Presentation Templates

Pitch Deck and Presentation Templates

Browse pitch decks and presentation templates to deliver a world-class presentation. Use examples to jump-start your presentation building process and save valuable time.

What is a Pitch Deck?

A pitch deck is a sales presentation used by investment banks to pitch potential customers about their financial products and services. Pitches are commonly used to propose and secure a deal with clients by providing critical information about the company as laid out in the following sections:

1. Company Overview: important information about the firm such as shareholder ownership, business model, and liquidity analysis.
2. Industry Overview: updates on the current state of the financial markets.
3. Valuation: includes historical share price performance, valuation overview, valuation methods.
4. Transaction Opportunities: strategic reviews, opportunities, and recommendations
5. Team Overview: investment banking team information

Types of Pitches and Presentation Templates

There are different types of pitchbooks used for various purposes:

• General Pitch Deck: provides an overview of a company and information about the investment company including historical completed investments, current deals, and profitability.
• Deal Pitch: prepared for certain deals to propose how the investment firm can provide services aimed at satisfying a client’s financial needs.
• Management Presentations: used to pitch potential investors once the company comes up with a deal with potential clients.
• Sell-side M&A Pitch Deck: these presentation templates are used to find potential buyers for clients that are either looking to sell a part of the business or looking for a partner for strategic acquisition.
• Strategic Analysis: a comprehensive presentation used to analyze a business, an industry, and competitive positioning.

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