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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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Pellucidity

The whys, whats, and hows of Pellucid

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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What’s trending this month?

Grouped comps bubbles, analyst recommendations, and periodic metric charts are trending this month at Pellucid. Pellucid’s content library is designed specifically for investment bankers and other strategic a…

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What’s trending this month?

Analyst ratings overview, cross sectional histogram, and periodic metric pitchbook charts are trending this month at Pellucid. Pellucid’s content library is designed specifically for investment bankers and st…

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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…

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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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The Pellucid challenge: Q1, 2017 results

We showed a group of analysts common pitchbook content and asked them to recreate it using Pellucid. Here's what we found. A few weeks ago we conducted our first quarterly efficiency user test. A group of ana…

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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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What pitchbook content was trending in February?

Comps ranking with summary table, Comps index with intensity bars, and Grouped comps bubble charts. Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s fill…

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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

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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What I learned from a year of publishing on LinkedIn

In 2016, I published 40 articles about investment banking and pitchbooks to LinkedIn Pulse. Here's what I learned. About a year ago, Pellucid’s VP of marketing asked me how I’d feel about publishing articles…

Adrian CrockettAdrian Crockett

Why Pellucid is a "Best Place to Work"

For four years, Outside Magazine has named Pellucid a "Best Place to Work" and in 2016 it reached number ten. Here's why. For the fourth year running, Pellucid is named a “Best Place to Work” by Outside Magaz…

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Best of Fix The Pitch 2016

Over the past year, we've shared stories, thoughts, and ideas to help you fix the pitch. Here's a collection of some of our favorites. 2016 was a great year for Pellucid. In Q4, we began our roll out across W…

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What pitchbook content is trending at Pellucid?

Share price chart with future uncertainty fan, marginal histograms, and grouped comps bubbles Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s filled wit…

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Fix The Pitch recommended reading list

From data viz, to advanced math, to feminism, to behavioral economics, check out the Fix The Pitch reading list. Pellucid’s goal is to streamline and elevate the pitchbook and client materials created by inve…

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Pellucid named a best place to work

For the fourth year running Pellucid Analytics is named a Best Place to Work by Outside Magazine, ranking number 10. For the fourth year running, Pellucid is named a Best Place to Work by Outside Magazine. R…

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A data platform just for bankers

Corralling data can be a struggle. Pellucid's Data Hub includes EDGAR Online data to provide a platform espeically for bankers. One thing we always say at Pellucid is that great content begins with flawless d…

Patrick RyanPatrick Ryan

What pitchbook content is trending at Pellucid?

Trending pitchbook content: Cumulative market returns, Comps ranking, and Metric vs. comps over time. Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s fi…

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One histogram, endless customizations

Three different ways to customize a pitchbook cross sectional histogram to tell a different story each time you show it. This is a cross sectional histogram. It shows the distribution of a metric for…

Patrick RyanPatrick Ryan

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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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

What pitchbook content is trending at Pellucid in August?

Pellucid's content library is filled with content for pitchbooks and analysis. Here's what was popular in August. Pellucid’s content library is designed specifically for investment bankers and strategic advis…

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What pitchbook content is trending at Pellucid?

Trending pitchbook content: analyst recommendations, share price performance, and benchmarking. From pitchbook essentials to advanced data visualizations, Pellucid's content library is designed to help banke…

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Introducing the Data Hub

Override values, change definitions, review sources. Complete confidence and transparency for perfect content, every time. It’s 2 a.m. and you’re close to wrapping up your pitchbook for tomorrow morning’s me…

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

Problems are easy. Solutions aren’t

We've examined the investment banking pitchbook problem from every angle. Here's our approach and how we know when it's solved. In product development, there is an adage “find a problem and solve it”. If you…

Patrick RyanPatrick Ryan

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

Why is Pellucid Analytics a “Best Place to Work”?

Outside Magazine name's Pellucid Analytics as a "Best Place to Work" for the third-year running. For the third year running, Pellucid Analytics is named a “Best Place to Work” by Outside Magazine, reaching nu…

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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

Why I had to leave Wall Street to fix it

One thing I know for certain to be true about today's investment bank: The pitchbook process is broken and it's time to fix it. “That’s not how we do things around here.” It was my ninth day at an investment…

Adrian CrockettAdrian Crockett