Defination of a pitchbook.
An investment bank or firm may develop a sales document known as a pitchbook.
This document is a sales document that highlights the important attributes of the company.
The pitchbook is utilized by the sales force of the company in order to assist in the sale of goods and services as well as to attract new customers.
When making presentations to clients, salespeople may find it helpful to utilize pitchbooks as valuable tools that assist them in remembering essential topics and add graphics.
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Notable Things to Remember
A pitchbook is a kind of field guide that is used by the sales personnel of a firm in order to bring out significant benefits and make crucial arguments in a clear and concise manner.
Furthermore, while giving a presentation to prospective clients, they can provide valuable visual support as well.
The basic pitchbook contains an overview as well as significant qualities of the organization that is offering the product or service.
Product pitchbooks are documents that include information on a certain product or service.
An Explanation of How a Pitchbook Works
It is possible to separate pitchbooks into two distinct types.
In addition to the core pitchbook, which contains all of the business’s most important qualities, there is another pitchbook that contains information on a specific transaction, such as an investment product or an initial public offering (IPO) of a company.
The basic pitchbook includes a summary of the firm that is going to be presented.
A number of information pertaining to an investment bank would be shown, including the number of analysts that the bank employs, the level of success that its prior initial public offers (IPOs) achieved, and the number of deals that the bank completes.
The firm’s financial stability and the extensive variety of services and resources it provides to its clients are examples of the kinds of information that may be included in this section for an investment company.
In the event that the pitchbook is being employed by a group or an individual financial adviser, there is also the possibility that biographical facts will be supplied.
When selling the firm’s benefits to potential consumers, the sales personnel should stress every feature covered in the pitchbook.
Importance
A pitchbook is more often known as a pitch deck when it comes to enterprises that are just getting started.
Category of Pitch Books
For the purpose of aiding brokers and investment bankers in demonstrating how the firm can fulfill the specific needs of its potential clients, a pitchbook for an investment bank covers all of the benefits that the issue offers.
It would provide more in-depth information regarding the potential way in which the prospective customer would undergo the initial public offering (IPO) process.
In addition to this, it would showcase initial public offerings (IPOs) that are comparable to those that the investment bank has previously been successful with in the same industry.
It is more likely that the product will be the primary emphasis of the pitchbook for an investment company. Using charts and comparisons to an appropriate benchmark, it may demonstrate the performance history of an investment portfolio.
In a more advanced investment plan, the process of selecting stocks would be included, in addition to extra elements that would aid the potential consumer in comprehending the plan.
Illustration of a pitchbook in its entirety
Autonomy was the target of acquisition attempts from a number of larger competitors in the year 2011.
Oracle and Hewlett Packard both expressed interest in purchasing the software infrastructure business; however, HP eventually emerged victorious and acquired the company.
The decision was taken by Oracle to publish an initial public offering (IPO) pitchbook on its website. The pitchbook was developed by the business Qatalyst Partners.
In the pitchbook, Qatalyst gives examples of how Oracle would benefit from buying Autonomy.
These examples demonstrate how the acquisition would increase Oracle’s competitive advantage in areas where Oracle was weak.
In addition to this, it provided evidence of the significant financial data owned by the company, as well as its robust sales and margin expansion.
The book also emphasized the partners and customers that Oracle would immediately acquire after purchasing the firm. These could be immediately acquired by Oracle.
It also provided a comprehensive analysis of Autonomy’s board of directors and management team.
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