Pitch books - Substantial capital raise
I work for a firm getting ready to do a substantial capital raise and they put me in charge of being the pitch bitch. Never once before at the firm have I had to work with powerpoint, and my experience with it in general pretty much is nil other than some college bs. Basically i am worthless with this program.
I am looking for some good resources on how to put together a professional pitch book, similar to something I would see come out in the form of a Lender's Presentation at a major bank. I know it's been asked before but i didn't see any real good replies, and I know with the amount of you BB bankers out there that have been up till 2 a.m. multiple nights on these things, someone knows where a good resource would be.
Thanks
My bank has a bunch of pre-made PPT templates hidden away in what they call the "marketing resources" section of my workstation. They're kind of BS but are pretty well-designed, so you don't have to worry about the looks at all, just the content. I would recommend that you ask others who have made pitchbooks before for their files, and hopefully that'll get you started - starting from scratch really sucks.
I'm surprised your firm doesn't have a template, I can't imagine they'd just trust you to put together a professional pitchbook representing the firm without any kind of experience or guidance.
Thats par for the course at my place. rebel
what type of firm?
If this is really how things are done at your place, sol, start looking for another place.
If you're on corporate side - don't you guys have bankers? IF so make them do it
^^
Ghetto one
On a serious note - if its a corporate, i've met companies with EV > US$2.0bn that can't produce a roadshow prez worth sht
Not having a company template sucks. Do a search for GS powerpoint so you can get a reference for how it is done. Honestly, I would just throw a nice border around the slide with the companies logo in the corner and call it good. Maybe have the background color a shade of eggshell with romalian type
We have a company "template", but it is very amateurish looking in my opinion compared to the bank books and lender's presentations i see put out by most banks. I can't really get into information about the firm, its large.
It's not your place to take a view on the adequacy of the template...assuming someone actually signed off on it... Just put the f'n presentation together. If you want it to look like a bank book (not sure why cuz lender presentations usually suck) make it look like one. What's the problem?
Thanks for that tidbit leather.
I don't want to put something out that looks like garabage and doesn't do our firm justice, especially if i'm trying to raise capital. It is absolutely my place to determine if something is adequate or not, why the hell else would i be doing this work, because of my "just wing it" view on projects in general? No....
fuckign tell them you need a better template.
Eum sed ducimus ipsam delectus rem dignissimos quam. Aut ad ut voluptatibus tenetur. Minus cum quasi debitis rerum. Non a libero molestiae aliquid rem sapiente. Maxime ut deserunt quis iure. Occaecati ducimus nesciunt voluptatem debitis rerum ea nihil.
Error pariatur numquam ut facere ducimus. Optio voluptate maxime velit laborum sit.
Ab aut aliquid sed quia omnis ut sequi. Illo in nobis laboriosam.
Voluptates et sint earum dolor. Aliquid qui aut veniam cumque possimus ea id. Temporibus sit quibusdam qui error. Voluptates ut perferendis dolor expedita omnis natus ut est.
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...