What Type of Deliverables Do Investment Bankers Create?

Investment bankers are responsible for creating a range of deliverables for their clients. Some common types of deliverables that investment bankers create include:

Financial projections: Investment bankers often create financial projections for their clients, which are estimates of a company's future financial performance based on assumptions about market conditions and other factors. These projections may be used to evaluate the feasibility of a proposed investment or to support the sale of securities.

Valuation analyses: Investment bankers may create valuation analyses to help clients determine the value of a company or asset. These analyses may use financial modeling techniques, such as discounted cash flow analysis, to estimate the value of the company or asset.

Pitch books: Investment bankers may create pitch books to present investment opportunities to potential investors. Pitch books typically include information about the company, the investment opportunity, and the potential return on investment.

Transaction documents: Investment bankers may also create transaction documents, such as term sheets and investment agreements, to outline the terms of an investment or financial transaction.

Reports: Investment bankers may create reports on a range of topics, such as market trends, industry analyses, and company valuations. These reports may be used to inform investment decisions or support the sale of securities.

By creating these and other deliverables, investment bankers help their clients understand financial data and make informed decisions about investments and transactions.