Make your tailored pitch page for Inventory specialists

Here, you list the companys key financial stats (revenue, EBITDA, market cap, and current multiples) and a quick overview of its business segments and products/services. Dont just copy in the descriptions from the filings or annual reports summarize the most important points and leave out the corporate speak.

A stock pitch, simply put, is a presentation or paper documenting your thesis as to whether a company is overvalued or undervalued. Supporting evidence is used to tell a narrative and ultimately guide the audience towards your investment recommendation to buy or short a stock.

#1: Stock pitch as formal presentation or case study Usually, the presentation lasts ~15-30 minutes with lots of QA to follow. As discussed above, this type of stock pitch is most common in hedge fund interviews.

Pitch Deck Template: Exactly What To Include Your Company Information. The Concept. The Problem. The Solution. Market Size. The Competition. Competitive Advantages. The Product.

The classic structure that a stock pitch should follow includes: stock recommendation, company overview, investment thesis, catalyst, valuation and returns, risks, and mitigating factors. A good stock pitch will articulate the investment thesis to investors in a concise and convincing manner.

Stock pitch elements Recommendation statement. Content: The main reason to consider the stock. Company overview. Content: The background of the company you are pitching. Investment thesis. Price correction catalysts. Valuation. Risk factors and mitigation options.

Ensure your pitch deck has a logical flow. Start with an introduction, followed by the problem statement, your proposed solution, the benefits, and finally, a strong call to action. This structured approach helps maintain the audiences attention and guides them through your narrative.

5 tips to design a winning pitch deck Start with a compelling opening slide. Your opening slide sets the tone for your entire pitch. Keep it clean and simple. When it comes to pitch decks simplicity is key. Visualize your data and statistics. Tell a story with your slides. Maintain consistency and branding.