What Is a Pitchbook?
A pitchbook is a product sales document created by way of an investment monetary establishment or corporate that details the primary attributes of the corporate, which is then used by the corporate’s product sales force to have the same opinion advertise services and products and generate new shoppers. Pitchbooks are helpful guides for the product sales force to remember crucial benefits and to provide visual aids when presenting to shoppers.
Key Takeaways
- A pitchbook is type of field knowledge used by an organization’s product sales force to make clear key problems and to remember crucial benefits
- The ones perpetually moreover provide to hand visual aids when pitching to attainable shoppers.
- The principle pitchbook incorporates an overview and primary attributes of the marketing corporate.
- Product pitchbooks come with details about a selected product or deal.
How a Pitchbook Works
There are two primary varieties of pitchbooks. There may be the primary pitchbook, which incorporates all the primary attributes of the corporate, and one who incorporates details about a selected deal, very similar to a company’s initial public offering (IPO) or investment product.
The principle pitchbook provides a standard analysis of the corporate. For an investment monetary establishment, it would show information such since the selection of analysts, its prior IPO excellent fortune and the selection of provides it completes consistent with 12 months. For an investment corporate, it would feature information such since the financial power of the company, and the more than a few assets and services available for its shoppers.
If the pitchbook is being used by a staff or individual financial adviser, there may well be biographical information as well. All of the details displayed inside the pitchbook are problems that the product sales staff will have to point of interest on when selling the benefits of the corporate to potential shoppers.
For start-up companies, a pitchbook is additional frequently known as a pitch deck.
Kinds of Pitch Books
For an investment monetary establishment, a pitchbook specializes in all of the benefits of the issue, helping brokers and investment bankers show off how the corporate can serve the right needs of their potential shoppers. It could have additional detailed information about how the imaginable IPO process would possibly playout for the imaginable client. It could moreover show an identical IPOs throughout the an identical trade that the investment monetary establishment has had excellent fortune with previously.
For an investment corporate, the pitchbook can also be additional product-oriented. It’s going to show the track document of an investment portfolio, the use of charts and comparisons to an appropriate benchmark. If the investment methodology is additional advanced, it would display the method of deciding on stocks and other informational knowledge that may have the same opinion the imaginable client understand the strategy.
Example of a Pitchbook
In 2011, the company Autonomy was once as soon as the acquisition objective of a lot of larger pageant. Hewlett Packard and Oracle have been , on the other hand HP after all become the victor and acquired the device infrastructure company. Oracle decided to position up an IPO pitchbook, which was once as soon as advanced by way of the corporate Qatalyst Partners, on its site.
Inside the pitchbook, Qatalyst shows examples of the way in which Oracle would have the good thing about acquiring Autonomy, showing it would building up its competitive get advantages in areas where Oracle had no footing. It moreover showed the essential factor financial metrics of the company and how it had every sure source of revenue and margin expansion. The guide moreover featured the partners and customers that Oracle would right away reach as quickly because it purchased the company. It moreover went into part about Autonomy’s keep an eye on staff and directors.
