Investment banking pitchbooks are comprehensive presentations that investment banks use to market their services to potential clients. Typically, these pitchbooks offer an overview of the bank’s capabilities, provide financial analysis, and suggest strategies for the client’s business. Below are some examples of pitchbooks used in investment banking:
1. Introduction Pitchbook
This is the most general type of pitchbook, often used when a bank meets a potential client for the first time. It provides an overview of the bank’s credentials, including its history, team, past deals, capabilities, and achievements. It’s designed to showcase why the bank is a suitable choice for the client’s needs.
2. Deal or Mandate Pitchbook
A deal or mandate pitchbook is more detailed and tailor-made for a specific client. This pitchbook contains data-driven strategies and recommendations for a particular business situation, such as mergers, acquisitions, or fundraising. The goal is to convince the client that the bank can execute the proposed strategies successfully.
3. Management Presentation Pitchbook
Also known as a “roadshow” pitchbook, this is used mainly for initial public offerings (IPOs) or other significant transactions. It includes detailed information about the company, including its financial performance, management team, and market opportunities. This pitchbook is often presented to potential investors during a roadshow.
The creation of a pitchbook involves a combination of financial analysis, strategic thinking, and design. At SlideGenius, we specialize in designing impactful, visually captivating pitchbooks that not only provide necessary information but also tell a compelling story about your business. Our design experts, combined with our experience in serving numerous clients across industries, ensure that your pitchbook will stand out and leave a lasting impression.
View Our Presentation Portfolio
