A pitch book is a marketing device used by investment banks around the world. It consists of a careful arrangement and analysis of the investment considerations of a potential or current client, and/or a reference for comparison for an employee in an investment or commercial bank. Its purpose is to secure a deal for the investment bank with the potential client.

Business in the investment banking community is conducted with an initial pitch or sales introduction. Investment banking, traditionally considered being the more formal form of sales. Institutional vs. individual, investment banking lends itself to be the former of the two in a tailored and highly effective sales strategy. Adhering to a firm commitment underwriting, the investment bank, is a participant and managing member of an offering. The other methods of banking, which involve less commitment, are either a best efforts underwriting or "standby" commitment.

Bulge bracket, now full-service investment banking conglomerates, will compete to win the business of an established client as either lead or co-manager of a syndicate. If a firm is less established, the firm, and not the investment bank, will make the pitch to secure the relationship. The founders and management of the business can do this through marketing a business plan or private placement structured. (See Regulation D) of the United States Securities Act of 1933