how a pitchbook works
there are two main types of pitchbooks there is the main pitchbook which contains all the main attributes of the firm and one that contains details about a specific deal such as a company s initial public offering ipo or investment product the main pitchbook provides a general overview of the firm for an investment bank it would show information such as the number of analysts its prior ipo success and the number of deals it completes per year for an investment firm it would feature information such as the financial strength of the company and the many resources and services available for its clients if the pitchbook is being used by a team or individual financial adviser there could be biographical information as well all the details displayed in the pitchbook are points that the sales team should focus on when selling the benefits of the firm to potential clients for start up companies a pitchbook is more commonly known as a pitch deck types of pitch booksfor an investment bank a pitchbook focuses on all the benefits of the issue helping brokers and investment bankers demonstrate how the firm can serve the specific needs of their potential clients it would have more detailed information about how the potential ipo process could playout for the potential client it would also show comparable ipos within the same industry that the investment bank has had success with in the past for an investment firm the pitchbook would be more product oriented it could show the track record of an investment portfolio using charts and comparisons to an appropriate benchmark if the investment strategy is more advanced it would display the method of selecting stocks and other informational data that would help the potential client understand the strategy example of a pitchbookin 2011 the company autonomy was the acquisition target of several larger competitors hewlett packard and oracle were interested but hp eventually became the victor and acquired the software infrastructure company oracle decided to post an ipo pitchbook which was developed by the firm qatalyst partners on its website in the pitchbook qatalyst shows examples of how oracle would benefit from acquiring autonomy showing it would increase its competitive advantage in areas where oracle had no footing it also showed the key financial metrics of the company and how it had both positive revenue and margin growth the book also featured the partners and customers that oracle would immediately acquire once it purchased the company it also went into detail about autonomy s management team and directors 