Investment Banking Templates

Use CFI marketplace’s investment banking templates to help you create outstanding resumes, cover letters, and pitchbooks in your IB career!
Investment Banking IB Resume Word Template Investment Banking IB Resume Word Template
This Investment Banking Resume template is a helpful Word template for those wanting guidance with their CV. In particular, this…
Investment Banking IB Cover Letter Word Template Investment Banking IB Cover Letter Word Template
Investment banking cover letters have different levels of importance compared to other industries. It is necessary to follow the standards…
Due Diligence Tools and Methods Due Diligence Tools and Methods
A prospective investor is concerned about the target’s: 1. Quality of earnings 2. Adequacy of working capital 3. Unrecorded or…
Complete Merger and Analysis Corporate sheet Complete Merger and Analysis Corporate sheet
Overview A 3 statement model template connects the income statement, balance sheet, and cash flow statement into one dynamically linked financial model. This model…
Investment Banking Pitchbook Template Investment Banking Pitchbook Template
An Investment Banking Pitchbook is used by investment banks to aid in the selling of products and services to potential…
M&A Model Template M&A Model Template
This is a full-blown M&A model with examples and built to give intuition and learning to anyone using it. I…

Investment Banking Templates

What is Investment Banking?

Investment banking is a division of a bank or financial institution which provides underwriting (capital raising) and mergers & acquisitions (M&A) advisory services to institutional clients or government bodies. Investment banks usually plays the role of a sell side during a financial transaction to work things out for the investors and corporations.

What Do Investment Banks Do?

Full-service investment banks provide the following services to their clients:

  • Underwriting: Help investors and companies raise money or go public through an initial public offering (IPO) process.
  • Mergers & acquisitions (M&A): Provide advise for the buyers and sellers of businesses and assist with the entire M&A process.
  • Sales & trading: Act as agents for clients by matching up buyers and sellers of securities in the secondary market.
  • Equity research: Advise investors on investment decisions.
  • Asset management: Manage various types of investments for institutional and individual investors.

Top Investment Banking Skills

Analysts and associates at investment banks should possess the following skill sets in order to be successful in their career:

  • Financial modeling
  • Business valuation
  • Create pitchbooks and presentations
  • Prepare transaction documents
  • Client relationship management
  • Sales and business development
  • Negotiation

Deals & Transactions Templates

Explore the marketplace and find deals & transactions templates that match your financial analysis needs!
Term Sheet Template to Download Free Term Sheet Template
This Term Sheet Template from CFI is a free example of a fundamental legal document used in private capital raising…
pitch deck powerpoint Investment Pitch Deck PowerPoint Template
This Investment Pitch Deck PowerPoint Template is perfect for startup companies or small businesses which are looking for potential investors…
Cryptocurrency Ethereum Mining Calculator Template in Microsoft Excel
Cryptocurrency Ethereum Mining Calculator Template in Microsoft Excel
Mergers and Acquisitions Complete Financial Model (World #13)
This is the World #13 Financial Model at CFI Finmo 2019. This includes a complete M&A Financial Model involving Nestle…
Private Equity Financial Model
The Private Equity Acquisition Model provides a business valuation of a target company for investment. The Private Equity Acquisition Model…