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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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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

Are you ready to find new clients?

Finding and engaging with new clients can be the difference between hearing about that deal, and being the one to execute it. Is your tech prepared? Whether you started your own boutique bank or joined an exi…

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

October in review: Pellucid's Fix The Pitch

"Smart creatives", labeling data vs. labeling axes, the NBA, and horrror movie villians. Here's what you may have missed in October. There’s been a lot of big stories this month: the Cubs finally made it to…

Team PellucidTeam Pellucid

Has Google made knowledge workers irrelevant?

The evolution of the knowledge worker and why bankers should consider themselves "smart creatives." Investment bankers can be categorized as belonging to the “knowledge worker” employee pool. Coined by Peter…

Adrian CrockettAdrian Crockett

Pellucid Book Club: Originals: How nonconformists move the world

Before a meeting, you should imagine everything could go completely wrong. How the Pellucid Book Club works: Each month two books are nominated. A vote is taken on which to read and a few weeks later we get t…

Team PellucidTeam Pellucid

What bankers can learn from the military

The army's "after-action reviews" help it perfect strategies and learn from mistakes. Which is exactly why you need to adopt the process. The U.S. Army’s Opposing Force (OPFOR) is always the enemy. Based in…

Adrian CrockettAdrian Crockett

Nice guys finish first

In banking, focusing on practical skill development will get you far, but it won't get you the corner office. Clients need to like you before you can execute their deals. Type A. Competitive. High achiever. A…

Adrian CrockettAdrian Crockett

Bankers are smart....aren’t they?

Why wanting to have a beer with someone is a better predictor of success than education, experience, knowledge, or intellect. Any incoming class of bankers will likely be top performers from some of the world…

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

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

Why I won’t accept your LinkedIn invitation to connect

How junior bankers should expand their network and the tactic they should avoid. You’re new to the industry, you’re enthusiastic about building relationships and connections, and LinkedIn is like a massive ne…

Adrian CrockettAdrian Crockett

Should investment banking adopt an apprenticeship model?

Instead of throwing money and promotions at new recruits, should banks employ a model of learning? In banking recruitment, the phrase “junior banker problem” probably inspires at least one of the following th…

Adrian CrockettAdrian Crockett

Is the office more unequal than we think?

From running errands to laughing at the boss’s jokes, are women pressured to display certain feelings, or manage the feelings of others, more than men? I’ve always considered myself a team player. Help plan t…

Jenn GiacobbeJenn Giacobbe

Curation: It doesn’t only belong in a museum

If you can curate information to the needs and interests of clients, you can cut down on pitchbook churn. Ask junior investment bankers on what they spend most of their time, and pitchbooks will usually be th…

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’s in a name?

When getting married, a woman has a tough decision: Keep your name to maintain a career identity? Or change it to share a name with your family? Here's what I did. Well, quite a bit, actually. Taking your sp…

Jenn GiacobbeJenn Giacobbe

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

What investment bankers can learn from chess

Supercomputers changed the way chess is played. What does this mean for investment bankers? You think this is going to be about how chess can teach critical thinking, don’t you? Nope. And nope, this isn’t a…

Adrian CrockettAdrian Crockett

Leaning in without falling over

Working in finance can place high demands on parents. Is it possible to lean into your career without falling over? Just after my second child was born, a friend said to me, “How is it possible that before k…

Jenn GiacobbeJenn Giacobbe

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