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Showing posts with the label Documentation : Debt/Equity Raise

What is a Pitch Deck and How to make it ?

Pitch Deck is a multi million dollar document, and helps a idea to be a business. It is a simplified version of an Infomration Memorandum and helps a Lenders/Investors to understand the whole story in a summarized and comprehensive way.  Pitch Deck can be made by a professionals and shall be made by a professionals only, but why? a person with a idea can give you all the information but cannot craft a document which makes an impact and have zero idea to and experience of what specific things should be there in a Pitch Deck.  But don't worry I will through this blog make you a professional in drafting a Pitch Deck. I must tell you that a Pitch Deck is very similar to an Infomation Memorandum but is much summarized and designed than it could have been.  If you want to learn about Information Memorandum and how to prepare it ? You can follow through this link (click this link :  https://investmentbankingnerd.blogspot.com/2024/08/what-is-information-memorandum.html) Let'...

What is an Information Memorandum ?

An Information Memorandum is also Known as or the stages to Infomation Memorandum (IM) is :  1. Teaser  2. Preliminary Information Memorandum (PIM) 3. Confidential IM  OR  Placement Memorandum Meaning :  Basically an IM is a summarized document having comprehensive data or information about the company or project which requires fund or non fund based facilities.  It is specially made for a Lender and/or Investors. A start-up makes a Pitch Deck but at the end in documentation procedure an IM is filed.  We will learn in details about IM by understanding all the components of an Information Memorandum !! The Information Memorandum has following Heads/Sub-Heads/ Components : Basically the IM has the information which is specifically required by the Lenders/Investors to understand and execute the fund or non-fund based facilities (in simple language a Loan or Debt or Term Loan or Letter of Credit or Performance Guarantee) An IM which is also called as Place...