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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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The stories and experiences that shaped Pellucid Analytics and how we are striving to fix the pitchbook

Is your pitchbook stack in place?

For boutique investment banks, an effective pitchbook stack is essential to making content faster, better, and easier to create. Whether you’re striking out on your own after years at a large firm, or have be…

Adrian CrockettAdrian Crockett

Scrub data once, use everywhere

The Data Hub solves a myriad of data problems for investment bankers including the customization of numbers. Here's how it helps with scrubbing. Essential to content creation in investment banking is the abil…

Patrick RyanPatrick Ryan

WATCH: What is Pellucid?

Pellucid is a knowledge creation platform, built by bankers, for bankers. Check out the overview video to see how it works. Pellucid is a knowledge creation platform, built by bankers for bankers. It streamli…

Team PellucidTeam Pellucid

Why investment banks should embrace crowdsourcing

What if you could crowdsource a list of comps from all the other bankers in your firm? For the last 15 years of my time on Wall Street, I ran what many banks call either the Financial Strategies Group or the…

Adrian CrockettAdrian Crockett

What pitchbook content was trending in April?

Benchmarking metric pages, share price vs. comps and analyst recommendations are trending at Pellucid Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s fi…

Team PellucidTeam Pellucid

The Pellucid challenge: Q1, 2017 results

We showed a group of analysts common pitchbook content and asked them to recreate it using Pellucid. Here's what we found. A few weeks ago we conducted our first quarterly efficiency user test. A group of ana…

Team PellucidTeam Pellucid

Step-up to better pitchbook line charts

Some data and chart combinations simply don't work and will result in a bad meeting. Why this is a better chart to use for target price data. Understanding data before plotting it is the critical first step i…

Adrian CrockettAdrian Crockett

What pitchbook content was trending in March?

Visualizing differences, benchmarking arrow chart, and valuation page were trending content items in March. Pellucid’s content library is designed specifically for investment bankers and strategic advisors. I…

Team PellucidTeam Pellucid

Benchmarking pitchbook charts: Spotting trends and showing change

Eric Rattner discusses Pellucid's recent benchmarking chart expansion. The Pellucid Library is filled with charts, pages, and books designed specifically for investment banking pitchbooks and analysis.…

Eric RattnerEric Rattner

Behind the scenes: The Comps ranking chart

One of Pellucid's most popular charts is the Comps ranking chart. Here's how it is easily created using the Pellucid platform. The Comps ranking chart is one of Pellucid’s most popular content items. A Pelluc…

Team PellucidTeam Pellucid

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

Now in Pellucid: One-time data edits

You can now quickly edit the data and entity labels for a chart straight in the Library for more transparency and control. We’ve added a new way to preview and edit data in Pellucid and I’m excited to tell yo…

Patrick RyanPatrick Ryan

What pitchbook content was trending in January?

Comps scatter, cumulative market returns, and horizontal benchmarking charts were trending at Pellucid. Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s…

Team PellucidTeam Pellucid

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

What I learned from a year of publishing on LinkedIn

In 2016, I published 40 articles about investment banking and pitchbooks to LinkedIn Pulse. Here's what I learned. About a year ago, Pellucid’s VP of marketing asked me how I’d feel about publishing articles…

Adrian CrockettAdrian Crockett

Why Pellucid is a "Best Place to Work"

For four years, Outside Magazine has named Pellucid a "Best Place to Work" and in 2016 it reached number ten. Here's why. For the fourth year running, Pellucid is named a “Best Place to Work” by Outside Magaz…

Team PellucidTeam Pellucid

Best of Fix The Pitch 2016

Over the past year, we've shared stories, thoughts, and ideas to help you fix the pitch. Here's a collection of some of our favorites. 2016 was a great year for Pellucid. In Q4, we began our roll out across W…

Team PellucidTeam Pellucid

“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

What pitchbook content is trending at Pellucid?

Share price chart with future uncertainty fan, marginal histograms, and grouped comps bubbles Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s filled wit…

Team PellucidTeam Pellucid

You created a pitchbook. So what?

