Learn dos and donts for an investor pitch deck as well as the most important elements it must include. How private equity funds can pitch, present and persuade more effectively. Private debt includes any debt held by or extended to privately held companies. I asked four lps to talk about a great private equity pitch they remember teams that did something different and grabbed attention. The 11 slides you need to have in your pitch deck updated. Mar 04, 2017 pitching to investors can be tough, so its important to nail your presentation. Pitch book template download investment pitch book. However, its not that simple for private equity, as various industry participants define vintage year differently. Market overviews bank introductions main pitch book this type of investment banking pitch book would include all details that one needs to have about the investment firm. Here is an example outline for an investment banking pitch book.
For the remainder of this post, well refer to investmentrelated marketing materials as confidential information memoranda, or the cim. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. Pitchbook is easy to use and saves me an enormous amount of time scouring the internet piecing together the history of a transaction, private equity fundraising status, key board members, etc. A pitch book is a document used by investment banks to pitch potential companies to firms. Well, the good news is that oracle has made one available to the world, thanks to a feud between it. In this video from superreturn us east, paul discusses the common mistakes made by private equity funds when communicating with potential investors. The writer has brought all the three parts of finance to life. Sep 08, 2017 this is readytouse powerpoint pitch book template ideal for any sales pitch book including investment banking pitch book, hedge fund pitch book, and real estate investment pitch book. By watching the instructor build the pitchbook right on your screen, you can easily pause, rewatch, and repeat exercises until youve mastered them. Save time stop scrubbing data in excelwe identify different types of funding rounds, companies and financing for you. Aug 28, 2015 entrepreneur extraordinaire guy kawasaki likes to cut to the pitch, and to cut the pitch book, too.
Consistent growth across worldclass global client franchise consistency predictable, low capital, high growth business breadth diversified earnings from multiple products, channels, and regions. Ib pitchbook template company overview cfi marketplace. It provides an overview of the firm, including historical information, financial strength, and services available to potential clients. The ultimate pitch deck to raise money for startups. The pitch is typically an explanation of why the bank in question is best suited to lead the transaction, and why they should be engaged by the client. Increasing private healthcare sector expenditure as a % of total healthcare expenditure to continue increasing in the uae per capita healthcare expenditure by country 2011 source. Whats included in an investment banking pitch book. Thats the question i put to my panel at superinvestor, the annual conference for private equity decision makers.
Mar 24, 2015 we use your linkedin profile and activity data to personalize ads and to show you more relevant ads. The stock pitch matters a lot in these types of interviews because it is literally what you do on the job, and its the best way to set yourself apart. Now, lets look at the different types of investment banking pitch books based on the purpose for which they are created 1. Bharat is the youngest ceo at the aditya birla group and is founder of aditya birla private equity. We credit our success and rapid growth to our cuttingedge products, customer centered attitude and ability to embrace and drive change. See how pitchbook provides private equity firms with the best data on fundraising, mandates, fund performance and strategic acquirers. A pitchbook is a sales book used by investment banks to sell products and services, as well as pitch potential clients. Paul farrow is a partner at benjamin ball associates. Feb 27, 2019 just as wines have vintage years, private equity funds also have vintage years. May 09, 2014 the ultimate pitch deck to raise money for startups.
A pitchbook is a sales book created by an investment bank or firm that details the main attributes of the firm, and it is used by the firms sales force to help sell products and. Best 5 private equity books must read wallstreetmojo. Equity pitch book and debt pitch book examples for financing mandates in financing mandates for equity, debt, and even restructuring deals there are a few major differences compared with the investment banking pitch books described above. Euromonitor, who, world bank, haad statistics 2011, espicom medical markets fact book 2012, rncos, the national newspaper uae. Its free to create a company profile that showcases your. Equity pitch book and debt pitch book examples for financing mandates. A pitch deck is usually a 1020 slide presentation designed to give a short summary of your company, your business plan and your startup vision. Pitch book guide to investment banking pitch book examples. The blackstone group headquartered in new york, the investment firm invests in private equity, real. Mar 26, 2020 here are the main considerations for private equity and venture capital. An investment banking pitch book is a marketing devicesales book created by investment banksfirms it is a sales presentation that details the main attributes of the firm, to secure a deal for the investment bank with the potential client. Below is an example of a real investment banking pitchbook, in all its mundane glory. We use your linkedin profile and activity data to personalize ads and to show you more relevant ads. Investment banks, hedge funds, and private equity, second edition by david stowell.
