The CFI Investment Banking Pitchbook template is free and available for anyone to download. If you’re looking for an example or a guide on how to make your pitchbook, this will be a great starting point. The presentation is based on a hypothetical pitch to a board of directors on several potential acquisition targets, which is a very standard type of investment banking pitch.
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Investment Banking Pitchbook Template Table of Contents
The template is divided into five main sections: (I) Company Overview, (II) Industry Overview, (III) Valuation, (IV) Transaction Opportunities and (V) Team Overview.
Each of the sections below is discussed in much more detail in its own, independent article.
Click on the link below to learn more about each section in the template.
I. Company Overview
The Company Overview section of the Investment Banking Pitchbook template includes:
The Transaction Opportunities section of the Investment Banking Pitchbook template includes:
Strategic Review and Opportunities
V. Team Overview
The Team Overview section of the Pitch deck template includes:
Investment Banking Deal Team
How to Use the Investment Banking Pitchbook Template
The pitchbook is meant to be used as an example to build on. It provides the basic building blocks that are included in every presentation and can easily be expanded on. You will get a real-life example of the typical formatting, style, and design of PowerPoint slides in an investment banking presentation.
Recommend steps to effectively use the template are:
Download the PPT file and save it as a new version
Update the table of contents to match what your presentation will cover
Delete and duplicate slides as necessary to build out the content
Use tables, charts, icons, shares, etc. as examples that can easily be copied and repurposed