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creating-pitch-books

Builds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning. Use when creating pitch books, preparing client presentations, or building dea

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About

Imported from CaseMark/skills (skills/finance/creating-pitch-books/SKILL.md). Install upstream with npx skills add CaseMark/skills --skill creating-pitch-books. Copyright stays with the author.

Creating Pitch Books

Builds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning for investment banking engagements.

When To Use

  • Preparing sell-side or buy-side pitch presentations for prospective mandates
  • Building management presentation decks for M&A processes
  • Creating market update or sector overview materials for client meetings
  • Assembling deal marketing books (CIMs, teasers) for live transactions
  • Drafting strategic alternatives presentations for board-level audiences

Inputs To Gather

  • Client profile: Company name, sector, size (revenue, EBITDA), ownership structure, and key business segments
  • Engagement context: Sell-side advisory, buy-side screening, financing, or strategic alternatives review
  • Target audience: Board of directors, C-suite, financial sponsors, or strategic acquirers
  • Transaction parameters: Indicative valuation range, deal structure preferences, timeline, and process type (broad auction, targeted, negotiated)
  • Comparable universe: Identify 8–15 public trading comps and 5–10 precedent transactions; confirm selection criteria with the deal team
  • Financial data: Historical financials (3 years minimum), projections or management case, and normalized adjustments (one-time items, pro forma synergies)
  • Credential slides: Relevant firm transaction tombstones, league table rankings, and sector-specific experience

Workflow

  1. Define the narrative arc

    • Determine the central thesis: why now, why this transaction, why this bank
    • Align the story to the audience—sponsors care about returns, strategics care about synergies, boards care about fiduciary duty and process integrity

  2. Build the situation overview section

    • Company snapshot: business description, end-market exposure, revenue and EBITDA bridge
    • Key investment highlights (typically 4–6 bullets with supporting data)
    • Ownership and capitalization summary

  3. Draft the market / sector overview

    • Industry size, growth drivers, and secular trends with sourced data points [VERIFY data recency]
    • Competitive landscape map positioning the client among peers
    • Regulatory or macro factors affecting valuation or timing [VERIFY jurisdiction-specific regulations]

  4. Prepare valuation analysis pages

    • Public trading comparables: Select peer set, present EV/Revenue, EV/EBITDA, P/E multiples at LTM and NTM; show mean, median, and implied valuation range
    • Precedent transactions: Filter by sector, size, and date relevance; present acquisition multiples and premium paid statistics
    • DCF / LBO sensitivity: Build a football-field chart summarizing valuation ranges across methodologies; note key assumptions (discount rate, terminal multiple, leverage) [VERIFY current market rates]
    • Clearly label all valuation dates and currency

  5. Construct the strategic rationale / process section

    • For sell-side: potential buyer universe (strategic vs. sponsor), preliminary outreach strategy, and indicative timeline
    • For buy-side: target screening criteria, acquisition fit assessment, and synergy estimates
    • Process recommendations: auction structure, data room milestones, expected bid rounds

  6. Add credentials and team pages

    • Select 6–10 relevant tombstones; prioritize same-sector and similar-size transactions
    • Include league table positioning if top-tier in relevant category
    • Senior banker bios with deal-relevant experience

  7. Format and finalize

    • Apply consistent slide template (firm brand, fonts, color palette)
    • Number all pages; include "Confidential" and "Draft" watermarks as appropriate
    • Add required disclaimers and regulatory disclosures on the back cover [VERIFY compliance requirements per firm policy]

Output

The completed pitch book should contain the following sections in order:

  1. Cover page — Client name, engagement title, date, confidentiality notice
  2. Table of contents
  3. Executive summary — 1–2 pages capturing the thesis and key takeaways
  4. Situation overview — Company profile, investment highlights, capitalization
  5. Market overview — Sector landscape, trends, competitive positioning
  6. Valuation analysis — Comps, precedents, DCF/LBO summary, football-field chart
  7. Strategic rationale / process — Buyer universe, timeline, process structure
  8. Credentials — Tombstones, league tables, team bios
  9. Appendix — Detailed financial schedules, supplemental comps, sourcing notes
  10. Disclaimers — Regulatory and legal disclosures

All financial figures should be presented in consistent units ($MM or $B) with clear date stamps.

Quality Checks

  • Valuation multiples are internally consistent and cross-referenced between comps, precedents, and DCF outputs
  • All market data is sourced and dated; no stale figures presented as current [VERIFY]
  • Peer set selection is defensible—companies are comparable in size, sector, and growth profile
  • Narrative flows logically from situation overview → market context → valuation → strategic recommendation
  • Financial data ties to source filings or management-provided numbers; any normalization adjustments are disclosed
  • Tombstones and credentials are accurate and reflect closed (not pending) transactions unless labeled otherwise
  • Confidentiality markings, disclaimers, and regulatory disclosures are present [VERIFY per firm and jurisdiction]
  • No unsupported projections or guarantees of outcome—all forward-looking statements are qualified
  • Formatting is consistent: fonts, colors, chart styles, decimal precision, and currency notation uniform throughout

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

yaml
targets:
  - https://api.opensmartroute.ai/api/v1/registry/casemark-skills-creating-pitch-books/manifest   # or paste the manifest below

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

casemark-skills-creating-pitch-books.ocm.jsonjson
{
  "ocm": "1",
  "id": "casemark-skills-creating-pitch-books",
  "kind": "skill",
  "name": "creating-pitch-books",
  "description": "Builds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning. Use when creating pitch books, preparing client presentations, or building deal marketing materials.",
  "publisher": "CaseMark",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "general"
    ],
    "tags": [
      "skill-md",
      "drafting",
      "investment-banking",
      "valuation",
      "github"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "Builds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning. Use when creating pitch books, preparing client presentations, or building deal marketing materials."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "github",
      "repository": "https://github.com/CaseMark/skills",
      "path": "skills/finance/creating-pitch-books/SKILL.md",
      "ref": "afe48c44914d753297766404378e871d1f88d7a8",
      "url": "https://github.com/CaseMark/skills/blob/afe48c44914d753297766404378e871d1f88d7a8/skills/finance/creating-pitch-books/SKILL.md",
      "key": "CaseMark/skills/skills/finance/creating-pitch-books/SKILL.md"
    }
  },
  "instructions": "# Creating Pitch Books\n\nBuilds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning for investment banking engagements.\n\n## When To Use\n\n- Preparing sell-side or buy-side pitch presentations for prospective mandates\n- Building management presentation decks for M&A processes\n- Creating market update or sector overview materials for client meetings\n- Assembling deal marketing books (CIMs, teasers) for live transactions\n- Drafting strategic alternatives presentations for board-level audiences\n\n## Inputs To Gather\n\n- **Client profile**: ",
  "cost": {
    "context_tokens": 1439
  }
}

Fetch it by URL: GET /api/v1/registry/casemark-skills-creating-pitch-books/manifest?version=1.0.0

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