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Futur Future Bankers

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A frequently seen prompt that I chose to write about, is to create a model pitch book for either clients or a company. The idea behind this assignment is to work on students abilities to create adequate sell-side pitches and manage presentations. The main part of this presentation is the word model, meaning that the student does not need to find a company and do his own calculations. The student could either find public company information online, or he would have to make up a company from scratch. Showing that the numbers are not the main part of this assignment, the pupil would need to focus on creating a well documented and polished pitch book. Typically, pitch book presentations would be created in PowerPoint; and then presented to the whole class for grading. …show more content…
There are three main parts to the body of the quasi sales pitch: the situation and position overview, the valuation summary, and the potential buyers. Using graphs to make the company attractive and showing how it would be pitched to potential buyers, is the situation and position overview of the presentation. While the valuation summary consists of the meat of the presentation where you show how this sale or purchase would benefit your bank and the company you are working with; this is where the majority of the numbers and calculations are shown. Finally, the potential buyers part of the presentation is where you find all prospective buyers and list why or why not they would be it. The pitch book is the staple of the finance industry, as confirmed by Donnie, and this assignment sets students up to practice all the fundamental skills needed within the banking

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