How can you use data to support your pitchbook investment thesis?

Define your investment thesis by leveraging AI-driven data analysis and insights from the LinkedIn community. Utilize AI algorithms to analyze market trends, industry performance, and company data to identify potential investment opportunities. Engage with the LinkedIn community to gather diverse perspectives, industry insights, and expert opinions relevant to your thesis. Incorporate data-driven evidence and real-world observations to articulate a clear and compelling investment thesis. This collaborative approach, supported by AI and community insights, strengthens the foundation of your pitchbook and enhances its credibility with potential investors.

Investment thesis needs to have market research backing your statement before anything else theoretical can be applied. From there you can check the competitive landscape and see if the alternatives to your company/product are outpacing your hypothesis or would be stiff competition should you enter a new market. Valuation metrics are going to be the selling points to the executives though as these will be the bread and butter for what the numbers are. P/E ratios, PBE, P/S, etc. All of these will need to be calculated, then calculated again. It would also be beneficial to add a few additional theoretical percentage alterations.

Gather relevant, high-quality data that aligns with the thesis. This includes market trends, industry analysis, financial performance metrics, and competitor benchmarks. Use visual aids like charts, graphs, and tables to present this data in a clear, compelling manner, making it easier for stakeholders to digest complex information. Highlight key statistics that directly support an investment argument, such as growth rates, market share, and profitability metrics. Incorporate predictive analytics to forecast future trends and potential investment outcomes. All data presented is up-to-date, sourced from credible sources. Tailoring the data presentation to the specific interests and concerns of the audience can make the thesis more impactful.

Ao criar um pitchbook para apresentar uma tese de investimento, é crucial utilizar dados concretos para respaldar suas análises e projeções. Incorporar dados de desempenho financeiro, análises de mercado, projeções fundamentadas, benchmarking e evidências qualitativas e quantitativas fortalecerá a tese de investimento, aumentando a confiança dos investidores potenciais.

The key data points I've already listed above but for a pitch deck you'll want those consistently re-referenced to drive the point home. Beyond a key data point or even KPI, you'll also want to keep it brief. There are already too many meetings, why make one last longer? Like the Ted Talk slogan before they changed it, "Enlighten us....but keep it brief."

Cross referencing data is something that's an absolute must. When I was writing my first published piece, I did research for days on end and ensured that the data was from a reputable source. If it wasn't then we simply move on. Make sure it would be from names your bosses would recognize as well if that's a possibility.

- Análise SWOT e Outros Indicadores Chave: Integre uma análise SWOT (Forças, Fraquezas, Oportunidades e Ameaças) baseada em dados para destacar a posição competitiva da empresa. Apresente outros indicadores chave relevantes, como KPIs operacionais e métricas de desempenho. - Benchmarking e Comparação de Pares: Realize benchmarking da empresa com seus pares do setor, utilizando métricas e múltiplos relevantes. Destaque os diferenciais e vantagens competitivas da empresa com base em dados comparativos. - Evidências Qualitativas e Quantitativas: Equilibre dados quantitativos com evidências qualitativas, como depoimentos de clientes, parcerias estratégicas e conquistas relevantes.

Beside public data as statistics and trends as well qualitative data is crucial in understanding a market or a company perspective. What we are doing: calls with managers in different situation of a company life circle in all industries we are working with. The calls are done by seniors and come up with questions; what are your current challenges? What effect your company? etc. Don't forget: talk to real people, start a discussion and go to the ground.