An investment banking Pitch book is a marketing device that all investment banks use worldwide. Investment Banking Pitch Book must have a diligent and proper analysis of the investment actions of the current or potential client of the bank. It should be designed and crafted in such a way that it is successful in securing deals with current or potential clients. A Pitchbook is a type of sales book created by an investment bank that details the main features of the bank. The investment bank’s sales force uses this pitchbook to aid the process of selling products and issues and generate new clients.
A pitchbook acts as the starting point of the initial pitch or sales introduction for the investment bank when it is trying to seek new business. The approach of the investment banks while making sales is highly formalized and official. Often they follow a tailored and highly effective sales strategy.
It is indispensable to investment banks while marketing themselves to clients. pitchbook exemplifies valuable and comprehensive marketing material. It offers the bank a chance to show and prove why the clients should choose them amongst the wide variety of financing and other sources of capital.
Many contributors of the Investment bank help in the process of pitch book preparation. It involves an associate, vice-president, senior vice-president, lead of the team, and managing director. Learn more about Investment Banking Hierarchy.
