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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What pitchbook content was trending in January?

Comps scatter, cumulative market returns, and horizontal benchmarking charts were trending at Pellucid. Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s…

Team PellucidTeam Pellucid

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

“Similar. But different”: innovation in pitchbook visualizations

Is a benchmarking ever just a benchmarking chart? At Pellucid, we spend a lot of time thinking about pitchbook content. And we’ve noticed that similar to the adage “beauty is in the eye of the beholder,” inno…

Adrian CrockettAdrian Crockett

What pitchbook content is trending at Pellucid in September?

Pellucid's library is filled with content specifically for pitchbooks. The three charts that were trending in September. Pellucid’s content library is designed specifically for investment bankers and strategi…

Team PellucidTeam Pellucid

August in review: Pellucid's Fix The Pitch

Expanding your pitchbook content repertoire, a reason to brush up your people skills, what "alpha" really means, and how to read more books. We’ve been borrowing best practices from design and applying them t…

Team PellucidTeam Pellucid

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

Deceptively simple: benchmarking charts

Benchmarking charts feature in nearly every pitchbook. Yet, each time they are created, they are a bespoke piece of content. I have good news and bad news about benchmarking charts. The good news is that the…

Adrian CrockettAdrian Crockett