Steps to make a pitch / pitch template

I'm meandering and this is taking way too long because I've never made a pitch. What are the steps / process to making a pitch? I'd like to get this done and not use my entire weekend... maybe that's too ambitious. I know the sector reasonably well so not sure what items I actually need to do. Build a full model? Make diagrams and slides? It's just for a second round interview. Thanks all.

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Comments (4)

  • Intern in IB-M&A
May 6, 2021 - 7:33pm

I'd check out some of the top-rated pitches here. This will give you some good direction.

If it's an undergrad role I'd just create a bare-bones presentation (1-2 slides, basic model, etc.) 

If it's post-IB then I'd create a more in-depth pitch (good model, 4-6 slides, etc.) 

Either way, you should hit on some of the bigger points when looking at companies (industry overview, margins, growth opportunities, competitive moat, product offerings, etc.) 

  • Anonymous Monkey's picture
  • Anonymous Monkey
  • Rank: Chimp
May 16, 2021 - 8:26am

It sounds like a financial model, an investment write-up and/or slides are a good idea. There is a tiktoker who is a hedge fund analyst. I think his name on tiktok is hedge fund analyst. I believe he may provide templates and examples for all of these types of materials. Good luck

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