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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boutique banks

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

Are you ready to find new clients?

Finding and engaging with new clients can be the difference between hearing about that deal, and being the one to execute it. Is your tech prepared? Whether you started your own boutique bank or joined an exi…

Adrian CrockettAdrian Crockett