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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Shareholder payout cannot directly plug TSR shortfalls

Why recommending a dividend hike to improve share price performance is a bad idea. A couple years ago I was asked to help in an assignment where the client was unhappy with the performance of its share pr…

Eric RattnerEric Rattner

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

Benchmarking pitchbook charts: Spotting trends and showing change

Eric Rattner discusses Pellucid's recent benchmarking chart expansion. The Pellucid Library is filled with charts, pages, and books designed specifically for investment banking pitchbooks and analysis.…

Eric RattnerEric Rattner

The two ways you need to calculate pitchbook costs

Most banks don't really know how much is spent on pitchbook production. Here's how to break down the costs. In meetings with clients, one thing we always talk about is how to evaluate the power of Pellucid.…

Adrian CrockettAdrian Crockett

October in review: Pellucid's Fix The Pitch

"Smart creatives", labeling data vs. labeling axes, the NBA, and horrror movie villians. Here's what you may have missed in October. There’s been a lot of big stories this month: the Cubs finally made it to…

Team PellucidTeam Pellucid

Labeling axes vs. labeling data

Poor chart labeling leads to confusion. Eric Rattner, Chief Content Officer, outlines the rules for labeling a pitchbook's chart and axis. While a chart visually represents a numerical data set, labeling is c…

Eric RattnerEric Rattner

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

Correlation matrices have to be what now?

Avoid explaining the mathematical theory of eigenvalues and positive definite matrices by giving a finance answer. Talking about eigenvalues in a client meeting is asking for trouble because the mathematical…

Jamie BallingallJamie Ballingall

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

When to use positive-negative in financial modeling

The pros and cons of positive-positive and positive-negative in financial modeling. In finance, it’s often meekly agreed upon that everyone is right. “Well yes, of course, circumstance dependent, both approac…

Jamie BallingallJamie Ballingall

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

Explaining mean reversion to clients using a data visualization and a dog

How to explain what you mean when you say, "It look's cheap." Walking my Australian Cattle Dog in Prospect Park over the weekend, two things came to mind. The first was, that despite it being April, we were i…

Adrian CrockettAdrian Crockett

Nine rules for a perfect value axis

Chief Content Officer, Eric Rattner, outlines his nine unbreakable rules for labeling a standalone value axis when creating pitchbooks charts. It’s not easy to create a good chart. As Chief Content Officer at…

Eric RattnerEric Rattner

Explaining diversification and hedging to clients

Talking about risk management in terms of home ownership, sprinkler systems, and alarms. Risk management is an area of finance that you’re probably familiar with. It’s about identifying threats and figuring o…

Jamie BallingallJamie Ballingall