Pitchbook Design Services for Investment Banks

We provide presentation design and pitch deck creation support services to investment banks, financial firms, asset managers, private markets and investment management companies. We help client teams win deals through our in-depth and professional custom pitchbooks.

Pitchbook Design Services for Investment Banks

Expert-Backed Pitchbook Design Services

to Help Your Team Close More Deals

SGA is well-versed in assisting small and medium-sized investment banks with their pitches. Through in-depth and expert assistance in pitching efforts, our investment banking analysts help top-heavy investment banks secure transaction mandates.​

Our presentation & design services for investment banks include:

  • Screening potential buyers and investors
  • Identifying potential targets
  • Gauging the sector’s attractiveness
  • Doing a comparative analysis
  • Developing financial models
  • Storyboarding the presentation

Pitchbook & Presentation Design Services for Private Markets, Banks, and Asset Managers

Target/buyer identification, trading comparables, antecedent transactions, industry/macroeconomic research, competitive landscapes, firm profiles, market mapping process, research on sectors, financial simulation and valuation, storyboarding, layout, and pitch development are all part of the service.

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 Services

  • 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.

Design and Publishing Services

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Automation-Powered Solutions

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.

Business Information Services

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Experts

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.

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Design and Publishing Services

Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.

Automation-Powered Solutions

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.

Business Information Services

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Experts

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.

Domain Experts

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

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution.

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.
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Workflow Management

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.
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Knowledge Management System

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.
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Investment Banking Productivity Suite

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.
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Custom RPA Tools
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Our Value Proposition

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution.
Our Value Proposition
  • Expertise across sectors, domains, and regions.
  • Increased probability of winning deal mandates.
  • Shortened time-to-market.
  • Optimized resource capacity.
  • Flexibility to quickly ramp up/down the team.
  • Tailored engagement models.
  • Final-form research.
  • On-going cost efficiencies.
  • Functional, cultural and strategic alignment.

Who We Work With

Global CFOs

Includes valuation, FP&A, and reporting services.

Deal Sourcing Teams

Identify targets and implement outreach activities.

Investment Bankers

Analyze market attractiveness and identify actionable targets for inorganic growth.

Founders and Entrepreneurs

From business plan documents to capital raising.

Pitch Deck Ins(AI)ghts

BLOG

What is Pitchbook in Investment Banking – Pitchbook Examples, Template, and Sample

A pitchbook is a document investment banks use to market their services to prospective customers. It is a sales tool designed to inform and persuade clients about the investment bank’s capabilities, industry knowledge, and successful track record. A well-crafted pitchbook combines visual elements with detailed information, making it easier for clients to understand the value proposition.

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What is Pitchbook in Investment Banking - Pitchbook Examples, Template, and Sample

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.

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Decoding a Pitchbook & It’s Uses in Investment Banking
Talk to our experts for presentation and design services for investment banks!
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FAQs

What is a pitchbook in investment banking?

An investment banking pitchbook is a comprehensive marketing presentation used to win new client business. It showcases a bank’s capabilities, sector expertise, and strategic advice, including valuation metrics, market trends, and transaction ideas. These detailed documents guide client discussions, proving the bank’s unique ability to execute complex M&A, IPO, or financing deals while highlighting their distinct competitive advantages.

What services are included in investment banking pitch support?

Investment banking pitch support includes financial modeling (valuation, comps), sector research, and target screening. We also covers PowerPoint presentation design, creating high-impact pitchbooks, CIMs, and teasers. By offloading these data-intensive tasks, bankers can prioritize client relationships and strategic deal execution while ensuring institutional-grade, visually professional marketing materials that drive successful transaction mandates and high-conviction deal closure.

How does a well-designed pitchbook help win deals?

A well-designed pitchbook wins deals by establishing instant credibility and communicating complex financial narratives with clarity. Visual professionalism reflects a bank’s attention to detail, while tailored market insights prove deep sector expertise. By presenting data-driven strategies clearly, it builds stakeholder trust, differentiates the firm from competitors, and empowers clients to make confident, high-stakes investment decisions quickly.

What are the key components of an effective pitch deck or pitchbook?

Effective pitchbooks include an executive summary, market analysis, and a clear problem-solution narrative. Key financial components feature valuation metrics, peer benchmarking, and transaction history. It must highlight team expertise and a strategic “call to action.” Professional design and data visualization ensure complex financial insights are persuasive, building immediate credibility and driving successful, high-value investment mandates.

How long does it take to create an investment banking pitchbook?

Creating a standard investment banking pitchbook typically takes 24 to 72 hours of intensive effort. However, complex or deal-specific books can span several weeks due to iterative financial modeling and strategic revisions. Outsourcing to SGA accelerates this timeline, delivering high-quality drafts overnight, ensuring bankers meet tight deadlines while maintaining institutional-grade precision, professionalism, and design.

Why do investment banks outsource pitchbook creation services?

Investment banks outsource pitchbook creation to drive cost efficiency and leverage 24/7 global workflows, enabling overnight turnaround. This allows senior bankers to focus on high-value strategic advisory while specialized offshore teams ensure institutional-grade formatting and data visualization. Outsourcing to SGA provides the scalability needed to handle peak deal volumes without increasing permanent headcount, ensuring competitive agility and precision.

What is the difference between a pitchbook and a pitch deck?

An investment banking pitchbook is a data-intensive, highly detailed document used to showcase a bank’s capabilities and transaction strategies to clients. In contrast, a pitch deck is a concise, visual storytelling tool used by startups to secure venture capital. While pitchbooks focus on exhaustive financial analysis, pitch decks prioritize the core business vision for rapid, persuasive engagement.