Let’s Create that Awesome PitchBook for Your Big Idea

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If you are an entrepreneur then you know the value of creating a good quality PitchBook. We can help you here with it.

What Is a Pitch Book?

We can help you create your firm's pitch book with ease. Primarily suited for new business owners and entrepreneurs. With minimal document requirements, it offers improved revenue and effortless means of running your business.

Pitch Book refers to documents created by an investment firm or bank detailing the main traits of the respective firm. It is then used by the sales force of the firm for selling products and services for the generation of new clients. Pitch books are very useful for the sales force when it comes to underlining the crucial benefits and offering visual aids when presenting the same before the clients.

There are two kinds of pitch books mainly available. The main pitch books come with the primary features of the firm and the other one comprises of the details about specific deals like investment product, investment products etc. As the main pitch book shows a general overview of the company, consider the same for an investment bank. One can expect the pitch book to contain important data like IPO success, number of analysts, number of deals completed by the firm in a year. On the other hand, the pitch book for an investment firm is likely to contain information about the financial condition along with the various services that are available for the clients.

When the pitch book is used by an individual financial adviser or by a team, it may also contain biographical information. In other words, the information contained in the pitch book are valuable key points that can be used by the sales team when selling the goods and services of the firm to potential consumers.

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Features of a Pitch Book

Pitch books are acknowledged by financial advisers all across the globe as a brilliant marketing device. It is a valuable marketing material that offers a comprehensive guide for investment. Some of the exceptional features of the pitch book include:

  • Well-defined investment actions: Pitchbook comes with an accurate analysis of the investment actions of the firm. It is designed in such a way that it attracts easy securing deals with present as well as prospective clients
  • Introduction material for banks: Banks and financial institutions utilise pitch books for introducing who they are and what makes them the best in the industry. Sometimes, it also comes with a biography of the various team members who are involved in the process of the transaction while outlining their educational qualification and qualifications
  • Market update: This part of the pitch book is used got showing the present state of the financial market. Clients take interest in this part for understanding the thoughts of the firm in the line of financial markets. For the business firm to stay ahead of its rivals, there should be a clear demonstration of a smart perspective on the market in it operates. Moreover, the pitch books also contain reasons citing the best means of investments through charts and graphs for describing the current trends in the industry

Finding the Right Packages for the Pitch Book

When it comes to preparing the pitch book for a business firm, there are a few specific documents required for the investors. If the pitch book is devoid of any of these requisites, then it may mislead the investors into thinking that the business firm is not familiar with the arena of capital raising and in worst cases, may also botch the chances of securing funds.

PitchBook Creation Package

For Pitchbook we have a single package offering that would cover all the modalities.

  • Information collection
  • Data Analysis
  • Pitchbook designing
  • Creation of templates

Documents Required

  • Self-attested copy of PAN
  • Self-attested copy of Aadhar Card/ Passport/ Voter Identity Card.
  • Photograph
  • Self attested telephone or mobile connection bill
  • Self attested water or electricity bill
  • Self attested copy of account statement of bank

Other Requirements

  • The minimum number of investors depends on the kind of firm for which the pitch book is created
  • Also, the kind of firm determines the minimum share capital required for the business
  • No obejection letter from the owner for using the address as the registered office of the firm

Frequently Asked Questions (FAQs)

As a business owner, you must have a lot to deal with and it’s natural to have a lot to ask and we are always here to help. Our FAQ section is designed in such a way that it puts an end to all your worries with regard to the pitch book of your business.

Why should I choose you?

The investors should make sure that they are making use of the latest industry techniques for the preparation of the pitch book. And when it comes to preparing the same for your business, you can depend on us. We are using the latest technologies at par with the current business trends for beating the competition.

Is my pitch book confidential?

Definitely. The confidentiality of your business is critical to the services we offer. With remarkable experience in the field, you can rest assured that the sensitive data and information with regard to your firm is used for the work it is meant to.

How long does it take to prepare a pitch book?

Well honestly, it solely depends on the firm we work with. With all the information at hand, you can expect the pitch book delivered to you in the nick of time. But for that, it is imperative that you provide us with all the crucial information that we require for the pitch book.

Can I give feedback on the design of the pitch book?

Of course, you can. We will ask about your preferred colours and font at the start of the project and get things done as per your choice. And honestly, most business firms do not consider the colour and font factors as long as they are legible. Still, if you want any changes, we can fix them for you.


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Need some help with legal and other business compliance modalities for your business? Just write to us, someone from our team will connect with you soon.