Bank of America | Investment Banking Pitch Book

Bank of America | Investment Banking Pitch Book | 21 slides

Bank of America Merrill Lynch · 2014-03

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 18 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Market Size 3 slides 100% 3/3 slides 100% 3/3 slides · 12 hits

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33.3% 1/3 slides

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100% 3/3 slides 100% 3/3 slides Financials 7 slides 100% 7/7 slides 100% 7/7 slides · 36 hits

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14.3% 1/7 slides · 2 hits 14.3% 1/7 slides 100% 7/7 slides 42.9% 3/7 slides Solution 8 slides 100% 8/8 slides 100% 8/8 slides · 38 hits

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87.5% 7/8 slides

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100% 8/8 slides

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Slide inventory

every slide · same image gating as the playbook

front_matter

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front_matter

Open slide detail

transition

Open slide detail

The slide uses a table-like structure to categorize assumptions by financial line item.summarize

Open slide detailBeat · Market SizeLoop · Zoom In

Includes CAGR calculations for 2011-2013 and 2013-2018 periods.analyze_data

Open slide detailBeat · Market SizeLoop · Zoom In

Includes a callout indicating that a bridge analysis is provided on subsequent pages.analyze_data

Open slide detailBeat · Market SizeLoop · Zoom In

The table provides a detailed variance analysis with qualitative notes explaining the drivers for changes in projections.analyze_data

Open slide detailBeat · Financials

The table provides a detailed reconciliation of financial projections, highlighting specific drivers for variances in revenue and gross margin across various buanalyze_data

Open slide detailBeat · Financials

Includes a subtotal row at the bottom. Source: Pioneer Forecast.analyze_data

Open slide detailBeat · Financials

Includes commentary on the status of each opportunity (5, 6, and 7).analyze_data

Open slide detailBeat · Financials

The table includes variances (delta) between actual and budgeted figures.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

Uses a combination of bar charts (for ranges) and line charts (for point estimates) to visualize variance.compare_options

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

The slide uses a box-and-whisker style visualization to show the range of peer projections compared to Pioneer's specific forecast point.compare_peers

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

appendix

Open slide detailBeat · Solution

Data is presented in millions of dollars. Source: Pioneer Forecast and August 2013 Management case.appendix

Open slide detailBeat · Solution

Data presented in two tables: absolute dollar values and percentage margins.analyze_data

Open slide detailBeat · Solution

Includes annotations on stock price performance chart highlighting key corporate events.analyze_data

Open slide detailBeat · Solution

The table includes logos for peer companies and specific financial footnotes.compare_peers

Open slide detailBeat · Solution

Includes a summary table of current and historical averages for Pioneer and its peers.compare_peers

Open slide detailBeat · Solution

The slide provides a detailed table of institutional holdings and a smaller table for insider ownership, accompanied by key observations regarding activist pressummarize

Open slide detailBeat · Solution

The table includes a legend for highlighted cells indicating significant ownership changes.appendix

Open slide detailBeat · Solution