← Erudite Africa Center of ExcellenceCapital MarketSchool of Investment BankingIntermediate
Origination and Pitch Deck Development
Find, win and frame mandates in Ethiopia's new capital market, from sector maps to a live privatization pitch
Learn how investment bankers originate mandates with family groups, banks, insurers, state enterprises and foreign investors, build a persuasive pitch book and win the room, while staying within Ethiopian rules on conflicts, confidentiality and pre-registration marketing.
Start the course
0 of 5 modules completed
What you will be able to do
- Develop an origination plan and account strategy for a sector
- Build an investment thesis and value creation story from strategic alternatives analysis
- Craft a differentiated pitch and present it confidently to boards, owners and state panels
- Manage conflicts, confidentiality and fee negotiation, and avoid gun-jumping before ECMA registration
- Win a competitive mandate in a team pitch to a mock Ethiopian Investment Holdings panel
- For
- Associates, vice presidents and coverage bankers in investment banks and bank corporate finance units. Learners should first complete Financial Modeling and Company Valuation (topic 3.a), Level 1, and be comfortable building standard pitch book pages.
- Study time
- About 5 hours online, in 5 modules (16 hours in the classroom version)
- Each module
- Short lessons, animated visuals, Ethiopian examples, decisions to make, the laws and directives that apply and worked calculations, then a quiz
- Assessment
- A 20-question final exam; pass mark 70%
- Certificate
- Erudite Africa Center of Excellence certificate of completion
- Access
- Module 1 free for registered users; the full course, exam and certificate for subscribers
The 5 modules
- Module 01Free previewOrigination strategy and account planningTurn a sector into a ranked list of clients and a written account plan, and build relationships that win mandates in a relationship-driven market.6 lessons · 60 min · quiz
- Module 02Building the investment thesis and the storylineCompare a client's strategic alternatives, build a value creation story and turn the analysis into a pitch book with a clear storyline, action titles and sound data.6 lessons · 65 min · quiz
- Module 03Presenting and persuading boards and ownersPresent confidently to boards, owners and state panels, handle hard questions, respect cultural norms and prepare consistent Amharic and English materials.6 lessons · 60 min · quiz
- Module 04Fees, engagement letters, conflicts and ethicsStructure and negotiate fees, write a sound engagement letter, run conflicts checks and stay within Ethiopian rules on confidentiality, inducements and marketing before registration.6 lessons · 60 min · quiz
- Module 05Capstone: the privatization pitch to Ethiopian Investment HoldingsBring the course together in a team pitch to a mock Ethiopian Investment Holdings panel for the mandate to advise on the partial privatization of Melka Cement Enterprise.6 lessons · 70 min · quiz
- Officer simulationA quarter as coverage associate at Bank A CapitalWork as coverage associate, origination: 11 real-life items, decisions with consequences and a hand-over note. Pass with 70% to qualify for the certificate.
- Final examFinal exam and certificate20 applied questions across all 5 modules. Pass with 70% to download your certificate.
Built on
- Erudite Africa training module: Ethiopian Context, topic 3.g Origination and Pitch Deck Development, Level 2 Intermediate with Level 1 pitch book content (October 2026)
- Capital Market Proclamation No. 1248/2021; ECMA Directives No. 980/2024 (licensing) and No. 996/2024 (fees); ESX Rulebook (December 2024)
- ECMA public offer and trading directive, reported as No. 1030/2024 (text to confirm), and ECMA draft Foreign Portfolio Investment Regulation (consultation, 29 September 2026)
- NBE Directive No. SBB/92/2024 on limits on bank investments
- Public Private Partnership Proclamation No. 1076/2018 and the Ten Year Development Plan (2021 to 2031)
- All companies, people and figures in cases are fictional and illustrative
Examples and companies are fictional. Bank practices are shown as typical Ethiopian practice, not as any one bank's policy. Always apply your own institution's approved policy and the current NBE directives.