Creating the Perfect Pitchbook
- Finance & Investment
2 days
Weekdays (9am - 5pm)
Who Should Attend
- Fresh graduates and new entrants to the investment banking and corporate finance industry
- Professionals looking to transit to a career in corporate finance, investment banking
Overview
Want to learn how to create a compelling business case with the perfect pitchbook? Used by investment banks, management consultants, investment and advisory firms at client meetings and presentations, the deliverable forms an important basis and a powerful tool for furthering discussions involving valuation, capital raising, buying or selling a business, debt financing, including the financial and strategic impacts that these recommendations have on companies.
In this 2-day workshop, participants will learn the key elements of a pitchbook, develop selling strategies for equity or M&A deals and acquire practical tips and best practices in creating high impact pitch decks that can win and engage clients.
Learning Objectives
- Understand the mechanics and stakeholders of the investment banking ecosystem
- Learn best practices for developing corporate finance/ investment banking pitchbooks
- Design and formulate selling strategies for IPO, equity, financing and M&A deals
- Learn how to display and communicate deal outcomes and scenarios using sensitivity analyses
- Learn the industry-standard techniques for generating charts and financial tables for client presentations
Topic/Structure
Introduction
- Overview of the IB ecosystem, corporate finance and the role of pitchbooks
- Organisational structure and key product offerings and their relevance in pitchbooks
- Types of financing mandates in IB
- Stakeholders in the development of a pitchbook
- Flow of a client meeting – from pitchbook to deal onboarding
Developing Solution Matrix
- Frameworks for practical and effective problem solving: impact-based, idea-focused and data-driven approaches
- Defining the problem at hand, prioritising work streams and scoping the work plan
- Using problem statements to design solutions
- Designing an equity story for the client
- Strategies for engaging and interviewing clients
General Anatomy of a Pitchbook
- Generic layout and structure of a pitchbook
- Optimising for the duration of a marketing pitch, use of fonts and appropriate colour schemes
- Showcasing team capabilities and deal credentials, including the use of case studies in sales and marketing decks
- Best practices for designing company profiles
- Data visualisation and presentation techniques e.g. equity positioning diagrams, benchmarking, cash flow waterfall charts, valuation football field, share price charts, etc
- Company profiling – what to show and how much?
Selling Strategies for Equity Deals
- Type of equity deals – IPO, rights issue, follow-ons
- Key elements of an IPO Pitch, rights issue and follow-on pitches
- Pricing the deal and using sensitivity analyses to observe the impact and outcome based on different key assumptions
- Building the case for earnings accretion in a capital raising exercise
- Key metrics to watch out for in equity deals
Selling Strategies for M&A
- Overview of the M&A sale process, roles and responsibilities of key stakeholders
- Formulating the case for an acquisition
- Understanding accretion & dilution analysis in a merger and observing other key metrics in an M&A deal
- Building the case for a divestment
- Making the case for using leverage/ debt funding in a transaction
Insight into the Sales Process
- Information memorandum and Management Presentations
Additional topics
- Revenue model for investment banks
- Fee structures and payment schedules
- Key workstreams in an IPO deal
- Types of sell-side processes and the key workstreams
- Key workstreams for the buy-side
- Due diligence processes and best practices for client reporting
Assessment
As part of the requirement for SkillsFuture Singapore, there will be an assessment conducted at the end of the course. The mode of assessment, which is up to the trainer’s discretion, may be an online quiz, a presentation or based on classroom exercises.
Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion issued by Singapore Management University.
Calculate Programme Fee
Fee Table
COMPANY-SPONSORED | |||
PARTICIPANT PROFILE |
SELF-SPONSORED |
SME |
NON-SME |
Singapore Citizen < 40 years old Permanent Resident LTVP+
|
$654 (After SSG Funding 70%) |
$254 (After SSG Funding 70% |
$654 (After SSG Funding 70%) |
Singapore Citizen ≥ 40 years old |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
International Participant |
$2,180 (No Funding) |
$2,180 (No Funding) |
$2,180 (No Funding) |
All prices include 9% GST
Post Secondary Education Account (PSEA)
PSEA can be utilised for subsidised programmes eligible for SkillsFuture Credit support. Click here to find out more.
Self Sponsored
- SkillsFuture Credit
-
Singapore Citizens aged 25 and above may use their SkillsFuture Credits to pay for the course fees. The credits may be used on top of existing course fee funding.
This is only applicable to self-sponsored participants. Application to utilise SkillsFuture Credits can be submitted when making payment for the course via the SMU Academy TMS Portal, and can only be made within 60 days of course start date.
Please click here for more information on the SkillsFuture Credit. For help in submitting an SFC claim, you may wish to refer to our step-by-step guide on claiming SkillsFuture Credits (Individual). - Workfare Skills Support Scheme
-
From 1 July 2023, the Workfare Skills Support (WSS) scheme has been enhanced. Please click here for more details.
Company Sponsored
Enhanced Training Support for SMEs (ETSS)
- Organisation must be registered or incorporated in Singapore
- Employment size of not more than 200 or with annual sales turnover of not more than $100 million
- Trainees must be hired in accordance with the Employment Act and fully sponsored by their employers for the course
- Trainees must be Singapore Citizens or Singapore Permanent Residents
- Trainees must not be a full-time national serviceman
- Trainees will be able to enjoy ETSS funding only if the company's SME's status has been approved. To verify your SME's status, please click here.
Please click here for more information on ETSS.
Absentee Payroll
Companies who sponsor their employees for the course may apply for Absentee Payroll here. For more information, please refer to:
AP Guide (Non-SME Companies)
Declaration Guide (SME Companies)
Intake Information
Dates: To Be Advised
*Online registration will close 5 calendar days before the course start date