Bulletproof your Pitch Book (Investment Banking)
Originally published: 25/06/2020 09:20
Last version published: 03/01/2022 14:29
Publication number: ELQ-38606-2
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Bulletproof your Pitch Book (Investment Banking)

Investment banking sales and pitch book course

Description
A pitch book is a sales presentation sent to a client with the objective of beginning the sales process. Investment banks and companies involved in the financial services sector provide a whole host of services to businesses and governments. In order to do so they need to communicate their expertise, capabilities and product offerings clearly and concisely. Pitch books allow them to do so by bridging the gap between their capabilities, and how those capabilities would be useful in providing solutions to their client’s problems. In this template I teach how to craft deal-winning sales presentations or pitch books.

Pitch books are usually prepared in the form of slides. They are usually accompanied by an in-person presentation, where a representative from a financial services company would present the slides to the prospective client, and provide the client the opportunity to ask questions to elaborate or clarify the content of the presentation. The sales presentations are usually done by client-facing or sales-focused employees. We typically refer to these types of employees as being front-office employees.

This template will enable you to:
- Put together your own sales presentation, using a tried and trusted format used by top global investment banks and advisory firms.
- Structure your sales presentation to go along with a verbal presentation that is relevant to your client, builds rapport, and opens up the selling discussion leaving you with the only step necessary afterwards: CLOSING THE DEAL!

This Best Practice includes
1 PowerPoint Presentation, 1 PDF document

Perry Fisher offers you this Best Practice for free!

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Further information

- Put together your own sales presentation, using a tried and trusted format used by top global investment banks and advisory firms.
- Structure your sales presentation to go along with a verbal presentation that is relevant to your client, builds rapport, and opens up the selling discussion leaving you with the only step necessary afterwards: CLOSING THE DEAL!

Debt capital raising, hedging presentation, economic and market updates.


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