FIX THE PITCH

×

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.

Fix your pitchbook


Join the Fix the Pitch newsletter

Popular tags


Pitch

Advice from former investment bankers and designers on the art of building perfect pitchbooks and mastering client meetings

Junior bankers can only write what they know

If we don't nurture the writing skills analysts and associates, are we creating an industry where no one knows how to craft a pitchbook? The ability to write—to clearly convey ideas, thoughts or concept…

Adrian CrockettAdrian Crockett

Why your pitchbook needs a rearview mirror

Backtesting is an unsung hero of investment banking. Why this analysis should be included in your pitchbook. Rationally, clients know you can’t see into the future. And I’m sure no-one wishes that wasn’t the…

Adrian CrockettAdrian Crockett

The two ways you need to calculate pitchbook costs

Most banks don't really know how much is spent on pitchbook production. Here's how to break down the costs. In meetings with clients, one thing we always talk about is how to evaluate the power of Pellucid.…

Adrian CrockettAdrian Crockett

How many pitches result in a mandate?

How recording client insights, timing meetings correctly and increasing speed to meeting can boost your ratio of pitch:wins. What is your pitch:win ratio? How many of your pitches become mandates? Or, put ano…

Adrian CrockettAdrian Crockett

For memorable pitchbooks, three is the magic number

Asking clients to remember 12 things is asking them to work too hard. How to make your pitches more memorable. If you really want to feel good about yourself, the day after your next client meeting ask the cl…

Adrian CrockettAdrian Crockett

No one is reading your executive summary

How tapping into the knowledge of designers can increase the visibility of your pitchbook content to make sure your key points land. If you’ve ever worked with designers you will know that, on the whole, they…

Adrian CrockettAdrian Crockett

The pitchbook paradox

A banker's most valuable asset is strategic advice, yet pitchbook creation means it’s what they spend the least amount of time developing. As a banker, part of the job I always enjoyed the most was solving th…

Adrian CrockettAdrian Crockett

Why bankers still need to play Liar’s Poker

It may have dwindled in popularity, but playing Liar's Poker allows bankers to practice and master important necessary skills. Twenty years ago, if you asked any banker, “When was the last time you played Lia…

Adrian CrockettAdrian Crockett

Pitchbooks: Ideas are cheap, execution isn’t

Strategic ideas are a banker's best asset. But more ideas means more content has to be created. Welcome to the pitchbook paradox. Costing around $40,000 on average, pitchbooks are an expensive yet necessary p…

Adrian CrockettAdrian Crockett

But what goes into a pitchbook exactly?

We undertook an audit of over 2,000 pitchbooks to see what goes into them exactly. We found not all pitchbooks are the same, far from it. We know, and you probably know too, that the pitchbook creation proces…

Adrian CrockettAdrian Crockett

How much does a pitchbook cost?

An average pitchbook costs about $40,000 to produce. Check out the Pitchbook Calculator to see how much yours cost. Lawyers, management consultants, doctors, advertising executives—all careers with a cl…

Adrian CrockettAdrian Crockett

Future banking teams: Leveraging humans and computers

At investment banks, a new approach to KPOs will automate lower-level work, reduce costs, and provide more value. You probably don’t know Alok Aggarwal. But there is a fair chance you’re familiar with the con…

Adrian CrockettAdrian Crockett

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

What “less is more” means for junior bankers

How to balance a rich, layered story with the power of a single takeaway message by using the "less is more" approach. “Less is more.” A well-known phrase with dual meaning. It was made popular by architect L…

Adrian CrockettAdrian Crockett

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

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

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

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