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?
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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!
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