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?
Trending Content - Investment Banking Forum
| +394 | Female bankers doing brand deals on TikTok (@emlywang) | 119 | 2h |
| +136 | UBS rolling out Enhanced Clean Desk Policy, bans deal toys | 16 | 1d |
| +76 | Starting FT in a city 3 hours away, dad has progressing Parkinson's. Looking for advice. | 6 | 1d |
| +67 | JULY 2026 CHICAGO BANK RANKINGS | 26 | 10h |
| +64 | Restructuring is paradise (a completely unbiased account) | 6 | 2d |
| +35 | Handling frustration | 5 | 2d |
| +35 | Not Treated Well by Other Interns | 20 | 15m |
| +29 | Taking days off as an intern | 13 | 27m |
| +28 | Thoughts on Intrepid - Houlihan Merger | 10 | 1d |
| +27 | Best books to read as a student/intern | 12 | 3d |
Career Resources
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)
Dolor enim autem sunt consectetur vel illum rerum. Est voluptas vel adipisci. Nulla aperiam quos autem nemo ratione expedita. Sit et officiis aut similique.
Natus dignissimos aperiam est officia laborum. Atque magnam explicabo deserunt laborum rerum rerum. Rerum facere nemo voluptatibus eos molestiae facere illo. Rerum perspiciatis quia veniam qui alias nam natus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...