Investment BankingBeginner
Pitch Book
The presentation a bank prepares to win a deal mandate from a client.
Detailed explanation
It typically covers the bank's credentials, market view, valuation ranges and a proposed deal approach. Analysts spend much of their time building these.
Why it matters
It is the first deliverable most junior bankers learn to make.
Key points
- Credentials, valuation, deal ideas.
- Built in PowerPoint with Excel backup.
- Accuracy and formatting matter.
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Educational content only. Definitions and examples are illustrative and are not investment, tax or legal advice.