CFI - PowerPoint & PItchbooks Course

Suppose you have inserted a line on a PowerPoint slide. The line is selected, and you are currently editing the line on the Format tab under Drawing Tools. Which of the following measurements for height and width (respectively) would make the line completely horizontal?

Correct Answer: 0cm; 75cm To align a line horizontally, the height dimension of a line must be set to 0cm. The width dimension only determines the length of the line.

Suppose you want to copy a table from Excel and paste onto a PowerPoint slide. Which of the following Excel shortcuts ONLY allows you to paste as a table?

Correct Answer: CTRL + V The default in PowerPoint is to paste a table from Excel as a table in PowerPoint. In order to paste the table as an image, you must use the paste special function. CTRL + V is the only option that does not open Paste Special.

A liquidity analysis would commonly be found under which section of a pitchbook?

Correct Answer: Company Overview A liquidity analysis is commonly found under the company overview because that section outlines many of the inherent risks associated with the firm.

What is the main purpose of using guides in PowerPoint?

Correct Answer: Ensure alignment The purpose of guides to make sure that all items and objects are perfectly aligned. Strong alignment minimizes distracting transitions and improves overall engagement.

Suppose you want to crop a newly inserted picture on PowerPoint. Which of the following steps allows you to crop a picture into a shape?

Correct Answer: Formats -> Size -> Crop -> Crop to shape

Which of the following combinations will allow you to align multiple items to the left?

Correct Answer: Home -> Drawing -> Arrange -> Align -> Align Left

For a buy-side pitchbook, which of the following is NOT a key piece of information that must be available under the team overview?

Correct Answer: How has the investment bank's stock performed over the past 5 years? The investment bank's stock price is not a required portion of the team overview. This is not even possible for a private, boutique investment bank.

Under which section would you commonly find a competitive environment analysis?

Correct Answer: Industry Overview A competitive environment analysis can be found under the industry overview. The competitive environment analysis highlights the micro risks and opportunities available for the transaction being presented.

The highlighted pane in orange in the screenshot below is known as the

Correct Answer: Navigation pane The navigation pane allows you to easily move around in the presentation and organize the order of slides.

How would you be able to view all slides of a pitch book simultaneously?

Correct Answer: Open Slide Sorter Under slide sorter, you can simultaneous view all slide of the pitch book on a single window. This makes auditing the pitchbook and copying slides very efficient.

Which of the following is not a standard section in an investment banking pitchbook?

Correct Answer: Revisions (Standard sections of a pitchbook include title page, table of contents, company overview, industry overview, valuation, transaction opportunities, team overview, appendices.)

If you wanted to insert the same company logo onto the right-hand corner of every slide in the pitchbook (footer), which of the following slide views would you open to complete the task the quickest?

Correct Answer: Slide Master (Slide master gives a detailed plan of all slides available.)

Suppose you have selected to Format Shape of a chosen textbox. Resize shape to fit text is under which tab?

Correct Answer: Text Box Resize shape to fit text is found under the Text Box section

Which of the following represents the standard ordering of sections for an investment banking pitchbook?

Correct Answer: Title Page -> Table of Contents -> Company Overview -> Industry Overview -> Valuation -> Transaction Opportunities -> Team Overview -> Appendices

Which of the following best describes the purpose of the notes section in PowerPoint?

Correct Answer: To keep information viewable only to creators and editors of the presentation Text in the notes section is only viewable to creators and editors. A pitchbook should contain an additional ending section for appendices. Adjusting and organizing slides is done in the navigation. Additional information is not added to the slide because it is not viewable to the audience of the presentation.

Which tab of the ribbon would you use to insert a fade in between slides?

Correct Answer: Transitions Transitions are added effects between slide transitions. Animations are effects on particular items (such as objects or textboxes).

Suppose you want to insert a company logo on the bottom right corner of every slide except for the first page of your pitchbook. Which of the following is the best method to format this pitchbook?

Correct Answer: Under slide master, insert logo onto every slide layout except the one you used for the first page. (It is best to insert the logo under slide master as this preserves location of the logo. The logo cannot be pasted on the layout used by the first slide under the slide master because it will be duplicated on every slide of the pitch; it is stated in the question that the logo is not needed on the first page.)

A precedent transactions overview would appear under which section of an investment banking pitchbook?

Correct Answer: Valuation Overview Precedents is a valuation methodology, so it makes logical sense for it to be under the valuation overview. Transaction opportunities highlights recommendations the investment bankers give for possible future company transactions.

Which tab allows you to add guides (guidelines) to help design your pitchbook?

Correct Answer: View (Available in Show under the View tab.)

Which of the following slide sizes are best practice for a live presentation?

Correct Answer: Widescreen (16:9) Widescreen is commonly used for live presentations whereas Standard is commonly used for printed versions of presentations