Are you surrounded by many more documents of your saving? Need one document giving information about all your investment? We can help you to get the same? Which contain comprehensive and precise information about your investment along with what is the growth of the same; Savings is an essential way with the help of which you can save for tomorrow, so in case there are any problem by tomorrow, you will not be out of money and you may have money in hand which you can use it and complete your bad days without any problem.
But such savings could be done with wise investment, where many people are opting for investing in bank on different types of plans. However, while investing you come across many more documentation which is hard to store at any place so a simple presentation called pitch book could be an effective way to understand your investment.
Pitch book is a presentation which is used by investment banks around the world in which all the investment related data, analysis etc. are kept in proper way for a potential and current client. The main purpose of pitch book is to secure a deal between the investment bank and their potential clients.
Different types of pitch books:
Main Pitch book which contains all main attributes of the firm like analysts, its prior IPO Success and number of the deals it complete per year on which sales team need to focus on when selling the benefits to the potential clients. The second type of pitch book contains details about a specific deals, like company’s IPO it mostly focuses mainly on the benefits issues, helping broker and investment bankers to demonstrate how the firm or organization can help in achieving specific needs of their potential clients.
Pitch book contains three main types of presentation which needs to be created:
There are also other types compare to one documented here but most probably the pitch book works on the three main types which are given above
Things need to include in pitch book:
How to create an effective pitch book?
We at Canny Turtle write such pitch book and below are some effective way you can create the one:
Long list isn’t it but why to bother get in touch with us we will develop a best pitch book for you which is as per the laws and regulation and standard format.