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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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strategy

Strategic approaches to common problems

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

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

How to get clients to say “yes”

The more often a client says yes, the more often a pitch leads to a mandate. And data visualizations can be used to get you there. We’re all vulnerable to the persuasion and influence of others. From teenage…

Adrian CrockettAdrian Crockett

February in review: Pellucid's Fix The Pitch

In case you spent February hibernating from the polar vortex and umpteen award shows, here are a selection of stories you missed. In case you spent February hibernating to avoid the polar vortex and umpteen a…

Team PellucidTeam Pellucid

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

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

How to find the best answers to client questions

When, "Is there anything else I can help you with?" leads to oddball questions from clients. “Is there anything else I can help you with?” How many of you conclude client meetings with this question? If you d…

Adrian CrockettAdrian Crockett