Investment Banking Toolkit

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Coordinate with the Corporate Business Development and Corporate Finance and Investment Banking groups, along with relevant leaders to assess the strategic fit of external commercial and technology opportunities.

More Uses of the Investment Banking Toolkit:

  • Be accountable for interacting with internal and external financing team members in developing, executing and closing of a transaction.

  • Lead the preparation of materials describing the business, market positioning and financial condition of clients.

  • Formulate: consumer financing, corporate and Investment Banking, wealth management and private banking.

  • Systematize: work closely with your clients to determine individual needs, ensuring that employed portfolio strategies support goals.

  • Arrange that your group complies; analysts are given a high level of responsibility as members of a specific industry or product focused team.

  • Collaborate with other Investment Banking groups in providing a full set of services to clients.

  • Provide Business Analysis to management and stakeholders by generating regular and useful reports.

  • Be accountable for interacting with internal and external financing team members in developing, executing and closing of the transaction.

  • Build, execute and communicate; value chain analysis, Supply Chain analysis and market sizing.

  • Manage: actively pursue financing opportunities among all property types incorporating the full capital stack.

  • Methodize: Investment Banking firms, top consulting organization leading Due Diligence cases, venture funds, or Private Equity.

  • Lead: corporate and Investment Banking, wealth management and private banking, consumer financing.

  • Develop client relationships through deal execution, pitching, and primary/support coverage.

  • Develop financial models to assess debt and equity financing alternatives for transactions.

  • Be accountable for working domain knowledge across consumer and small business banking, wealth management, and Investment Banking products, Business Processes, and data.

  • Be accountable for combining a deeply rooted history with a progressive mindset, your organization offers insight into the business, oversight to ensure best practices and foresight for what is ahead.

  • Be part of your organization that provides integrated solutions in advisory, equity, debt and leveraged capital markets and financing.

  • Drive the execution of funding by deal structuring, negotiation and preparation of term sheets.

  • Coordinate: every member of your organization is expected to meaningfully contribute to your organizations success.

  • Be creative to provide support and solutions to the business in an environment which is dynamic across financial, regulatory and management areas.

  • Support the teams initial screening and subsequent deep Due Diligence of potential investments.

  • Ensure you designate; involved from beginning to end of a transaction, from helping prepare marketing materials to support for negotiations.

  • Standardize: from initial client contact through closing a transaction, your analysts are an integral part of the transaction process; researching, valuing, pricing, marketing, and structuring transactions.

  • Manage work with financial advisors to evaluate client needs by helping create customized financial plans.

  • Be accountable for managing Due Diligence efforts working directly with management teams and investor groups.

  • Establish: Investment Banking professionals, from analysts to managing directors, are deeply involved with each transaction from pitch to closing.

  • Be currently enrolled in an analyzing program at an investment bank, with direct exposure to equity capital markets or Mergers and acquisitions.

  • Be accountable for ensuring that all customer and organization guidelines are followed as related to operations, internal audit and security, and general practices.

  • Make sure that your operation complies; as active managers, you prioritize autonomy and accountability at the team level in pursuit of opportunities that matter for your clients.


Save time, empower your teams and effectively upgrade your processes with access to this practical Investment Banking Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Investment Banking related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Investment Banking specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Investment Banking Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Investment Banking improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What, related to, Investment Banking processes does your organization outsource?

  2. Can the schedule be done in the given time?

  3. Did you miss any major Investment Banking issues?

  4. What should be considered when identifying available resources, constraints, and deadlines?

  5. How do you prevent mis-estimating cost?

  6. How do you measure efficient delivery of Investment Banking services?

  7. What are your needs in relation to Investment Banking skills, labor, equipment, and markets?

  8. How do the Investment Banking results compare with the performance of your competitors and other organizations with similar offerings?

  9. Are decisions made in a timely manner?

  10. Who are the key stakeholders?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Investment Banking book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Investment Banking self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Investment Banking Self-Assessment and Scorecard you will develop a clear picture of which Investment Banking areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Investment Banking Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Investment Banking projects with the 62 implementation resources:

  • 62 step-by-step Investment Banking Project Management Form Templates covering over 1500 Investment Banking project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Investment Banking project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Investment Banking project team have enough people to execute the Investment Banking project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Investment Banking project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Investment Banking Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Investment Banking project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Investment Banking project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Investment Banking project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Investment Banking project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Investment Banking project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Investment Banking project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Investment Banking project with this in-depth Investment Banking Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Investment Banking projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Investment Banking and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Investment Banking investments work better.

This Investment Banking All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.