Make a captivating sales page that makes investment banks shine

Since the pitchbook focuses on specific deals, it includes a list of potential buyers, financial providers, acquisitions, and a brief overview. The deal pitchbook also provides a summary of proposals and recommendations for achieving the clients objectives.

Landing Page Best Practices Craft a benefit-focused headline. Choose an image that illustrates the offer. Write compelling copy. Include the lead form above the fold. Add a clear and standout call-to-action. Give away a relevant offer. Only ask for what you need. Remove all navigation.

Here are six steps to create a pitch book: Introduce the firm. You can start by introducing the firm you work for to potential clients. Offer some context information. Define the clients situation. Provide a solution for them. Include benefits of the partnership. Create a presentation.

From the PitchBook log-in screen, first-time users can select Create an Account, then fill in the requested information. To download the PitchBook Chrome Extension or Excel Plug-in, log in to your PitchBook account, then use the sidebar menu to select Plugins Apps.

The key difference between a landing page and a sales page is that a sales page has one specific goal providing a potential purchase opportunity. On the other hand, a landing page could be for various things to make an announcement, generate leads by capturing email addresses, provide lead magnets, and more.

Pitch books typically contain sections on the merits of the transaction; analysis of potential buyers or sellers; pricing and valuation information; as well as key risks to mitigate. That is the classic definition, but in practice, people use the term pitch book to refer to almost any presentation created by a bank.

A pitchbook is a sales document created by an investment bank or firm that details the main attributes of the firm, which is then used by the firms sales force to help sell products and services and generate new clients.

Eight ways to create the perfect investment banking pitchbook The perfect pitchbook should have a clear message. 10-15 pages is enough. Put your case forward early. Add value with the macro view, but keep it concise. Set the scene with the company analysis. Create the most compelling case with the deal rationale.