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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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digging data

From big data to data democratization, exploring how the growth in data will create new opportunities and challenges for investment bankers

Instant pitchbook. Just add data

Pellucid's books, focused on a specific analytical topic, gives you an instant download about a client. And takes less than a minute to order. In Pellucid, there are literally millions (probably billions) of…

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

Junior bankers: avoid the pitfalls of a bad histogram

A badly labeled chart can throw a wrench in a client meeting. Avoid the perils of a poorly executed histogram. Perhaps before you began your banking career you were introduced to histograms in a statistics cl…

Adrian CrockettAdrian Crockett

Does the September poll leader usually win the presidential election?

How often does September's poll leader become the next White House resident? It's just over 40 days until the presidential election. Awareness of the two candidates is reaching its peak (as is media saturatio…

Team PellucidTeam Pellucid

When to exclude a subject company from an analysis. And when to not

When bankers should exclude the subject company's data from an analysis. From time to time, I disagree with some standard banking analytical practice or other. Ok, quite a few standard banking analytical prac…

Jamie BallingallJamie Ballingall

August in review: Pellucid's Fix The Pitch

Expanding your pitchbook content repertoire, a reason to brush up your people skills, what "alpha" really means, and how to read more books. We’ve been borrowing best practices from design and applying them t…

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

Turning data sensitivity tables into visualizations you can be proud of

Using histograms and heat maps to add perspective to data sensitivity tables. Sensitivity analysis is cool. Ok, maybe not “the Fonz” cool. But it is a great way to stress-test a financial model and add robu…

Eric RattnerEric Rattner

How to treat data outliers in pitchbook charts

Outliers can be a frustrating experience when creating pitchbook content. Here are three treatment options for bankers. Outliers are a pain. If you’ve had to chart data that includes extreme values, it’s pro…

Eric RattnerEric Rattner

March Madness predictions: Kansas most likely to win

We used a statistical model to predict the outcome of a matchup between any two Division I teams. March is here, and flowers are blooming; so too are the hopes and dreams of fans of the 68 schools participati…

Eric RattnerEric Rattner

Data needs visualization AND transformation

It's not enough to just use a visualization, you have to transform the data into something meaningful first. A side-effect of big data is that in an effort to extract insights from it there has been an increa…

Adrian CrockettAdrian Crockett

Big data: You're gonna need a better chart

Not every banker can, nor should, be a data scientist, but they should be a data samurai. The importance of a good visualization. Every day 2.5 quintillion bytes of data is created. Ninety percent of the worl…

Adrian CrockettAdrian Crockett

What “less is more” means for junior bankers

How to balance a rich, layered story with the power of a single takeaway message by using the "less is more" approach. “Less is more.” A well-known phrase with dual meaning. It was made popular by architect L…

Adrian CrockettAdrian Crockett

The democratization of data and investment bankers

The ubiquity of data means clients aren't impressed by a share price chart. Three ways to channel your inner data scientist. "I used to be like a magician. Pulling out smart things from analysis like rabbits…

Adrian CrockettAdrian Crockett