Pitch book private equity example

Comprehensive, accurate and hardtofind data for professionals doing. Pitch books typically contain sections on the merits of the transaction. The winners of the 2019 pitchbook private equity awards are in. Service king, optiv and change healthcare are portfolio companies under blackstone. Below is an example of a real investment banking pitchbook, in all its mundane glory. Since we sign ndas with our clients, it has always been difficult for us to. The blackstone group headquartered in new york, the investment firm invests in private equity, real estate and more. It needs to be immaculate, professional, and at the same time, it should be convincing.

In investment banking, pitch books refer to sales presentations that a bank uses to persuade a client or potential client to take action and pay for the banks services. Uber, lyft and 23andme are all examples of private companies that are vcbacked, which means they have raised capital from venture capitalists. Pitchbook is easy to use and saves me an enormous amount of time scouring the internet piecing together the history of a transaction, private equity fundraising status, key board members, etc. See how pitchbook provides private equity firms with the best data on fundraising, mandates, fund performance and strategic acquirers. Private equity is capital that is not noted on a public exchange. The 50 best private equity firms for entrepreneurs. The cons and pros of vanguards decision to offer private equity the timing is suspect, but the concept may eventually make sense. Tpg capital tpg is a global private equity firm based in san francisco. Looking for incomparable data on private equity and venture capital deals, funds and investors. How to grasp the accounting of private equity funds. Pitchbook overview, examples, types, components of pitchbooks. For some private equity firms, investing in founderled businesses is a big part of the strategyif not the strategy itself. Save time stop scrubbing data in excelwe identify different types of funding rounds, companies and financing for you.

For example, some private equity funds invest in a business through both equity and debt, which acts as a. Some of the biggest firms in private equity, including steven schwarzmans blackstone, have proved willing to reach into their deep pockets to help battle the outbreak and aid their own portfolio companies struggling to stay afloat. Eskay limeyeemgetty images for the us private equity industry, 2019 was defined by record fundraising totals, elevated deal. A pitchbook is a sales book created by an investment bank or firm that details the main attributes of the firm, and it is used by the firms sales force to help sell products and. It comes in many forms, but most commonly involves nonbank institutions making loans to private companies or buying those loans on the secondary market. Private equity firm, falconhead capital, did some unorthodox due diligence when. A pitchbook is a sales document created by an investment bank or firm that. Starting place for research on the venture capital and private equity. Info is not always accurate for example, ceo listed during at time of deal is not always accurate. Investors working at a private equity firm are called private equity investors, and as of 2017, there were 3,953 active pe investors, which is a 51 percent increase since 2007. Search for strategic acquirers and private equity firms based on their previous investments, available dry powder or investment preferences to find the most promising buyers. Now let us study the art of writing a pitch book by using an investment bank pitch book example assuming you are an investment banker and need to create a pitch book for a new client highlighting your firms critical competencies. Here are a number of example pitch books in editable powerpoint ppt.

Pitch book guide to investment banking pitch book examples. Bharat is the youngest ceo at the aditya birla group and is founder of aditya birla private equity. Investment banking pitch book sample ppt and pdf files and downloadable templates. Private debt includes any debt held by or extended to privately held companies.