When creating a lengthy pitchbook for a client meeting, how asking "so what?" can ensure you are delivering insights and not just repeating data. “If I am to speak ten minutes, I need a week for preparation;…

Adrian CrockettAdrian Crockett

Fix The Pitch recommended reading list

From data viz, to advanced math, to feminism, to behavioral economics, check out the Fix The Pitch reading list. Pellucid’s goal is to streamline and elevate the pitchbook and client materials created by inve…

Team PellucidTeam Pellucid

November in review: Pellucid's Fix The Pitch

Avoiding badly labeled histograms, adopting micro-content, a probability cheat sheet, and the Kevin Bacon of the art world. November didn’t go how many people expected. The impact of the election is still bei…

Team PellucidTeam Pellucid

Pellucid named a best place to work

For the fourth year running Pellucid Analytics is named a Best Place to Work by Outside Magazine, ranking number 10. For the fourth year running, Pellucid is named a Best Place to Work by Outside Magazine. R…

Team PellucidTeam Pellucid

Investment bankers and micro-content, an emerging love story

Sending a sample chart to a client in advance can save hours in pitchbook production. Ask any junior banker on what they spend the most time and producing content is likely to be near the top of the list. As…

Adrian CrockettAdrian Crockett

A data platform just for bankers

Corralling data can be a struggle. Pellucid's Data Hub includes EDGAR Online data to provide a platform espeically for bankers. One thing we always say at Pellucid is that great content begins with flawless d…

Patrick RyanPatrick Ryan

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

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

Building Pellucid: finding what you need

As useful as starring, favoriting and bookmarking is, it requires an action. What if there was an easier way to find what you need? Bookmarking, starring, storing—all are ways of marketing something to…

Patrick RyanPatrick Ryan

What pitchbook content is trending at Pellucid?

Trending pitchbook content: analyst recommendations, share price performance, and benchmarking. From pitchbook essentials to advanced data visualizations, Pellucid's content library is designed to help banke…

Team PellucidTeam Pellucid

June in review: Pellucid's Fix The Pitch

Banks shaking up their recruitment methods, movie reboots, and why running five minutes late may cost you a seat at the table. In June, more banks announced changes to try and retain and attract junior banker…

Team PellucidTeam Pellucid

Why bankers think they scrub numbers. And why they actually do

Scrubbing numbers isn't just for standardizing data or learning the ropes. Scrubbing numbers is an important and expensive activity, necessary to the work of an investment banker. First, there is the fee ban…

Adrian CrockettAdrian Crockett

Introducing the Data Hub

Override values, change definitions, review sources. Complete confidence and transparency for perfect content, every time. It’s 2 a.m. and you’re close to wrapping up your pitchbook for tomorrow morning’s me…

Patrick RyanPatrick Ryan

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

Finding content you’d forgotten you’d lost

Finding and reusing old content is no longer a difficult process with Pellucid keyword search. Find what you need, fast. “Where’s that deck we did for Hasbro’s share repurchase in 2015?” “Where’s that analyst…

Patrick RyanPatrick Ryan

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

Problems are easy. Solutions aren’t

We've examined the investment banking pitchbook problem from every angle. Here's our approach and how we know when it's solved. In product development, there is an adage “find a problem and solve it”. If you…

Patrick RyanPatrick Ryan

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

Complex content creation requires a scalpel, not a Swiss Army Knife

Sometimes a one-size-fits-all product will only get you so far. I own three bikes: one for commuting, one for racing, and one for long rides. I guess I could use the same bike for all three activities, but wh…

Patrick RyanPatrick Ryan

The difference between searching and browsing

Intelligent search and enhanced sorting, so when you need to find a chart, you know exactly where to look. Searching is never fun. Searching is looking for missing socks, feeling lost, and wasting time that…

Patrick RyanPatrick Ryan

Why I had to leave Wall Street to fix it

One thing I know for certain to be true about today's investment bank: The pitchbook process is broken and it's time to fix it. “That’s not how we do things around here.” It was my ninth day at an investment…

Adrian CrockettAdrian Crockett