Private equity pitch book example

Pitching to investors can be tough, so its important to nail your presentation. The only 10 slides you need in a fund pitch book serebrin. It provides an overview of the firm, including historical information, financial strength, and services available to potential clients. Let us compare this example to the investment banking pitch book example as. 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. 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. 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. 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. 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. Also, interviewers will ask you to pitch a stock, often multiple times, if you want to get a job at a hedge fund.

Euromonitor, who, world bank, haad statistics 2011, espicom medical markets fact book 2012, rncos, the national newspaper uae. A variety of investors, or private debt funds, are involved in the space. An investment banking pitch book is a powerpoint presentation designed to win new business. Ib pitchbook template company overview cfi marketplace. By watching the instructor build the pitchbook right on your screen, you can easily pause, rewatch, and repeat exercises until youve mastered them. Private debt includes any debt held by or extended to privately held companies. 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. For wine, its universally recognized as the year the grapes were harvested. A pitchbook is a sales book used by investment banks to sell products and services, as well as pitch potential clients. Investment banks, hedge funds, and private equity, second edition by david stowell.

Since we sign ndas with our clients, it has always been difficult for us to. Though not pitchbookrelated, heres one example of finding a hidden angle. 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. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. 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. 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. I am evangelizing the 102030 rule of powerpoint, mr.

Equity pitch book and debt pitch book examples for financing mandates. Private equity firm, falconhead capital, did some unorthodox due diligence when they looked at ritas italian ices. Pitch book template example for investment banking pitch book. 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. Paul farrow is a partner at benjamin ball associates. Now, lets look at the different types of investment banking pitch books based on the purpose for which they are created 1. Pitchbook overview, examples, types, components of pitchbooks. 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. It comes in many forms, but most commonly involves nonbank institutions making loans to private companies or buying those loans on the secondary market. Pitch book guide to investment banking pitch book examples.

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. How to make an investment banking pitch book guide and examples. It is the goal of this organization to encourage private equity professionals to exchange. Best 5 private equity books must read wallstreetmojo. Feb 27, 2019 just as wines have vintage years, private equity funds also have vintage years. Supreme capital groupprivate equity funds pitchbook. Prior to an ipo, a company is considered a private company, usually with a small. A pitch book is a document used by investment banks to pitch potential companies to firms. Whats included in an investment banking pitch book. Here is an example outline for an investment banking pitch book. However, its not that simple for private equity, as various industry participants define vintage year differently. Well, the good news is that oracle has made one available to the world, thanks to a feud between it.

Pitchbook table of contents cfis investment banking pitchbook template. How to build a winning pitchbook from a private equity. 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. How private equity funds can pitch, present and persuade more effectively. 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. Equity pitch book and debt pitch book examples for. Private equity investment deck powerpoint presentation slides. See how pitchbook provides private equity firms with the best data on fundraising, mandates, fund performance and strategic acquirers. Pitch book template download investment pitch book. The ultimate pitch deck to raise money for startups forbes. The blackstone group headquartered in new york, the investment firm invests in private equity, real. The writer has brought all the three parts of finance to life. What do lps want from your private equity pitch book. Executive summary situation overview explain why youre giving the pitch and the call to action or recommendation in one page.

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. Buy predesigned private equity investment deck powerpoint presentation slides powerp. Its free to create a company profile that showcases your. What vintage year really means in private equity allen. The blackstone group headquartered in new york, the investment firm invests in private equity, real estate and more. Pitch deck examples that made companies like airbnb, uber and facebook, the giants they are today. Pitch deck examples from successful startups airbnb, uber. The ultimate pitch deck to raise money for startups. Consistent growth across worldclass global client franchise consistency predictable, low capital, high growth business breadth diversified earnings from multiple products, channels, and regions. Mar 26, 2020 here are the main considerations for private equity and venture capital. Service king, optiv and change healthcare are portfolio companies under blackstone. For the remainder of this post, well refer to investmentrelated marketing materials as confidential information memoranda, or the cim.

How to make an investment banking pitch book guide and. 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. 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. We use your linkedin profile and activity data to personalize ads and to show you more relevant ads.

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 pitch deck is usually a 1020 slide presentation designed to give a short summary of your company, your business plan and your startup vision. Looking for incomparable data on private equity and venture capital deals, funds and investors. Thats the question i put to my panel at superinvestor, the annual conference for private equity decision makers. Learn dos and donts for an investor pitch deck as well as the most important elements it must include. Tpg capital tpg is a global private equity firm based in san francisco. Aug 28, 2015 entrepreneur extraordinaire guy kawasaki likes to cut to the pitch, and to cut the pitch book, too. Mar 04, 2017 pitching to investors can be tough, so its important to nail your presentation. Pitch book template download investment pitch book example. Save time stop scrubbing data in excelwe identify different types of funding rounds, companies and financing for you. 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. May 09, 2014 the ultimate pitch deck to raise money for startups.

The purpose of a pitchbook is to secure a deal with the potential clients. We credit our success and rapid growth to our cuttingedge products, customer centered attitude and ability to embrace and drive change. Mar 24, 2015 we use your linkedin profile and activity data to personalize ads and to show you more relevant ads. Dec 10, 2015 how to pitch an investor what is the best private equity pitch youve seen. Private equity firm, falconhead capital, did some unorthodox due diligence when. In this video from superreturn us east, paul discusses the common mistakes made by private equity funds when communicating with potential investors. Below is an example of a real investment banking pitchbook, in all its mundane glory. Unique private equity transactions template investor pitch deck pe powerpoint investment crowdfunding. 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.