Presentation Templates

Explore the CFI Marketplace collection of pitchbooks and presentation templates to help you build an attractive pitch to potential clients and investors!

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.

Learn how to build PowerPoint presentations from scratch in CFI’s PowerPoint Presentations Course.