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What is a Pitchbook?

A pitchbook refers to a sales document stating the primary services and value proposition that the firm can deliver. There are two major types pitchbook:

  • Company Pitchbook – This document provides an explanation of the firms offerings and value proposition.
  • Deal Pitchbook – This includes the specifications of an identified deal or project.

Pitchbooks are primary employed by professional services firms when seeking new clients and investment banks when bidding to work on a specific business transaction.