Creation of Pitch Book

Through this course we are going to learn how to create pitch books for M&A advisers and investment bankers to avoid the common mistakes and discuss some tips for crafting the prefect pitch book.

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 53m | 7 Videos | 75717 Views |   All Levels

Creation of Pitch Book:

The main purpose of a pitch book is to provide a realistic overview of a business being marketed for sale. Additionally, a pitch book needs to communicate some insight into the personality and culture of the business being pitched. Both parties need to get to know each other and determine if they can work together, because the goal is a long-term relationship.

Remember the client of your pitch book reads hundreds of them each year. They’ll lose interest very quickly if your pitch book isn’t well organized or doesn’t get to the point. The client is looking for only one thing, some very strong potential for real money.

In this presentation, we are going to learn how to create pitch books from M&A advisors and investment bankers to avoid the most common mistakes and some tips for crafting the prefect pitch book.

Course Objective:

• The use of Pitch books
• Types of Pitch books
• Understanding the structure a Pitch book
• Creation of pitch book

Target Customers:

• Students
• Investment bankers
• Anyone who is keen on understanding the creation of Pitch books

Pre-Requisites:

• Basic knowledge of finance concepts
• Should know how to create graphs and charts in excel

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