Pitch Book Tools
Hi. Creating pitch books is manual and repetitive. Do any banks use good tools to help analysts with various parts of pitch book creation? Any recommendations? Were the tools developed in-house or by an external party?
Hi. Creating pitch books is manual and repetitive. Do any banks use good tools to help analysts with various parts of pitch book creation? Any recommendations? Were the tools developed in-house or by an external party?
| +157 | Investment Banks Ranked By Your Divorced Blue Collared Uncle | 15 | 13h |
| +156 | Think Twice before Recruiting for HOUSTON IB!! | 65 | 2d |
| +132 | UBS Exits 2026 | 37 | 4h |
| +57 | Congrats on the ROs. I Still Don’t Know Which One You Were | 8 | 3h |
| +40 | Mid-Level UBS Departure for another BB (Grass Isn’t Greener…) | 31 | 3d |
| +37 | IB RO Discussion | 6 | 3d |
| +36 | Did not get a return offer due to headcount, but happy to move on. | 8 | 13h |
| +32 | GS - Low Bonus | 23 | 19h |
| +29 | Lied about bonus to future employer | 16 | 2h |
| +28 | Early VP promo timeline | 15 | 1d |
Career Resources
The best tool is Copy and Paste.
:-(
Not even joking. The best tool for making pitch books is plagiarism.
Logo Intern is helpful when including potential strategic or financial buyers.
Seconded. Logo intern good for larger outputs, but I find myself using the ppt addin more regularly. Big time save.
My biggest time save -- I have a "best of" folder on my desktop with well made slides and precedents that I tend to reuse a fair amount.
Agreed. Seeing a lot of books is by far the best way to become efficient in making pitch books. Its a lot about experience.
Other than that, my MM boutique has an in house developed power tool for PowerPoint.
The real truth? The best tool is the monkey sitting at his computer!
alight left
Alt + HGAL
Quae itaque consequatur omnis dolore similique enim. Non distinctio cupiditate sunt maxime. Vero voluptas enim aut aut ipsa.
Provident et molestiae molestiae tenetur magni. Et et porro perspiciatis porro ut. Eligendi voluptas incidunt dicta ut impedit ducimus.
Dolores ea et omnis debitis. Dolores laudantium deserunt vel consequatur nesciunt est iure. Qui autem qui atque. Qui qui adipisci quam voluptatem esse deleniti. Esse eligendi at consequatur mollitia itaque quia voluptatem porro.
Perferendis voluptatibus sit eveniet veritatis vel. Quisquam nihil ratione ullam est vitae ad. Quod qui at doloremque dolorem voluptatem fugiat. Consectetur atque numquam saepe officia incidunt consequatur nisi. Consectetur nemo eos eos adipisci quaerat. Eum molestias corrupti corporis.
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...