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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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visualizations

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

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

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