FIX THE PITCH

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Fix the Pitch

How to craft compelling, dazzling pitchbooks. Thoughts, ideas, and inspiration to help construct advanced financial analysis, build stunning data visualizations and tips for mastering client meetings.

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Why STEAM power is the future

Adrian CrockettAdrian Crockett

How to dazzle clients and craft compelling pitchbooks. Learn advanced financial analysis, how to build stunning data visualizations, and tips for delivering a killer pitch. By Pellucid Analytics.


Why STEAM power is the future

The combination of creative AND technical ability is America’s secret sauce to continued prosperity and engine of future economic development Innovation is touted as the panacea to volatile economic environme…

Adrian CrockettAdrian Crockett

Compound charts: the visualization you’ve been waiting for

The popularity of infographics shows how different chart elements can be combined to tell a comprehensive story. Data is everywhere, reporting on everything. Its abundance means more situations can be modele…

Adrian CrockettAdrian Crockett

What is the most productive month of the year?

Looking at box office stats, Facebook traffic, and Google searches to see when we are at our most productive. We’re about five weeks into 2016. The holiday lethargy has been shaken off, school summer vacation…

Team PellucidTeam Pellucid

The one simple rule for a great pitchbook

As a banker, the best piece of career advice I ever received had nothing to do with scrubbing numbers, building models, or conducting an analysis. The best piece of career advice I ever received had nothing t…

Adrian CrockettAdrian Crockett

I can kanban, can you?

How adopting the kanban methodology, investment bankers can better manage and update client resources and strategies while on the move. At Pellucid Analytics I get to work with many non-bankers. My team has a…

Adrian CrockettAdrian Crockett

What’s in a name?

When getting married, a woman has a tough decision: Keep your name to maintain a career identity? Or change it to share a name with your family? Here's what I did. Well, quite a bit, actually. Taking your sp…

Jenn GiacobbeJenn Giacobbe

It’s election time. Will there be a spike in special dividends?

Presidential election season is in full swing. What could this mean for special dividend declarations? The re-emergence of Sarah Palin and her run-on sentences means presidential election season is in full sw…

Adrian CrockettAdrian Crockett

Ranking Chart: Performance of oldest companies listed on NYSE

We rank the performance of some of the oldest companies listed on NYSE. At this week's World Economic Forum, corporate, political, and cultural leaders will be talking about the Fourth Industrial Revolution…

Team PellucidTeam Pellucid

What “less is more” means for junior bankers

How to balance a rich, layered story with the power of a single takeaway message. “Less is more.” A well-known phrase with dual meaning. It was made popular by architect Ludwig Mies van der Rohe who used it…

Adrian CrockettAdrian Crockett

What investment bankers can learn from chess

Supercomputers changed the way chess is played. What does this mean for investment bankers? You think this is going to be about how chess can teach critical thinking, don’t you? Nope. And nope, this isn’t a…

Adrian CrockettAdrian Crockett

Leaning in without falling over

Working in finance can place high demands on parents. Is it possible to lean into your career without falling over? Just after my second child was born, a friend said to me, “How is it possible that before k…

Jenn GiacobbeJenn Giacobbe

Dear P/E, it’s not me. It’s definitely you

As a comparison ratio, price/earnings is confusing, results in non-meaningful data, and is not intuitive. Here is something much better. I don’t know why, but there is a surprising lack of coverage on why pr…

Jamie BallingallJamie Ballingall

A share price chart is a waste of time

CFOs know their company share price. In fact, they know more about their company than any banker. So why tell them something they already know? That is if it tells you something you already know. Before I g…

Adrian CrockettAdrian Crockett

Ranking Chart: Who is most likely to win Super Bowl 50?

We think it will be a match-up between the Carolina Panthers and the Denver Broncos. See why. The holiday season is over, which in my opinion, means the actual most wonderful time of the year is here. The NFL…

Eric RattnerEric Rattner

Why is Pellucid Analytics a “Best Place to Work”?

Outside Magazine name's Pellucid Analytics as a "Best Place to Work" for the third-year running. For the third year running, Pellucid Analytics is named a “Best Place to Work” by Outside Magazine, reaching nu…

Team PellucidTeam Pellucid

The great junior banker disconnect

If junior bankers invest energy into making pitchbooks better, will it be recognized? How can the pitchbook creation process be fixed? A banker’s life can be compartmentalized into two buckets: pitching and e…

Adrian CrockettAdrian Crockett

Stop confusing clients with weighted averages

When spreading comp ratios, use an aggregate instead of a weighted average to account for company size. Occasionally in client meetings, something happens that I like to call “Sudden Onset Confusion Syndrome”…

Jamie BallingallJamie Ballingall

2016: The year of better pitchbooks

Resources to build better pitchbooks. From smart methods of data analysis and building impressive charts, to how to curate and craft the perfect message. Ah, New Year, the time for self-improvement and learni…

Adrian CrockettAdrian Crockett

At which U.S. airport are you most likely to get stuck?

We ranked 13 U.S. airports by traffic, snow, and average delays to see which is most likely to give the winter woes. Traveling over the holidays is a well-documented nightmare. Bad weather and over-booked f…

Team PellucidTeam Pellucid

Two steps to become pitch perfect

You get to a client meeting and your 60 minutes is reduced to 30. How to use storyboarding and presentation practice to be prepared. The American Film Institute lists Walt Disney’s Snow White and the Seven Dw…

Adrian CrockettAdrian Crockett

31 hottest fintech startups defining New York

Pellucid Analytics is named one of New York's hottest fintech startups by Lets Talk Payments. To me, the unique thing about fintech startups is that the companies are often working in tandem with the financia…

Jenn GiacobbeJenn Giacobbe

How to find the best answers to client questions

When, "Is there anything else I can help you with?" leads to oddball questions from clients. “Is there anything else I can help you with?” How many of you conclude client meetings with this question? If you d…

Adrian CrockettAdrian Crockett

Will the cost benefit of floating-rate funding continue if the Fed acts?

What would a tightening of credit mean for interest rate swap payouts? Bloomberg Business reports that futures traders think there is a 70% chance the Federal Reserve will increase interest rates this week.…

Adrian CrockettAdrian Crockett

Two ways to get better spaghetti charts

Are there ways to make spaghetti charts clearer and more intuitive to read? Two design enhancements to improve your pitchbooks charts. The spaghetti chart. Probably one of the most common visualizations in a…

Adrian CrockettAdrian Crockett

Rankings Chart: which is the best Star Wars movie?

The first six movies ranked by ratings, box office, and awards to see which could be called "the best." A long time ago in a galaxy far, far away… It is a period of anticipation. A new Star Wars movie, the se…

Team PellucidTeam Pellucid

Not even Goldman Sachs can clone bankers

As banks introduce solutions to attract and retain employees, what are the technology strategy considerations? Goldman Sachs recently announced new initiatives for its analyst program. Notably quicker promoti…

Adrian CrockettAdrian Crockett

The democratization of data and investment bankers

The ubiquity of data means clients aren't impressed by a share price chart. Three ways to channel your inner data scientist. "I used to be like a magician. Pulling out smart things from analysis like rabbits…

Adrian CrockettAdrian Crockett

Why I had to leave Wall Street to fix it

One thing I know for certain to be true about today's investment bank: the pitchbook process is broken and it's time to fix it. “That’s not how we do things around here.” It was my ninth day at an investment…

Adrian CrockettAdrian Crockett