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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 difference between searching and browsing

Patrick RyanPatrick Ryan

Searching is never fun. Searching is looking for missing socks, feeling lost, and wasting time that could be put to better use. Every morning I spend what seems like hours searching for my kids’ shoes, jackets, gloves, hats—always at precisely the moment we’re trying to get out the door. Searching means trying to find what you need as quickly as possible.

Browsing is fun. Browsing is leisurely flipping through records, leafing through books, and skimming magazines. Browsing is discovery and exploration.

When designing Pellucid, we wanted to create satisfying searching and browsing experiences, where it’s both straightforward and intuitive for you to find what you need and discover new things.

So, as we built the content platform, we tried a few different things; various search mechanisms; integrating “favorites”; applying a rating system; and settled on a dual approach: A very intelligent search with enhanced sorting.

Scenario One: Searching made simple

In your last meeting you showed this chart that ranked two metrics for a subject company against comps. Your client loved it and it wants to see it again. But where is it exactly?


pitchbook comps chart showing two different valuation metrics

Pellucid’s intelligent search makes it easy to find. Typing in “rank” delivers a dozen or so relevant charts. Not bad. And these results can then be sorted by your recent personal orders to lead you to the exact chart you need.


Pellucid content platform showing personal and company search

And there it is, the first result:


Pellucid content platform showing rank chart as the first result

Search filters give immediate access to the items you use most and more importantly, they’re automatic; no favorites, no tagging, no saving and storing. Just smart technology that organizes content for you.

Scenario two: Browsing to brainstorm

Your meeting next week has a broad mandate; you’re not sure exactly what it will cover but know your client will want to talk about valuations.


Pellucid platform showing search for valuation charts

Entering “valuation” into the search field bubbles up curated materials for this topic.

You can scroll through and choose as many visualizations as you like and we’ll create the charts and deliver them to you so you can see how they look in detail.

Say you heard a colleague had a great meeting recently about valuations and you want to know what she used. You could select “recent” to see what has been used recently across your entire bank, select “Trending” to see what’s trending—that is, what has been popular recently, or you could select “Top” to see which charts are used the most.


Pellucid platform showing search results filtered by top

All of these sorting mechanism can be applied to your own order history or your company’s, making it straightforward to share what’s working across the firm and to be inspired by ideas from other teams.

Streamlined, intelligent search and browsing experiences are just some of the ways we have created Pellucid to make life easier for investment bankers by delivering exceptional value to clients. We hope you like it. Just don’t type “missing socks” into the search bar; we still can’t help you there.

If you have any feedback, email me at patrick@pellucid.com.

Schedule a demo of Pellucid today. Visit www.pellucid.com.

Patrick Ryan
Author

Patrick Ryan

Chief Product Officer at Pellucid Analytics. Explanatory designer and builder of financial products and tools. Builds own skis. Filling the gap between ideas and execution.

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