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Investment Banking Pitch Book Excel Template

Create professional investment banking pitch books with comprehensive financial analysis, valuation models, and transaction modeling for M&A and corporate finance presentations.


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Master Investment Banking Presentations with Professional Pitch Book Tools

Investment banking pitch books are crucial for M&A transactions, capital raising, and strategic advisory services. Our Pitch Book template provides comprehensive tools to create professional presentations with financial analysis, valuation models, and transaction modeling for institutional-quality investment banking deliverables.

From company analysis to transaction rationale, build compelling investment banking presentations. Built for investment bankers, M&A professionals, and corporate finance teams, this template helps you create professional pitch books, analyze transactions, and support strategic decision-making.

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Comprehensive Financial Analysis & Modeling

Company Financial Overview

Analyze target company financials with historical performance analysis, trend analysis, and financial statement modeling. Include revenue growth, profitability metrics, and cash flow analysis.

Valuation Analysis

Perform comprehensive valuation analysis using multiple methodologies including DCF, comparable company analysis, and precedent transactions. Calculate trading multiples and enterprise value.

Transaction Modeling

Model transaction structures including cash, stock, and mixed consideration deals. Analyze pro forma financials, accretion/dilution analysis, and merger consequences.

Sensitivity Analysis

Conduct sensitivity analysis on key assumptions including growth rates, multiples, and discount rates. Perform scenario analysis with upside, downside, and base case outcomes.

Professional Pitch Book Components

Executive Summary

Create compelling executive summaries with transaction rationale, strategic benefits, and key financial metrics. Include investment highlights and recommendation summary.

Industry Analysis

Analyze industry dynamics, competitive landscape, and market trends. Include market size, growth drivers, and competitive positioning analysis.

Strategic Rationale

Develop strategic rationale for transactions including synergies, strategic fit, and value creation opportunities. Quantify revenue and cost synergies.

Implementation Timeline

Create detailed implementation timelines with regulatory approvals, due diligence processes, and closing conditions. Include risk factors and mitigation strategies.

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Frequently Asked Questions

What components are included in the pitch book template?

The template includes executive summary, company overview, industry analysis, financial analysis, valuation models, transaction modeling, strategic rationale, and implementation timeline sections.

How does it handle different transaction types?

The template supports various transaction types including M&A deals, capital raising, restructuring, and strategic advisory engagements. It can be customized for different transaction structures and industries.

Can it generate professional presentation slides?

Yes, the template includes slide templates and formatting tools to create professional presentation materials. It provides consistent formatting and professional layouts for investment banking presentations.

How does it integrate financial modeling?

The template includes integrated financial models with DCF analysis, comparable company analysis, and transaction modeling. All financial analysis feeds directly into presentation materials.

Does it include industry-specific analysis?

The template provides frameworks for industry analysis and can be customized for specific sectors. It includes industry metrics, competitive analysis, and market dynamics assessment.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Drive Strategic Transactions

Professional investment banking pitch book tools to create compelling presentations, analyze transactions, and support strategic advisory services.

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