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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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What pitchbook content was trending in February?

Team PellucidTeam Pellucid

Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s filled with common pitchbook charts, multi-page books, and advanced data visualizations to help you tell a compelling story and command client attention.

Here what’s trending at Pellucid:

Comps Ranking with Summary Table


investment banking pitchbook comps ranking chart with summary table

One of the most popular charts at Pellucid, the Comps Ranking chart, can be extended by adding a summary table. The horizontal bars rank each entity for easy side-by-side comparison, and the inclusion of a table at the bottom of the chart puts summary stats at your fingertips

Metric vs. comps index with relative value intensity bars


investment banking pitchbook chart for any metric vs. comps index

Another chart where an additional visual component provides much more detail. The top half of the chart visualizes high-frequency metric differences between two line series, one for a subject company and one for a composite index of its comps. The gradient color scale in the shaded differences is also utilized to evince the magnitude of metric differences between the subject’s data and each individual comp over time in the “relative value intensity bars” that share the same time axis.

Grouped comps bubbles


investment banking pitchbook chart showing groupd comps bubbles

The bubble charts show three metrics, one on each axis and the third represented by the size of the bubble. The grouped version of this chart uses different colors to separate the entities into their groups, where relevant, allowing for easier visual comparison.

Explore Pellucid’s content, created specifically for pitchbooks and financial analysis. Request a demo.

Team Pellucid
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Team Pellucid

Thoughts, ideas, and updates from the Pellucid team.

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