Definition of Pitchbook:
A pitchbook is a sales document created by an investment bank or firm that details the main attributes of the firm, which is then used by the firm's sales force to help sell products and services and generate new clients. Pitchbooks are helpful guides for the sales force to remember important benefits and to provide visual aids when presenting to clients.
A fund managers guidebook on how to inform potential investors about getting involved in investments and what type of investments meets the clients needs at the current time. For example, a fund manager may have specific guidelines on how to talk to clients who want to learn more about investing for retirement.
There are two main types of pitchbooks. There is the main pitchbook, which contains all the main attributes of the firm, and one that contains details about a specific deal, such as a company's initial public offering (IPO) or investment product.
How to use Pitchbook in a sentence?
- Product pitchbooks contain details about a specific product or deal.
- The main pitchbook contains an overview and main attributes of the selling firm.
- A pitchbook is sort of field guide used by a firm's sales force to make clear key points and to remember important benefits.
- These often also provide handy visual aids when pitching to prospective clients.
Meaning of Pitchbook & Pitchbook Definition