Steps to make a pitch / pitch template
I'm meandering and this is taking way too long because I've never made a pitch. What are the steps / process to making a pitch? I'd like to get this done and not use my entire weekend... maybe that's too ambitious. I know the sector reasonably well so not sure what items I actually need to do. Build a full model? Make diagrams and slides? It's just for a second round interview. Thanks all.
https://www.valueinvestorsclub.com
I’d check out some of the top-rated pitches here. This will give you some good direction.
If it’s an undergrad role I’d just create a bare-bones presentation (1-2 slides, basic model, etc.)
If it’s post-IB then I’d create a more in-depth pitch (good model, 4-6 slides, etc.)
Either way, you should hit on some of the bigger points when looking at companies (industry overview, margins, growth opportunities, competitive moat, product offerings, etc.)
Debt financing pitch? Be more specific - happy to help w/ a leveraged finance / debt financing/ acquisition financing pitch layout.
It sounds like a financial model, an investment write-up and/or slides are a good idea. There is a tiktoker who is a hedge fund analyst. I think his name on tiktok is hedge fund analyst. I believe he may provide templates and examples for all of these types of materials. Good luck
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