Series 79: Data For Marketing Materials

Data for Marketing Materials

Investment bankers may not think of themselves as salespeople, but marketing is a crucial task for any business, no matter how venerable and established (or young and hungry) it may be. Virtually all investment banks put together marketing materials to tout their experience, expertise, and reputation. These marketing materials may be informal or formal, general or customized to a specific prospective customer.

One common marketing document is known as a pitchbook. A general pitchbook describes the investment bank, including its history, capabilities, expertise, and representative transactions—a sort of “wh