Pitchbook
Definition of 'Pitchbook'A sales book created by an investment bank/firm that details the main attributes of the firm. The pitchbook is used by the firm's sales force to aid it with selling products and issues, and generating new clients. |
|
Investopedia explains 'Pitchbook'There are two main types of pitchbooks. There is the main pitchbook, which contains all of the main attributes of the firm - such as the number of analysts it has, its prior IPO success and the number of deals it completes per year - which the sales team should focus on when selling the benefits of the firm to potential clients. The second type of pitchbook contains details about a specific deal, such as a company's IPO. This form of pitchbook focuses on all of the benefits of the issue, helping brokers and investment bankers demonstrate how the firm can service the specific needs of their potential clients. |
Related Definitions
Articles Of Interest
-
Mergers And Acquisitions: Understanding Takeovers
In the dramatic world of M&As, battleground terms meld with bizarre metaphors to form the language of the game. -
Hedge Fund Due Diligence
Analyzing a hedge fund will help you determine whether it's a good investment and a good fit. -
What Are Corporate Actions?
Be a savvy investor - learn how corporate actions affect you as a shareholder. -
Top Things To Know For An Investment Banking Interview
Without some basic knowledge, you won't get the job. Find out what you need to know and how to prepare. -
The Basics Of Mergers And Acquisitions
Learn what corporate restructuring is, why companies do it and why it sometimes doesn't work. -
Should You Offer Alternative Investments?
Find out what problems arise for financial representatives when they start to diversify their client offerings. -
A Look At Primary And Secondary Markets
Knowing how the primary and secondary markets work is key to understanding how stocks trade. -
How To Become An Investment Bank Analyst
Financial services firms are taking a laser-like focus on analyst responsibilities and will favor candidates who bring the following "must-have" attributes to the negotiation table. -
The Best Training Programs For CFP Exams
The competition to become a financial planner is hot, and growing hotter. Find out the best way to preparing to land the CFP designation. -
Top 4 Financial Jobs You Can Do From Home
You don't have to go to an office to make a great salary in the financial sector. Here are the top four highest paying financial jobs you can do from home.
Free Annual Reports