Pitch Design Services for Investment Banks
We help client teams win deals through our in-depth and professional support services in pitch deck designing and creation.
Pitch Design Services
Buyer/Investor Screening
- Investor identification
- Buyer screening–strategic and financial sponsors
Screening for Targets
- Target identification
- Company profile
- Strip
- 1 page
- Detailed
Industry Research
- Sector research
- Macroeconomic research
- Market mapping
- Competitive landscapes
Financial Analysis & Modeling
- Trading comps
- Precedent transactions
- Financial modeling
- Valuation analysis
- Case studies
Pitch Collateral
- Pitch storyboarding
- Pitch design and progression
- Creation of pitch collateral
- CIMs, models, and management presentations
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle and evaluate capacity availability.
- Track the time spent on each request through a single dashboard view for managers.
- MIS reporting feature to track productivity.
Knowledge Management System
- Centralized knowledge repository leveraged by teams globally.
- User-friendly search through available content to reduce TAT and increase efficiency.
- Easy to implement, integrate, and customizable as per the client’s requirements.
Investment Banking Productivity Suite
- Package of slide layouts and infographics in client’s color scheme.
- Investment banking productivity suite.
- TOC creation with pre-ideas/guidelines.
- Build custom automated tombstone slides using past deal data.
- Manage and edit charts, tables, format, etc. with a single click.
Custom RPA Tools
- Automated data extraction from structured and unstructured sources.
- AI-/ML-driven NLP tools for processing qualitative information.
- Automated quality check and assurance tools.
Our Value Proposition
Who We Work With
Our Ins(AI)ghts
BLOG
Top 3 Investment Banking Courses in India with Placement Support
Top investment banking courses in India offer essential skills and placement support for aspiring professionals. Courses from IIM SKILLS, DataTrained, and EduBridge provide comprehensive curriculums covering financial modeling, valuation, and mergers & acquisitions. A career in investment banking offers high earning potential, networking opportunities, and continuous learning. Key skills like financial analysis, communication, and resilience are crucial for success. However, challenges such as long working hours and client demands must be considered. Choosing the right course is vital for career advancement in this competitive field.
BLOG
Decoding a Pitchbook & It’s Uses in Investment Banking
A pitchbook is a key sales tool used by investment bankers to pitch services, products, and secure deals with potential clients. It includes sections like market updates, credentials, deal outlines, considerations, and an appendix. Creating a pitchbook involves senior managers working with analysts to ensure up-to-date data. Types of pitchbooks include general pitchbooks, deal pitchbooks, management presentations, and sell-side M&A pitchbooks. Each type serves a specific purpose, from showcasing a firm’s credentials to detailing individual deals or investor presentations.
