Pitch Book

A presentation prepared by an investment bank for a client or prospective client, typically covering market context, valuation analysis and strategic recommendations, used to win or advance a mandate.

Where Pitch Book comes up

Bulge Bracket, Elite Boutique and Middle Market: How the Industry Is TieredThe tiers are real, they describe different businesses, and the best one for you depends on what you want the analyst years to teach you.Read the guide — 10 min

Keep reading

Investment Banking interview prep

Related Investment Banking terms

Middle Market Mandate Elite Boutique Fairness Opinion Bulge Bracket Sell-Side / Buy-Side

Go further than reading

The written material is free. These are the ways to get it applied to your own work.

CV Review by a Human

Written margin-note feedback on structure, impact bullets and ATS-readability. Reviewed by Suro, not an AI score.

$25 48h turnaround

Cover Letter Review by a Human

Line-by-line review of argument, tailoring and tone, with a rewritten opening as a worked example.

$50 48h turnaround

L3VLUP Pro

The subscription: personalised alerts, Apply Packs, every answer marked, full history and the whole research library.

$25 /month

Browse the full glossary — 340 finance recruiting and technical terms, in plain English.