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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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Eric Rattner
Author

Eric Rattner

Investment banking lifer and native New Yorker. Broadway and movie buff and aspiring soccer star. Building innovative, beautiful charts filled with really smart data analysis.

Shareholder payout cannot directly plug TSR shortfalls

Why recommending a dividend hike to improve share price performance is a bad idea. A couple years ago I was asked to help in an assignment where the client was unhappy with the performance of its share pr…

Eric RattnerEric Rattner

Benchmarking pitchbook charts: Spotting trends and showing change

Eric Rattner discusses Pellucid's recent benchmarking chart expansion. The Pellucid Library is filled with charts, pages, and books designed specifically for investment banking pitchbooks and analysis.…

Eric RattnerEric Rattner

Charting in Excel vs. Pellucid

Pellucid is an evolution of the charting paradigm established by Microsoft Excel, explains Pellucid's Chief Content Officer how they compare. Microsoft Excel, which remains the universal charting application…

Eric RattnerEric Rattner

Scatter charts, regressions, and what to look out for when plotting data

Eric Rattner shares best practices about scatter charts and visual treatments. The Pellucid Library is filled with charts, pages, and books designed specifically for investment banking pitchbooks and…

Eric RattnerEric Rattner

Labeling axes vs. labeling data

Poor chart labeling leads to confusion. Eric Rattner, Chief Content Officer, outlines the rules for labeling a pitchbook's chart and axis. While a chart visually represents a numerical data set, labeling is c…

Eric RattnerEric Rattner

Why you should think twice about adding aggregates to stacked benchmarking charts

Why adding summary stat overlays to stacked benchmarking charts gets tricky. Bankers love to benchmark. Or at least this can be assumed based on the number of benchmarking charts in a pitchbook. Comparing a d…

Eric RattnerEric Rattner

Turning data sensitivity tables into visualizations you can be proud of

Using histograms and heat maps to add perspective to data sensitivity tables. Sensitivity analysis is cool. Ok, maybe not “the Fonz” cool. But it is a great way to stress-test a financial model and add robu…

Eric RattnerEric Rattner

How to treat data outliers in pitchbook charts

Outliers can be a frustrating experience when creating pitchbook content. Here are three treatment options for bankers. Outliers are a pain. If you’ve had to chart data that includes extreme values, it’s pro…

Eric RattnerEric Rattner

Nine rules for a perfect value axis

Chief Content Officer, Eric Rattner, outlines his nine unbreakable rules for labeling a standalone value axis when creating pitchbooks charts. It’s not easy to create a good chart. As Chief Content Officer at…

Eric RattnerEric Rattner

March Madness predictions: Kansas most likely to win

We used a statistical model to predict the outcome of a matchup between any two Division I teams. March is here, and flowers are blooming; so too are the hopes and dreams of fans of the 68 schools participati…

Eric RattnerEric Rattner

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