What is a pitch book?

A pitch book is primarily a marketing tool created by investment banks to showcase their capabilities, present potential transaction opportunities, and persuade clients to engage with them for financial services, such as mergers and acquisitions, capital raising, or other advisory roles. It typically includes information on the bank’s experience, market analysis, financial metrics, and case studies of previous successes.

The effectiveness of a pitch book lies in its ability to blend visual appeal with in-depth financial information, thus providing prospective clients with a comprehensive view of the value the bank can provide. It is an essential part of the business development process, involving a presentation that highlights strategic insights and key selling points that resonate with the client’s needs.

Unlike the other options, a pitch book is not limited to just financial reporting, stock analysis, or compliance documentation; instead, it serves a broader purpose in establishing relationships and generating new business opportunities.