FIX THE PITCH

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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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benchmarking

What's trending this month?

Metric vs. benchmark indexes over time, periodic small multiples vs. comps, and market return contribution from multiple and earnings charts are trending. Pellucid’s content library is designed specifically f…

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What’s trending this month?

Metric vs. comps index with relative value bars, cumulative market returns vs. benchmark indexes, and metric over time with histogram charts Pellucid’s content library is designed specifically for investment…

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What’s trending this month?

Metric charts, valuaiton overview book and benchmarking linked metrics are trending pitchbook content this month at Pellucid. Pellucid’s content library is designed specifically for investment bankers and oth…

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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…

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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…

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Benchmarking pitchbook charts: Spotting trends and showing change

Eric Rattner discusses Pellucid's recent benchmarking chart expansion. Chief Content Officer, Eric Rattner, shares his thoughts on benchmarking charts series and how they should be used. Why use a ben…

Eric RattnerEric Rattner

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…

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Scatter charts, regressions, and what to look out for when plotting data

Eric Rattner shares best practices about scatter charts and visual treatments. Chief Content Officer, Eric Rattner, shares his thoughts on scatter charts and how these charts should be used in pitchbo…

Eric RattnerEric Rattner

“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 in September?

Pellucid's library is filled with content specifically for pitchbooks. The three charts that were trending in September. Pellucid’s content library is designed specifically for investment bankers and strategi…

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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

Deceptively simple: benchmarking charts

Benchmarking charts feature in nearly every pitchbook. Yet, each time they are created, they are a bespoke piece of content. I have good news and bad news about benchmarking charts. The good news is that the…

Adrian CrockettAdrian Crockett