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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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Charts

Harness the power of data visualizations and learn useful charting techniques to create beautiful, pitchbook-ready content

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

“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

Junior bankers: avoid the pitfalls of a bad histogram

A badly labeled chart can throw a wrench in a client meeting. Avoid the perils of a poorly executed histogram. Perhaps before you began your banking career you were introduced to histograms in a statistics cl…

Adrian CrockettAdrian Crockett

One histogram, endless customizations

Three different ways to customize a pitchbook cross sectional histogram to tell a different story each time you show it. This is a cross sectional histogram. It shows the distribution of a metric for…

Patrick RyanPatrick Ryan

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

An alternative take on the share price chart

Instead of another share price chart, use a waterfall chart to break down share price movements and take your analysis one step further. One of the things we spend a lot of time thinking about at Pellucid is…

Adrian CrockettAdrian Crockett

Pellucid book club: The Design of Everyday Things

How "signifiers" and "affordances" can help investment bankers guide their audience to different conclusions. How the Pellucid Book Club works: Each month two books are nominated. A vote is taken on which to…

Team PellucidTeam Pellucid

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

Are you using the right data visualization?

Pitchbook visualizations, like the data they contain, are nuanced. And what works for one banker may not work for another. Investment bank management teams widely believe that the effective use of data visual…

Adrian CrockettAdrian Crockett

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

When your analysis doesn’t work

Sometimes the smartest thing you can say is, “The data doesn’t really say anything. We need to look elsewhere for insight.” Let’s be frank. During the past three or four months if you’ve caught any of the pre…

Adrian CrockettAdrian Crockett

Explaining mean reversion to clients using a data visualization and a dog

How to explain what you mean when you say, "It look's cheap." Walking my Australian Cattle Dog in Prospect Park over the weekend, two things came to mind. The first was, that despite it being April, we were i…

Adrian CrockettAdrian Crockett

Why a square filled doughnut is actually a waffle

Despite being a commonly used pitchbok visualization, pie charts are frequently misued. Here's why. At least once a week someone at Pellucid Analytics has a rant about a bad visualization. And while we admit…

Adrian CrockettAdrian Crockett

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

Data needs visualization AND transformation

It's not enough to just use a visualization, you have to transform the data into something meaningful first. A side-effect of big data is that in an effort to extract insights from it there has been an increa…

Adrian CrockettAdrian Crockett

Big data: You're gonna need a better chart

Not every banker can, nor should, be a data scientist, but they should be a data samurai. The importance of a good visualization. Every day 2.5 quintillion bytes of data is created. Ninety percent of the worl…

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

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

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