How creative do you get in your presentations/pitch books?
Do you just follow a standard format which is uniform across all pitchbooks or presentations you make or are you creative and try to incorporate different ways/charts.tables/ graphics to present the data at hand.
Do you just stick to clip art and smart art?
Any creative ideas monkeys have used here?
If you don't have dank memes in them, you're doing it wrong.
I am just waiting for "Project Harambe" to come across my desk.
"Opportunities in Commercial Pecan Cooperatives: DEEZ NUTS"
Depends on the firm. I was at a consulting firm this summer and they wanted the exact format that they use for every other deck to be the same. We also had some guys intern at BB IB and those firms had an extremely standardized format for their slide decks.
I have a bit less hands on experience at smaller places but they seem to have an extremely standardized set of style rules, but allow more flexibility as to the content/layout of each slide.
I'm at a smaller MM IB now and for pitchbooks they're pretty standardized. MDs tend to dislike it when it varies from our set template. But for CIMs and Management Presentations, I tend to have a lot more flexibility in terms of the layout and everything within the slides as well (depending on the MD).
As a former consultant, I have a lot of previous decks that I've worked on and lately I've been able to create new templates and new graphics on the CIMs/MPs for different deals I've been on. Sadly, that's probably what I enjoy the most on the job currently - the ability for me to create that presentation from scratch the way I want it. Its a nice breakup from the mundane analyst tasks and allowing to use some creative juices.
I've gone from reading a bunch of investor presentations and adopting graphics that I've liked, down to using paper and pencil and sketching out new diagrams/process flows/charts then building it through excel or ppt.
As Attach_Chihuahua mentioned, I think this is very firm dependent and even MD/Partner dependent. Some follow the "its its not broken dont fix it" model, whereas other are more laid back and let Analyst/Associates get more creative.
Im literally in same boat esp in relation to the bolded part. if i wasnt doing these i literally would lose my mind thats how mundane the other work i do is.
kinda get mixed reactions. some people love it and some are too conservative and anything out of the norm scares the shit out of them and they literally start trembling
im curious whether you are in a position to share any of these
For me, I'm at the position now where I know which MDs are open to it and which ones will shoot it down quickly so I haven't had as much push back as when I first started. With that said, I do occasionally have some Associates/VPs ask to revert back to old formats/graphics that they've used in old deals only because its something they're familiar with.
For the most part though,. I haven't had anyone flip a shit on me. They will ask why and what makes this better than the other, and despite what I believe are good reasons and argument points, they rebuttal with "I understand - lets just go with what we usually do...."
For certain deals, I'm just mentally drained and over them to be honest. I could care less about the actual content, I just try and make sure that the CIM or MP I make is one of the best looking ones out there. The aesthetics is my mindset at this point. If I can convince just one person to read more than a few pages of CIM for a company that has ridiculously high customer concentration, below 10% EBITDA margin, and little to no growth the past few years, then I feel that I must have made a sweet ass presentation (obviously that's not always true, but for my sake I like to think that it is).
This one time in banking camp... I made a stacked bar chart and used a black outline and showed 2 decimal places on my labels.
This other time I didn't use ( ) on a negative number. I'm really edgy though.
When I was in IB, it was fairly standard. Some slides might have different shapes and text in different areas, but the colors were always muted blues and grays. Now that I'm on the other side, I truly appreciate that. I cannot stand it when a bank sends us a CIM, and it looks like they were testing out all the colors in PowerPoint. Please, for the sake of the PE firm or strategic buyer, use some conservative colors.
I'm sure you've seen some business brokers' work come across your desk here and there. Those are always good for a laugh.
My company is too big to attract business broker attention, but we do actually get some pretty bad CIMs from A-list IBs. It is very surprising to be honest.
Depends on which banker I'm working for. This one guy in my group sucks the living soul out of me so I don't even try to do anything creative - literally whatever he puts down on paper is what I put on the slide.
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