Skill project3-7 daysStarter
Create a 10-slide advisory or investment pitch deck
A professional project pack with brief, analysis file, visuals, recommendation, and resume-ready summary.
Steps
5
Outputs
7
SlidesExcel or Google SheetsPowerPoint / Google SlidesPublic filings
Open project workspaceOpen full project briefWhat to do
Scenario
You are working as a Investment Banking. Your manager asks you to use Pitchbooks to answer a real business or investment question and present a decision-ready output.
Objective
Show that you can apply Pitchbooks in a practical analyst workflow, not only explain the theory.
How to start
- Define the project question and user of the output.
- Choose a company, sector, portfolio, transaction, or dataset.
- Collect public inputs and write assumptions before analysis.
Step-by-step execution
- Clean and organize the source material.
- Build the model, memo, dashboard, notebook, or deck.
- Validate calculations and assumptions.
- Create visuals that explain the conclusion.
- Write a final recommendation and next steps.
What to submit
- Brief
- Model or notebook
- Charts or dashboard
- Resume bullet
- Source and assumption log
- One-page executive summary
- Final output file
Data and sources
- Annual reports or official filings
- Public regulator or exchange data
- Company investor presentations
- Public news sources
- Synthetic dataset if real data is unavailable
Quality checklist
- Output is understandable without your verbal explanation.
- Sources and assumptions are cited.
- Calculations are traceable.
- Conclusion answers the project question.
- Final work can be discussed in an interview.
Interview talk track
- Problem: explain the business question and why it matters for Investment Banking.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.
Resume bullet
Built a a professional project pack with brief, analysis file, visuals, recommendation, and resume-ready summary. for Pitchbooks, using Slides to convert raw information into a decision-ready finance output.