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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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Finding content you’d forgotten you’d lost

Patrick RyanPatrick Ryan

“Where’s that deck we did for Hasbro’s share repurchase in 2015?”

“Where’s that analyst recommendations page with the bars and share price line?”

When we talked to users, it was clear that these are often annoying, painful questions to answer. The archaic structure of files makes it time-consuming, inaccurate, and arduous to find and unlock the information stored in old pitchbooks. What our investment banker users wanted was a search process that mimics the ones they use in their personal lives, something between Google’s intelligence and Pinterest’s visual organization.

If an investment banker needs to find content from an old pitchbook, to-date, there has been no good way to find it. Now there is.

When you place an order with Pellucid you give that order a name and add a description. If you don’t provide a name, it will default to the primary company for which you prepared the order.

Two years later, you can search by that company’s name and you will see a list of all the content you created for that company sorted by date. And you can download those old materials on the spot.


Pellucid knowledge creation platform searching in previous orders

Then we go a step further: every chart that was included in your order is also associated with keywords. If you ordered an analyst recommendations chart, the order “knows” that, and again, two years later you can search for “analyst recommendation” and every order you placed that includes that chart will be returned.


Pellucid knowledge platform orders history showing chart type

Finding old content is no longer a difficult process. All that material you worked so hard on is just a few keystrokes away.

Take a spin, let me know what you think. Email me at patrick@pellucid.com.

Take a demo to see how Pellucid makes it easier for you to produce pitchbook-ready content. Visit www.pellucid.com.

Patrick Ryan
Author

Patrick Ryan

Chief Product Officer at Pellucid Analytics. Explanatory designer and builder of financial products and tools. Builds own skis. Filling the gap between ideas and execution.

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