Investor Pitch Decks For Management Consultants

A practical guide on how to create a great pitch deck

What you'll learn
How to create a Pitch Deck
What kind of questions you can get from potential investors
What slides to use in the Investor Pitch Deck
When you can use an Investor Pitch Deck
How to create a financial model in Excel
How to do the essential research of competitors, consumers, market

Requirements
Basic or intermediate Excel
Basic knowledge of economics
Basic or intermediate knowledge of finance & accounting

Description
What is the aim of this course?Consulting firms are sometimes hired to help with the Investor Pitch Decks. Those projects are difficult as you have to deliver results fast and you have to deal with many stakeholders. You not only have to help understand the industry and the business model, but also you will have to create a financial model in Excel. In this course, I will teach how to prepare fast and efficiently the Investor Pitch Deck during consulting projects.In the course you will learn the following things:How to create an Investor Pitch DeckHow to create a supporting financial model in ExcelHow to do essential market research to prepare the Pitch DeckThis course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried out or supervised over 90 different performance improvement projects in different industries that generated in total of 2 billion of additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COOs, CROs, CEOs, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 240 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.I teach through case studies, so you will have a lot of lectures showing examples of analyses, and tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, and materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses, templates that can, with certain modification, be applied by you or your team in your work.Why have I decided to create this course?More and more firms, decide to either buy startups or to start they own ventures. This requires them to prepare pitch decks. Since in most corporations they have little experience in that area, quite often they hire consultants to assist them. As we have mentioned preparing a good pitch deck requires understanding the business model of the firm and financial modeling. Many firms, don’t give you the full toolbox that you need. This may lead to huge frustration during projects during which you have to prepare fast a pitch deck for a firm that you have seen for the first time.Therefore, I have decided to create this course that will help students prepare fast and efficiently pitch decks during consulting projects. The course will give you the knowledge and insight into real-life case studies that will make your life during a consulting project much easier. Thanks to this course, you will know what and how to do when you are asked to prepare a pitch deck. You will master essential skills that you will need to do that. On top of that, you will get a read-made template of pitch decks and examples of pitch decks used by other firms.To sum it up, I believe that if you want to become a world-class Management Consultant or Business Analyst you have to have master Pitch Decks preparation. That is why, I highly recommend this course to Management Consultants or Business Analysts, especially those who did not finish business schools or Economics. The course will help you become an expert in Pitch Deck preparation on the level of McKinsey, BCG, Bain, and other top consulting firms.Throughout the whole course, we will be working on a case study of a pitch deck for a firm producing plant-based yogurts.In what way will you benefit from this course?The course is a practical, step-by-step guide loaded with tons of analyses, tricks, and hints that will significantly improve the speed with which you understand, and analyze the businesses. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:How to create an Investor Pitch DeckHow to create a supporting financial model in ExcelHow to do essential market research to prepare the Pitch DeckYou can also ask me any question either through the discussion field or by messaging me directly.How is the course organized?The course is divided currently into the following sections:Introduction. We begin with a little intro into the course as well as some general info on how the course is organizedEssential Concepts. In this section, I will show you when a pitch deck is a must and what main things you should address in a pitch deck.The Problem and the Solution. In this brief section, I will shed some light on how to show the problem you are trying to solve and the solution that you have developed. We will use for that the jobs-to-be-done framework.Estimate Market Size. In this section, I will show you how different methods you can use to estimate the market size. We will also discuss different types of marketsBusiness Model Description. Potential Investors have to have a good understanding of the business. Therefore, you have to explain them your business model. In this section, we will see how this can be done.Revenue & Profits Forecast. Potential investors want to know how big and profitable the business can become. In this part, we will discuss how you can show your forecast. I will also teach you how to create simple financial models.Other important slides in the Pitch Deck. In this section, I will show you other important slides that you have to attach to a pitch deck e.g. slides presenting the team, the progress, and next steps.Competitive Landscape. To prepare a good pitch deck you have to analyze competitors. In this section, we will see how this can be done and how you can present the results of your analysis.Consumers Analyses. Apart from the competitors, it is a good idea to analyze the market structure and the consumer. In this section, we will see how this can be done in practice.You will be also able to download many additional resources1. Useful frameworks and techniques2. Analyses shown in the course3. Additional resources4. Links to additional presentations, articles, and movies5. Links to books worth readingAt the end of my course, students will be able to…How to create a Pitch DeckWhat kind of questions you can get from potential investorsWhat slides to use in the Investor Pitch DeckWhen you can use an Investor Pitch DeckHow to create a financial model in ExcelHow to do the essential research on competitors, consumers, marketWho should take this course? Who should not?Management Consultants and Business AnalystsAnalysts working in PE, VC fundsAnalysts working in M&A or Strategic DepartmentsStartup FoundersFinancial ControllersInvestment AnalystsProject ManagersManagers responsible for Acquisitions and MergersWhat will students need to know or do before starting this course?Basic or intermediate ExcelBasic knowledge of economicsBasic or intermediate knowledge of finance & accounting

Who this course is for:
Management Consultants,Business Analysts,Analysts working in PE, VC funds,Analysts working in M&A or Strategic Departments,Startup Founders,Financial Controllers,Investment Analysts,Project Managers,Managers responsible for Acquisitions and Mergers