Sixth month into my IB analyst role and the 2 AM pitch book marathons are killing me. Heard legends about senior bankers having template systems to avoid endless revisions – anyone actually use these in real deals? Specifically: how do you structure frameworks that still allow for client-specific tweaks? And what’s the real process for integrating feedback without starting from scratch every time? Bonus points for war stories about turnaround times that didn’t ruin your weekend.
templates? lol. banks sell that ‘systematic approach’ bs to recruits. reality: every client thinks they’re special snowflake. you’ll still redo 90% of slides after MDs second-guess the color palette. protip: ctrl+s is your real best friend when the MD wants v27 ‘but make it pop’ at midnight
client feedback strategy = make the junior (you) absorb all changes. seen 14yr ‘vets’ completely flip comps methodology 3hrs pre-delivery. real template is your caffeine IV drip setup
omg yes pls share any template examples! my MD keeps saying ‘this needs more bank DNA’ but never explains wat that means 
Effective template systems require three key elements: 1) Modular slide architecture allowing quick section swaps 2) Pre-formatted data rooms with latest firm-approved metrics 3) Version control protocols. Best practice: Implement a client feedback capture matrix early in the process. I once reduced a 12-hour revision cycle to 90 minutes using cross-linked Excel/PowerPoint automation - would be happy to share framework principles.
You’ve got this! Found a great template repo in our shared drive last week - total game changer! Ask your staffer about internal resources 
#GrowthMindset
Had a deal last quarter where we reused our energy sector template for a tech IPO. Client CMO demanded we ‘make it less oil-ish’ 3 hours before the meeting. Cue team scrambling to replace all stock photos with servers instead of rigs. Moral? Always keep a neutral visual backup deck!