How can you incorporate branding into your pitchbook design?

2 Choose an appropriate template

A template is a pre-designed layout that you can use to organize and present your content in a pitchbook. A template can save you time and effort, as well as ensure consistency and readability across different sections and pages. However, not all templates are created equal. You need to choose a template that suits your firm's brand identity, as well as the purpose and context of your pitch. For example, if you are pitching a merger or acquisition, you might want a template that highlights the synergies, benefits, and risks of the deal. If you are pitching a financing or capital raising, you might want a template that showcases the financial performance, growth potential, and valuation of the company.

4 Write with your brand voice

Your pitchbook is not only a visual document, but also a verbal one. The way you write your content can influence how your audience perceives your firm's brand and credibility. You need to write with your brand voice, which is the tone, style, and language that you use to communicate your message. Your brand voice should be consistent with your brand guidelines, as well as the purpose and context of your pitch. For example, if you are pitching a conservative or traditional client, you might want to use a formal and professional brand voice. If you are pitching a creative or innovative client, you might want to use a more casual and friendly brand voice.

5 Proofread and review your pitchbook

The final step to incorporating branding into your pitchbook design is to proofread and review your pitchbook before you deliver it to your client. You need to check for any spelling, grammar, punctuation, or formatting errors that might undermine your brand image and reputation. You also need to review your pitchbook for any inconsistencies, inaccuracies, or gaps in your content that might confuse or mislead your audience. You can use tools like Grammarly or Hemingway to help you with this process. You can also ask a colleague or a supervisor to give you feedback and suggestions on how to improve your pitchbook.