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Transaction Templates

Templates for corporate finance transactions.

Investment Banking Pitch Book

What is an Investment Banking Pitch Book? An investment banking pitch book is a PowerPoint presentation designed to win new business. The “pitch” is typically an explanation of why the bank in question is best suited to lead the transaction and why they should be engaged by the client. There are various types of pitches,…

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Term Sheet Template

What is a Term Sheet? A term sheet outlines the basic terms and conditions of an investment opportunity and is a non-binding agreement that serves as a starting point for more detailed agreements – like a commitment letter, definitive agreement (share purchase agreement), or subscription agreement. Term sheets are often produced by investment bankers on…

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