Investment banking pitch book sample ppt

Make a powerful pitch decks fast with great slides. 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. This powerpoint tutorial course teaches you advanced functions and techniques building an investment banking powerpoint pitchbook from scratch. Ubs investment banking pitchbook ubs mergers and acquisitions. 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. The 10 steps to writing a pitch book for institutional. Pitching to investors can be tough, so its important to nail your presentation. Not to mention pitch books vary greatly depending on the circumstances. 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. How to make winning pitch decks in 2020 with powerpoint. Mar 04, 2017 check out this sample investor pitch deck for that i created, which incorporates the advice i give in this article. This ppt template can be used to create your own pitch for raising capital or present to investors to tell your story. Below is an example of a real investment banking pitchbook, in all its mundane glory.

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. 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. So youve finally managed to book a meeting with potential investors and want to show off your project, but youre not quite sure what to display or where to start. None of the information contained in this document has been verified by the company. Learn powerpoint and the advanced techniques that financial analysts use to make worldclass presentations to enhance their financial analysis. In 1972, a banking commission report asserted the need for merchant. Pitch book guide to investment banking pitch book examples. Download the free powerpoint template now to create. This sample can be downloaded for free and used as a template for. Pitch decks help you drive your new business idea to an audience and showcase why its worth investment or joining the journey. 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.

Investment banking presentations and pitchbooks are usually done in powerpoint. Single point of entry across products, geographies, industries and sectors. Here are some investment banking pitchbook drafts from that have archived by the sec. If youre looking for an example or a guide on how to make your pitchbook, this will be a great starting point.

It also shows the competitive advantages that exist for airbnb, illustrating why theyre worth and investment. Does anyone have a nice set of powerpoint templates to share. Pitchbook us template the global investment banking firm. Pitch book template example for investment banking pitch. Enter your name and email in the form below and download the free pitch deck template now. Ubs presentation to investors example pitch book etc. Pitchbook valuation analysis template section of presentation. Please practice handwashing and social distancing, and check out our resources for adapting to these times. Then this pitch book template will provide you with a solid foundation to build a winning pitch book. In other cases, says shah, senior bankers use the pitch document as a placeholder and go through the entire presentation talking more about.

Investment banking pitch book sample ppt and pdf files and downloadable. 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. Sample pitch book template ppt for a winning investment banking pitch book, real estate investment or hedge fund pitch book presentation. Download cfis free investment pitch deck template by filling out the form below. Investment banking pitchbook template download free ppt file. Nextview ventures put together this investment proposal template, which covers key information. The positioning part in the beginning might be more about the types of acquisitions the company should pursue and how your bank will help close these deals. A pitch deck is usually a 1020 slide presentation designed to give a short summary of your company, your business plan and your startup vision. 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. Ib pitchbook powerpoint template wall street oasis. Sep 08, 2017 pitch book template is prepared by following sample pitch books used by major investment banks and hedge funds and will significantly increase your chances of securing a fine deal with your. This deck does a great job sizing the opportunity that exists in the rental market by showing how many trips are booked.

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. Let this slide in your ppt on commercial bank introduce the points you re going to cover agenda introduce company and service provide updates about industry status quo present alternatives to improve industry status quo meet the team of innovators and game changers. Eight ways to create the perfect investment banking pitchbook. Pitch deck examples from successful startups airbnb, uber. Currently have a case study to do for one of my interviews.

Investment banking pitch books template, sample, and examples. Learn dos and donts for an investor pitch deck as well as the most important elements it must include. Aug, 2011 whats the objective of an investment banking pitchbook. Because the picture resolution is compressed, the ppt effects please watch video. Finally, there isnt one right way to make a investment banking pitch books. The ultimate pitch deck to raise money for startups. Pitch book template example for investment banking. Pitch book template download investment pitch book example ppt. Mar 18, 2020 investment banking pitchbook template professional ppt inside powerpoint pitch book template sample business template stay safe and healthy. Powerpoint and presentations for investment bankers. Banking services ppt an international banking corporation presenter name. The presentation is based on a hypothetical pitch to a. F i n a n c i a l total r 8 e s u l t 4 s 4q14 financial highlights 1 see note 1 on slide 19 2 see note 2 on slide 19 3 see note 4 on slide 19 basel iii advanced fully phasedin refers to the capital rules the firm will be subject to as of january 1, 2019.

The ultimate pitch deck to raise money for startups forbes. 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. Download editable pitch book powerpoint template here this pitch book. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. Feb 23, 2016 powerpoint shortcuts investment banking. This document is not intended to form the basis of any investment decision and should not be considered as a recommendation by al noor hospitals group plc the company, or any other person in relation to the company. Pitch deck examples that made companies like airbnb, uber and facebook, the giants they are today. Investment banking premium powerpoint template slidestore. The simplicity of this pitch deck sample ppt shows why minimalism wins. These two banks primarily provided services which included loan syndication, equity raising and other advisory services.

Investors have high expectations, and to get the funding youre seeking, your presentation ppt deck needs to wow them. Pitch book template example for investment banking pitch book. Investment banking pitchbook template professional ppt. Download editable pitch book powerpoint template here compitchbooktemplateexamplepowerpoint this pitch book. Well, the good news is that oracle has made one available to the world, thanks to a feud between it. Investment banking pitch book sample ppt and pdf files and. Youd see an ad in the back of a magazine that told you to send away for info on a great investment. The primary purpose of pitch book is to stimulate discussion between the potential client. 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. Investment banking pitch book sample ppt and pdf files and downloadable templates. Ubs investment banking pitchbook free download as powerpoint presentation. 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 pitch book template download powerpoint. Download investment banking pitch book powerpoint presentation template pitch book templateexample powerpoint.

Since we sign ndas with our clients, it has always been difficult for us to. If you did, youd get a broker calling you up to pitch you the deal. An investment banking pitch book is a marketing device sales book created by investment banks firms. Morgan, kelvin worked at np paribass business valuation division based in paris later moving to hong kong to join the greater china corporate finance team.