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How to offer investment advisory services? Pitchbooks are the answer! These powerful marketing presentations are used by venture capital firms, investment banks, and corporate finance professionals to market themselves as the best option to analyze potential clients' investment opportunities and obtain a great investment deal for these clients' businesses. The Creative Pitchbook Template comes with the Portfolio Slide, SWOT Slide, and Financial Slides to showcase the benefits of working with your investment firm.
What type of services do you offer? Use this four-section slide to mention the investment advisory services you specialize in and explain how you can help your potential client’s firm close the best investment deals.
A SWOT Analysis is a powerful tool to understand the current situation of a business. In this case, you can identify the strengths, weaknesses, opportunities and threats of your client’s firm and communicate in a straightforward manner how your services will boost its strengths and maximize its opportunities.
It’s all about the numbers! When talking about investments, hard numbers and figures are essential in a Pitchbook Presentation. Here you will find circle charts to compare quantitative data. There is also a line chart to present projections of growth and revenue you can get for this potential client.
Pitchbook Team Slide
The qualifications of your team can really be decisive to get a yes from your potential clients. The Pitchbook Team Slide lets you add a picture for each member and a professional description.
What does your venture capital firm do?
Start your Pitchbook presentation explaining what you do. Use the problem-solution-benefit structure to cover all the key points of your firm’s introduction.
Use this Pitchbook as a Startup pitch deck
Early-stage startups can easily adapt this creative Pitchbook template to deliver a winning pitch deck in front of potential investors.
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