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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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Is investment banking ready for natural language generation?

Ideas are communicated from data. And, as the volume of data grows, can we automate the production of ideas? Natural Language Generation (NLG) is a subfield of artificial intelligence that uses data to produc…

Adrian CrockettAdrian Crockett

WATCH: What is Pellucid?

Pellucid is a knowledge creation platform, built by bankers, for bankers. Check out the overview video to see how it works. Pellucid is a knowledge creation platform, built by bankers for bankers. It streamli…

Team PellucidTeam Pellucid

Now in Pellucid: One-time data edits

You can now quickly edit the data and entity labels for a chart straight in the Library for more transparency and control. We’ve added a new way to preview and edit data in Pellucid and I’m excited to tell yo…

Patrick RyanPatrick Ryan

Building Pellucid: finding what you need

As useful as starring, favoriting and bookmarking is, it requires an action. What if there was an easier way to find what you need? Bookmarking, starring, storing—all are ways of marketing something to…

Patrick RyanPatrick Ryan

Finding content you’d forgotten you’d lost

Finding and reusing old content is no longer a difficult process with Pellucid keyword search. Find what you need, fast. “Where’s that deck we did for Hasbro’s share repurchase in 2015?” “Where’s that analyst…

Patrick RyanPatrick Ryan

Forget utility belts, just hand me a smartphone

While banking can be slow to adopt tech, investment bankers are always on the hunt for tools to give a competitive edge. Very early on I learned the benefit of having a little insider scoop about someone with…

Adrian CrockettAdrian Crockett

Combinatorial innovation isn’t just for startups, it's also for pitchbooks

Every new client problem requires combining existing pieces in new ways. Would you consider yourself a combinatorial innovator? No? Never heard the phrase before? I first came across it from Hal Varian, Go…

Adrian CrockettAdrian Crockett

How much does a pitchbook cost?

An average pitchbook costs about $40,000 to produce. Check out the Pitchbook Calculator to see how much yours cost. Lawyers, management consultants, doctors, advertising executives—all careers with a cl…

Adrian CrockettAdrian Crockett

Why new approaches to education shouldn’t stay in the classroom

How the adoption of MOOCs could revolutionalize the analyst onboarding process A friend of mine, a professor at an Ivy League school, asked me how my wife and I were preparing to cover the college education c…

Adrian CrockettAdrian Crockett

Complex content creation requires a scalpel, not a Swiss Army Knife

Sometimes a one-size-fits-all product will only get you so far. I own three bikes: one for commuting, one for racing, and one for long rides. I guess I could use the same bike for all three activities, but wh…

Patrick RyanPatrick Ryan

The difference between searching and browsing

Intelligent search and enhanced sorting, so when you need to find a chart, you know exactly where to look. Searching is never fun. Searching is looking for missing socks, feeling lost, and wasting time that…

Patrick RyanPatrick Ryan

What investment bankers can learn from chess

Supercomputers changed the way chess is played. What does this mean for investment bankers? You think this is going to be about how chess can teach critical thinking, don’t you? Nope. And nope, this isn’t a…

Adrian CrockettAdrian Crockett

31 hottest fintech startups defining New York

Pellucid Analytics is named one of New York's hottest fintech startups by Let's Talk Payments. To me, the unique thing about fintech startups is that the companies are often working in tandem with the financi…

Jenn GiacobbeJenn Giacobbe