Learn what is the basic format of a pitch book.
Learn types of Pitch Books and their General Formats, Contents of a Pitch Books and What to highlight in a pitch book
Learn creating Excel Backups
Learn formatting the Pitch book to improve the look and feel
Description
Through this course we are going to learn how to create pitch books for M&A advisers and investment bankers to avoid the common mistakes and discuss some tips for crafting the perfect pitch book. The main purpose of a pitch book is to provide a realistic overview of a business being marketed for sale. Additionally, a pitch book needs to communicate some insight into the personality and culture of the business being pitched. Both parties need to get to know each other and detee if they can work together, because the goal is a long-term relationship.The training includes the following
Introduction to Topic
What is a Pitch Book
Who uses a Pitch Book
What is the basic format of a pitch book
Types of Pitch Books and their General Formats
Contents of a Pitch Books
What to highlight in a pitch book
Case study- Creating a Sample pitch book - Previous Deal Highlights, League Tables, Industry Landscape, Company Profiles, Board Profiles, Team description, Financial Outlook for the sector and the company, Trading Stats, Share price Graph with Annotations, Comps Template, Revenue Breakdown of Subject companies, Ownership, Multiple History and Outlook, Broker Outlook, Management Commentary and Disclaimer
Creating Excel Backups
Formatting the Pitch book to improve the look and feel
Concluding the presentation
Common Interview questions
Who this course is for
Students
Investment bankers
Financial Analysts
Anyone who is keen on understanding the creation of Pitch books