In the energy industry, pitch books, also known as investment presentations, focus on communicating the most critical information to aid in the sale of a company, asset portfolio, or project. They help sellers, brokers, and investment bankers translate complex engineering and financial data into a sales pitch used to facilitate an investment decision from a buyer. So, what does it take to build a winning pitch book design? Darby Finance’s investment presentation design services can help.
Our portfolio is extensive, supporting investment in Oil & Gas upstream, midstream and downstream projects as well as utilities and renewable energy projects.
What Do You Need in Your Winning Pitch Book?
- Investment Opportunity
- Project Schedule
- HSE Plan Management Team
PITCH BOOK CASE STUDY: Compare the Difference
An upstream energy start-up seeking to raise $100M in capital for a shallow water play in the Gulf of Mexico hired Darby Finance to design and produce a pitch book to tell their story. What started as a generic document with highly complex engineering and financial data was transformed into a pitch book that was clear, concise, and compelling to investors.
Pitch Book Design (Section 1): Investment Opportunity
A winning Darby Finance Pitch Book begins with a customized look and feel that supports your company brand and the investment opportunity. The objective of this section is to build a positive perception among potential investors of your company and provide an overall understanding of the investment portfolio, production profile, and return on investment.
Pitch Book Design (Section 2): Economics
The economics section summarizes the outputs of the financial model in a way that is easy to understand the most important financial information, including base case and upside case profiles and sensitives to changing conditions.
Pitch Book Design (Section 3): Asset Summaries
Asset summaries provide a deep-dive into the tangible assets, leases, or equipment related to the investment opportunity.
Pitch Book Design (Section 4): Project Execution Plan
The project execution plan section includes the key tasks, timelines, management team, risk management, and HSE information that informs how the project team intends to deliver on-time, on-schedule, and within regulatory compliance standards.
Pitch Book Design (Section 5): Call-to-Action
The call-to-action section addresses the main risks or objections that may arise from potential investors and provides information about next steps in how to invest.
If you’d like to learn more about how Darby Finance can help your pitch books stand out among your competition, contact us today.
About Darby Finance – A Leading Financial Consulting Firm
Darby Finance helps our clients make better financial decisions by transforming complex data into a compelling and easy-to-understand financial story. We work alongside our clients to develop customized financial models, valuations, and sophisticated investor presentations while utilizing more than 40 years of experience in energy, finance and investor relations.