Pitch Book Template
Your pitch book is your chance to share key details investors need during due diligence. Too little information (or the wrong kind), and they’ll walk away unimpressed. Overload them with data, and they’ll have no reason to follow up. It takes both art and science to strike the right balance, engage prospects, and move them further down the sales funnel.
The Pitch Book Template includes 1 deck, available in both Canva format and PowerPoint format. The slides were developed and put into a specific order based on years of learnings helping portfolio managers and investment boutique founders close deals with investors. The templates include:
✔ All of the slides that allocators want to see in your pitch book
✔ Easy-to-edit flexible layouts, allowing quick text and image replacements
✔ Fully customizable branding, fonts, colors, images, and data
✔ Can be exported to PDF format
Template file formats: PowerPoint, Canva (free to sign up if you don’t have an account)
Also included is a video that covers:
✔ Design principles for your pitch book
✔ How much info should go into your pitch book
✔ Explanation of all slides
✔ How to brand and customize your pitch book
✔ Best practices for fonts, layout, and images
File format: .mp4 (watch in any web browser)
Your pitch book is your chance to share key details investors need during due diligence. Too little information (or the wrong kind), and they’ll walk away unimpressed. Overload them with data, and they’ll have no reason to follow up. It takes both art and science to strike the right balance, engage prospects, and move them further down the sales funnel.
The Pitch Book Template includes 1 deck, available in both Canva format and PowerPoint format. The slides were developed and put into a specific order based on years of learnings helping portfolio managers and investment boutique founders close deals with investors. The templates include:
✔ All of the slides that allocators want to see in your pitch book
✔ Easy-to-edit flexible layouts, allowing quick text and image replacements
✔ Fully customizable branding, fonts, colors, images, and data
✔ Can be exported to PDF format
Template file formats: PowerPoint, Canva (free to sign up if you don’t have an account)
Also included is a video that covers:
✔ Design principles for your pitch book
✔ How much info should go into your pitch book
✔ Explanation of all slides
✔ How to brand and customize your pitch book
✔ Best practices for fonts, layout, and images
File format: .mp4 (watch in any web browser)
Your pitch book is your chance to share key details investors need during due diligence. Too little information (or the wrong kind), and they’ll walk away unimpressed. Overload them with data, and they’ll have no reason to follow up. It takes both art and science to strike the right balance, engage prospects, and move them further down the sales funnel.
The Pitch Book Template includes 1 deck, available in both Canva format and PowerPoint format. The slides were developed and put into a specific order based on years of learnings helping portfolio managers and investment boutique founders close deals with investors. The templates include:
✔ All of the slides that allocators want to see in your pitch book
✔ Easy-to-edit flexible layouts, allowing quick text and image replacements
✔ Fully customizable branding, fonts, colors, images, and data
✔ Can be exported to PDF format
Template file formats: PowerPoint, Canva (free to sign up if you don’t have an account)
Also included is a video that covers:
✔ Design principles for your pitch book
✔ How much info should go into your pitch book
✔ Explanation of all slides
✔ How to brand and customize your pitch book
✔ Best practices for fonts, layout, and images
File format: .mp4 (watch in any web browser)