10 Best AI Tools That Create PowerPoint Slides (Ranked & Examples)
Whether you’re working in finance or helping to promote a company’s IPO, you need to know how to create and deliver a good stock pitch. And the best way to do that is with a solid stock pitch template.
At Visme, we provide stock pitch templates to get your creative juices flowing. But this article will walk you through how to customize it and how to deliver a killer stock pitch.
Let’s get started.
Here’s a short selection of 8 easy-to-edit stock pitch templates you can edit, share and download with Visme. View more templates below:
What To Include In The Investment Pitch
10 Stock Pitch Templates You Can Use
Top Stock Pitch Mistakes To Avoid
What Makes a Good Stock Pitch?
A stock pitch is a well-researched presentation showcasing why an investor should or should not invest in a particular stock. It includes an initial investment thesis, valuation metrics, catalysts, risk assessment and other key data.
This is a typical step in interviews for hedge funds and asset management companies. After all, how can you succeed in the finance world if you’re unable to give a good pitch?
There are five main use cases when you’ll need to create and present a stock pitch.
Let’s get down to the nitty-gritty. What should you include in your investment pitch? We’ll walk you through what each of your stock pitch slides should cover.
Made with Visme Infographic Maker
The first major slide will cover the recommendations that your entire stock pitch is about. Which stock are you recommending the viewer invest in? (Or which stock are you recommending against?)
You’ll also want to include whether this should be a long (buying and holding) or short (borrowing and selling) investment. The rest of your presentation should cover why this is the conclusion you came to and the recommendation you’re making.
Made with Visme Infographic Maker
Include some background information on the company you’re highlighting throughout your stock pitch. Cover the company’s products/services, industry, financials and other information that gives a good overview of the company.
Made with Visme Infographic Maker
Share the “why” here. Why are you recommending (or recommending against) this stock? What about it makes it priced perfectly or incorrectly? What is your prediction based on your analysis of the market?
Made with Visme Infographic Maker
What factors are you anticipating that will prove your analysis? What will cause the stock to go up or down? Share this information on your Catalysts slide.
Made with Visme Infographic Maker
Calculate and show whether a stock is undervalued or overvalued. You’ll be recommending a long investment for undervalued stocks and a short investment for overvalued stocks.
Made with Visme Infographic Maker
While you’ve spent plenty of time conducting your analysis, there are still risk factors involved and reasons you could be incorrect. Use this slide to share those risk factors, as well as recommendations on how to mitigate them.
When you’re getting ready to create your presentation, start with a professional stock pitch template. You can use the one we showcased as an example above or get started with one of these 10 customizable templates.
This template is a more traditional stock pitch template. Easily update each of the slides with your own recommendations, thesis, catalysts and more. Match it to your brand colors if you’re already on the job or to the brand colors of the company you’re applying to.
This investor pitch presentation template is a great starting point for your next stock pitch. It’s visual, includes premade slides for company overview and other metrics, as well as a number of other slides that can be fully customized to your needs.
This template is the perfect blank slate for your stock pitch. With basic placeholder information, this template is ready for you to make it your own presentation. Insert your own company and stock data and get ready to wow your audience.
Including a table of contents like we see in this template is a great way to keep your presentation organized—and add in some interactive elements. This beautifully designed template also has the recommendations, company profile and risk factors slides, making it a great jumping off point for your stock pitch.
While this template focuses on real estate investing, it has the bones to be turned into a stunning stock pitch presentation. Input your recommendations, company profile, metrics and valuation data, risk factors and more to pull this together.
This informational presentation still has great structure for a stock pitch, especially due to the fact that it’s written about a similar industry and topic. Simply rearrange the information on the slide to fit your narrative and the story you’re trying to tell.
This investment analysis presentation template is the perfect start to a stock pitch. It already has the bare bones for analyzing a company’s stock valuation. All you need to do is add your recommendations and a bit more of an argument as to why someone should or should not invest.
This shareholder presentation template is another example of a great starting point for your full stock pitch. It’s got a bright pop of color that creates a nice accent on your slides. Update this to match the company’s main brand color to really make your presentation stand out.
Get creative with your presentation and turn it into a video. With Visme’s animated illustrations, special effects and other features, you can easily create a stock pitch explainer video that will wow your audience.
This brightly colored stock pitch presentation template is great for catching and holding the attention of your audience. Update the placeholder information with your own stock data and analysis, customize any design elements you choose and get ready to present.
When creating your stock pitch—especially if you’re trying to wow potential employers during an interview—there are a few key mistakes you want to avoid.
First things first, if you’re really going to sell your stock pitch, you have to believe in it. This is why you need to conduct a ton of research when putting together your pitch—you need to stand by it. Your audience may be investing a lot of money based on your pitch, and you don’t want to lead them astray.
Focus more on your supporting arguments and less on the minor details. You need to have some detailed data to prove your point, but don’t waste time putting together too many numbers that your audience isn’t going to care about.
If you’re questioned during your presentation and you (a) completely lose your argument or (b) can’t properly answer the question, you don’t have a good pitch. Have a comprehensive understanding of the company you’re pitching and its position in the market.
You’re immediately going to lose all credibility if you have incorrect catalysts, risk factors or other information within your stock pitch. Do your research and use fully supported arguments throughout your pitch.
Let’s nail that stock pitch presentation and land you that job or increase investments in your company. Here are a few best practices when creating and presenting your stock pitch.
You can’t have a solid stock pitch without a ton of research—it’s the nature of the beast. Once you’re in the industry for a while, you may know which company you want to pitch right off the bat. However, when you’re still interviewing for positions, it may take some time to find the right company to center your pitch around.
Once you’ve found it, make sure you do even more research to create a well-rounded pitch explaining exactly why someone should or should not invest in said stock and why.
Even if you’ve done your research, there’s likely still some information you might not know. If you get asked a question during your presentation that you simply don’t know the answer to, don’t try to make something up or lose your confidence.
Instead, calmly admit that you’re actually not sure, but that as soon as you finish up, you’re going to look into it and get back to them with an answer.
It doesn’t matter if this is your first stock pitch or your five hundredth stock pitch. If a potential employer or client has some feedback for you, you take it. You don’t always have to implement that feedback in the future if you don’t agree with it. But you should still accept it graciously.
Incorporate charts and graphs into your stock pitch to make your valuation data much more digestible. Visme makes it easy to create a number of charts to incorporate into your presentation that can visualize your numbers and data.
Practice, practice, practice your presentation before you give it in front of a live audience. Use tricks to help you memorize slides and what you want to say so you’re fully prepared. You can even use Visme’s presenter notes feature to write internal notes just for yourself to see as you present.
Start impressing potential investors today. Create your own stock pitch presentation using a stock pitch template. Let Visme help you with your next investor pitch—access hundreds of templates, thousands of design elements and more.
Design visual brand experiences for your business whether you are a seasoned designer or a total novice.
Try Visme for free
