Drafting Pitchbooks on the Job
When you draft pitchbooks on the job, do you typically build the layout from scratch or are you provided with templates that you fill out?
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A lot of times, the materials have already been created. You just repurpose the slides for the new company / update for the date.
your MD will shit on a piece of paper and smear it around a bit. Then your associate will give it to you, so that you can scan it into the system.
You have to recreate the hand-smeared piece of paper in your respective company’s branding in PPT.
You would usually start with an old pitchbook your firm did then tailor it to the new opportunity. You probably add slides and take others away but the bones/structure remain generally the same.
Echoing others, start from an old deck and go from there. From my memory, a high level deck is basically:
Only for a special circumstance or very unique pitch should you even be considering starting from scratch. Think of it in terms of time commitment given the low conversion rates of pitches to deals (in general). Starting from scratch is moreso for things like the CIM or MP (and even then you can pull from other deals to brainstorm)
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