investing ideas, designing deals · bachelor of management studies (bms) masters of commerce (mcom)...
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Investing Ideas, Designing Deals
INTRODUCTION
Pitchbooks & Presentations enables companies to showcase themselves in the best possible way. They
represent valuable and detailed marketing material to prove why they should be considered amongst the wide
variety of financing and other sources of capital.
Having started our venture in 2013, we have created visually impactful investor pitch decks for start-ups as well
as established firms globally in different industries. We have also been successful in helping investment banks,
venture capitals and wealth management companies secure deals ranging from mergers and acquisitions to
raising capital through our professional documents.
SERVICES
Pitch
Books
Investor
Pitch Decks
Company
Profiles
Information
Memorandums
One
Pager
Research &
Analysis
Professional
Resumes
Graphics
Designing
Through our strategic partnership
with Infocrest, we aim to be a one
stop shop for companies. From
creating a simple one page profile to
preparing an entire investor pitch
deck, we assist in research, financial
analysis and other allied services.
Having worked with investment
banks, we understand the
importance of time in deal making.
We hope to build a long term
partnership with all our clients by
consistently delivering quality
material within the stipulated
deadline.
OUR SERVICES
Investing Ideas, Designing Deals
Business Plan Marketing and Branding Financial Modeling/
Financial Analysis
Bookkeeping/
Accounting ServicesDigital Marketing
FUND
RAISING
OFFER
DETAILS
Mandate for Business Plan+ Private Equity Funding/ Angel/ Seed
Part A: Preparation of investor related documents. We will provide you 4 documents:
Comprehensive Business Plan
Financial Projections (5 years excel based)
Pitch Deck (Power Point based)
1 Pager Executive Summary
Fee for Part A: Range from $1200-$1500 divided into 3 payment terms
Part B: Approaching investors and arranging funding which will involve following terms and conditions
Success Fee: 2.75% of the funding amount+ service tax
An MOU will be signed between the parties as per the terms and conditions agreed upon. Mandate
form will be sent to those interested via email.
Please note we do not guarantee funding but we try our best to connect with investors after we
have analyzed and seen a good potential in the business to obtain funds.
OUR SERVICES IN PARTNERSHIP WITH
Investing Ideas, Designing Deals
Financial services
Venture Capital
Health Care
Investment Banks
Banks
Hedge Funds
Wealth management
Others
Oil & Gas
Energy
Real Estate/ Property Management
Logistics
IT
Automobile
Travel & Tourism
Laundry
Education
Public Relations
Mobile App companies
Aerospace
Furniture
Others
CLIENTS SERVED
Investing Ideas, Designing Deals
Jeanne Montague - Partner, Barnard/Montague Capital Advisors
Urvisha is a great combination in terms of having excellent analytical
skills together with an ability to take a creative approach to
PowerPoint presentations. Her background in and knowledge of
investment banking practices is an asset when drafting
memorandums and presentation books. Urvisha has a strong work
ethic, is comfortable with tight deadlines and is able to bring a keen
insight to projects.”
Kijana Mack - Chief Investment Officer, Lattam Energy Advisors
Urvisha does great work! She designed a pitch deck for my energy
company. Great communication throughout the project! She works
daily and you can see her progress. She is very knowledgeable and
did a great job on my project! I've worked in investment banking and
finance for 10 years and she has better technical skills than just about
any analyst or associate I've worked with. She definitely does
institutional-quality work!”
Anik M. - CEO, Start-up
Urvisha is a gem! She's enthusiastic, diligent and very skilled. I've
worked on Wall Street for over 20 years with many talented Associates
& Analysts, and Urvisha has better PowerPoint skills than most. More
importantly, if you describe the concept for a page, she has the
capability to independently develop a clearly, concise page that looks
beautiful. She's awesome. We will continue to ask Urvisha for help and
you are fortunate to have her join your team."
FOUNDER & BUSINESS
DEVELOPMENT
HEAD“““
Urvisha Koradia
Bachelor of Management Studies (BMS)
Masters of Commerce (MCOM)
Chartered Financial Analyst (CFA) Program-Level 2 pass
(CFA Institute USA)
EDUCATION
A passionate entrepreneur who started Pitchbooks with the
aim of filling the void in the availability of professionals
online to create marketing materials for investment banks,
venture capitals, wealth management companies and many
more firms. She enjoys learning and adapting to new things
and is truly inspired by other entrepreneurs in different
fields. While networking and building relations she also
works on a ground level to make sure clients are
comfortable and satisfied with our services.
EXPERIENCE
Having worked as a Research Analyst at
JPMorgan Chase Investment Bank, Mumbai for
3 years in the Natural Resources Group (oil &
gas, metals & mining, energy) for the Asia
Pacific, North America and EMEA region,
Urvisha has acquired hands on knowledge and
experience in the field of Financial Research.
She was actively involved in identifying deal
opportunities for M&As through extensive
research of the industry and prepared many
pitch books for clients interested in acquisitions.
TESTIMONIALS
Investing Ideas, Designing Deals
CONTACT [email protected]
www.pitchbooks.in
+91 98191 77789
urvisha.koradia