking pitchbook ubs mergers and acquisitions. Pitch book template example for investment banking pitch. Company information 1 al bateen and al baniyas clinic was opened in early 2014. Below is an example of a real investment banking pitchbook, in all its mundane glory. Single point of entry across products, geographies, industries and sectors. Investment banking pitch books template, sample, and examples. Jun 12, 2014 for this reason, the term pitch book can also refer to powerpoint presentations created to attract new clients. Investment banking premium powerpoint template slidestore. 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. Investment banking pitchbook template professional ppt template. In this lesson, youre going to learn how to set up the quick access toolbar as well as the slide master in powerpoint. By watching the instructor build the pitchbook right on your screen, you can easily pause, rewatch, and repeat exercises until youve mastered them. Draft preliminary analysis for discussion purposes only strictly private and confidential.
Jan 29, 2020 the astonishing investment banking pitchbook template professional ppt in powerpoint pitch book template images below, is part of powerpoint pitch book template post which is labeled within best template and posted at january 29, 2020. Pitching to investors can be tough, so its important to nail your presentation. Aug, 2011 investment banking presentations and pitchbooks are usually done in powerpoint. The 10 steps to writing a pitch book for institutional investors by. Pitch book template download investment pitch book example ppt. It is a sales presentation that details the main attributes of the firm, with an aim to secure a deal for. An investment banking pitch book is a marketing devicesales book created by investment banksfirms it is a sales presentation that details the main attributes of the firm, to secure a deal for the investment bank with the potential client. Download editable pitch book powerpoint template here this pitch book.
As a junior in investment banking, pitchbooks are your life. Investment banking presentations and pitchbooks are usually done in powerpoint. This presentation was prepared exclusively for the benefit and internal use of the j. 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 confidential information memorandum which is used by. The astonishing investment banking pitchbook template professional ppt in powerpoint pitch book template images below, is part of powerpoint pitch book template post which.
Please practice handwashing and social distancing, and check out our resources for adapting to these times. Sep 27, 2017 download investment banking pitch book powerpoint presentation template powerpoint. Hello and welcome to the third lesson in this introductory. 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. Does anyone have a nice set of powerpoint templates to share. Learning the basics of investment banking pitch books. Eight ways to create the perfect investment banking pitchbook. Investment banking presence across the region and in key. Investment banking pitchbook template download free ppt file. Established in 1925, barclays is a british multinational commercial banking and financial services company headquartered in london, united kingdom.
Ib pitchbook powerpoint template wall street oasis. Mar 04, 2017 pitching to investors can be tough, so its important to nail your presentation. Download editable pitch book powerpoint template here compitchbooktemplateexamplepowerpoint this pitch book. 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.
Nov 03, 2014 investment banking in india grindlays bank began investment banking merchant banking in india in 1967 with rbi issuing the second license to citi in 1970. The pitch book contains presentation of the investment banks rankings and. This powerpoint template includes all the slide examples that include in typical pitch books used by major investment banking, hedge funds, and real estate investment firms. 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. Investment banking pitch book template download powerpoint. Sample pitch book template ppt for a winning investment banking pitch book, real estate investment or hedge fund pitch book presentation. Here are some investment banking pitchbook drafts from that have archived by the sec. Currently have a case study to do for one of my interviews. How to set up powerpoint correctly with the quick access toolbar qat, slide master, and formatting. Vimeo is an amazing video service for original creative work, but its also a. Morgan client to whom it is directly addressed and delivered including such clients subsidiaries, the company in order to assist the company in evaluating, on a preliminary basis, the feasibility of a. Making investment banking pitch books can be easily become daunting.
The cfi investment banking pitchbook template is free and available for anyone to download. Mar 18, 2020 investment banking pitchbook template professional ppt inside powerpoint pitch book template sample business template stay safe and healthy. Download investment banking pitch book powerpoint presentation template s. Since we sign ndas with our clients, it has always been difficult for us to. Investment banking internship preparation, the easy way. Standard bank analysis, iea 2015, bg 2015, bp 2015 wood mackenzie 2014, exxon mobil 2014 various lng projects have been planned globally but. Investment banking pitch book sample ppt and pdf files and downloadable templates.
Euromonitor, who, world bank, haad statistics 2011, espicom medical markets fact book 2012, rncos, the national newspaper uae hospital beds per 1,000 people in selected countries 2011 per capita spend on healthcare usd healthcare spend as % of total gdp average per capita spend 21. Pitch books typically contain sections on the merits of the transaction. Sep 08, 2017 this is readytouse powerpoint pitch book template ideal for any sales pitch book including investment banking pitch book, hedge fund pitch book, and real estate investment pitch book. 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 pitch is typically an explanation of why the bank in question is best suited to lead the. 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. Draft a few slides on whether or not we should continue looking into this company as a potential investment. The presentation is based potential acquisition targets, which is a very standard type of investment banking pitch. Investment banking in india grindlays bank began investment banking merchant banking in india in 1967 with rbi issuing the second license to citi in 1970. In investment banking, pitch books refer to sales presentations that a bank uses to persuade a client or potential client to take action and. A week in the life investment banking analyst 90 hours work week. How to make an investment banking pitch book guide and. Apr 11, 2018 ib pitchbook corporate finance institute.
A week in the life investment banking analyst 90 hours work week duration. If youre looking for an example or a guide on how to make your. Sep 27, 2017 download investment banking pitch book powerpoint presentation template. Morgan awarded best dr bank japan, taiwan, best dr bank mandate.
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