Private equity pitch book sample

Pitch book template is prepared by following sample pitch books used by major investment banks and hedge funds and will significantly increase your chances of securing a. Morgan awarded best dr bank japan, taiwan, best dr bank mandate. This is a checklist, define the appropriate amount of information to present for each situation and adapt it to assure your success. Private equity investment proposal template word doc. The first thing you need to remember is that the pitch book is like a salesman for your organization. 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. Corporate private equity to the lobs as interest expense as of 4q14, we revised the methodology to allocate preferred stock dividends to the lobs below the net income line, consistent with firmwide income statement presentation for comparison purposes, prior period lob results have been revised as described above adjusted oh ratio4. This template is perfect for companies that are getting ready to develop a pitch when seeking investors. The placement agent may also distribute a pitch book to its clients to determine general interest in the fund.

Now, lets look at the different types of investment banking pitch books based on the purpose for which they are created 1. How to pitch an investor what is the best private equity pitch youve seen. Euromonitor, who, world bank, haad statistics 2011, espicom medical markets fact book 2012, rncos, the national newspaper uae. See how pitchbook provides private equity firms with the best data on fundraising, mandates, fund performance and strategic acquirers.

This sequoia capital pitch deck takes a page out of their book. Sequoia is one of the most wellknown venture capital firms in silicon valley. Pitch book template example for investment banking pitch. A powerpoint pitch deck template like this one gives you the flexibility to reuse it for multiple pitches, thanks to. Deep dive retails largest private equity buyouts and how theyve panned out the largest acquisitions include some household names petsmart, dollar general, staples and toys r. Gsp private equity overview and mission gsp groupsmission is to generate stable and substantial returns, looking for skewed risk profiles with enhanced downside protection, while responsibly creating longterm, sustainable value for our companies and our stakeholders. Represents the proportion of assets in mutual funds, commingled funds and segregated portfolios that are exceeding net of management fee their respective official benchmark. A pitch book is a document used by investment banks to pitch potential companies to firms. Pitch book guide to investment banking pitch book examples. You will also find two pitchbook templates at the bottom of this post with an. Strong, active headlines, regular subheadings and supportive, relevant imagery make your pitch book more appealing to read. The cim is also referred to as the offering memorandum, or, in more informal industry parlance, the pitch book, or simply, the book. This private equity book is based on not just the authors experience and research. Supreme capital groupprivate equity funds pitchbook.

In investment banking, pitch books refer to sales presentations that a bank uses to persuade a client or potential client to take action and pay. They specialize in incubation, seed stage, startup stage, early stage, and growth stage investments in private companies. Private equity the report includes all pe investments buyouts as tracked by pitchbook, growth, investor buyouts by management, excluding real estate investments. 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. Disclaimer this presentation is for discussion purposes only and is not intended to be an offer to sell or the solicitation of an offer to buy any securities issued by jpmorgan. Hedge fund pitch book hedge fund marketing materials tips below is a list of my top 10 tips to those professionals who are looking to create a pitch book for their hedge fund.

Entrepreneur extraordinaire guy kawasaki likes to cut to the pitch, and to cut the pitch book, too. So having understood what an investment banking pitchbook is, we now need to know what are its main contents. Capital invested is defined as the total amount of equity and debt used in a private equity investment. It needs to be immaculate, professional, and at the same time, it should be convincing. Discover how to break into investment banking, hedge funds or private equity, the easy way. Private equity firm, falconhead capital, did some unorthodox due diligence when they looked at ritas italian ices.

Perhaps youre rolling your eyes and saying to yourself, well, of course our company uses an investment thesis. The ultimate pitch deck to raise money for startups forbes. Retails largest private equity buyouts and how theyve. Best 5 private equity books must read wallstreetmojo. Pitchbook table of contents cfis investment banking pitchbook template. 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. Though not pitchbookrelated, heres one example of finding a hidden angle. How to build a winning pitchbook from a private equity. Equity pitch book and debt pitch book examples for.

Pitch book template download investment pitch book. Pitch books a fund manager will generally use a pitch book when premarketing a private equity fund. The intense pitch deck is a great example of that, as it includes the key slides that every pitch needs like a team slide, services, timeline, charts, and more. Best equity derivatives house of the year for riabrokerdealer use only y should be directed to your respective home office. The gsp group was formed in 2011 by a group of successful operators. But unless youre in the private equity businesswhich in our experience is more disciplined in crafting investment theses than are corporate buyersthe odds arent with you. Since we sign ndas with our clients, it has always been difficult for us to. On the other hand, pe ic memos are very similar to hedge fund memos, and a lot of hfs disc. Bharat is the youngest ceo at the aditya birla group and is founder of aditya birla private equity. 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. Forbes takes privacy seriously and is committed to transparency. If youre looking for an example or a guide on how to make your.

I am trying to recall if i walked you around the office, but in any case, we do want our candidates to get a sense for our culture and people sometimes a tour is better than a thousand words. Excludes private equity, real assets, end investment strategies. The 10 steps to writing a pitch book for institutional. The cfi investment banking pitchbook template is free and available for anyone to download. I would look if publicly traded pe firms blackstone, kkr, apollo, etc. 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. Create your own deck and tell your story through the suggested topics. 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.

Investment banking pitch book sample ppt and pdf files and downloadable templates. The purpose of a pitchbook is to secure a deal with the potential clients. It is a concise exposition, usually at most half of the page long, of your proposal that paints broad strokes on what you want and what you will do if you get it. Thank you for taking time to provide feedback on your interview with us. I also provide links to sample pitch decks you can check out for reference as you begin the process of building your own. 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. Private equity resume template official wso cv example. The ultimate pitch deck to raise money for startups. Is your private equity pitch book as easy to read as a newspaper. Write a pitch book, pitchbook, pitch deck presentation of data to help start a hedge fund or investment fund including research, pricing with examples like a template used to raise assets from.

Below is an example of a real investment banking pitchbook, in all its mundane glory. I am evangelizing the 102030 rule of powerpoint, mr. Thats the question i put to my panel at superinvestor, the annual conference for private equity decision makers. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. In investment banking, pitch books refer to sales presentations that a bank uses to persuade a client or potential client to take action and pay for the banks services. Pitchbook overview, examples, types, components of pitchbooks. Only investments made directly by pe investors or their portfolio companies are counted. Pitch books typically contain sections on the merits of the transaction. Use the pitchbook platform to explore the full profile.

For the remainder of this post, well refer to investmentrelated marketing materials as confidential information memoranda, or the cim. What do lps want from your private equity 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. Now let us study the art of writing a pitch book by using an investment bank pitch book example assuming you are an investment banker and need to create a pitch book for a new client highlighting your firms critical competencies. This book also includes a link to the laws and regulations references along with sample checklists, templates, and spreadsheets. I asked four lps to talk about a great private equity pitch they remember teams that did something different and grabbed attention. Private equity firm, falconhead capital, did some unorthodox due diligence when. Here are some investment banking pitchbook drafts from that have archived by the. Pitchbooks total capital invested figures include deal amounts that were not collected by pitchbook but have been extrapolated using a multidimensional estimation matrix. 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. This message should be repeated or restated several times in your pitch book and fundraising presentation, including at the very end. None of the asian fund, the european fund iii and the anne x fund had invested for at least 36 months as of june 30, 2010. Well, the good news is that oracle has made one available to the world, thanks to a feud between it.