A financial service focused on raising capital for companies and governments through underwriting and advisory services.

A presentation document used by investment bankers to communicate investment opportunities and strategies to potential investors.

The process of evaluating a company's financial statements to assess its performance and make investment decisions.

The systematic gathering and analysis of data about consumers, competitors, and market trends to inform business decisions.

The ability to effectively communicate information and ideas to an audience through verbal and visual means.

A financial statement that summarizes a company's assets, liabilities, and shareholders' equity at a specific point in time.

A financial report that shows a company's revenues and expenses during a specific period, indicating profitability.

A financial document that tracks the flow of cash in and out of a business, highlighting its liquidity.

Measurable values used to evaluate a company's success in achieving its objectives.

Metrics derived from financial statements to assess a company's performance relative to its industry.

A strategic planning tool that identifies a company's strengths, weaknesses, opportunities, and threats.

The process of making sense of numerical data to draw conclusions and inform decisions.

Using visuals to convey a narrative or message, enhancing engagement and understanding in presentations.

Building and nurturing professional relationships that can provide opportunities for collaboration and investment.

The communication between a company and its investors, focusing on transparency and trust.

Assessing competitors' strengths and weaknesses to identify opportunities and threats in the market.

The organized layout of a pitch book, including sections like executive summary, financial analysis, and market research.

Techniques used to capture and maintain the interest of an audience during a presentation.

Interactive segments during presentations where the audience asks questions to clarify or expand on the presented material.

Processes for collecting and incorporating feedback to improve the quality of presentations and materials.

Guidelines that ensure the visual elements of pitch materials are polished and industry-appropriate.

Systematic approaches used in market research to collect and analyze data.

Formal records of the financial activities of a business, providing a summary of its financial performance.

The process of obtaining funds to finance business activities, often through investments or loans.

Software or techniques used to analyze financial data and generate insights for decision-making.