For wine, its universally recognized as the year the grapes were harvested. What vintage year really means in private equity allen. Buy predesigned private equity investment deck powerpoint presentation slides powerp. Since we sign ndas with our clients, it has always been difficult for us to. Friends, have you found any banking or related decks that i can use as reference and learn from pitch book presentations here are some investment banking pitchbook drafts from that have archived by the sec. Pitching to investors can be tough, so its important to nail your presentation. Pitch deck examples that made companies like airbnb, uber and facebook, the giants they are today. Investors working at a private equity firm are called private equity investors, and as of 2017, there were 3,953 active pe investors, which is a 51 percent increase since 2007. What do lps want from your private equity pitch book. Private equity firm, falconhead capital, did some unorthodox due diligence when. I am evangelizing the 102030 rule of powerpoint, mr. The purpose of a pitchbook is to secure a deal with the potential clients. Dec 10, 2015 how to pitch an investor what is the best private equity pitch youve seen. Service king, optiv and change healthcare are portfolio companies under blackstone.
Equity pitch book and debt pitch book examples for. Morgan, kelvin worked at np paribass business valuation division based in paris later moving to hong kong to join the greater china corporate finance team. Pitch book is an information layout or presentation that is used by the investment banks, business brokers, corporate firms etc that provides with the firms main attributes and valuation analysis which helps the potential investors to decide whether they should invest in business of the client or not and also this information is known as confidential information memorandum which is used by. A dropoff in the stock prices may or may not have a ripple effect on private equity depending on the underlying driver of that move, but a decline in the earnings profiles of those companies certainly poses risk to private equity as portfolio companies arent immune to the negative economic pressures that public companies face. Supreme capital groupprivate equity funds pitchbook.
Unique private equity transactions template investor pitch deck pe powerpoint investment crowdfunding. Let us compare this example to the investment banking pitch book example as. The only 10 slides you need in a fund pitch book serebrin. Pitchbook table of contents cfis investment banking pitchbook template. The private equity investment group peig is a network of over 397,000 private equity industry professionals from all over the world who actively network, partner, and refer resources and leads to each other. Pitchbook overview, examples, types, components of pitchbooks.
It is the goal of this organization to encourage private equity professionals to exchange. The book contains the main attributes of the firm as well as potential returns and attempts to show how the bank making the pitch is the best bank for the job. Though not pitchbookrelated, heres one example of finding a hidden angle. Prior to an ipo, a company is considered a private company, usually with a small. Pitch book template example for investment banking pitch book. Nov 05, 20 supreme capital group private equity funds chicago new york philadelphia tampa creating value by restoring human dignity slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Search for strategic acquirers and private equity firms based on their previous investments, available dry powder or investment preferences to find the most promising buyers. Executive summary situation overview explain why youre giving the pitch and the call to action or recommendation in one page. The blackstone group headquartered in new york, the investment firm invests in private equity, real estate and more.
Pitch deck examples from successful startups airbnb, uber. How to make an investment banking pitch book guide and. Tpg capital tpg is a global private equity firm based in san francisco. How to make an investment banking pitch book guide and examples.
In financing mandates for equity, debt, and even restructuring deals there are a few major differences compared with the investment banking pitch books described above. Private equity investment deck powerpoint presentation slides. This is readytouse powerpoint pitch book template ideal for any sales pitch book including investment banking pitch book, hedge fund pitch book, and. The cim is also referred to as the offering memorandum, or, in more informal industry parlance, the pitch book, or simply, the book. A variety of investors, or private debt funds, are involved in the space. Looking for incomparable data on private equity and venture capital deals, funds and investors. An investment banking pitch book is a powerpoint presentation designed to win new business. The ultimate pitch deck to raise money for startups forbes. It comes in many forms, but most commonly involves nonbank institutions making loans to private companies or buying those loans on the secondary market. How to build a winning pitchbook from a private equity.