Investment Banking Pitchbook Template

Investment Banking Pitchbook Template

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.

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:

1. Company Overview
2. Business Model
3. Operating Forecast
4. Shareholder Analysis
5. Liquidity Analysis

II. Industry Overview

The Industry Overview section of the Pitchbook template includes:

1. Competitive Environment
2. Key Industry Trends
3. Corporate Finance Activity

III. Valuation

The Valuation section of the Investment Banking deck includes:

1. Historical Share Price Performance
2. Valuation Summary (including Football Field)
3. Comparables Overview
4. Precedents Overview

IV. Transaction Opportunities

The Transaction Opportunities section of the Investment Banking Pitchbook template includes:

1. Strategic Review and Opportunities
2. Recommendation 1
3. Recommendation 2
4. Recommendation 3

V. Team Overview

The Team Overview section of the Pitch deck template includes:

1. Investment Banking Deal Team
2. Deal Tombstones

How to Use the Investment Banking Pitchbook Template

The pitchbook is mean 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.  What you will get is 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 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
• Reformat the master slides with your own brand

Sample Pitchbooks from Investment Banks

If you’d like to see an example of a pitchbook from an investment bank, you can see this example presentation made by Elliott Associates to the shareholders of Iron Mountain Incorporated in 2011.

Another interesting example is a special committee investor presentation made to Dell shareholders prepare by JP Morgan and Evercore Partners.

These two decks will give you plenty of ideas for slides to add to the CFI template.

Additional Resources

Thank you for downloading and using CFI’s investment banking pitchbook template. To continue learning and advancing your career, these additional resources will be helpful:

• Company valuation methods
• Financial modeling guide
• Comparable company analysis
• CFI Financial Analyst Certification